Ulta Beauty (ULTA) Intrinsic Value: Stock Valuation

By: Shawn O’Malley

To any stock investor, compounding is a thing of beauty. Bonus points, though, if your compounder is literally beautiful. Enter, Ulta Beauty.

For any U.S. readers who grew up in the suburbs like me, it’s a company you’ve probably seen frequently in shopping centers. If you’re like me, you also probably have women in your life, from daughters to mothers, cousins, co-workers, and friends, who love Ulta and […]

Ulta Beauty (ULTA) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-03-27T08:27:25-04:00

John Deere (DE) Intrinsic Value: Stock Valuation

By: Shawn O’Malley

Few brands have left a bigger cultural mark on rural America than John Deere. Throughout America’s heartland and from coast to coast, people proudly don hats with Deere’s signature logo and green & yellow branding, while inheriting Deere equipment is something of a rite of passage for the next generation of family farmers nationwide.

But Deere isn’t just some old-timey, blue-collar brand; it’s a tech company, a manufacturer, […]

John Deere (DE) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-03-27T08:26:44-04:00

VeriSign (VRSN) Intrinsic Value: Stock Valuation

By: Shawn O’Malley

Imagine owning a toll road on one of the three major bridges connecting Canada with the U.S. via Michigan. Such a road would be a critical piece of infrastructure, linking the world’s biggest economy with its resource-rich neighbor to the north.

From a business perspective, once the bridge is built, the operations would be extremely profitable. Beyond some routine maintenance, there are hardly any marginal costs to be had, […]

VeriSign (VRSN) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-03-27T07:08:11-04:00

AutoZone (AZO) Intrinsic Value: Stock Valuation

By: Shawn O’Malley

There are a lot of things companies can do with their money. Give employees a raise? Sure. Invest in a new warehouse? Definitely. Issue dividends to shareholders? Encouraged.

But one of the more befuddling uses of corporate cash to outside observers is when companies go out into the open market, buy shares of their own stock, and then “retire” them.

The effect of this bizarre transaction? The company has reduced its […]

AutoZone (AZO) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-03-27T07:08:53-04:00

Vital Farms (VITL) Intrinsic Value: Stock Valuation

By: Shawn O’Malley

Conscious Capitalism goes back decades, most notably to Whole Foods co-founder John Mackey. Mackey has long championed the idea that business is about much more than just creating “value” for shareholders. To zealots of Conscious Capitalism, profits are a natural byproduct of a company succeeding at its mission, but there’s nothing noble in pursuing profit without a greater purpose.

Whole Foods’ business triumphs and success in staying true […]

Vital Farms (VITL) Intrinsic Value: Stock ValuationThe Investor's Podcast Network2025-03-27T08:24:34-04:00

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