TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn revisit Comfort Systems USA, which has appreciated fivefold since Shawn passed on the stock at $320. They examine its explosive growth, expanding margins, and capital efficiency.
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O’Malley2026-08-29T20:47:20-04:00

TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Palantir, the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line.
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley2026-08-24T05:35:00-04:00

TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford

Stig is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world's largest battery maker.
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford2026-08-22T20:44:35-04:00

TIP839: Domino’s Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model.
TIP839: Domino’s Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley2026-08-19T01:02:32-04:00

TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn now take a look at the best-performing stocks of the pitches of the last two years.
TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley2026-08-15T20:21:29-04:00

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