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November 2023
Portfolio Update - New Buys and Sales
Hey there! Just a quick update on my portfolio today: When I started to share my portfolio, I still had some positions from past investments that I…
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Daniel
Seth Klarman's Methods for Valuing Companies
In his phenomenal book Margin of Safety, Klarman talks about The Art of Business Valuation. The Problems and how he approaches them. Let's discuss his…
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Daniel
My Thoughts on Alibaba's Earnings September 2023
Yesterday, Alibaba released the Earnings Report for the Third Quarter of 2023. The stock reacted with a 10% decline. Let's discuss why and what this…
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Daniel
Discussing 5 Stocks in 5 Minutes Episode #1
This is the first episode of "Discussing 5 Stocks in 5 Minutes." We'll discuss what they do, the quality of the business, and how the relationship…
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Daniel
A Deep Dive into Valuing Companies and Intrinsic Value
Investing can be simple. Figure out what something is worth and pay less. But how do you figure out what something is worth? That's what you'll know at…
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Daniel
Measuring Performance - Absolute vs Relative Performance
Institutional investors as well as individual investors tend to measure their performance against "the market." Today, I'll make the argument that this…
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Daniel
Alibaba Valuation and China Deep Dive
Alibaba is as beaten down as ever. Is this a huge opportunity or is China simply uninvestable? Let's take a look!
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Daniel
October 2023
How Warren Buffett Invests in Quality Companies
Warren Buffett is the most successful investor of all time. Over his career he changed from Investing in bargains to investing in high-quality…
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Daniel
"Know what You Own" has Limits!
In less than two minutes I'll explain to you why one of the best known investing rules, that you still believe in, is flawed.
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Daniel
10 Mental Models that Make You a Better Investor and Decision-Maker
Here are 10 Mental Models that improve your decision-making and thus your skill as an investor. Make sure to study and apply these whenever you can.
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Daniel
New Buy for the Portfolio!
Hey guys! Just a short announcement that I added a new company to my portfolio.
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Daniel
© 2023 Daniel Mahncke
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