TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using w...
23 Feb 202556min
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back ...
16 Feb 20251h 2min
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to...
9 Feb 20251h 4min
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of you...
2 Feb 20251h 8min
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for ...
26 Jan 20251h 4min
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair ...
19 Jan 20251h 5min
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible gro...
12 Jan 202555min
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York R...
5 Jan 202551min
