Daniel Mahncke, Shawn O’Malley, and new co-host Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. What you’ll learn here: 00:00:00 - Intro 00:04:38 - The key thesis behind Exor 00:15:37 - The key thesis behind TransDigm and our thoughts on Copart 00:29:45 - The key thesis behind Reddit 00:40:28 - The key thesis behind Airbnb 00:57:58 - The key thesis behind Universal Music Group 01:06:04 - Our thoughts on Trade Desk 01:20:04 - Our thoughts on FICO 01:29:10 - Our thoughts on Nintendo Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Join us in Omaha this May 1, 2026 for The Intrinsic Value Conference during Berkshire Hathaway weekend. The event is free to attend, with a social hour and live stock pitch presentation. Intrinsic Value Community members receive VIP reserved spots and a private dinner after the shareholder meeting. Learn more: https://www.intrinsicvalueconference.com Be a member: https://www.theinvestorspodcast.com/intrinsicvaluecommunity ▶️ Related Episodes - Exor NV: A Way to Buy Ferrari at a 50% Discount?: https://youtu.be/RO0xcZB3rEQ - TransDigm Stock Valuation: A Conglomerate of Monopolies: https://youtu.be/CSn3WMN_JVc - The Reddit Story: Valuing the Front Page of the Internet: https://youtu.be/t1YwOn7o7xk Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #IntrinsicValue #StockMarketAnalysis #ValueInvesting #InvestmentPortfolio #StockPicking