After looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O’Malley now take a look at the best-performing stocks of the pitches of the last two years. Google, Amazon, and Reddit are companies that generated great returns for the Intrinsic Value Portfolio, but there were also companies on the watchlist that turned into multibaggers in the past year.
Daniel and Shawn discuss the patterns of the stocks that gained most in value, what one can learn from that, and how they think about selling and holding positions that went up past their fair value estimate.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:03:51) About Google’s stock rise and valuation
(00:15:32) How the massive capex changes the Mag7
(00:29:08) Why Amazon might be more attractive than Google
(00:40:48) Why Daniel and Shawn decided to sell some Reddit
(01:03:07) Why Remitly wasn’t added to the Portfolio
(01:11:57) How TSMC, Dell, and Comfort Systems became multibaggers
(01:24:09) What the future holds for the AI trade
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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