In today’s episode, Kyle Grieve and Shawn O’Malley discuss Canadian Pacific Kansas City, the only railroad that connects Canada, the United States, and Mexico on a single network. They trace how the company helped shape Canada, how an activist investor and a legendary railroader turned it into one of North America’s best-run railroads, and why a transformational merger has made…
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TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon…
08.11.2026TIP858: McDonald’s ($MCD): Generational Compounder in Historical Drawdown w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley cover their first restaurant stock. Although one could argue it isn’t really a restaurant business…
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01.11.2026TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn’t w/ Kyle Grieve & Shawn O’Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building…
29.10.2026TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the…
25.10.2026TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE:…
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