The Intrinsic Value Podcast episodes.
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O’Malley, & Kyle Grieve
Daniel Mahncke, Shawn O’Malley, and new co-host Kyle Grieve revisit the Intrinsic Value Portfolio, reviewing key holdings, watchlist names, and if each thesis still holds.


