We Study Billionaires - The Investor’s Podcast Network TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley
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Dec 5, 2025 
Shawn O'Malley, host of The Intrinsic Value Podcast and an investor specializing in stock analyses, joins the discussion and shares insights from his investing journey. He highlights the performance of his Intrinsic Value Portfolio, focusing on big tech stocks like Uber and Adobe. Shawn explains his strategies for retail investments like Nike and Lululemon, emphasizing brand loyalty. He is optimistic about Adobe despite market fears and details his rigorous research process, blending analysis with innovative tools like ChatGPT.
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Learning By Doing Beats Endless Reading
- Shawn shifted from passive learning to active stock investing by actually applying research to real bets.
- Practical experience accelerated his confidence more than continued reading alone.
Swing Only On Fat Pitches
- Exceptional long-term compounders can drive the bulk of portfolio returns, so focus on fat pitches.
- Finding one great idea every few years beats many short-term trades.
Use Cash As Optionality
- Hold cash until you find attractively priced, well-researched opportunities instead of rushing to deploy capital.
- Use cash to act opportunistically when market sell-offs create rational buying chances.
