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The Intrinsic Value Newsletter

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Daniel Mahncke, +1

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🎙️ American Tower: Building Essential Wireless Infrastructure

Jun 28, 2026

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14 min read

🎙️ American Tower: Building Essential Wireless Infrastructure

[Just 5 minutes to read]

Kyle Grieve, +1

🎙️ Copa Holdings: The Airline Buffett Should Buy

Jun 21, 2026

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12 min read

🎙️ Copa Holdings: The Airline Buffett Should Buy

[Just 5 minutes to read]

Daniel Mahncke

🎙️ QXO: A Building Parts Consolidator's Dream Business

Jun 14, 2026

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13 min read

🎙️ QXO: A Building Parts Consolidator's Dream Business

[Just 5 minutes to read]

Kyle Grieve, +1

Jun 7, 2026

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14 min read

🎙️ Wix: The Most Asymmetric AI Bet?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

May 31, 2026

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15 min read

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

[Just 5 minutes to read]

Kyle Grieve, +1

May 24, 2026

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18 min read

🎙️ Sea Limited: Can Sea 10x Again?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Formula One Group: Blooming Sports Biz With Fanatical Fans

May 17, 2026

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17 min read

🎙️ Formula One Group: Blooming Sports Biz With Fanatical Fans

[Just 5 minutes to read]

Kyle Grieve, +1

🎙️ Microsoft: Misunderstood AI Opportunity?

May 10, 2026

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19 min read

🎙️ Microsoft: Misunderstood AI Opportunity?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ OTC Markets : A Picks and Shovels Play in Modern Capital Markets

May 3, 2026

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15 min read

🎙️ OTC Markets : A Picks and Shovels Play in Modern Capital Markets

[Just 5 minutes to read]

Kyle Grieve

...

🎙️ American Tower: Building Essential Wireless Infrastructure

🎙️ Copa Holdings: The Airline Buffett Should Buy

🎙️ QXO: A Building Parts Consolidator's Dream Business

🎙️ Wix: The Most Asymmetric AI Bet?

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

🎙️ Sea Limited: Can Sea 10x Again?

🎙️ Formula One Group: Blooming Sports Biz With Fanatical Fans

🎙️ Microsoft: Misunderstood AI Opportunity?

🎙️ OTC Markets : A Picks and Shovels Play in Modern Capital Markets

The Intrinsic Value Newsletter

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