Best TDG Podcasts (2025)

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TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke 1:13:58

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3d ago1:13:58

1:13:58

Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users. IN THIS EPISODE, YOU’LL LEARN:00:00:00 – Intro 00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case 00:09:15 – Why Snapchat is unlikely to be acquired any time soon 00:17:49 – How Snapchat almost didn’t…

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TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley 1:22:44

10d ago1:22:44

1:22:44

Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outl…

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TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke 1:33:02

17d ago1:33:02

1:33:02

Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce. IN THIS EPISODE, YOU’LL LEARN:00:00:00 - Intro 00:00:47 - How DoorDash came out of nowhere to become America’s leading meal-delivery service, usurping Uber Eats and Grubhub 00:07:57 - What opportun…

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TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley 1:27:13

24d ago1:27:13

1:27:13

Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index. IN THIS EPISODE, YOU’LL LEARN:00:00:00 - Intro 00:03:02 - About S&P’s Rating Business 00:03:56 - What businesses S&P Global operates 00:04:32 - About S&P’s Market Intelligence Business 00:07:54 - About S&P Global’s founding story 00:38:52 …

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TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke 1:34:35

1M ago1:34:35

1:34:35

Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company. IN THIS EPISODE, YOU’LL LEARN:00:00:00 - Intro00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb00:26:18 - How Booking.com established a foothold in Europe despite Expedia’s dominance in North America00:55:5…

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TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley 1:32:18

1M ago1:32:18

1:32:18

Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable…

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TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke 1:42:45

2M ago1:42:45

1:42:45

Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:40 - How Robinhood disrupted the entire brokerage industry 00:32:05 - How Robinhood can offer commissi…

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TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley 1:18:43

2M ago1:18:43

1:18:43

Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for …

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TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke 1:12:12

2M ago1:12:12

1:12:12

Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remains attractively priced. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 Intro 0…

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TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley 1:17:02

2M ago1:17:02

1:17:02

Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global online marketplace that sells more than three million vehicles a year. With sellers ranging from major in…

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TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke 1:14:38

2M ago1:14:38

1:14:38

Shawn O’Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit scores, which are used in everything in the U.S., from applying for a mortgage, credit cards, apartments, to even job applications and more. FICO has incredible market penetration and earnings leverage, as…

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TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley 1:12:02

3M ago1:12:02

1:12:02

Daniel Mahncke and Shawn O’Malley dive into Manchester United, the legendary football club that’s grown from a 19th-century railway team into one of the most recognized sports brands on the planet. With revenue pillars in commercial sponsorships, broadcasting rights, and matchday income, plus a fanbase that spans every continent, United is often de…

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TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke 1:27:49

3M ago1:27:49

1:27:49

Shawn O’Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the world’s music in an oligopolistic industry also dominated by Sony and Warner Music Group. Universal has incredibly high-quality earnings, with a very stable business and excess returns on capital — a recipe …

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TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley 1:23:16

3M ago1:23:16

1:23:16

Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Be…

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TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke 1:17:40

3M ago1:17:40

1:17:40

Shawn O’Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a number of dating platforms, including Tinder, Match.com, Hinge, OkCupid, and more, with specialized platforms appealing to certain demographics and dating niches. During the Pandemic, the company was a pop…

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TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley 1:21:41

4M ago1:21:41

1:21:41

Daniel Mahncke and Shawn O’Malley dive into Dell Technologies, the legacy PC giant that’s quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, …

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TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke 1:15:30

4M ago1:15:30

1:15:30

Shawn O’Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles. By global automotive standards, Ferrari hardly has any sales volumes, selling about 14,000 cars a year, yet these vehicles come with such premium price tags that the company can…

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TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley 1:12:23

4M ago1:12:23

1:12:23

Daniel Mahncke and Shawn O’Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a post-IPO collapse and years of overextension, Crocs has staged one of the most impressive brand comebacks in recent retail history — now fueled by strong margins, loyal customers, and bold international…

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TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke 1:27:38

4M ago1:27:38

1:27:38

Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space, and very little need for discounting, if any. In this episode, you’l…

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TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley 1:28:15

5M ago1:28:15

1:28:15

Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin leverage, and cash generation could unlock a new phase of investor conf…

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TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke 1:23:48

5M ago1:23:48

1:23:48

Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same pe…

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TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley 1:26:17

5M ago1:26:17

1:26:17

Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack …

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You Won’t Believe These Stories… Blonie Blue, EDP, & 6 Kids Left in the Heat 56:31

5M ago56:31

56:31

In this episode of The Jump Around Podcast, Tevin Trapp dives into some of the wildest trending stories on the internet. From the insane case of six kids left in a hot car, to the jaw-dropping claims surrounding Blonie Blue and “1057 men,” nothing is off-limits. We also break down the ongoing drama with EDP and what it really says about the interne…

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TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke 1:30:07

5M ago1:30:07

1:30:07

Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that. In this episode, you’ll learn why the …

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TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley 1:09:44

