TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Portfolio Construction and Position Sizes
Shawn and Daniel outline the intrinsic value portfolio structure, target position sizes, and conviction tiers.
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchlist companies like FICO, Trade Desk, and Nintendo. They also cover companies that might need to leave the portfolio today. Candidates are TransDigm and Copart.
For each, the question is the same: what are the key points of the investment thesis, has the thesis held up, and does the current valuation still make sense?
IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:05:10 - The key thesis behind Exor 00:16:16 - The key thesis behind TransDigm and our thoughts on Copart 00:33:05 - The key thesis behind Reddit 00:43:54 - The key thesis behind Airbnb 01:01:41 - The key thesis behind Universal Music Group 01:13:54 - Our thoughts on Trade Desk 01:27:42 - Our thoughts on FICO 01:36:40 - Our thoughts on Nintendo
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community.
- Learn how to join us in Omaha for the Berkshire meeting here.
- Join The Intrinsic Value Conference in Omaha this May 1, 2026!
- Podcasts: Exor, TransDigm, Copart, Reddit, Airbnb, Universal Music Group, Trade Desk, FICO.
- Newsletters: Exor, TransDigm, Copart, Reddit, Airbnb, Universal Music Group, Trade Desk, FICO.
- Follow Daniel on X and Linkedin.
- Follow Shawn on X and Linkedin.
- Follow Kyle on X and LinkedIn.
- Related books mentioned in the podcast.
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