Daniel Mahncke

🎙️ TransDigm: A Conglomerate of Monopolies

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Daniel Mahncke

🎙️ Salesforce: Agentforce vs. AI

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Daniel Mahncke

🎙️ Copart: The 100-Bagger Junkyard

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Daniel Mahncke

🎙️ Manchester United: Valuing a Football Empire

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Daniel Mahncke

🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

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Daniel Mahncke

🎙️ Dell: Overlooked AI Growth Story?

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Daniel Mahncke

🎙️ Ferrari: High-Speed Compounder

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Daniel Mahncke

Daniel Mahncke, +1

🎙️ Crocs: Fashion Icon or Value Trap?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Remitly: Remittance Giant or Crypto Casualty?

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Daniel Mahncke

🎙️ PayPal: Value Trap or Multibagger?

[Just 5 minutes to read]

Daniel Mahncke