The Intrinsic Value Newsletter
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The Intrinsic Value Newsletter
Authors
Daniel Mahncke
Daniel Mahncke
Jan 25, 2026
🎙️ Meta: The $600 Billion Bet on AI!
[Just 5 minutes to read]
Daniel Mahncke
Jan 11, 2026
🎙️ Mercado Libre: More than the Amazon of LATAM?!
[Just 5 minutes to read]
Daniel Mahncke
Dec 28, 2025
🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?
[Just 5 minutes to read]
Daniel Mahncke
Dec 14, 2025
🎙️ 1-Year Portfolio Review: The Intrinsic Value Portfolio
[Just 5 minutes to read]
Daniel Mahncke
Nov 30, 2025
🎙️ S&P Global: The Company behind the Stock Market
[Just 5 minutes to read]
Daniel Mahncke
Nov 16, 2025
🎙️ TransDigm: A Conglomerate of Monopolies
[Just 5 minutes to read]
Daniel Mahncke
Nov 02, 2025
🎙️ Salesforce: Agentforce vs. AI
[Just 5 minutes to read]
Daniel Mahncke
Oct 19, 2025
🎙️ Copart: The 100-Bagger Junkyard
[Just 5 minutes to read]
Daniel Mahncke
Oct 05, 2025
🎙️ Manchester United: Valuing a Football Empire
[Just 5 minutes to read]
Daniel Mahncke
Sep 21, 2025
🎙️ Berkshire Hathaway: Valuing Buffett's Legacy
[Just 5 minutes to read]
Daniel Mahncke
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