The Intrinsic Value Newsletter
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The Intrinsic Value Newsletter
Authors
Shawn O'Malley
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
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
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