January 25, 2026 | Meta is certainly the most volatile of the Magnificent 7 stocks. A brutal 75% drop in 2022 was followed by an equally astonishing 750% rally. After that kind of rally, it seems implausible for a stock to still trade at attractive levels.
January 18, 2026 | We have reviewed a handful of companies with really cool trophy assets in this newsletter, but most of the time, the associated business is hardly profitable. Churchill Downs Inc., which owns the rights to and hosts the Kentucky Derby, is an exception.
January 11, 2026 | Mercado Libre has an incredible track record. It is often compared to Amazon since, ultimately, it’s an e-commerce giant. So, technically, you get one of Nubank’s competitors plus an entire Amazon-like ecosystem. And you can buy all of this at the cheapest valuation Mercado Libre has ever traded at.
January 4, 2026 | When Daniel and I first sat down to record an episode on Exor, we joked that it felt like cheating. Here was one of our favorite businesses in the world — Ferrari — trading on its own at a rich multiple, while this obscure Dutch-Italian holding company sat in the background as Ferrari’s largest shareholder, plus a bunch of other assets, at a price that implied a massive discount.
December 28, 2025 | Today, we’re doing something different. Instead of an American mega-cap, we’re looking at a German serial acquirer of software companies with a market value of roughly $1 billion. Despite its size, it shares a surprising number of traits with some of the greatest compounders in history — and it has one of the most impressive investor bases of any company we’ve covered so far.
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We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.
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