Shawn (@shawn_omalley_) 's Twitter Profile
Shawn

@shawn_omalley_

✏️ Breaking down financial markets to over 30,000 newsletter subscribers👇🏼

ID: 1442609551

linkhttps://www.theinvestorspodcast.com/newsletters/ calendar_today20-05-2013 01:40:32

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The Intrinsic Value Podcast (@tiv_podcast) 's Twitter Profile Photo

Shawn Daniel By the way, we used the event to officially announce our new Intrinsic Value Community for stock investors to share and get feedback on ideas from savvy peers, participate directly in calls with & presentations from experts, and, well, network with like-minded people! Starting

<a href="/Shawn_OMalley_/">Shawn</a> <a href="/MnkeDaniel/">Daniel</a> By the way, we used the event to officially announce our new Intrinsic Value Community for stock investors to share and get feedback on ideas from savvy peers, participate directly in calls with &amp; presentations from experts, and, well, network with like-minded people!

Starting
Shawn (@shawn_omalley_) 's Twitter Profile Photo

Really excited about this — we're looking to build something really special. An all-in-one community for investors who are serious about learning, digging into new ideas, and building relationships with folks who have a wide range of competencies. The 30 spots are going to fill

AlphaSense (@alphasenseinc) 's Twitter Profile Photo

Former $GOOGL employee explains how internal caution and OpenAI's rise are driving a new shift in $GOOGL's Search ( $GOOGL, $MSFT ): - The expert explains that historically, $GOOGL's query growth was largely organic, driven by user behavior and expanding use cases. For years,

Former $GOOGL employee explains how internal caution and OpenAI's rise are driving a new shift in $GOOGL's Search ( $GOOGL, $MSFT ):

- The expert explains that historically, $GOOGL's query growth was largely organic, driven by user behavior and expanding use cases. For years,
Daniel (@mnkedaniel) 's Twitter Profile Photo

🚨Big Announcement🚨 I used to run an investing blog where I shared my ideas, Portfolio, and thoughts. One thing I didn't like about it was that it was such a one-sided conversation. Many of you are exceptional investors, and I want to learn from and with you instead of just

🚨Big Announcement🚨

I used to run an investing blog where I shared my ideas, Portfolio, and thoughts.

One thing I didn't like about it was that it was such a one-sided conversation.

Many of you are exceptional investors, and I want to learn from and with you instead of just
Citrini (@citrini7) 's Twitter Profile Photo

people don’t realize how heavily subsidized AI is right now your o3 prompts probably cost more in electricity alone than your subscription fee remember when uber was awesome and cheaper than a taxi? yeah, that.

Andrew Freedman, CFA 🦅 (@hedgeyecomm) 's Twitter Profile Photo

But let’s just forget what $GOOGL said on 4/23 “ChatGPT has drawn away some search queries from Google, a senior Google executive testified on Wednesday, but primarily “homework and math” queries which don’t generate much in ad revenue. The executive, Sissie Hsiao, said “so far

AlphaSense (@alphasenseinc) 's Twitter Profile Photo

Interview with a Former $GOOGL employee on future advertising strategies after Search disruption: - The expert notes that while there has been a recent dip in search engine marketing spend over the past 30–90 days, this decline is largely driven by macroeconomic and geopolitical

Interview with a Former $GOOGL employee on future advertising strategies after Search disruption:

- The expert notes that while there has been a recent dip in search engine marketing spend over the past 30–90 days, this decline is largely driven by macroeconomic and geopolitical
Tiho Brkan (@tihobrkan) 's Twitter Profile Photo

Chris Hohn of TCI recommends not even looking at the valuations until you are highly confident that the business you're investing in has enduring competitive advantages and very steep barriers to entry. This links very closely to the idea that the only way an investor can value

Shawn (@shawn_omalley_) 's Twitter Profile Photo

Currently in the process of looking at homes, this makes total sense to me now A $450k house is "cheap" even tho that could be almost a $4000 monthly payment (twice my rent) with taxes, PMI, home insurance with a 5% downpayment (~$25k) Anything < $400k needs $50-100k of

Conch Shell Capital (@tmtmoats) 's Twitter Profile Photo

William Heard $ADBE pitch at Sohn 2025 • Undervalued Amidst AI Misperception: The market currently discounts $ADBE's value, assuming AI will disrupt rather than further entrench its competitive position, leading to attractive trough multiples relative to its historical average

William Heard $ADBE pitch at Sohn 2025

• Undervalued Amidst AI Misperception: The market currently discounts $ADBE's value, assuming AI will disrupt rather than further entrench its competitive position, leading to attractive trough multiples relative to its historical average
The Investing for Beginners Podcast (@ifb_podcast) 's Twitter Profile Photo

What is intrinsic value? Daniel and Shawn of the The Intrinsic Value Podcast talk to us about that and more. Great convo with two super smart guys, it was fun being in the room. You can listen in the usual places. ⬇️

What is intrinsic value? 

<a href="/MnkeDaniel/">Daniel</a> and <a href="/Shawn_OMalley_/">Shawn</a>  of the <a href="/TIV_Podcast/">The Intrinsic Value Podcast</a> talk to us about that and more. 

Great convo with two super smart guys, it was fun being in the room. 

You can listen in the usual places. ⬇️