TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley.
TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O’Malley
Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, which Prem Watsa transformed into a Berkshire-like compounding machine.
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O’Malley
Daniel and Shawn take a deep dive into Pinduoduo (NASDAQ: PDD) and decide whether PDD deserves a spot in The Intrinsic Value Portfolio.
TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI.
TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O’Malley
Daniel and Shawn take a deep dive into Kaspi.kz (NASDAQ: KSPI), and discuss whether it deserves a spot in The Intrinsic Value Portfolio.
