The Intrinsic Value Newsletter
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The Intrinsic Value Newsletter
Authors
Daniel Mahncke
Daniel Mahncke
Sep 21, 2025
🎙️ Berkshire Hathaway: Valuing Buffett's Legacy
[Just 5 minutes to read]
Daniel Mahncke
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 10, 2025
🎙️ Remitly: Remittance Giant or Crypto Casualty?
[Just 5 minutes to read]
Daniel Mahncke
Jul 27, 2025
🎙️ PayPal: Value Trap or Multibagger?
[Just 5 minutes to read]
Daniel Mahncke
Jul 13, 2025
🎙️ Estée Lauder: Burry's Big Bet
[Just 5 minutes to read]
Daniel Mahncke
Jun 29, 2025
🎙️ Mid-Year Portfolio Review
[Just 5 minutes to read]
Daniel Mahncke
Jun 15, 2025
🎙️ TSMC: The Most Important Company in the World?
[Just 5 minutes to read]
Daniel Mahncke
Jun 01, 2025
🎙️ Amazon: Is It Prime Time for Investors?
[Just 5 minutes to read]
Daniel Mahncke
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