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

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FICO: The Algo Behind America’s Credit

October 12, 2025 | This is the story behind that three-digit number that can determine which credit cards you’re approved for and the interest rate on your mortgage, as well as the wide-moated ‘tollbooth’ business that charges a tiny fee each time your credit rating is passed on.

Manchester United: Valuing a Football Empire

October 5, 2025 | If you’re as much of a football fan as I am, I know you’ll enjoy this newsletter. If you think football is called “soccer” and have never watched a Manchester United game, well, you might still be interested in my comparison of European and U.S. football, as well as why NFL teams tend to dominate the Forbes list in terms of valuation.

Universal Music Group: Cashing In On Music Rights

September 28, 2025 | Every time a Peloton instructor cues up Bad Bunny, a TikTok teen lip‑syncs Olivia Rodrigo, or a Netflix trailer taps into ‘70s music nostalgia, one constant happens in the background: Universal Music Group gets paid.

Berkshire Hathaway: Valuing Buffett’s Legacy

September 21, 2025 | Today you’ll finally get to know the business behind the philosophy. And if you already know Berkshire inside and out, well… you might want to stay for some anecdotes.

Match Group: Is Finding Love a Good Investment?

September 14, 2025 | Swiping right is a pop‑culture catchphrase, but it’s also a business generating billions of dollars in profit. Match Group (MTCH), owner of Tinder, Hinge, OkCupid, and a handful of other dating apps, is my pitch to Daniel this week, given its leading share of an online-dating duopoly rivaled only by Bumble. The question I wanted to know, though, is whether helping people find love is actually a good business?

Dell: Overlooked AI Growth Story?

September 7, 2025 | Dell has been around for a long time, over forty years, and it’s one of the rare hardware names that not only survived but actually emerged bigger than ever.

Ferrari: High-Speed Compounder

August 31, 2025 | Enzo Ferrari insisted his company would “always deliver one car fewer than the market demands.” That single sentence explains almost everything about a business that sells barely 14,000 automobiles a year, yet enjoys gross margins north of 50%, trades for a price-to-earnings ratio that would make most software founders blush, and has turned every dollar invested at its 2015 IPO into nearly ten today.

Crocs: Fashion Icon or Value Trap?

August 24, 2025 | Today’s company? Let’s just say its designs are far more polarizing. I’m talking about Crocs. But hear me out. If you liked Lululemon’s margin profile and returns on capital, then let me tell you, Crocs is right there.

Lululemon: Still the King of Athleisure?

August 17, 2025 | Despite its incredible fundamentals, Lulu’s stock is depressed, trading down sharply from a valuation of 65x earnings just 18 months ago(!) Consider us intrigued.

FICO: The Algo Behind America’s Credit

October 12, 2025 | This is the story behind that three-digit number that can determine which credit cards you’re approved for and the interest rate on your mortgage, as well as the wide-moated ‘tollbooth’ business that charges a tiny fee each time your credit rating is passed on.

Manchester United: Valuing a Football Empire

October 5, 2025 | If you’re as much of a football fan as I am, I know you’ll enjoy this newsletter. If you think football is called “soccer” and have never watched a Manchester United game, well, you might still be interested in my comparison of European and U.S. football, as well as why NFL teams tend to dominate the Forbes list in terms of valuation.

Universal Music Group: Cashing In On Music Rights

September 28, 2025 | Every time a Peloton instructor cues up Bad Bunny, a TikTok teen lip‑syncs Olivia Rodrigo, or a Netflix trailer taps into ‘70s music nostalgia, one constant happens in the background: Universal Music Group gets paid.

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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.

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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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