Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. What you’ll learn here: 00:00:00 - Intro 00:03:14 - Why the Ulta Beauty position was being trimmed 00:17:47 - How Alphabet is holding up against AI competition 00:28:10 - Why Uber could benefit from autonomous vehicles 00:58:57 - How Airbnb overcomes regulatory hurdles and expands into experiences 01:06:17 - How Adobe used the AI revolution to strengthen its ecosystem 01:10:10 - Why Reddit might become more of a second Meta than a second Snapchat 01:20:46 - How Nike could overcome the recent headwinds 01:27:39 - Why initiating a position in Nubank is worth the risks Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 🏠 Your home might be worth more than you think. Earn extra money today with Airbnb. https://airbnb.com/host 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - Inside Amazon: Is It Prime Time for Investors?: https://youtu.be/3rxrnbj8OTE - TSMC Stock Analysis: The Most Important Company in the World?: https://youtu.be/4sIys4N3Xrw - Nubank Deep Dive: Banking on Latin America: https://youtu.be/WkChg5b9ZXY 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. #TopStocks2025 #AIStockAnalysis #TechStockPicks #LongTermInvesting #StockMarketStrategy