Shawn O'Malley, co-host of The Intrinsic Value Podcast, dives into the fascinating transformations of Reddit and Uber. He explains how Reddit evolved from an unprofitable tech IPO to a cash flow positive powerhouse while facing unique advertising challenges. O'Malley shares insights on Uber's strategic positioning in the market, including its billion-dollar advertising business and potential advantages in the shift towards autonomous vehicles. With a keen focus on intrinsic value, this chat unpacks investment opportunities that shouldn't be missed!
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insights INSIGHT
Modeling Sharpens Investment Intuition
Building financial models by manually entering numbers sharpens intuition about companies.
This process reveals deeper insights on margins, growth, and cash flow than passive reading.
question_answer ANECDOTE
Owning Trophy Sports Franchises
MSG Sports Company offers rare public ownership of major sports franchises like the Knicks and Rangers.
The stock trades at a significant discount to estimated private market values due to ownership control.
insights INSIGHT
Reddit's Unique Advertising Edge
Reddit's subreddit structure enables precision advertising by capturing users' interests and moods in real time.
This targeted advertising inventory offers advertisers unique, high-intent placement not easily matched by other platforms.
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On today's episode, Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio.
Shawn recently launched The Intrinsic Value Podcast alongside co-host Daniel Mahncke, where they conduct weekly deep dives into companies while building their own concentrated portfolio of 20 holdings.
In this conversation, they explore Reddit's transformation from an unprofitable tech IPO to a rapidly growing, cash flow positive business, and examine Uber's dominant market position and diversified revenue streams.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:01 - Shawn's process for conducting weekly company deep dives on The Intrinsic Value Podcast.
16:14 - How Reddit transformed from an unprofitable IPO to a rapidly growing cash flow positive business.
29:27 - How Reddit’s user base presents unique challenges for its advertising business.
44:11 - Why Bill Ackman invested $2 billion in Uber’s stock.
52:29 - Why Uber is well-positioned to benefit from the trend to autonomous vehicles.
01:00:57 - An overview of Uber’s billion-dollar advertising business.
01:05:18 - Shawn’s intrinsic value target price for Uber.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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