Uber (UBER) Intrinsic Value: Stock Valuation

By: Shawn O’Malley

Uber needs no introduction. We’ve all used it, we all probably have our gripes with it, and yet, it has fundamentally changed the modern world. A few weeks ago, in our article on Airbnb, I joked that Uber convinced the world to ride in strangers’ cars, and Airbnb convinced them to sleep in strangers’ homes.

This gave rise to a 2010s movement known […]

Uber (UBER) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-04-22T03:18:15-04:00

Nike (NKE) Intrinsic Value: Stock Valuation

By: Shawn O’Malley & Daniel Mahncke

There are very few companies where the brand name and logo immediately come to mind when you think of an industry or product.

Phones? Apple.
Search? Google.
Shoes? Nike.

Nike is one of those rare businesses that doesn’t just sell products — it shapes culture, identity, and aspiration. But despite that iconic status, the company is facing one of the most challenging stretches in its modern history.

Sales are slowing, […]

Nike (NKE) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-04-15T01:26:34-04:00

Reddit (RDDT) Intrinsic Value: Stock Valuation

By: Shawn O’Malley & Daniel Mahncke

It’s a special thing to redefine what it means to be part of a “community.” Yet, that’s exactly what Reddit, known colloquially as “the Front Page of the Internet,” has done.

With billions of posts capturing 20+ years of human interaction and conversation, Reddit is an unrivaled corpus of human experience, which is very valuable — just ask the AI companies paying tens of millions of […]

Reddit (RDDT) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-04-15T01:14:50-04:00

Moncler (MONC) Intrinsic Value: Stock Valuation

By: Shawn O’Malley & Daniel Mahncke

Luxury is about more than just price — it’s about identity, status, and quality. Few brands have managed to scale those qualities as effectively as Moncler. Under Remo Ruffini’s leadership, the company transformed from the brink of bankruptcy into one of the most profitable and consistent businesses in luxury fashion.

By combining high-fashion aesthetics with high-performance materials, Moncler appeals to both extroverted, status-driven buyers and more […]

Moncler (MONC) Intrinsic Value: Stock ValuationKatrina Tungol2025-03-31T06:07:10-04:00

Hershey (HSY) Intrinsic Value: Stock Valuation

By: Shawn O’Malley

They say to never try and catch a falling knife when investing. That’s probably good advice. But when you see a company with as much nostalgia and brand recognition as Hershey’s get cut in half over the last two years, it’s at least worth a second look.

Let’s review some of the popular narratives affecting the stock: GLP-1 weight-loss drugs are reducing demand for junk food, inflation-sensitive consumers are […]

Hershey (HSY) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-03-31T06:09:09-04:00

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