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🎙️ Churchill Downs: The Kentucky Derby is Publicly-Traded?

[Just 5 minutes to read]

🎙️ Mercado Libre: More than the Amazon of LATAM?!

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Exor NV: Discounted Exposure to Ferrari?

[Just 5 minutes to read]

🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Snapchat: Why Hasn't It Become a Social Media Titan?

[Just 5 minutes to read]

🎙️ 1-Year Portfolio Review: The Intrinsic Value Portfolio

[Just 5 minutes to read]

Daniel Mahncke

🎙️ DoorDash: Can It Keep Delivering Returns?

[Just 5 minutes to read]

🎙️ S&P Global: The Company behind the Stock Market

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Booking Holdings: The Traveling Compounder

[Just 5 minutes to read]

🎙️ TransDigm: A Conglomerate of Monopolies

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Robinhood: The Amazon Prime of Gen Z's Finances?

[Just 5 minutes to read]

🎙️ Salesforce: Agentforce vs. AI

[Just 5 minutes to read]

Daniel Mahncke

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