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Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:32) How Wix was founded (00:21:35) Why clients keep using Wix (00:28:05) How much of WIX is actually vulnerable to AI (00:37:07) Why Wix is more sticky than it seems (00:38:24) Whether vibecoding is likely to disrupt drag-and-drop website building (00:46:54) Why Base44 could change the entire investment case (01:06:24) How Wix could survive and turn into a multibagger (01:09:21) Valuation discussion of Wix (01:13:26) Whether Shawn and Daniel add Wix to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ???????????????????????????????????????????????????????????????????????????TIP Mastermind Community???????????????????????????????????????????????????????????????????????????. Track ????The Intrinsic Value Portfolio????. Portfolio Review Submit Tool. Value Investor Club Article. Chit Chat Stocks w/ Manuel Cunha. Future Investing Interview w/ Manuel Cunha. Rene Sellman Substack Article. Manuel Cunha Substack Article. Previous Intrinsic Value breakdowns: Figma, Microsoft, Salesforce, Adobe. Follow Shawn on ?????X????? and ?????Linkedin?????. Follow Daniel on ??????X?????? and ??????Linkedin??????. Related ????????????????????????????????????????????books???????????????????????????????????????????? mentioned in the podcast. Ad-free episodes on our ?????????????????????????????????????????????????????Premium Feed????????????????????????????????????????????????????????????. NEW TO THE SHOW? Get smarter about valuing businesses through ???????????????????????????????????????????????????????????????????????????The Intrinsic Value Newsletter???????????????????????????????????????????????????????????????????????????. Check out ????????The Investor’s Podcast Starter Packs????????. Follow our official social media accounts: ???????????????????????????????????????????????????????????????????????????X??????????????????????????????????????????????????????????????????????????? | ???????????????????????????????????????????????????????????????????????????LinkedIn??????????????????????????????????????????????????????????????????????????? | ???????????????????????????????????????????????????????????????????????????Facebook????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????. Try our tool for picking stock winners and managing our portfolios: ???????????????????????????????????????????????????????????????????????????TIP Finance??????. Enjoy exclusive perks from our ???????????????????????????????????????????????????????????????????????????favorite Apps and Services???????????????????????????????????????????????????????????????????????????. Learn how to better start, manage, and grow your business with the ???????????????????????????????????????????????????????????????????????????best business podcasts???????????????????????????????????????????????????????????????????????????. SPONSORS Support our free podcast by supporting our ?sponsors?: Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
