The Intrinsic Value Podcast - The Investor’s Podcast Network
Episodes
TIVP098 (Video): Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
TIVP097 (Video): Copart Stock (CPRT): Is Copart now a Buy? w/ Daniel Mahncke & Shawn O’Malley
TIVP096 (Video): Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Shawn O’Malley and Daniel Mahncke
This episode analyzes Uber’s stock stagnation despite tripling free cash flow to $10 billion, focusing on the threat from Waymo’s $126 billion valuation.