Daniel Mahncke

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🎙️ Portfolio Review: Analyzing our Biggest Losers

Aug 16, 2026

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16 min read

🎙️ Portfolio Review: Analyzing our Biggest Losers

[Just 5 minutes to read]

Daniel Mahncke

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

Aug 2, 2026

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18 min read

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

Jul 19, 2026

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15 min read

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Kaspi: The Cheapest Monopoly in the World

Jul 12, 2026

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15 min read

🎙️ Kaspi: The Cheapest Monopoly in the World

[Just 5 minutes to read]

Daniel Mahncke, +1

Jul 5, 2026

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14 min read

🎙️ Auto1: The Amazon of Used Cars?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Copa Holdings: The Airline Buffett Should Buy

Jun 21, 2026

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12 min read

🎙️ Copa Holdings: The Airline Buffett Should Buy

[Just 5 minutes to read]

Daniel Mahncke

Jun 7, 2026

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14 min read

🎙️ Wix: The Most Asymmetric AI Bet?

[Just 5 minutes to read]

Daniel Mahncke

May 24, 2026

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18 min read

🎙️ Sea Limited: Can Sea 10x Again?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Microsoft: Misunderstood AI Opportunity?

May 10, 2026

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19 min read

🎙️ Microsoft: Misunderstood AI Opportunity?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Portfolio Review and Update: Changes for 2026

Apr 19, 2026

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18 min read

🎙️ Portfolio Review and Update: Changes for 2026

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

Apr 5, 2026

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30 min read

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

Mar 22, 2026

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29 min read

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Duolingo: Cheap Enough to Become a Multibagger?

Mar 8, 2026

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28 min read

🎙️ Duolingo: Cheap Enough to Become a Multibagger?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Constellation Software: 100-Bagger at Historic Discount

Feb 22, 2026

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29 min read

🎙️ Constellation Software: 100-Bagger at Historic Discount

[Just 5 minutes to read]

Daniel Mahncke

Feb 8, 2026

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30 min read

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

[Just 5 minutes to read]

Daniel Mahncke

Jan 25, 2026

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26 min read

🎙️ Meta: The $600 Billion Bet on AI!

[Just 5 minutes to read]

Daniel Mahncke

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

Jan 11, 2026

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30 min read

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

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

Dec 28, 2025

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31 min read

🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ 1-Year Portfolio Review: The Intrinsic Value Portfolio

Dec 14, 2025

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25 min read

🎙️ 1-Year Portfolio Review: The Intrinsic Value Portfolio

[Just 5 minutes to read]

Daniel Mahncke

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

Nov 30, 2025

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30 min read

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

[Just 5 minutes to read]

Daniel Mahncke

🎙️ TransDigm: A Conglomerate of Monopolies

Nov 16, 2025

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28 min read

🎙️ TransDigm: A Conglomerate of Monopolies

[Just 5 minutes to read]

Daniel Mahncke

Nov 2, 2025

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32 min read

🎙️ Salesforce: Agentforce vs. AI

[Just 5 minutes to read]

Daniel Mahncke

Oct 19, 2025

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31 min read

🎙️ Copart: The 100-Bagger Junkyard

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Manchester United: Valuing a Football Empire

Oct 5, 2025

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24 min read

🎙️ Manchester United: Valuing a Football Empire

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

Sep 21, 2025

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32 min read

🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

[Just 5 minutes to read]

Daniel Mahncke

Daniel Mahncke

🎙️ Portfolio Review: Analyzing our Biggest Losers

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

🎙️ Kaspi: The Cheapest Monopoly in the World

🎙️ Auto1: The Amazon of Used Cars?

🎙️ Copa Holdings: The Airline Buffett Should Buy

🎙️ Wix: The Most Asymmetric AI Bet?

🎙️ Sea Limited: Can Sea 10x Again?

🎙️ Microsoft: Misunderstood AI Opportunity?

🎙️ Portfolio Review and Update: Changes for 2026

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

🎙️ Duolingo: Cheap Enough to Become a Multibagger?

🎙️ Constellation Software: 100-Bagger at Historic Discount

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

🎙️ Meta: The $600 Billion Bet on AI!

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

🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

🎙️ 1-Year Portfolio Review: The Intrinsic Value Portfolio

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

🎙️ TransDigm: A Conglomerate of Monopolies

🎙️ Salesforce: Agentforce vs. AI

🎙️ Copart: The 100-Bagger Junkyard

🎙️ Manchester United: Valuing a Football Empire

🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

The Intrinsic Value Newsletter

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