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TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
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Show notes
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 The Intrinsic Value Mastermind Community.
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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.
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