01 Aug 2025
1h 21m
TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
In this episode of The Investor's Podcast, Clay Finck interviews Shawn O'Malley, host of The Intrinsic Value Podcast, about their stock selection process and recent additions of Reddit and Uber to their intrinsic value portfolio. Shawn discusses the intensive research involved in analyzing companies, the unique advertising opportunities presented by Reddit's user base, and the potential for Uber to benefit from autonomous vehicles and its growing advertising business. He also shares his intrinsic value target price for Uber and touches on the challenges and opportunities in the ride-sharing industry, as well as the potential for Uber Eats and other revenue streams.
Outlines
Part 1: Podcast Introduction and Investment Approach
Part 2: Investment Theses - Reddit
Part 3: Investment Theses - Uber
Part 4: Conclusion
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