The Intrinsic Value Newsletter
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The Intrinsic Value Newsletter
Authors
Shawn O'Malley
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
Aug 17, 2025
🎙️ Lululemon: Still the King of Athleisure?
[Just 5 minutes to read]
Shawn O'Malley
Aug 03, 2025
🎙️ The Trade Desk: Heir to the Programmatic Advertising Throne?
[Just 5 minutes to read]
Shawn O'Malley
Jul 20, 2025
🎙️ Roku: The Forgotten Streaming Giant
[Just 5 minutes to read]
Shawn O'Malley
Jul 06, 2025
🎙️ LVMH: Investing in True Luxury
[Just 5 minutes to read]
Shawn O'Malley
Jun 22, 2025
🎙️ Smith & Wesson: Unloved For Good Reason?
[Just 5 minutes to read]
Shawn O'Malley
Jun 08, 2025
🎙️ Nubank: Berkshire's Bet on Latin America
[Just 5 minutes to read]
Shawn O'Malley
May 25, 2025
🎙️ Shopify: Can It Win The E-Commerce Wars?
[Just 5 minutes to read]
Shawn O'Malley
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