15 April 2026<\/p>\n<\/div><\/div><\/div><\/div><\/div>
Daniel Mahncke, Shawn O’Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchlist companies like FICO, Trade Desk, and Nintendo. They also cover companies that might need to leave the portfolio today. Candidates are TransDigm and Copart.<\/span><\/p>\n For each, the question is the same: what are the key points of the investment thesis, has the thesis held up, and does the current valuation still make sense?<\/span><\/p>\n Join Daniel Mahncke, Shawn O’Malley, and Kyle Grieve as they assess where each company stands today \u2014 and what changes, if any, the portfolio needs.<\/span><\/p>\n Information about the TIVP Mini Conference at the Berkshire Hathaway Shareholder meeting:<\/b><\/p>\n On Friday, May 1st, Shawn and Daniel will host The Intrinsic Value Conference in Omaha during the Berkshire Hathaway Shareholder Meeting. They will give a special stock pitch presentation followed by a Q&A session, and a private dinner for members of The Intrinsic Value Community.<\/span><\/p>\n In addition to the VIP Spots for members, a limited number of free spots will be available on a first-come, first-served basis. The conference is at the Hotel Indigo in downtown Omaha at 1 pm local time.<\/span><\/p>\n<\/div>SUBSCRIBE<\/h3>\n<\/div><\/div><\/div>