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Oliver Buchannon
Daniel Mahncke
🎙️ Kelly Partners Group: The Constellation Software of Accounting?

Mar 22, 2026

•

29 min read

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Duolingo: Cheap Enough to Become a Multibagger?

Mar 8, 2026

•

28 min read

🎙️ Duolingo: Cheap Enough to Become a Multibagger?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Constellation Software: 100-Bagger at Historic Discount

Feb 22, 2026

•

29 min read

🎙️ Constellation Software: 100-Bagger at Historic Discount

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Hermès: How much is the Best Brand in the World worth?

Feb 8, 2026

•

30 min read

🎙️ Hermès: How much is the Best Brand in the World worth?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Meta: The $600 Billion Bet on AI!

Jan 25, 2026

•

26 min read

🎙️ Meta: The $600 Billion Bet on AI!

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Mercado Libre: More than the Amazon of LATAM?!

Jan 11, 2026

•

30 min read

🎙️ Mercado Libre: More than the Amazon of LATAM?!

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

Dec 28, 2025

•

31 min read

🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ 1-Year Portfolio Review: The Intrinsic Value Portfolio

Dec 14, 2025

•

25 min read

🎙️ 1-Year Portfolio Review: The Intrinsic Value Portfolio

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ S&P Global: The Company behind the Stock Market

Nov 30, 2025

•

30 min read

🎙️ S&P Global: The Company behind the Stock Market

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ TransDigm: A Conglomerate of Monopolies

Nov 16, 2025

•

28 min read

🎙️ TransDigm: A Conglomerate of Monopolies

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Salesforce: Agentforce vs. AI

Nov 2, 2025

•

32 min read

🎙️ Salesforce: Agentforce vs. AI

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Copart: The 100-Bagger Junkyard

Oct 19, 2025

•

31 min read

🎙️ Copart: The 100-Bagger Junkyard

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Manchester United: Valuing a Football Empire

Oct 5, 2025

•

24 min read

🎙️ Manchester United: Valuing a Football Empire

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

Sep 21, 2025

•

32 min read

🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Dell: Overlooked AI Growth Story?

Sep 7, 2025

•

23 min read

🎙️ Dell: Overlooked AI Growth Story?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Ferrari: High-Speed Compounder

Aug 31, 2025

•

25 min read

🎙️ Ferrari: High-Speed Compounder

[Just 5 minutes to read]

Daniel Mahncke
Shawn O'Malley
Daniel Mahncke, +1
🎙️ Crocs: Fashion Icon or Value Trap?

Aug 24, 2025

•

25 min read

🎙️ Crocs: Fashion Icon or Value Trap?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Remitly: Remittance Giant or Crypto Casualty?

Aug 10, 2025

•

34 min read

🎙️ Remitly: Remittance Giant or Crypto Casualty?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ PayPal: Value Trap or Multibagger?

Jul 27, 2025

•

31 min read

🎙️ PayPal: Value Trap or Multibagger?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Estée Lauder: Burry's Big Bet

Jul 13, 2025

•

24 min read

🎙️ Estée Lauder: Burry's Big Bet

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Mid-Year Portfolio Review

Jun 29, 2025

•

28 min read

🎙️ Mid-Year Portfolio Review

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ 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
🎙️ 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
🎙️ 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
🎙️ 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
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The Intrinsic Value Newsletter

The Intrinsic Value Newsletter

The weekly newsletter devoted to breaking down business and estimating their intrinsic value, in just a few minutes to read — Join 35,562 readers


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