The Intrinsic Value Newsletter
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The Intrinsic Value Newsletter
Authors
Shawn O'Malley
Shawn O'Malley
May 11, 2025
🎙️ Adobe: Designing a Creative Empire?
[Just 5 minutes to read]
Shawn O'Malley
Apr 27, 2025
🎙️ Comfort Systems: Blue-Collar Compounder
[Just 5 minutes to read]
Shawn O'Malley
Apr 20, 2025
🎙️ Uber: Cash Burner to Compounder?
[Just 5 minutes to read]
Shawn O'Malley
Apr 13, 2025
🎙️ Nike: Just Buy It?
[Just 5 minutes to read]
Shawn O'Malley, +1
Apr 06, 2025
🎙️ Reddit: The Front Page of the Internet
[Just 5 minutes to read]
Shawn O'Malley
Mar 30, 2025
🎙️ Moncler: Zipped For Success
[Just 5 minutes to read]
Shawn O'Malley, +1
Mar 23, 2025
🎙️ Hershey's: Deliciously Beaten Down?
[Just 5 minutes to read]
Shawn O'Malley
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
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