The Intrinsic Value Newsletter
More Cool Stuff
Login
Get Smarter
The Intrinsic Value Newsletter
Authors
Shawn O'Malley
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
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
Load more
