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The Intrinsic Value Newsletter

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Daniel Mahncke, +1

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🎙️ 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

🎙️ CoStar: A Wide Moat Digitalizing Real Estate

Apr 26, 2026

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16 min read

🎙️ CoStar: A Wide Moat Digitalizing Real Estate

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Portfolio Review and Update: Changes for 2026

Apr 19, 2026

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18 min read

🎙️ Portfolio Review and Update: Changes for 2026

[Just 5 minutes to read]

Daniel Mahncke

Apr 12, 2026

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4 min read

🎙️ Programming Announcement

[Just 1 minute to read]

Shawn O'Malley

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

Apr 5, 2026

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30 min read

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Spotify: Investing in Music During The Age Of AI

Mar 29, 2026

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36 min read

🎙️ Spotify: Investing in Music During The Age Of AI

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

Mar 22, 2026

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29 min read

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Figma: Recovering From An 80% Post-IPO Decline

Mar 15, 2026

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32 min read

🎙️ Figma: Recovering From An 80% Post-IPO Decline

[Just 5 minutes to read]

Shawn O'Malley

...

🎙️ Microsoft: Misunderstood AI Opportunity?

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

🎙️ CoStar: A Wide Moat Digitalizing Real Estate

🎙️ Portfolio Review and Update: Changes for 2026

🎙️ Programming Announcement

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

🎙️ Spotify: Investing in Music During The Age Of AI

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

🎙️ Figma: Recovering From An 80% Post-IPO Decline

The Intrinsic Value Newsletter

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