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@TIV_Podcast The Intrinsic Value Podcast
The Intrinsic Value Podcast posts on X about $tdg, business, strong, $cprt the most. They currently have XXXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX -XX%
- X Month XXXXX -XXXX%
- X Months XXXXXX +2,483%
- X Year XXXXXX -XX%
Mentions: X #
Followers: XXXXXX #
- X Week XXXXXX +0.08%
- X Month XXXXXX +0.08%
- X Months XXXXXX +0.05%
- X Year XXXXXX -XXXX%
CreatorRank: undefined #
Social Influence
Social category influence stocks finance
Social topic influence $tdg #18, business, strong, $cprt, stocks, private equity, liquidity, $bkng, to the, buy the
Top accounts mentioned or mentioned by @shawnomalley @mnkedaniel @wsj @morganhousel @therobertleonar @clayfinck @prestonpysh @chartrdaily @visualcap @tferriss @tipnetwork @treylockerbie @wolfejosh @bis @ryfraz @arrivedhomes @jb55 @weronikapycek @rebeccahotsko @millstresearch
Top assets mentioned TransDigm Group, Inc. (TDG) Copart, Inc. (CPRT) Booking Holdings Inc (BKNG)
Top Social Posts
Top posts by engagements in the last XX hours
"Portfolio Update: TransDigm ($TDG) will be added to the Intrinsic Value Portfolio as a X% position"
X Link 2025-11-18T10:00Z 15.9K followers, XXX engagements
"This week on The Intrinsic Value Podcast @Shawn_OMalley_ and @MnkeDaniel dive into Copart ($CPRT) a junkyard business that has quietly become one of the most successful compounders of the past few decades. Year-to-date the stock is down more than XX% one of its worst drawdowns ever yet the business remains remarkably strong protected by some of the deepest moats in the industry. But is it cheap enough to earn a spot in the Intrinsic Value Portfolio Lets find out Watch the highlights below and catch the full episode on Spotify YouTube or Apple Podcasts"
X Link 2025-10-21T09:00Z 15.9K followers, 5069 engagements
"This week on The Intrinsic Value Podcast @Shawn_OMalley_ and @MnkeDaniel dive into TransDigm ($TDG) one of the best-performing stocks of the past few decades. TransDigm has built a conglomerate of mini-monopolies with massive pricing power and near-impenetrable barriers to entry. Its run like a private equity fund with public-market liquidity backed by strong management incentives and despite its size still plenty of runway ahead. The stock isnt cheap but then again it rarely has been. At least its flat year-to-date and down XX% from all-time highs. In this episode we break down what makes"
X Link 2025-11-19T10:00Z 15.9K followers, XXX engagements
"Portfolio Update: Booking Holdings ($BKNG) will not be added to the Intrinsic Value Portfolio for now. But we will revisit if external factors like a stock market selloff give us a chance to buy the stock at a much lower price on depressed sentiment similar to what happened in 2022/2023. We also need to get more comfortable with how AI could disrupt this business"
X Link 2025-11-26T10:00Z 15.9K followers, XXX engagements