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🎙️ Mid-Year Portfolio Review

Jun 29, 2025

•

28 min read

🎙️ Mid-Year Portfolio Review

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Smith & Wesson: Unloved For Good Reason?

Jun 22, 2025

•

23 min read

🎙️ Smith & Wesson: Unloved For Good Reason?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ TSMC: The Most Important Company in the World?

Jun 15, 2025

•

27 min read

🎙️ TSMC: The Most Important Company in the World?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Nubank: Berkshire's Bet on Latin America

Jun 8, 2025

•

30 min read

🎙️ Nubank: Berkshire's Bet on Latin America

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Amazon: Is It Prime Time for Investors?

Jun 1, 2025

•

26 min read

🎙️ Amazon: Is It Prime Time for Investors?

[Just 5 minutes to read]

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

May 25, 2025

•

25 min read

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

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Visa: Still The Card to Hold?

May 18, 2025

•

25 min read

🎙️ Visa: Still The Card to Hold?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Adobe: Designing a Creative Empire?

May 11, 2025

•

22 min read

🎙️ Adobe: Designing a Creative Empire?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Mercedes-Benz: Can Benz Reinvent the Car Again?

May 4, 2025

•

23 min read

🎙️ Mercedes-Benz: Can Benz Reinvent the Car Again?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Comfort Systems: Blue-Collar Compounder

Apr 27, 2025

•

23 min read

🎙️ Comfort Systems: Blue-Collar Compounder

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Uber: Cash Burner to Compounder?

Apr 20, 2025

•

28 min read

🎙️ Uber: Cash Burner to Compounder?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Nike: Just Buy It?

Apr 13, 2025

•

27 min read

🎙️ Nike: Just Buy It?

[Just 5 minutes to read]

Shawn O'Malley
Daniel Mahncke
Shawn O'Malley, +1
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The Intrinsic Value Newsletter

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