TIP741: THE INTRINSIC VALUE OF UBER & REDDIT

W/ SHAWN O’MALLEY

31 July 2025

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. 

In this conversation, they explore Reddit’s transformation from an unprofitable tech IPO to a rapidly growing, cash flow positive business, and examine Uber’s dominant market position and diversified revenue streams.

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IN THIS EPISODE, YOU’LL LEARN:

  • Shawn’s process for conducting weekly company deep dives on The Intrinsic Value Podcast.
  • How Reddit transformed from an unprofitable IPO to a rapidly growing cash flow positive business.
  • How Reddit’s user base presents unique challenges for its advertising business.
  • Why Bill Ackman invested $2 billion in Uber’s stock.
  • Why Uber is well-positioned to benefit from the trend to autonomous vehicles.
  • An overview of Uber’s billion-dollar advertising business.
  • Shawn’s intrinsic value target price for Uber.
  • And so much more!

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

 

[00:00:00] Clay Finck: Earlier this year, The Investor’s Podcast Network launched a brand new show called The Intrinsic Value Podcast, hosted by Shawn O’Malley and Daniel Mahncke. Each week Shawn and Daniel break down a stock on the show and distill 40 to 50 hours of research into a 60 to 90 minute discussion.

[00:00:16] Clay Finck: It’s rare to find a show that consistently creates comprehensive, high quality content from a value investor’s perspective. And I can personally attest that Shawn and Daniel have been firing on all cylinders each and every week. A few of the companies they’ve recently covered on the show include LVMH, TSMC, Nubank, Adobe, and Nike.

[00:00:36] Clay Finck: On today’s show, I invited Shawn to discuss why they added Reddit and Uber to their intrinsic value portfolio that they’re publicly building out in real time. In this episode, we discussed Shawn and Daniel’s process for selecting companies to cover on the show. Shawn’s favorite company he researched to date, how Reddit’s transformed from an unprofitable tech IPO to a rapidly growing cashflow positive business.

[00:01:00] Clay Finck: How Reddit’s user base presents unique challenges for its advertising business. Why Bill Ackman invested $2 billion in Uber stock? Why Uber is well positioned to benefit from the trend to autonomous vehicles, an overview of Uber’s billion dollar advertising business, as well as Shawn’s intrinsic value target price for Uber.

[00:01:18] Clay Finck: Also, Shawn and I will be hosting our summit event in Big Sky Montana later in September to network with like-minded members of our audience. If you’re interested in joining us as well as Daniel, you can click the link in the show notes. With that, I bring you today’s episode with Shawn O’Malley.

[00:01:37] Intro: Since 2014, and through more than 180 million downloads, we’ve studied the financial markets and read the books that influenced self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Clay Finck.

[00:02:01] Clay Finck: Welcome to The Investor’s Podcast. I’m your host, Clay Fink, and today I am joined by my friend Shawn O’Malley. Shawn, so great to have you here. Thanks for having me, Clay. So today we’ll be discussing the great work that you and your co-host Daniel Mahncke are doing at The Intrinsic Value Podcast. And for those not familiar, Shawn and I work here at TIP and Shawn.

[00:02:21] Clay Finck: He recently pioneered the launch of the new show titled The Intrinsic Value Podcast, which you can find on all podcasting apps. Although this might, you know, not seem like a big deal to some, starting a new show requires just a ton of work that the listeners just aren’t going to be familiar with. And you and Daniel have just done an excellent job creating this avenue for people to become better investors and learn about a ton of different companies.

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