The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley (TIP741)

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.

What you’ll learn here:
00:00:00 - Intro
00:01:12 - Shawn’s process for conducting weekly company deep dives on The Intrinsic Value Podcast.
00:16:07 - How Reddit transformed from an unprofitable IPO to a rapidly growing cash flow positive business.
00:27:54 - How Reddit’s user base presents unique challenges for its advertising business.
00:43:51 - Why Bill Ackman invested $2 billion in Uber’s stock.
00:48:18 - Why Uber is well-positioned to benefit from the trend to autonomous vehicles.
00:57:09 - An overview of Uber’s billion-dollar advertising business.
01:01:38 - Shawn’s intrinsic value target price for Uber.

Transcript & Guest Info: https://www.theinvestorspodcast.com/e...

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▶️ Related Episodes:
The Reddit Story: Valuing the Front Page of the Internet:    • The Reddit Story: Valuing the Front Page o...  
A Deep Dive on Uber's Playbook: Cash Burner to Compounder?:    • A Deep Dive on Uber's Playbook: Cash Burne...  

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#Uber #Reddit #InvestingPodcast #StockAnalysis #IntrinsicValue