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The Intrinsic Value Newsletter

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Written by

Daniel Mahncke, +1

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🎙️ LVMH and Hermès: Is the Luxury Drawdown an Opportunity?

Oct 11, 2026

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13 min read

🎙️ LVMH and Hermès: Is the Luxury Drawdown an Opportunity?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Walmart: Why Wall Street Pays Tech Multiples for a Retailer

Oct 4, 2026

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13 min read

🎙️ Walmart: Why Wall Street Pays Tech Multiples for a Retailer

[Just 5 minutes to read]

Kyle Grieve

🎙️ Meta: The Highest Optionality of all Mag7

Sep 27, 2026

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16 min read

🎙️ Meta: The Highest Optionality of all Mag7

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Alphabet: A Better Business With a Stranger Balance Sheet

Sep 20, 2026

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13 min read

🎙️ Alphabet: A Better Business With a Stranger Balance Sheet

[Just 5 minutes to read]

Kyle Grieve

🎙️ Copart: The Case for Buying It Again?

Sep 13, 2026

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16 min read

🎙️ Copart: The Case for Buying It Again?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ AppLovin: A Growing Compounder At a 50% Discount

Sep 6, 2026

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14 min read

🎙️ AppLovin: A Growing Compounder At a 50% Discount

[Just 5 minutes to read]

Kyle Grieve

🎙️ Palantir: Worth the Hype! Worth the Price?

Aug 30, 2026

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16 min read

🎙️ Palantir: Worth the Hype! Worth the Price?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Domino's Pizza: Is This Pizza Royalty Broken?

Aug 23, 2026

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16 min read

🎙️ Domino's Pizza: Is This Pizza Royalty Broken?

[Just 5 minutes to read]

Kyle Grieve

🎙️ Portfolio Review: Analyzing our Biggest Losers

Aug 16, 2026

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16 min read

🎙️ Portfolio Review: Analyzing our Biggest Losers

[Just 5 minutes to read]

Daniel Mahncke

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🎙️ LVMH and Hermès: Is the Luxury Drawdown an Opportunity?

🎙️ Walmart: Why Wall Street Pays Tech Multiples for a Retailer

🎙️ Meta: The Highest Optionality of all Mag7

🎙️ Alphabet: A Better Business With a Stranger Balance Sheet

🎙️ Copart: The Case for Buying It Again?

🎙️ AppLovin: A Growing Compounder At a 50% Discount

🎙️ Palantir: Worth the Hype! Worth the Price?

🎙️ Domino's Pizza: Is This Pizza Royalty Broken?

🎙️ Portfolio Review: Analyzing our Biggest Losers

The Intrinsic Value Newsletter

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