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TIVP090: ADOBE, LULULEMON, PAYPAL – ARE OUR BIGGEST LOSERS A BUY NOW?
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP090: ADOBE, LULULEMON, PAYPAL – ARE OUR BIGGEST LOSERS A BUY NOW? W/ DANIEL MAHNCKE & SHAWN O’MALLEY
16 August 2026
Daniel Mahncke and Shawn O’Malley take a trip down memory lane and look back at the pitches of the last year and a half – especially the ones that didn’t work out as hoped. Many companies that were seen as best-in-class businesses not too long ago experienced massive drawdowns in the last year. Some of them were covered on this show, and others even made it into the portfolio.
Daniel and Shawn discuss the patterns of the stocks that lost most in value, what one can learn from that, and how the market shift towards AI changed how they invest. The companies discussed today are Adobe, Lululemon, PayPal, Trade Desk, and CoStar.
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IN THIS EPISODE, YOU’LL LEARN:
- About Adobe’s downfall and future outlook
- Why Lululemon had to leave the portfolio
- What made us sell PayPal
- Why Trade Desk never made it into the portfolio
- Whether Daniel’s and Shawn’s conviction in CoStar is broken
- What Daniel and Shawn learned from the companies above
- And much, much more!
For the full show notes, go to this page.
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