Radio and PodcastRadio and PodcastLive Radio & Podcasts
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve artwork
Business

TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

We Study Billionaires - The Investors Podcast by Stig Brodersen

Apr 16, 2026108:05Business

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...

Podcast

This episode belongs to We Study Billionaires - The Investors Podcast.

Listen Online

Use the player on this page to stream the episode online.

Episode Details

Published Apr 16, 2026, 108:05 long, audio available.