TIP807: PORTFOLIO REVIEW: ANALYZING HOLDINGS AND WATCHLIST COMPANIES FOR 2026

W/ DANIEL MAHNCKE, SHAWN O’MALLEY, & KYLE GRIEVE

TIP807: PORTFOLIO REVIEW: ANALYZING HOLDINGS AND WATCHLIST COMPANIES FOR 2026 W/ DANIEL MAHNCKE, SHAWN O’MALLEY, & KYLE GRIEVE

15 April 2026

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?

Join Daniel Mahncke, Shawn O’Malley, and Kyle Grieve as they assess where each company stands today — and what changes, if any, the portfolio needs.

Information about the TIVP Mini Conference at the Berkshire Hathaway Shareholder meeting:

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.

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.

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IN THIS EPISODE, YOU’LL LEARN:

  • The key thesis behind Exor
  • The key thesis behind TransDigm and our thoughts on Copart
  • The key thesis behind Reddit
  • The key thesis behind Airbnb
  • The key thesis behind Universal Music Group
  • Our thoughts on Trade Desk
  • Our thoughts on FICO
  • Our thoughts on Nintendo
  • And much, much more!

Disclosure: This episode and the resources on this page are for informational and educational purposes only and do not constitute financial, investment, tax, or legal advice. For full disclosures, see link.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

[00:00:00] Daniel Mahncke: Today, we will look at our portfolio. We will discuss our biggest positions, sell to companies, and add to one where we feel like the opportunity has become even better.

[00:00:09] Shawn O’Malley: We’re also going to look at some of the watch list companies that listeners have asked us the most for updates on, including Trade Desk and FICO, which have dropped enormously, despite being some of the best businesses out there.

[00:00:21] Shawn O’Malley: So let’s see what changed with them.

[00:00:26] Intro: Since 2014, with more than 200 million downloads, we have interviewed the world’s best investors, studied deeply the principles of value investing and uncovered many compelling investment opportunities. We focus on understanding businesses and intrinsic value investing accordingly, and sharing everything we learn with you. This show is not investment advice. It’s intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investments in the securities discussed. Now for your hosts, Shawn O’Malley, Kyle Grieve, and Daniel Mahncke.

[00:01:14] Shawn O’Malley: Today’s episode will be a somewhat new format for many in our audience. And for anyone who doesn’t know me, please allow me to introduce myself. My name is Shawn O’Malley and I’ve been with The Investor’s Podcast for four years now, but this is my first time stepping into our main podcast feed to be a host and not just a guest.

[00:01:33] Shawn O’Malley: And so anyways, over the last year, my colleague Daniel Mahncke and I have worked to publicly build a portfolio of long-term stock holdings that we refer to as the intrinsic value portfolio. And so Daniel and I would deep dive into one company a week on our show. Condensing about 40 hours of research into a 60 minute or so podcast for you to listen to on our show.

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