Shawn O'Malley, TIP

Intrinsic Value Portfolio managers: Mercado Libre's margin drop is accounting, not Shopee

10 takeaways: why Mercado Pago now handles more volume off the marketplace than on it, how free shipping is working against Shopee, and a model that…

Nov 8 • Scuttlebutt

Aritzia could run 300 US stores against 76 today, says The Intrinsic Value Podcast

7 arguments: stores selling $1,000 a square foot, zero long-term debt, a 23% discount to one estimate of intrinsic value, and the Lululemon losses…

Oct 19 • Scuttlebutt

Investor's Podcast analysts: Meta's North American ad prices rose 20%, impressions 9%

16 insights: why Meta's $18B teen-safety settlement may cost it $12B, $700B of commitments kept off its balance sheet, and a model that puts fair value…

Sep 28 • Scuttlebutt

$99B of Alphabet's $112B Q2 profit was non-cash, The Intrinsic Value Podcast finds

14 takeaways: The $500B cloud backlog with one customer inside it, why the buybacks went to zero, and the 40 cents of new revenue every $1 of data…

Sep 21 • Scuttlebutt

Waymo's $126B Valuation Now Matches All Of Uber's

11 takeaways: Why Uber's operating margin swung 55 points in six years, how exposed it really is to robotaxis, and what its $14.8B Delivery Hero bid is…

Sep 11 • Scuttlebutt

Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcast

Why nobody has copied the ontology, what Karp's 18-month pledge would do to a stock at 60 times sales, the Accenture handoff neither host follows, and…

Aug 31 • Scuttlebutt

Kyle Grieve & Shawn O'Malley: the $320 fair value that missed a five-bagger, how Comfort Systems' backlog grew eightfold, and why they still…

How a boring Houston contractor became an AI trade, the $24 billion of contracts rivals cannot bid on, an incentive plan paid at its 200% cap, and the…

Aug 30 • Scuttlebutt

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