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.
TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline.
TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve
Kyle discusses what bubbles are, why they form, and why they always feel different in real time.
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.
