About this episode
Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outlook has changed.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:15 - How the Intrinsic Value Portfolio performed
00:05:03 - How we think about Reddit’s price increase
00:11:33 - What way we found to invest in Ferrari
00:21:30 - Why Crocs has become even more interesting
00:36:25 - Why we are bullish on Uber
00:46:28 - How we think about our retail investments
00:58:57 - About the similarities between Salesforce and Adobe
01:14:16 - What we think of Ulta Beauty
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
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Explore our previous Intrinsic Value breakdowns: Paypal, Ube
