TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley

In this episode of The Intrinsic Value Podcast, Daniel and Shawn review the performance of their intrinsic value portfolio after almost a year, highlighting winners like Google and Reddit, and discuss their investment strategy, which involves researching companies and building a portfolio from scratch. They analyze current holdings such as Nike, Lululemon, and PayPal, and consider potential additions like Exxor and Crocs, while also deciding to sell Ulta Beauty due to a fully realized thesis. The hosts also deliberate on increasing their position in Uber and Adobe, emphasizing the importance of balancing risk and reward, and maintaining a long-term investment mindset.