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

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... 🤝 Join like-minded value investors this October in NYC 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 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...   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. #Uber #Reddit #InvestingPodcast #StockAnalysis #IntrinsicValue