TIVP067: PORTFOLIO REVIEW: THOUGHTS ON AIRBNB, REDDIT, ADOBE, AND CO.
W/ DANIEL MAHNCKE, SHAWN O’MALLEY, & KYLE GRIEVE
TIVP067: PORTFOLIO REVIEW: THOUGHTS ON AIRBNB, REDDIT, ADOBE, AND CO. W/ DANIEL MAHNCKE, SHAWN O’MALLEY, & KYLE GRIEVE
19 April 2026
Daniel Mahncke, Shawn O’Malley, and new co-host Kyle Grieve revisit the Intrinsic Value Portfolio, reviewing key holdings, watchlist names, and whether each thesis still holds.
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.
SUBSCRIBE
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
- And much, much more!
For the full show notes, go to this page.
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BOOKS AND RESOURCES
- Join The Intrinsic Value Conference in Omaha this May 1, 2026!
- Learn how to join us in Omaha for the Berkshire meeting here.
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Shawn, Kyle, Daniel, and the other community members.
- Podcasts: Exor, TransDigm, Copart, Reddit, Airbnb, Universal Music Group, Trade Desk, FICO.
- Newsletters: Exor, TransDigm, Copart, Reddit, Airbnb, Universal Music Group, Trade Desk, FICO.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
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