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Message History

TIVP097: COPART STOCK (CPRT): IS COPART NOW A BUY? W/ DANIEL MAHNCKE & SHAWN O’MALLEY TIVP097: COPART STOCK (CPRT): IS COPART NOW A BUY? W/ DANIEL MAHNCKE & SHAWN O’MALLEY

13 September 2026

Daniel and Shawn revisit Copart (NASDAQ: CPRT), examining the strength o...


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TIP846: STOCK PICKER: HOW TO LIVE OFF YOUR PORTFOLIO W/ IAN CASSEL TIP846: STOCK PICKER: HOW TO LIVE OFF YOUR PORTFOLIO W/ IAN CASSEL

12 September 2026

In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capit...


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Palantir (PLTR) Intrinsic Value: Stock Valuation

By: Daniel Mahncke

I’ve used Palantir as my go-to example of an overvalued company for years. Michael Burry recently said it isn’t worth a dollar, and The Economist called it possibly the most overvalued firm...


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AppLovin (APP) Intrinsic Value: Stock Valuation

By: Kyle Grieve

AppLovin is a compelling business right off the bat for one reason: Where else can you find a business compounding its earnings per share in the triple digits over the last five years, but trad...


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Domino’s Pizza (DPZ) Intrinsic Value: Stock Valuation

By: Kyle Grieve

Domino’s Pizza is a surprisingly well-known brand. While it might not be the best pizza you can get out there, it’s one of those brands that most people are very familiar with.

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