IN THIS EPISODE, YOU’LL LEARN:

• About Google’s stock rise and valuation
• How the massive capex changes the Mag7
• Why Amazon might be more attractive than Google
• Why Daniel and Shawn decided to sell some Reddit
• Why Remitly wasn’t added to the Portfolio
• How TSMC, Dell, and Comfort Systems became multibaggers
• What the future holds for the AI trade
• 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: Welcome back to The Investor’s Podcast. Today’s episode is number 838. And after we just did an episode covering stocks that tanked since we covered all of them, today will be a much more pleasant episode for us because it’s actually about our winners. So the plan is to analyze why they worked out so well, and also what we can learn from them to find even more of them going forward.

[00:00:21] Shawn O’Malley: Yeah, that does sound a lot more enjoyable for us. And, you know, I did like looking at the stocks that that didn’t do well. I think you tend to learn more from those situations. But nevertheless, I would obviously love to identify some of the patterns among our winners so we can find more companies like them, hopefully. And it’ll also be interesting to see whether we still consider these companies to be good investments at today’s prices.

[00:00:45] Daniel Mahncke: I also plan to cover some companies that we pitched and then didn’t end up buying, and that still skyrocket after, unfortunately. So to some extent, I won’t even let us go through this episode without at least pointing out some of our emissions. And I got to say, to be fair, I consider almost all of those companies to be quite expensive today. So I don’t know if it was actually a mistake to not make them part of our portfolio.

[00:01:08] Shawn O’Malley: Okay, well, we’ll get into all that today.

[00:01:15] 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 host, Shawn O’Malley and Daniel Mahncke.

[00:02:01] Daniel Mahncke: In case you’re listening to this episode and you have no idea what portfolio we’re talking about here on the show, my co-host Kyle and I alternate on pitching you on our favorite new stock ideas each week, with the obvious goal in mind of finding the great businesses for our Intrinsic Value Portfolio. And while it’s a paper portfolio on the surface, every position of the portfolio is covered by at least one of our hosts through our personal portfolio. And I would say it’s always almost a significant position. So we do not just buy one share so that we can say that we invested.

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