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.
TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O’Malley and Daniel Mahncke
Shawn and Daniel explore Restoration Hardware, its luxury retail strategy, business model, risks, and intrinsic value.
TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Auto1 Group (ETR: AG1) and assess whether it deserves a spot in The Intrinsic Value Portfolio.
TIP826: American Tower (AMT): The Wide Moat Business Your Phone Can’t Live Without w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day.
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
Stig, Tobias, and Hari pitch Adobe, Meta, and Booking Holdings, exploring how AI could reshape their moats, risks, and upside.
