• The Intrinsic Value Newsletter
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Podia

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

Feb 09, 2025

🎙️ Vital Farms: Egg-cellent Investment?

[Just 5 minutes to read]

Shawn O'Malley

Feb 02, 2025

🎙️ Alphabet: Searching For Value

[Just 5 minutes to read]

Shawn O'Malley

Jan 26, 2025

🎙️ John Deere: An American Stalwart

[Just 5 minutes to read]

Shawn O'Malley

Jan 19, 2025

🎙️ ULTA: A Beautiful Compounder

[Just 5 minutes to read]

Shawn O'Malley

Jan 12, 2025

🎙️ CPNG: The Amazon of South Korea

[Just 5 minutes to read]

Shawn O'Malley

Jan 05, 2025

🎙️ MSGS: Own The Knicks & Rangers

[Just 5 minutes to read]

Shawn O'Malley

Dec 30, 2024

🎙️ Cheers to 2024

[3 minutes to read] Plus: Our top stories of the year

Shawn O'Malley

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