TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
Salesforce vs. Adobe: AI Fears
Shawn and Daniel compare Salesforce and Adobe, AI risk, product stickiness, and valuation opportunities.
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 outlook has changed.
IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:15 - How the Intrinsic Value Portfolio performed 00:05:03 - How we think about Reddit’s price increase 00:11:33 - What way we found to invest in Ferrari 00:21:30 - Why Crocs has become even more interesting 00:36:25 - Why we are bullish on Uber 00:46:28 - How we think about our retail investments 00:58:57 - About the similarities between Salesforce and Adobe 01:14:16 - What we think of Ulta Beauty
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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