TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

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.

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?

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:05:10 - The key thesis behind Exor
00:16:16 - The key thesis behind TransDigm and our thoughts on Copart
00:33:05 - The key thesis behind Reddit
00:43:54 - The key thesis behind Airbnb
01:01:41 - The key thesis behind Universal Music Group
01:13:54 - Our thoughts on Trade Desk
01:27:42 - Our thoughts on FICO
01:36:40 - Our thoughts on Nintendo

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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• Podcasts: Exor (theinvestorspodcast.com/intrinsic-value-podcas…), TransDigm (theinvestorspodcast.com/intrinsic-value-podcas…), Copart (theinvestorspodcast.com/intrinsic-value-podcas…), Reddit (theinvestorspodcast.com/intrinsic-value-podcas…), Airbnb (theinvestorspodcast.com/intrinsic-value-podcas…), Universal Music Group (theinvestorspodcast.com/intrinsic-value-podcas…), Trade Desk (theinvestorspodcast.com/intrinsic-value-podcas…), FICO (theinvestorspodcast.com/intrinsic-value-podcas…).

• Newsletters: Exor (intrinsicvalue.beehiiv.com/p/exo), TransDigm (intrinsicvalue.beehiiv.com/p/tdg), Copart (intrinsicvalue.beehiiv.com/p/cprt), Reddit (intrinsicvalue.beehiiv.com/p/rddt), Airbnb (intrinsicvalue.beehiiv.com/p/abnb), Universal Music Group (intrinsicvalue.beehiiv.com/p/umg), Trade Desk (intrinsicvalue.beehiiv.com/p/ttd), FICO. (intrinsicvalue.beehiiv.com/p/fico)

• Follow Daniel on X (x.com/MnkeDaniel) and Linkedin (linkedin.com/in/daniel-mahncke-50b7312b0).

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