US EditionThe Intrinsic Value Portfolio: Mid-Year Review
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The Intrinsic Value Portfolio: Mid-Year Review
TIVP026: THE INTRINSIC VALUE PORTFOLIO: MID-YEAR REVIEW W/ DANIEL MAHNCKE & SHAWN O’MALLEY 29 June 2025 Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s lates…
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