Shawn O'Malley

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.

Shawn O'Malley, co-host of the Intrinsic Value Podcast, discusses why he's bullish on Exor N.V., offering proxy exposure to Ferrari, and detailing its significant NAV discount. Daniel Mahncke shares insights on MercadoLibre, highlighting its dominance in Latin American e-commerce and fintech, along with its impressive growth and unique logistics strategy. They also touch on Clay Finck's pitch for Meta, examining its advertising strengths and AI advancements, while addressing concerns about capital expenditures and growth sustainability.

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!