Daniel Mahncke and Shawn O’Malley take a trip down memory lane and look back at the pitches of the last year and a half – especially the ones that didn’t work out as hoped. What you’ll learn here: 00:00:00 - Intro 00:03:36 - Why Lululemon had to leave the portfolio 00:21:59 - What made us sell PayPal 00:34:01 - About Adobe’s downfall and future outlook 00:52:55 - Why Trade Desk never made it into the portfolio 01:00:56 - Whether Daniel’s and Shawn’s conviction in CoStar is broken 01:10:47 - What Daniel and Shawn learned from the companies above Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Don't miss out on the value investing event of the Fall: Learn more at https://www.theintrinsicvalueconference.com/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Join a curated group of serious investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas. https://theinvestorspodcast.com/mastermind Our Sponsors: 📊 Get access to institutional-grade financial data, real-time company KPIs, and modern research tools built for serious fundamental investors. https://fiscal.ai/tivp 🤝 Join top investors for a day of actionable insights, live Q&A, and exclusive networking — More info at: https://www.theintrinsicvalueconference.com/ ▶️ Related Episodes - Adobe Stock Analysis: Designing a Creative Empire: https://youtu.be/L48_x-j4kOE - Lululemon Stock Analysis: Still the King of Athleisure?: https://youtu.be/7DmuTHBlcM4 - PayPal Stock: Value Trap or Multibagger?: https://youtu.be/rWLGKb8eAMU Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Adobe #Lululemon #PayPal #ValueInvesting #StockMarketAnalysis