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TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
30.07.2026 | 1 godz. 22 min.Daniel Mahncke and Shawn O’Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. DLocal is trading at attractive multiples while growing payment volumes at over 70% and printing cash due to high operating leverage and a high-margin business model. That cash is given back to shareholders in the form of dividends and buybacks.
Daniel and Shawn discuss whether the high customer concentration and the declining take rate justify the cheap valuation or whether the market is not understanding the full potential of this emerging market jewel. In the end, Daniel values the business and decides whether DLO deserves a spot in The Intrinsic Value Portfolio.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:03:01) How DLO became the leading player in emerging markets
(00:07:14) What makes DLO’s business model stand out
(00:19:08) What two megatrends DLO benefits from
(00:28:18) Whether there is a race to the bottom with take rates
(00:56:10) How DLO compares to Western competition
(01:00:30) How DLocal distributes cash to shareholders
(01:19:00) Valuation discussion of DLO
(01:21:41) Whether DLO is valued attractively
(01:23:19) Whether Shawn and Daniel add DLO to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Value Investors Club Pitch on DLO.
Interview with the CEO, Pedro Arnt.
DLocal Investor Relations Podcast.
Founder and CEO Interview by Stratechery.
Check out our previous Intrinsic Value breakdowns: Visa, Amazon, Sea Limited, Mercado Libre, Shopify.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Plus500
Netsuite
Shopify
Plaud
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmRWH070: Hunting For Hidden Treasures w/ Christopher Begg
26.07.2026 | 2 godz. 1 min.In this episode, William Green chats with Christopher Begg, a renowned hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris is also an adjunct professor at Columbia Business School, where he teaches the prestigious Security Analysis course that Ben Graham taught to Warren Buffett in 1951. Here, Chris shares rich insights about Tesla, Alphabet, SpaceX, Constellation Software, & the art of discovering great investments hidden in plain sight.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:03:30) How writing helps Chris Begg to “compress complexity into essence”
(00:10:38) How to succeed by slowing down, training your attention, & going deep
(00:32:48) How Alphabet embodies everything he seeks in a long-duration compounder
(00:38:44) How fears of AI disruption created enticing bargains among software stocks
(00:43:18) Why he focuses on great businesses with 8 layers of competitive advantage
(00:55:04) What he learned from Buffett & Munger about the power of deserved trust
(01:02:17) What ancient cathedrals can teach investors about businesses that endure
(01:08:15) Why he steered clear of Elon Musk, then changed his mind & bet big on Tesla
(01:24:58) What investors don’t yet see about the emerging capabilities of SpaceX
(01:33:04) Why he reveres right-brained investment giants like Bill Miller & Nick Sleep
(01:38:52) How Chris structures his life to create enduring value
(01:51:43) How to prosper mightily without engaging in “extractive short-termism”
(01:59:00) How a magical experience with his son reveals the true meaning of wealth
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Inquire about William Green’s Richer, Wiser, Happier Masterclass.
Christopher Begg’s investment firm, East Coast Asset Management.
Robert Pirsig’s books Zen & the Art of Motorcycle Maintenance & Lila.
Iain McGilchrist’s books The Matter with Things & The Master & His Emissary.
Christopher Begg’s song, The Great Work.
William Green’s podcast episode with Daniel Goleman & Tsoknyi Rinpoche.
William Green’s 2025 podcast episode with Christopher Begg.
William Green’s 2023 podcast episode with Christopher Begg.
William’s book, Richer, Wiser, Happier.
Follow William Green on X.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
SPONSORS
Support our free podcast by supporting our sponsors:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
23.07.2026 | 1 godz. 15 min.In today’s episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm’s legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operates two very different segments, from wildfire retardants and airbase logistics to specialty chemicals and precision medical manufacturing equipment, each built around sticky, mission-critical customer relationships. They’ll also cover the company’s acquisition strategy, its unusual founder’s advisory fee, and the debt and litigation risks that complicate an otherwise compelling capital allocation story.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:01:19) Why the Transdigm playbook is worth cloning
(00:05:02) How this management team built a public compounding machine
(00:08:24) Why one segment profits directly from worsening wildfires
(00:16:51) The chemical monopoly hiding inside a boring business
(00:29:39) What makes these niche products nearly impossible to replace
(00:39:05) How disciplined acquisitions have created so much shareholder value
(00:45:16) The controversial fee structure investors aren’t big fans of
(01:13:26) Valuation discussion of PRM
(01:16:06) Intrinsic value of PRM
(01:18:03) Whether Kyle and Shawn will add PRM to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Follow Kyle on Twitter and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
19.07.2026 | 1 godz. 6 min.In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insurance segments, its use of float, and the capital allocation moves, from acquisitions to buybacks, that have driven decades of growth. The conversation also covers Fairfax's competitive advantages, key risks such as catastrophe exposure and succession, and whether the business remains an attractive opportunity today.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:05:30) Why Fairfax's history shorting backfired for years
(00:08:41) How Fairfax structures its insurance and non-insurance businesses
(00:15:10) How Fairfax treats its winning investments
(00:19:03) What the combined ratio reveals about Fairfax’s underwriting abilities
(00:28:52) Why Fairfax's culture keeps talented operators for decades
(00:30:56) How Fairfax uses debt to fund acquisitions
(00:37:54) Why Fairfax's buyback timing shows disciplined capital allocation
(00:41:11) How Prem Watsa's pay stays modest despite success
(00:46:56) What risks Fairfax has as it continues to scale
(00:53:52) Valuation discussion of Fairfax
(00:55:36) Intrinsic value of Fairfax
(01:00:04) Whether Kyle and Shawn will add Fairfax to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Read The Fairfax Way by David Thomas here.
Listen to Kyle's episode, where he covers the history of Fairfax Financial here.
Follow Kyle on Twitter and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley
16.07.2026 | 1 godz. 27 min.Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They discuss how to think about the lack of disclosures and what the margin decline and growth deceleration mean for the business going forward. But also whether this presents an exceptional buying opportunity at a single-digit earnings multiple and about 60% of the company’s market capitalization in cash.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:10:59) How PDD became one of China’s leading marketplaces
(00:19:17) What makes PDD’s business model stand out
(00:22:58) How PDD compares to Chinese competition
(00:31:56) What makes China’s e-commerce market different
(00:33:24) What happened to margins and growth
(00:47:13) How Temu revolutionized international e-commerce
(01:19:31) Valuation discussion of PDD
(01:24:59) Whether PDD is valued attractively
(01:27:25) Whether Shawn and Daniel add PDD to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Value Investors Club Pitch on PDD.
Hayden Capital Investment Memo on PDD.
Check out our previous Intrinsic Value breakdowns: Amazon, Sea Limited, Mercado Libre, Shopify.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast.
On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks.
Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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