• The Intrinsic Value Newsletter
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• Page -11

Podia

Sep 07, 2025

🎙️ Dell: Overlooked AI Growth Story?

[Just 5 minutes to read]

Daniel Mahncke

Aug 31, 2025

🎙️ Ferrari: High-Speed Compounder

[Just 5 minutes to read]

Daniel Mahncke, +1

Aug 24, 2025

🎙️ Crocs: Fashion Icon or Value Trap?

[Just 5 minutes to read]

Daniel Mahncke

Aug 17, 2025

🎙️ Lululemon: Still the King of Athleisure?

[Just 5 minutes to read]

Shawn O'Malley

Aug 10, 2025

🎙️ Remitly: Remittance Giant or Crypto Casualty?

[Just 5 minutes to read]

Daniel Mahncke

Aug 03, 2025

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

[Just 5 minutes to read]

Shawn O'Malley

Jul 27, 2025

🎙️ PayPal: Value Trap or Multibagger?

[Just 5 minutes to read]

Daniel Mahncke

Jul 20, 2025

🎙️ Roku: The Forgotten Streaming Giant

[Just 5 minutes to read]

Shawn O'Malley

Jul 13, 2025

🎙️ Estée Lauder: Burry's Big Bet

[Just 5 minutes to read]

Daniel Mahncke

Jul 06, 2025

🎙️ LVMH: Investing in True Luxury

[Just 5 minutes to read]

Shawn O'Malley

Jun 29, 2025

🎙️ Mid-Year Portfolio Review

[Just 5 minutes to read]

Daniel Mahncke

Jun 22, 2025

🎙️ Smith & Wesson: Unloved For Good Reason?

[Just 5 minutes to read]

Shawn O'Malley

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