Shawn O'Malley, TIP

$99B of Alphabet's $112B Q2 profit was non-cash, The Intrinsic Value Podcast finds

14 takeaways: The $500B cloud backlog with one customer inside it, why the buybacks went to zero, and the 40 cents of new revenue every $1 of data…

4 hrs ago • The Scuttlebutt

Waymo's $126B Valuation Now Matches All Of Uber's

11 takeaways: Why Uber's operating margin swung 55 points in six years, how exposed it really is to robotaxis, and what its $14.8B Delivery Hero bid is…

Sep 11 • The Scuttlebutt

Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcast

Why nobody has copied the ontology, what Karp's 18-month pledge would do to a stock at 60 times sales, the Accenture handoff neither host follows, and…

Aug 31 • The Scuttlebutt

Kyle Grieve & Shawn O'Malley: the $320 fair value that missed a five-bagger, how Comfort Systems' backlog grew eightfold, and why they still…

How a boring Houston contractor became an AI trade, the $24 billion of contracts rivals cannot bid on, an incentive plan paid at its 200% cap, and the…

Aug 30 • The Scuttlebutt

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