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TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
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,...
About This Episode
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve is an episode from We Study Billionaires - The Investors Podcast by Stig Brodersen. Daniel Mahncke, Shawn O'Malle...
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This episode belongs to We Study Billionaires - The Investors Podcast.
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Episode Details
Published Apr 16, 2026, 108:05 long, audio available.






