What podcasts say about Shawn O'Malley

Every statement, with the speaker, the exact quote and the moment it was said.

What Shawn O'Malley has said on podcasts

8 statements · 5 positive · 2 negative · 1 mixed

on AritziaMixedOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s stock has declined despite historically strong operating growth.
“The stock has been hit pretty hard recently, and yet the business is putting up some of the best growth numbers in its history of being a public company.”
Listen at 1:01
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Long-run compounder businessesPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Investors should generally avoid selling long-run compounders unnecessarily.
“when you have businesses like that in your portfolio, really inaction tends to be the best course of action.”
Listen at 6:51
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia in-house brandsPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s in-house brands improve control over pricing and margins.
“The movement towards creating their own brands, I think, was a smart move and giving them more control. over the pricing and margins that they earn.”
Listen at 12:11
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia gross marginPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s gross margin increased from 37% to 46%.
“their gross margins moved from 37% a decade ago to 46% today.”
Listen at 17:05
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia acquisitionsPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s Reigning Champ and Fred Segal acquisitions carry limited downside.
“I don't think either of them carries too much downside”
Listen at 44:45
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia valuationNegativeOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s 33-times earnings valuation creates downside risk if results disappoint.
“With Aritzia trading at 33 times earnings, there's also some valuation risk here.”
Listen at 1:03:16
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia digital businessPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s digital business has grown nearly 30% annually since 2020.
“since 2020, digital has grown at nearly 30% a year.”
Listen at 1:15:27
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia sharesNegativeOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Shawn O’Malley recommends not buying Aritzia for now.
“I'm inclined to pass for now.”
Listen at 1:24:01
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.