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TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
01:40:41
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2025/6/29
Millennial Investing - The Investor’s Podcast Network
AI Chapters
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Chapters
Why was the Ulta Beauty position trimmed?
How is Alphabet holding up against AI competition?
Why could Uber benefit from autonomous vehicles?
How is Airbnb overcoming regulatory hurdles and expanding into experiences?
How is Adobe using AI to strengthen its ecosystem?
Why might Reddit become more like Meta than Snapchat?
How can Nike overcome recent headwinds?
Why is initiating a position in Nubank worth the risks?
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