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NVR: Can This Legendary Compounder Continue Beating the Market?
May 31, 2026 | NVR is one of the most remarkable compounders in a surprisingly boring industry: homebuilding. We explore how its asset-light business model, disciplined capital allocation, fortress balance sheet, and resilience through downturns have helped it deliver extraordinary long-term returns for shareholders.
Sea Limited: Can Sea 10x Again?
May 25, 2026 | Sea Limited has built a unique ecosystem spanning gaming, e-commerce, and fintech. In this deep dive, we explore whether the company still has the potential to deliver outsized returns for investors.
Formula One Group: Blooming Sports Biz With Fanatical Fans
May 17, 2026 | Formula One Group owns two of the most passionate sports franchises in the world: Formula 1 and MotoGP. We examine how media rights, sponsorships, and global fan growth could drive long-term value for shareholders.
Microsoft: Misunderstood AI Opportunity?
May 10, 2026 | Microsoft has built one of the most powerful ecosystems in technology, spanning cloud computing, enterprise software, gaming, and AI. We take a closer look at whether Azure, Copilot, and the company’s massive AI investments can continue driving long-term value for shareholders.
OTC Markets : A Picks and Shovels Play in Modern Capital Markets
May 3, 2026 | OTC Markets Group operates the hidden infrastructure behind thousands of publicly traded securities, acting as a toll collector for companies outside major exchanges. We assess whether its regulatory moat, recurring revenue streams, and capital-light business model can continue creating value for shareholders.
CoStar: A Wide Moat Digitalizing Real Estate
April 26, 2026 | It's so boring that most investors have never heard of CoStar Group, and yet, it's a company that just reported its 59th consecutive quarter of double-digit revenue through financial crises, through COVID, and through the 2022 rate hike cycle that crushed commercial real estate transaction volumes.
Portfolio Review and Update: Changes for 2026
April 19, 2026 | Two companies will be leaving our portfolio today. Another one will be promoted to a core holding. We'll also revisit a good bunch of our other portfolio companies and a few watchlist names that a lot of you have been asking about — Trade Desk and FICO, in particular. We’ll also cover a couple of companies that Kyle, our new co-host(!), is getting up to speed on.
Programming Announcement
April 12, 2026 | Starting this month, The Intrinsic Value Podcast is officially merging into The Investors Podcast’s channel feed. If you’ve been with us from the beginning, you may remember that We Study Billionaires is one of the largest and longest-running investing podcasts in the world, with over 200 million podcast downloads, and we’re thrilled to be joining its main feed. So let me tell you what this means for you.
Mini Constellation Software: Analyzing Spinoffs and Acquisitions
April 5, 2026 | Constellation Software has been one of the most successful compounders of the last decade. But every business eventually struggles with the law of large numbers, and Constellation is no exception. Mark Leonard himself has acknowledged that, from all-time high prices, future returns would likely settle around 8%. Even after the recent drawdown improves that math, the reality is that a $40 billion company simply can’t deploy capital the way a billion-dollar company can.
