Newsletters2025-01-04T07:54:08-05:00

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Chapters Group: Buying Constellation Software 20 Years Ago?

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.

Snapchat: Why Hasn’t It Become a Social Media Titan?

December 21, 2025 | If you’re under 35, chances are Snapchat played a starring role in at least one chapter of your life. So when I sat down to study Snap Inc. as a potential addition to The Intrinsic Value Portfolio, the story seemed straightforward: nearly a billion monthly active users, 75% penetration among 13–34 year olds in 25 different countries, and less than 2% share of the U.S. digital ad market. How, then, could this be a stock trading with a market cap sub $13b?

1-Year Portfolio Review: The Intrinsic Value Portfolio

December 14, 2025 | At this point, we’ve analyzed about 50 companies this year. The good news is that, despite some early doubts when we started this project, the well of opportunities hasn’t run dry. But a review also means making tough decisions. So yes — one company is leaving the portfolio today as well.

DoorDash: Can It Keep Delivering Returns?

December 7, 2025 | We don’t typically even bother looking at companies with 100x P/E ratios, especially when said business has double-digit stock-based comp as a percentage of revenues, but wow, DoorDash is growing fast, dramatically improving its business quality and, well, who would want to bet against society becoming lazier and more reliant on delivery?

S&P Global: The Company behind the Stock Market

November 30, 2025 | Every investor eventually faces a simple question: Do I accept market-like returns, or do I take on the risk of underperforming in pursuit of outperforming? If you’re reading this newsletter, chances are you’ve chosen the latter — at least to some degree. And when we talk about “the market,” the reference point is almost always the S&P 500, the index built on the largest and most successful companies in the United States.

Booking Holdings: The Traveling Compounder

November 23, 2025 | In the last year of doing this newsletter, Daniel and I have developed a fondness for owning the “best of the best.” Today’s pick, Booking Holdings, is another such quality compounder that, unsurprisingly, doesn’t necessarily trade at a bargain price tag. Yet, is it still attractive enough to earn a spot in our Intrinsic Value Portfolio of stocks?

TransDigm: A Conglomerate of Monopolies

November 16, 2025 | The aerospace industry is a notoriously difficult place to build a great business. Cyclical demand, high capital intensity, and constant regulatory scrutiny make it a graveyard for compounding returns. But not for everyone. Hidden inside this complex ecosystem is one of the most remarkable compounders in market history — TransDigm.

Robinhood: The Amazon Prime of Gen Z’s Finances?

November 9, 2025 | Robinhood has earned a bad name in some people’s view, and it has deserved much of the criticism it’s gotten, but I actually think its name is very fitting: the company has arguably done as much as any fintech to “take from the rich, and give to the poor,” living up to the ideals of Robin Hood (the fictional character), namely by bringing commissions on stock trading down to zero for millions of retail investors.

Salesforce: Agentforce vs. AI

November 2, 2025 | If you work at a large American company, there’s a good chance you use this company’s software every day. If you’re not in the corporate world, there’s an equally good chance you have no idea what this company does.

Chapters Group: Buying Constellation Software 20 Years Ago?

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.

Snapchat: Why Hasn’t It Become a Social Media Titan?

December 21, 2025 | If you’re under 35, chances are Snapchat played a starring role in at least one chapter of your life. So when I sat down to study Snap Inc. as a potential addition to The Intrinsic Value Portfolio, the story seemed straightforward: nearly a billion monthly active users, 75% penetration among 13–34 year olds in 25 different countries, and less than 2% share of the U.S. digital ad market. How, then, could this be a stock trading with a market cap sub $13b?

1-Year Portfolio Review: The Intrinsic Value Portfolio

December 14, 2025 | At this point, we’ve analyzed about 50 companies this year. The good news is that, despite some early doubts when we started this project, the well of opportunities hasn’t run dry. But a review also means making tough decisions. So yes — one company is leaving the portfolio today as well.

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JOIN OUR NEWSLETTER:

We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.

SHOWS

QUICKLINKS

SITE POLICIES

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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