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Estée Lauder: Burry’s Big Bet

July 13, 2025 | Interestingly, Michael Burry, who’s probably just as clueless about makeup as we are, made Estée Lauder his only U.S. stock holding. That alone made us curious.

LVMH: Investing in True Luxury

July 6, 2025 | They say fashion trends come and go, but true luxury never goes out of style. In a world where technology dominates headlines and consumer fads flare up and fizzle out, LVMH (Moët Hennessy Louis Vuitton) stands as a testament to the enduring appeal of high-end goods and experiences.

Mid-Year Portfolio Review

June 29, 2025 | We’ve come across plenty of impressive businesses, but only eight have made it into our portfolio so far. I know… we’re picky. But great investing is often more about knowing when to say no than when to say yes. Each position must strike the right balance between price and value.

Smith & Wesson: Unloved For Good Reason?

June 22, 2025 | We’re departing from the familiar territory of scalable SaaS companies and brand-centric consumer products, like Airbnb, Alphabet, Reddit, Nike, and Mercedes-Benz, and stepping into a realm that many investors will find more distasteful: firearms manufacturing via Smith & Wesson (ticker: SWBI).

TSMC: The Most Important Company in the World?

June 15, 2025 | “Taiwan Semiconductor is one of the best-managed and most important companies in the world. And I think you’ll be able to say the same thing 5, 10, or 20 years from now.” This is what Buffett said about TSMC in his 2023 shareholder meeting. However, he added, “I don’t like its location.”

Nubank: Berkshire’s Bet on Latin America

June 8, 2025 | How often are Berkshire Hathaway and Cathie Wood invested in the same thing? Today, we’ll be telling the story of one such company: Nubank, going through its incredible growth, still promising prospects, and trying to reconcile what it means for the company’s valuation.

Amazon: Is It Prime Time for Investors?

June 1, 2025 | I know… Amazon is hardly an insider tip. But take a look at the stock chart, and you might be surprised to see that it’s gone nowhere over the last four years.

Shopify: Can It Win The E-Commerce Wars?

May 25, 2025 | We’ll dive into Shopify’s evolution, breaking down how it earns money, its relationship with Amazon in the battle for the future of e-Commerce, and its valuation — as always, we’ll also decide whether the company deserves a spot in our Intrinsic Value Portfolio.

Visa: Still The Card to Hold?

May 18, 2025 | Today, we’re pulling back the curtain: What does Visa do? Why is it so profitable? Why do competitors struggle to take share? How does Visa keep growing in a rapidly evolving landscape? And most importantly, is it a buy for the Intrinsic Value Portfolio?

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