Archive | The Intrinsic Value Newsletter

🎙️ Remitly: Remittance Giant or Crypto Casualty?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ The Trade Desk: Heir to the Programmatic Advertising Throne?

[Just 5 minutes to read]

🎙️ PayPal: Value Trap or Multibagger?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Roku: The Forgotten Streaming Giant

[Just 5 minutes to read]

🎙️ Estée Lauder: Burry's Big Bet

[Just 5 minutes to read]

Daniel Mahncke

🎙️ LVMH: Investing in True Luxury

[Just 5 minutes to read]

🎙️ Mid-Year Portfolio Review

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Smith & Wesson: Unloved For Good Reason?

[Just 5 minutes to read]

🎙️ TSMC: The Most Important Company in the World?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Nubank: Berkshire's Bet on Latin America

[Just 5 minutes to read]

🎙️ Amazon: Is It Prime Time for Investors?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Shopify: Can It Win The E-Commerce Wars?

[Just 5 minutes to read]

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