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

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

We Study Billionaires - The Investor’s Podcast Network

2025/12/05
We Study Billionaires - The Investor’s Podcast Network

We Study Billionaires - The Investor’s Podcast Network

2025/12/05
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

On today’s episode, Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nik...

Highlights

In this insightful discussion, Clay Finck sits down with Shawn O'Malley to explore the principles and performance behind The Intrinsic Value Portfolio. Drawing from a year of hands-on experience hosting The Intrinsic Value Podcast, Shawn shares his evolving investment philosophy, focusing on long-term value creation through high-quality businesses.
04:30
Finding a few exceptional businesses can yield significant returns
27:01
Evaluating businesses you're a consumer of helps make investment decisions based on your own intuition rather than speculation.
41:00
Nike represents a turnaround opportunity despite a decade of flat returns.
43:11
Nike has maintained a 25% average return on invested capital in the last five years
55:13
Adobe's PE ratio has declined 14% annually since 2019 despite 18% annual EPS growth.
1:04:15
Over 90% of Adobe's revenue comes from professional enterprise customers, creating a durable competitive advantage.
1:17:24
Adobe's fair value is over $500 per share, making it undervalued at $330 even with a 20% margin of safety.
1:24:23
Writing the investment thesis in a Google Doc helps connect the dots and achieve clarity.

Chapters

Intro
00:00
How The Intrinsic Value Portfolio has performed this year
01:42
Why a sizable portion of The Intrinsic Value Portfolio is invested in big tech companies
18:23
How Shawn gets comfortable investing in retail companies
28:41
Why Nike is included in The Intrinsic Value Portfolio
43:07
The best opportunities Shawn sees in today’s market
49:27
Why Shawn is bullish on Adobe despite the collapsing stock price
58:16
Shawn’s estimate of the intrinsic value of Adobe
1:17:23
Shawn’s process for researching stocks
1:24:19

Transcript

Clay Finck: You're listening to TIP. On today's episode, I'm joined by my colleague, Shawn O'Malley, host of the Intrinsic Value Podcast. Alongside his co-host, Daniel Manka. They break down a stock each week into still 40-plus hours of research into an ea...