Exponential Learning
THE INTRINSIC VALUE PORTFOLIO — What Three Value Investors Actually Own, and How It's Working
17:39
Shawn O'Malley, Daniel Mahncke and Kyle Grieve of The Intrinsic Value Podcast spend ~40 hours a week valuing one business, publish a model and an intrinsic-value estimate, and then decide in public: add it to the Intrinsic Value Portfolio, or pass. They pass roughly 80% of the time.
This episode tours the portfolio from their April 2026 review (TIP807/TIVP067) through the August 2026 losers…