The Intrinsic Value Podcast - The Investor’s Podcast Network

TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley

46 snips
Dec 14, 2025
Discover insights from a year-long portfolio review, examining standout performers and potential new additions. The discussion delves into Reddit's rapid price increase and contrasts long-term holding strategies. Explore intriguing investment opportunities in Crocs and Uber, with debates on each company's future. The hosts also analyze the merits of Salesforce versus Adobe, revealing insights on AI risks and valuation. Tune in for a lively exploration of trends and strategies shaping their investment approach!
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ADVICE

Treat Crocs As A Sized Trade

  • Consider Crocs as a value trade due to high free cash flow and buybacks.
  • Size it small (2–3%) because top-line risks and fashion exposure remain.
INSIGHT

Core Crocs Vs. Heydude Weakness

  • Crocs' weakness is concentrated in Heydude, not the core Crocs brand.
  • The market prices a pessimistic scenario, creating asymmetric upside if core holds.
ADVICE

Cap Exposure To Learning Positions

  • Keep Nubank as a learning-sized position due to geographic and sector unfamiliarity.
  • Limit exposure until you build deeper expertise on South American banking risks.
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