The Intrinsic Value Podcast episodes.
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley
Shawn O’Malley dives deep into Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products.
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley
Shawn O’Malley tells the story of Coupang, the “Amazon of South Korea."
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/Shawn O’Malley
Shawn breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers.
