TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley
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You're listening to TIP. Earlier this year, the Investors Podcast Network launched a brand new show called The Intrinsic Value Podcast, hosted by Sean O'Malley and Daniel Malca. Each week, Sean and Daniel break down a stock on the show and distill 40 to 50 hours of research into a 60 to 90 minute discussion. 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 Sean 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. On today's show, I invited Sean 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 Sean and Daniel's process for selecting companies to cover on the show. Sean's favorite company he's researched to date, How Reddit's transformed from an unprofitable tech 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 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 Sean's intrinsic value target price for Uber. Also, Sean 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 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.
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