TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
Sizing Uber to 7%
Shawn and Daniel agree to raise Uber to a larger core position given improving margins and valuation.
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.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
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- Last Portfolio Review.
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- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
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