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The Intrinsic Value Newsletter
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Page 3
Podia
Jun 22, 2025
ποΈ Smith & Wesson: Unloved For Good Reason?
[Just 5 minutes to read]
Shawn O'Malley
Jun 15, 2025
ποΈ TSMC: The Most Important Company in the World?
[Just 5 minutes to read]
Daniel Mahncke
Jun 08, 2025
ποΈ Nubank: Berkshire's Bet on Latin America
[Just 5 minutes to read]
Shawn O'Malley
Jun 01, 2025
ποΈ Amazon: Is It Prime Time for Investors?
[Just 5 minutes to read]
Daniel Mahncke
May 25, 2025
ποΈ Shopify: Can It Win The E-Commerce Wars?
[Just 5 minutes to read]
Shawn O'Malley
May 18, 2025
ποΈ Visa: Still The Card to Hold?
[Just 5 minutes to read]
Daniel Mahncke
May 11, 2025
ποΈ Adobe: Designing a Creative Empire?
[Just 5 minutes to read]
Shawn O'Malley
May 04, 2025
ποΈ Mercedes-Benz: Can Benz Reinvent the Car Again?
[Just 5 minutes to read]
Daniel Mahncke
Apr 27, 2025
ποΈ Comfort Systems: Blue-Collar Compounder
[Just 5 minutes to read]
Shawn O'Malley
Apr 20, 2025
ποΈ Uber: Cash Burner to Compounder?
[Just 5 minutes to read]
Shawn O'Malley
Apr 13, 2025
ποΈ Nike: Just Buy It?
[Just 5 minutes to read]
Shawn O'Malley, +1
Apr 06, 2025
ποΈ Reddit: The Front Page of the Internet
[Just 5 minutes to read]
Shawn O'Malley
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