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

You're listening to TIP. Today we will look at our portfolio, we will discuss our biggest positions, sell two companies, and add to one where we feel like the opportunity has become even better. We're also going to look at some of the watchlist companies that listeners have asked us the most for updates on. including Tradesk and FICO, which have dropped enormously, despite being some of the best businesses out there. So let's see what changed with them.

Since 2014, with more than 200 million downloads, we have interviewed the world's best investors, studied deeply the principles of value investing, and uncovered many compelling investment opportunities. We focus on understanding businesses and intrinsic value, investing accordingly, and sharing everything we learn with you. This show is not investment advice, it's intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investments in the securities discussed.

Now for your hosts, Sean O'Malley, Kyle Greve, and Daniel Manka. Today's episode will be a somewhat new format for many in our audience. And for anyone who doesn't know me, please allow me to introduce myself. My name is Sean O'Malley, and I've been with the Investors Podcast for four years now. But this is my first time stepping into our main podcast feed to be a host and not just a guest.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (112 minutes, 21,825 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 5 episodes for $3.49, and monthly plans are cheaper still.