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The Intrinsic Value Newsletter

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Written by

Daniel Mahncke, +1

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🎙️ 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

🎙️ Exor NV: A Winner, A Loser, and a Hidden Gem

Aug 9, 2026

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17 min read

🎙️ Exor NV: A Winner, A Loser, and a Hidden Gem

[Just 5 minutes to read]

Kyle Grieve

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

Aug 2, 2026

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18 min read

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Perimeter Solutions: Can The Compounding Playbook Strike Twice?

Jul 26, 2026

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14 min read

🎙️ Perimeter Solutions: Can The Compounding Playbook Strike Twice?

[Just 5 minutes to read]

Kyle Grieve

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

Jul 19, 2026

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15 min read

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Kaspi: The Cheapest Monopoly in the World

Jul 12, 2026

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15 min read

🎙️ Kaspi: The Cheapest Monopoly in the World

[Just 5 minutes to read]

Daniel Mahncke, +1

Jul 5, 2026

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14 min read

🎙️ Auto1: The Amazon of Used Cars?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ 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

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🎙️ Portfolio Review: Analyzing our Biggest Losers

🎙️ Exor NV: A Winner, A Loser, and a Hidden Gem

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

🎙️ Perimeter Solutions: Can The Compounding Playbook Strike Twice?

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

🎙️ Kaspi: The Cheapest Monopoly in the World

🎙️ Auto1: The Amazon of Used Cars?

🎙️ American Tower: Building Essential Wireless Infrastructure

🎙️ Copa Holdings: The Airline Buffett Should Buy

The Intrinsic Value Newsletter

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