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. What you’ll learn here: Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Join a curated group of serious investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas. https://theinvestorspodcast.com/mastermind Our Sponsors: 📊 Get access to institutional-grade financial data, real-time company KPIs, and modern research tools built for serious fundamental investors. https://fiscal.ai/tivp ▶️ Related Episodes - Can Figma Be a Multi-Bagger After Its 80% Decline?: https://youtu.be/dmieRHJaGeo - Adobe Stock Analysis: Designing a Creative Empire: https://youtu.be/L48_x-j4kOE - Salesforce Stock Valuation: Software vs. AI: https://youtu.be/PwJyenIUVo4 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Wix #AIStocks #SaaSInvesting #ValueInvesting #StockMarketAnalysis