TIP822: QXO (QXO): Can One of the World’s Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn analyze QXO, the ambitious building-products distribution company.
TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel explore Grab Holdings, its Southeast Asian edge, path to profitability, and whether its beaten-down stock is now attractive.
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
Join Daniel Mahncke and Shawn O'Malley as they assess whether Wix.com deserves a spot in The Intrinsic Value Portfolio.
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn assess whether LIFCO, one of the world's leading industrial serial acquirers belong to The Intrinsic Value Portfolio.
TIP818: NVR (NVR): What’s Next for One of History’s Greatest Compounders? w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn analyze NVR through cycles and assess whether it’s a business that is simple to understand.
