The Intrinsic Value PodcastPublished 2026-09-03
“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
$SNAPBearish
SNAP is a terrible business; the speaker has completely written it off due to its poor quality.
I think the only truly terrible business we just completely wrote off Daniel already knows Snapchat we just that was that was so appalling uh it was offensive to all my value investor senses uh to to dig into that business.