LVMH Intrinsic Value: Stock Valuation

By: Shawn O’Malley & Daniel Mahncke

They say fashion trends come and go, but true luxury never goes out of style. In a world where technology dominates headlines and consumer fads flare up and fizzle out, LVMH (Moët Hennessy Louis Vuitton) stands as a testament to the enduring appeal of high-end goods and experiences.

If you’ve ever walked down Fifth Avenue in New York or Avenue Montaigne in Paris, you’ve probably seen a […]

LVMH Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-07-20T06:56:35-04:00

Smith & Wesson (SWBI) Intrinsic Value: Stock Valuation

By: Shawn O’Malley & Daniel Mahncke

Some investments are elegant. Compounders with powerful advantages, aka “moats,” that grow their earnings per share consistently over time. Others are opportunistic, not necessarily attractive companies on their own, but which might be trading at prices that do make them attractive.

Anyone considering investing in today’s pick with sober eyes would probably recognize that it falls more squarely in the latter category.

Yet today, we’re […]

Smith & Wesson (SWBI) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-06-30T10:34:23-04:00

Taiwan Semiconductor Manufacturing Company (TSM) Intrinsic Value: Stock Valuation

By: Shawn O’Malley & Daniel Mahncke

“Taiwan Semiconductor is one of the best-managed and most important companies in the world. And I think you’ll be able to say the same thing 5, 10, or 20 years from now.”

This is what Buffett said about TSMC in his 2023 shareholder meeting. However, he added, “I don’t like its location.”

That one comment may explain why Buffett exited his $5 billion position […]

Taiwan Semiconductor Manufacturing Company (TSM) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-06-22T23:31:29-04:00

Nubank (NU) Intrinsic Value: Stock Valuation

By: Shawn O’Malley & Daniel Mahncke

How often are Berkshire Hathaway and Cathie Wood invested in the same thing?

Today, we’ll be telling the story of one such company: Nubank, going through its incredible growth, still promising prospects, and trying to reconcile what it means for the company’s valuation.

Nubank is a digital bank that has literally changed the financial system in Brazil, upending decades of dominance by entrenched legacy banks that were […]

Nubank (NU) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-06-09T07:06:05-04:00

Amazon (AMZN) Intrinsic Value: Stock Valuation

By: Shawn O’Malley & Daniel Mahncke

Amazon is hardly an insider tip. But take a look at the stock chart, and you might be surprised to see that it’s gone nowhere over the last four years.

The business, however, has changed dramatically.

Behind the world-famous storefront, Amazon has built one of the most complex and far-reaching ecosystems in tech — spanning cloud, logistics, media, and advertising.

Amazon spent hundreds of billions in CapEx, doubled […]

Amazon (AMZN) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-06-09T06:04:56-04:00

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