Daniel Mahncke

Shawn O'Malley, co-host of the Intrinsic Value Podcast, discusses why he's bullish on Exor N.V., offering proxy exposure to Ferrari, and detailing its significant NAV discount. Daniel Mahncke shares insights on MercadoLibre, highlighting its dominance in Latin American e-commerce and fintech, along with its impressive growth and unique logistics strategy. They also touch on Clay Finck's pitch for Meta, examining its advertising strengths and AI advancements, while addressing concerns about capital expenditures and growth sustainability.

Shawn O’Malley and Daniel Mahncke dive into the fascinating world of Adobe, the creative software giant that started in a garage. They discuss how Adobe evolved its business model to focus on subscriptions while tackling the challenges from emerging competitors like Canva and Figma. The conversation highlights Adobe's strategic implementation of AI and its commitment to attracting new talent in design. With insights into Adobe's financial performance, Mahncke also shares thoughts on the company's long-term growth potential amidst market skepticism.