Get smarter about valuing businesses in just a few minutes each week.
Get the weekly email that makes understanding intrinsic value
easy and enjoyable, for free.
Aritzia: Is This the Brand That Breaks Our Retail Curse?
October 18, 2026 | Aritzia has built a strong brand through its everyday luxury positioning, rising margins, and expanding U.S. presence. With sales accelerating and its growth story gaining momentum, we examine whether this retailer can sustain its success and deliver long-term returns for investors.
LVMH and Hermès: Is the Luxury Drawdown an Opportunity?
October 11, 2026 | LVMH and Hermès are two of the world’s leading luxury houses, but both stocks have fallen to multi-year lows amid declining luxury sales and economic headwinds in China. We revisit their business models and valuations to assess whether the downturn creates an opportunity for long-term investors.
Walmart: Why Wall Street Pays Tech Multiples for a Retailer
October 4, 2026 | Walmart has built a powerful retail ecosystem through unmatched scale, low prices, e-commerce, membership, and a rapidly growing advertising business. We take a closer look at whether these competitive advantages can justify the premium valuation investors are paying for the retailer.
Meta: The Highest Optionality of all Mag7
September 27, 2026 | Meta has built one of the world’s largest advertising businesses while expanding into AI, smart glasses, personal agents, and cloud computing. We explore whether its massive AI investments and growing optionality can continue creating long-term value for shareholders.
Alphabet: A Better Business With a Stranger Balance Sheet
September 20, 2026 | Alphabet has built a powerful ecosystem spanning search, cloud computing, YouTube, AI, and other businesses. We take a closer look at whether its massive AI investments and changing balance sheet can continue creating long-term value for shareholders.
Copart: The Case for Buying It Again?
September 13, 2026 | Copart has fallen sharply as growth slowed and its main competitor gained ground, but the business still has a powerful moat, improving capital allocation, and international growth opportunities. We revisit whether the selloff has finally made this quality compounder worth buying again.
AppLovin: A Growing Compounder At a 50% Discount
September 6, 2026 | AppLovin has delivered exceptional growth, margins, and returns on capital, yet its stock has fallen more than 50% this year. We explore whether the selloff creates an opportunity or reflects a business facing slowing growth and disruption.
Palantir: Worth the Hype! Worth the Price?
August 30, 2026 | Palantir has transformed from a complex enterprise software company into one of the fastest-growing businesses in the market, powered by AI, exceptional margins, and rising customer demand. The question is whether its extraordinary growth and competitive advantages can justify its premium valuation.
Domino’s Pizza: Is This Pizza Royalty Broken?
August 23, 2026 | Domino’s Pizza has built a royalty-like business through its dominant market position, incredible franchise economics, and decades of intelligent capital allocation. We examine whether its strong business model, slowing growth, and current valuation make this pizza royalty a compelling investment.
