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Shawn O'Malley

Shawn O'Malley

🎙️ Lululemon: Still the King of Athleisure?
Aug 17, 2025

🎙️ Lululemon: Still the King of Athleisure?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ The Trade Desk: Heir to the Programmatic Advertising Throne?
Aug 03, 2025

🎙️ The Trade Desk: Heir to the Programmatic Advertising Throne?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Roku: The Forgotten Streaming Giant
Jul 20, 2025

🎙️ Roku: The Forgotten Streaming Giant

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ LVMH: Investing in True Luxury
Jul 06, 2025

🎙️ LVMH: Investing in True Luxury

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Smith & Wesson: Unloved For Good Reason?
Jun 22, 2025

🎙️ Smith & Wesson: Unloved For Good Reason?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Nubank: Berkshire's Bet on Latin America
Jun 08, 2025

🎙️ Nubank: Berkshire's Bet on Latin America

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Shopify: Can It Win The E-Commerce Wars?
May 25, 2025

🎙️ Shopify: Can It Win The E-Commerce Wars?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Adobe: Designing a Creative Empire?
May 11, 2025

🎙️ Adobe: Designing a Creative Empire?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Comfort Systems: Blue-Collar Compounder
Apr 27, 2025

🎙️ Comfort Systems: Blue-Collar Compounder

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Uber: Cash Burner to Compounder?
Apr 20, 2025

🎙️ Uber: Cash Burner to Compounder?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
The weekly newsletter devoted to breaking down business and estimating their intrinsic value, in just a few minutes to read — Join 35,562 readers

The Intrinsic Value Newsletter

The weekly newsletter devoted to breaking down business and estimating their intrinsic value, in just a few minutes to read — Join 35,562 readers

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