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Amazon: Is It Prime Time for Investors?

June 1, 2025 | I know… Amazon is hardly an insider tip. But take a look at the stock chart, and you might be surprised to see that it’s gone nowhere over the last four years.

Shopify: Can It Win The E-Commerce Wars?

May 25, 2025 | We’ll dive into Shopify’s evolution, breaking down how it earns money, its relationship with Amazon in the battle for the future of e-Commerce, and its valuation — as always, we’ll also decide whether the company deserves a spot in our Intrinsic Value Portfolio.

Visa: Still The Card to Hold?

May 18, 2025 | Today, we’re pulling back the curtain: What does Visa do? Why is it so profitable? Why do competitors struggle to take share? How does Visa keep growing in a rapidly evolving landscape? And most importantly, is it a buy for the Intrinsic Value Portfolio?

Adobe: Designing a Creative Empire?

May 11, 2025 | It’s a company so embedded into the creative world that you might not even realize how often you interact with it. And yet, for a business with over 40 years of history, Adobe is still growing — still evolving — and now facing perhaps the most consequential shift in its history with the rise of AI tools and mass-market competitors like Canva.

Mercedes-Benz: Can Benz Reinvent the Car Again?

May 4, 2025 | In this issue, I break down what’s really going on at Mercedes. And beyond the company itself, we ask the bigger question: is the car industry — with all its capital intensity and volatility — just too tough for long-term investors?

Comfort Systems: Blue-Collar Compounder

April 27, 2025 | What is a “serial acquirer,” you ask? Good question. This term has come to describe decentralized holding companies, where there’s a parent company at the top that oversees a number of subsidiary businesses.

Uber: Cash Burner to Compounder?

April 20, 2025 | I was actually one such investor who, when researching Alphabet previously, suggested Waymo could and should eventually cut Uber out instead of partnering with them. After having studied Uber, I now see it differently. Let’s discuss.

Nike: Just Buy It?

April 13, 2025 | Nike is one of those rare businesses that doesn't just sell products — it shapes culture, identity, and aspiration. But despite that iconic status, the company is facing one of the most challenging stretches in its modern history.

Reddit: The Front Page of the Internet

April 6, 2025 | It’s a special thing to redefine what it means to be part of a “community.” Yet, that’s exactly what Reddit, known colloquially as “the Front Page of the Internet,” has done. The future is promising, but is the stock too richly priced? Let’s find out!

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