Why the Best Investments Are Often Hiding in Plain Sight w/ Shawn O'Malley (TIP774) скачать в хорошем качестве

Why the Best Investments Are Often Hiding in Plain Sight w/ Shawn O'Malley (TIP774)

Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe. What you'll learn here: 00:00:00 - Intro 00:01:16 - Shawn’s biggest investing lessons from the past year 00:08:30 - How The Intrinsic Value Portfolio has performed this year 00:19:36 - Investing in tech companies 00:32:52 - Investing in retail companies 00:43:47 - Why Nike is included in The Intrinsic Value Portfolio 00:50:32 - The best opportunities Shawn sees in today’s market 00:53:10 - Ferrari 00:55:57 - Why Shawn is bullish on Adobe 01:05:50 - Switching costs for Adobe customers 01:11:36 - The bear case for Adobe 01:16:03 - Adobe’s intrinsic value 01:23:52 - Shawn’s process for researching stocks 01:32:42 - Final hand-off Transcript & Guest Info: https://www.theinvestorspodcast.com/e... 🤝 Network with like-minded value investors and get new stock ideas by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/m... 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/i... ▶️ Related Episodes: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley:    • The Intrinsic Value of Uber & Reddit w/ Sh...   Adobe Stock Analysis: Designing a Creative Empire:    • Adobe Stock Analysis: Designing a Creative...   Lululemon Stock Analysis: Still the King of Athleisure?:    • Lululemon Stock Analysis: Still the King o...   📖 Book Mentioned: ⁠⁠The Innovator’s Dilemma by Clayton Christensen: https://amzn.to/4pgUSXE 100 Baggers by Chris Mayer: https://amzn.to/44MpsjA Listen to our episodes here: https://open.spotify.com/show/28RHOkX... Visit our website: https://www.theinvestorspodcast.com/w... Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/s... ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #IntrinsicValuePodcast #StockPicking #BigTechStocks #AdobeStock #LongTermInvesting