Episode notes
On today's episode, Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio.
Shawn recently launched The Intrinsic Value Podcast alongside co-host Daniel Mahncke, where they conduct weekly deep dives into companies while building their own concentrated portfolio of 20 holdings.
In this conversation, they explore Reddit's transformation from an unprofitable tech IPO to a rapidly growing, cash flow positive business, and examine Uber's dominant market position and diversified revenue streams.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:01 - Shawn's process for conducting weekly company deep dives on The Intrinsic Value Podcast.
16:14 - How Reddit transformed from an unprofitable IPO to a rapidly growing cash flow positive business.
29:27 - How Reddit’s user base presents unique challenges for its advertising business.
44:11 - Why Bill Ackman invested $2 billion in Uber’s stock.
52:29 - Why Uber is well-positioned to benefit from the trend to autonomous vehicles.
01:00:57 - An overview of Uber’s billion-dollar advertising business.
01:05:18 - Shawn’s intrinsic value target price for Uber.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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- Check out The Intrinsic Value Podcast.
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- Check out The Intrinsic Value Community.
- Related Episode: TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet Shawn O’Malley & Daniel Mahnke.
- Related Episode: TIVP016: Uber (UBER): Cash Burner to Compounder? Shawn O’Malley and Daniel Mahnke.
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