TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley

You're listening to TIP. On today's episode, I'm joined by my colleague Sean O'Malley, host of the Intrinsic Value podcast. Alongside his co-host, Daniel Malca, they break down a stock each week and distill 40 plus hours of research into an easily digestible discussion. It's quickly become one of my top podcasts to listen to this year. A few of the companies they've recently covered on the Intrinsic Value podcast include TransDime, Booking Holdings, Salesforce, S<unk>P Global, Crocs, and Ferrari.

On today's show, I invited Sean to discuss how the intrinsic value portfolio has performed this year His investment thesis on Lululemon, Nike, and Adobe, as well as how he goes about researching stocks and developing a comprehensive investment thesis. Throughout the discussion, we mentioned several resources for our listeners to learn more, whether that be the newsletter or previous episodes or valuation models. I've included those links in the show notes for those interested in checking them out. With that, I bring you today's episode with Sean O'Malley.

Since 2014 and through more than 180 million downloads, we've studied the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Playthink. Hey everyone, welcome back to the Investors Podcast. I'm your host, Clay Fink, and today I'm joined by my colleague and host of the Intrinsic Value Podcast, Sean O'Malley.

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