Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. What you’ll learn here: 00:00:00 - Intro 00:00:45 - How the Intrinsic Value Portfolio performed 00:04:33 - How we think about Reddit’s price increase 00:11:04 - What way we found to invest in Ferrari 00:21:03 - Why Crocs has become even more interesting 00:38:55 - Why we are bullish on Uber 00:48:58 - How we think about our retail investments 01:01:27 - About the similarities between Salesforce and Adobe 01:16:46 - What we think of Ulta Beauty Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/portfolio-review-performance-and-new-positions-w-daniel-mahncke-shawn-omalley/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 💰 Start building your long-term portfolio today and unlock an uncapped 1% transfer bonus. https://public.com/tivp ▶️ Related Episodes: - A Deep Dive on Uber's Playbook: Cash Burner to Compounder?: https://youtu.be/rVv9GkC68II - Salesforce Stock Valuation: Software vs. AI: https://youtu.be/PwJyenIUVo4 - Valuing Crocs Stock: Fad or Fashion Icon?: https://youtu.be/6ndT4MKb3D8 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. #IntrinsicValueInvesting #StockMarketAnalysis #LongTermInvesting #ValueInvestingStrategy #InvestmentPortfolio