The Intrinsic Value Newsletter

Weekly stock breakdowns & valuations

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October 18

The Intrinsic Value Newsletter

4 days ago

🎙️ Aritzia: Is This the Brand That Breaks Our Retail Curse?

🎙️ Aritzia: Is This the Brand That Breaks Our Retail Curse? October 18, 2026 | Listen online | Read online Click to see our archive of stock coverage Previous retail stocks within our Intrinsi...

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October 11

The Intrinsic Value Newsletter

11 days ago

🎙️ LVMH and Hermès: Is the Luxury Drawdown an Opportunity?

🎙️ LVMH and Hermès: Is the Luxury Drawdown an Opportunity? October 11, 2026 | Listen online | Read online Click to see our archive of stock coverage Due to popular demand, I'm taking another ...

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October 4

The Intrinsic Value Newsletter

18 days ago

🎙️ Walmart: Why Wall Street Pays Tech Multiples for a Retailer

🎙️ Walmart: Why Wall Street Pays Tech Multiples for a Retailer October 04, 2026 | Listen online | Read online Click to see our archive of stock coverage Outside of Nike and Lululemon, we haven...

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September 27

The Intrinsic Value Newsletter

25 days ago

🎙️ Meta: The Highest Optionality of all Mag7

🎙️ Meta: The Highest Optionality of all Mag7 September 27, 2026 | Listen online | Read online I first pitched Meta in January, and I didn’t expect to be back this soon. But with everything that ...

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September 22

The Intrinsic Value Newsletter

30 days ago

🎙️ Alphabet: A Better Business With a Stranger Balance Sheet

🎙️ Alphabet: A Better Business With a Stranger Balance Sheet September 20, 2026 | Listen online | Read online Click to see our archive of stock coverage At the beginning of 2025, Shawn reviewe...

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ConvertMyBankStatement - PDF to Excel & CSV Converter

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September 13

The Intrinsic Value Newsletter

about 1 month ago

🎙️ Copart: The Case for Buying It Again?

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