5M ago1:09:44

1:09:44

Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China’s daigou shopping channel, and a broader slowdown in its most important market. In thi…

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Celebrity Judge of SC x MetboyTdg interview - Jump around podcast 28:47

6M ago28:47

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In this episode of The Jump Around Podcast, Tevin Trapp and special guest MetBoyTDG get into an unfiltered conversation about power, justice, and what's really happening in South Carolina’s legal system. From the streets to the courtrooms, nothing is off-limits. We’re talking real stories, controversial headlines, and the gap between the system and…

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TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke 1:23:47

6M ago1:23:47

1:23:47

Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It’s a powerful conglomerate built by one of the world’s richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless c…

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Mental Health Monday: Being Self aware doesn't fix it. 4:19

6M ago4:19

4:19

In this Mental Health Monday episode of The Jump Around Podcast, Tevin Trapp explores the real truth behind self-awareness — and why just recognizing your flaws isn't enough to change them. We talk about the difference between knowing and doing, how trauma hides in habits, and why emotional healing takes more than reflection. If you’ve ever said “I…

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TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley 1:40:41

6M ago1:40:41

1:40:41

Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s latest ear…

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God, Celebrity's, conspires theories-Jump Around Podcast 1:07:00

6M ago1:07:00

1:07:00

In this episode of The Jump Around Podcast, we dive deep into the connection between God, celebrity culture, and conspiracy theories that have the internet buzzing. From secret societies and spiritual symbolism to viral rumors and industry mysteries — Tevin Trapp brings you real talk with no filters. Why are so many celebrities suddenly “finding Go…

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TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley 1:14:18

6M ago1:14:18

1:14:18

Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you’ll learn how Smith & Wesson…

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48Yatti x MetboyTDG Interview-TheJumpAroundPodcast 16:10

6M ago16:10

16:10

In this exclusive interview on The Jump Around Podcast, 48yatti and MetboyTDG dive deep into their music journeys, creative process, and the rise of their unique sounds. From navigating Don't miss out on this candid chat with two rising stars! Hit the like button, subscribe for more exclusive interviews, and stay tuned for upcoming episodes of The …

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TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley 1:31:59

6M ago1:31:59

1:31:59

Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-e…

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Conspiracies, Truth & Testimonies ,Eddie Murphy Speaks on Diddy?! | The Jump Around Podcast 1:17:01

6M ago1:17:01

1:17:01

In this episode of The Jump Around Podcast, Tevin Trapp breaks down the shocking rumors surrounding Eddie Murphy’s alleged testimony in the Diddy case. We explore the deeper layers of the situation — from industry secrets and conspiracy theories to how celebrity culture plays into the justice system. Is there more to the story than what’s being rep…

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Trump Pardons Larry Hoover?!|10 Inmates ESCAPE NOLA Jail |The Jump Around Podcast 53:37

7M ago53:37

53:37

In this episode of The Jump Around Podcast, we break down the shocking news about Donald Trump allegedly pardoning Larry Hoover, plus the unbelievable story of 10 inmates escaping a New Orleans jail 🏃‍♂️🚔. We also dive into the culture, controversy, and crazy price tags around modern hip hop jewelry 💎🔥. Spotify/ https://open.spotify.com/show/26hWmz…

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MENTAL HEALTH MONDAY!!! Controlling your emotions JUMP AROUND PODCAST 10:14

7M ago10:14

10:14

LIKE COMMENT AND SUBSCRIBE #fypage #podcast #viralvideo 🧠 How to Control Your Emotions Before They Control You Emotions are powerful—but when they control your decisions, your relationships, or your peace of mind, it’s time to take back that power. In this video, I break down practical strategies to help you stay calm, think clearly, and handle pre…

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TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke 1:34:19

7M ago1:34:19

1:34:19

Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligop…

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TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley 1:31:14

7M ago1:31:14

1:31:14

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Am…

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TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke 1:24:38

7M ago1:24:38

1:24:38

Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Am…

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TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley 1:23:14

7M ago1:23:14

1:23:14

Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether y…

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TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke 1:27:50

8M ago1:27:50

1:27:50

Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, includi…

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TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley 1:17:20

8M ago1:17:20

1:17:20

Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EV…

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TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke 1:15:36

8M ago1:15:36

1:15:36

Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is so…

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TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke 1:24:25

8M ago1:24:25

1:24:25

Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business. In this episod…

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TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley 1:06:57

9M ago1:06:57

1:06:57

Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now …

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TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke 1:22:34

9M ago1:22:34

1:22:34

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business. In this episode, you’ll learn why Reddit is such …

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TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley 1:27:20

9M ago1:27:20

1:27:20

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthen…

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TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke 1:22:45

9M ago1:22:45

1:22:45

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, Hershey’s is home to a number of iconic brands and is turning into an increasingly diversified snacking company. In this episode, you’ll learn how Hersh…

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TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley 1:34:39

9M ago1:34:39

1:34:39

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting tow…

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TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley 1:02:04

10M ago1:02:04

1:02:04

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb…