• The Intrinsic Value Newsletter
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• Page 2

Podia

Oct 19, 2025

🎙️ Copart: The 100-Bagger Junkyard

[Just 5 minutes to read]

Daniel Mahncke

Oct 12, 2025

🎙️ FICO: The Algo Behind America's Credit

[Just 5 minutes to read]

Shawn O'Malley

Oct 05, 2025

🎙️ Manchester United: Valuing a Football Empire

[Just 5 minutes to read]

Daniel Mahncke

Sep 28, 2025

🎙️ Universal Music Group: Cashing In On Music Rights

[Just 5 minutes to read]

Shawn O'Malley

Sep 21, 2025

🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

[Just 5 minutes to read]

Daniel Mahncke

Sep 14, 2025

🎙️ Match Group: Is Finding Love a Good Investment?

[Just 5 minutes to read]

Shawn O'Malley

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

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