• The Intrinsic Value Newsletter
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• Page -12

Podia

May 04, 2025

🎙️ Mercedes-Benz: Can Benz Reinvent the Car Again?

[Just 5 minutes to read]

Daniel Mahncke

Apr 27, 2025

🎙️ Comfort Systems: Blue-Collar Compounder

[Just 5 minutes to read]

Shawn O'Malley

Apr 20, 2025

🎙️ Uber: Cash Burner to Compounder?

[Just 5 minutes to read]

Shawn O'Malley

Apr 13, 2025

🎙️ Nike: Just Buy It?

[Just 5 minutes to read]

Shawn O'Malley, +1

Apr 06, 2025

🎙️ Reddit: The Front Page of the Internet

[Just 5 minutes to read]

Shawn O'Malley

Mar 30, 2025

🎙️ Moncler: Zipped For Success

[Just 5 minutes to read]

Shawn O'Malley, +1

Mar 23, 2025

🎙️ Hershey's: Deliciously Beaten Down?

[Just 5 minutes to read]

Shawn O'Malley

Mar 16, 2025

🎙️ Nintendo: Switching It Up!

[Just 5 minutes to read]

Daniel Mahncke, +1

Mar 09, 2025

🎙️ Airbnb: The Future of Hospitality

[Just 5 minutes to read]

Shawn O'Malley

Mar 02, 2025

🎙️ Blue Owl: The Next Blackstone?

[Just 5 minutes to read]

Shawn O'Malley

Feb 23, 2025

🎙️ VeriSign: The Internet's Toll Road

[Just 5 minutes to read]

Shawn O'Malley

Feb 16, 2025

🎙️ AutoZone: Under The Hood

[Just 5 minutes to read]

Shawn O'Malley

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