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
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 <li>Value Investor Club <a href="https://tivc-portfolio-review.vercel.app/submit">Article</a>.</li>
 <li>Chit Chat Stocks w/ <a href="https://www.youtube.com/watch?v=ynJNsPg02v0&list=LL&index=5&t=2876s">Manuel Cunha</a>.</li>
 <li>Future Investing <a href="https://www.youtube.com/live/zO1lTmd9rtU?si=8vJk5xsHN1cKmM9j">Interview w/ Manuel Cunha</a>.</li>
 <li>Rene Sellman <a href="https://www.compoundwithrene.com/p/wix-at-100-a-good-business-in-a-bad">Substack Article</a>.</li>
 <li>Manuel Cunha <a href="https://mvcinvesting.substack.com/p/my-next-big-bet-a-rare-asymmetric">Substack Article</a>.</li>
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