The Intrinsic Value Newsletter
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The Intrinsic Value Newsletter
Authors
Shawn O'Malley
Shawn O'Malley
Jan 04, 2026
🎙️ Exor NV: Discounted Exposure to Ferrari?
[Just 5 minutes to read]
Shawn O'Malley
Dec 21, 2025
🎙️ Snapchat: Why Hasn't It Become a Social Media Titan?
[Just 5 minutes to read]
Shawn O'Malley
Dec 07, 2025
🎙️ DoorDash: Can It Keep Delivering Returns?
[Just 5 minutes to read]
Shawn O'Malley
Nov 23, 2025
🎙️ Booking Holdings: The Traveling Compounder
[Just 5 minutes to read]
Shawn O'Malley
Nov 09, 2025
🎙️ Robinhood: The Amazon Prime of Gen Z's Finances?
[Just 5 minutes to read]
Shawn O'Malley
Oct 26, 2025
🎙️ MSCI: Passive Investing's Big Winner?
[Just 5 minutes to read]
Shawn O'Malley
Oct 12, 2025
🎙️ FICO: The Algo Behind America's Credit
[Just 5 minutes to read]
Shawn O'Malley
Sep 28, 2025
🎙️ Universal Music Group: Cashing In On Music Rights
[Just 5 minutes to read]
Shawn O'Malley
Sep 14, 2025
🎙️ Match Group: Is Finding Love a Good Investment?
[Just 5 minutes to read]
Shawn O'Malley
Aug 31, 2025
🎙️ Ferrari: High-Speed Compounder
[Just 5 minutes to read]
Daniel Mahncke, +1
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