Shawn O'Malley

🎙️ Figma: Recovering From An 80% Post-IPO Decline

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32 min read

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Shawn O'Malley

🎙️ Lyft: The Key to Winning the AV Wars?

Mar 1, 2026

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32 min read

🎙️ Lyft: The Key to Winning the AV Wars?

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Shawn O'Malley

🎙️ Netflix: Winner of the Streaming Wars

Feb 15, 2026

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34 min read

🎙️ Netflix: Winner of the Streaming Wars

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Shawn O'Malley

Feb 1, 2026

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28 min read

🎙️ Doximity: The LinkedIn For Doctors

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🎙️ Churchill Downs: The Kentucky Derby is Publicly-Traded?

Jan 18, 2026

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30 min read

🎙️ Churchill Downs: The Kentucky Derby is Publicly-Traded?

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Shawn O'Malley

🎙️ Exor NV: Discounted Exposure to Ferrari?

Jan 4, 2026

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24 min read

🎙️ Exor NV: Discounted Exposure to Ferrari?

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Shawn O'Malley

🎙️ Snapchat: Why Hasn't It Become a Social Media Titan?

Dec 21, 2025

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31 min read

🎙️ Snapchat: Why Hasn't It Become a Social Media Titan?

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🎙️ DoorDash: Can It Keep Delivering Returns?

Dec 7, 2025

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33 min read

🎙️ DoorDash: Can It Keep Delivering Returns?

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Shawn O'Malley

🎙️ Booking Holdings: The Traveling Compounder

Nov 23, 2025

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31 min read

🎙️ Booking Holdings: The Traveling Compounder

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Shawn O'Malley

🎙️ Robinhood: The Amazon Prime of Gen Z's Finances?

Nov 9, 2025

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32 min read

🎙️ Robinhood: The Amazon Prime of Gen Z's Finances?

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Shawn O'Malley

🎙️ MSCI: Passive Investing's Big Winner?

Oct 26, 2025

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29 min read

🎙️ MSCI: Passive Investing's Big Winner?

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🎙️ FICO: The Algo Behind America's Credit

Oct 12, 2025

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31 min read

🎙️ FICO: The Algo Behind America's Credit

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Shawn O'Malley

🎙️ Universal Music Group: Cashing In On Music Rights

Sep 28, 2025

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26 min read

🎙️ Universal Music Group: Cashing In On Music Rights

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Shawn O'Malley

🎙️ Match Group: Is Finding Love a Good Investment?

Sep 14, 2025

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31 min read

🎙️ Match Group: Is Finding Love a Good Investment?

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Shawn O'Malley

Aug 31, 2025

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25 min read

🎙️ Ferrari: High-Speed Compounder

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Daniel Mahncke, +1

🎙️ Lululemon: Still the King of Athleisure?

Aug 17, 2025

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29 min read

🎙️ Lululemon: Still the King of Athleisure?

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Shawn O'Malley

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

Aug 3, 2025

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28 min read

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

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Shawn O'Malley

Jul 20, 2025

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25 min read

🎙️ Roku: The Forgotten Streaming Giant

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Shawn O'Malley

Jul 6, 2025

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31 min read

🎙️ LVMH: Investing in True Luxury

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🎙️ Smith & Wesson: Unloved For Good Reason?

Jun 22, 2025

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23 min read

🎙️ Smith & Wesson: Unloved For Good Reason?

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🎙️ Nubank: Berkshire's Bet on Latin America

Jun 8, 2025

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30 min read

🎙️ Nubank: Berkshire's Bet on Latin America

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Shawn O'Malley

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

May 25, 2025

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25 min read

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

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Shawn O'Malley

May 11, 2025

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22 min read

🎙️ Adobe: Designing a Creative Empire?

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🎙️ Comfort Systems: Blue-Collar Compounder

Apr 27, 2025

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23 min read

🎙️ Comfort Systems: Blue-Collar Compounder

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Shawn O'Malley

Apr 20, 2025

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28 min read

🎙️ Uber: Cash Burner to Compounder?

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Shawn O'Malley

Shawn O'Malley

🎙️ Figma: Recovering From An 80% Post-IPO Decline

🎙️ Lyft: The Key to Winning the AV Wars?

🎙️ Netflix: Winner of the Streaming Wars

🎙️ Doximity: The LinkedIn For Doctors

🎙️ Churchill Downs: The Kentucky Derby is Publicly-Traded?

🎙️ Exor NV: Discounted Exposure to Ferrari?

🎙️ Snapchat: Why Hasn't It Become a Social Media Titan?

🎙️ DoorDash: Can It Keep Delivering Returns?

🎙️ Booking Holdings: The Traveling Compounder

🎙️ Robinhood: The Amazon Prime of Gen Z's Finances?

🎙️ MSCI: Passive Investing's Big Winner?

🎙️ FICO: The Algo Behind America's Credit

🎙️ Universal Music Group: Cashing In On Music Rights

🎙️ Match Group: Is Finding Love a Good Investment?

🎙️ Ferrari: High-Speed Compounder

🎙️ Lululemon: Still the King of Athleisure?

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

🎙️ Roku: The Forgotten Streaming Giant

🎙️ LVMH: Investing in True Luxury

🎙️ Smith & Wesson: Unloved For Good Reason?

🎙️ Nubank: Berkshire's Bet on Latin America

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

🎙️ Adobe: Designing a Creative Empire?

🎙️ Comfort Systems: Blue-Collar Compounder

🎙️ Uber: Cash Burner to Compounder?

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