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

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Remitly: Remittance Giant or Crypto Casualty?

August 10, 2025 | Now, a company that is more familiar to most of us is Uber. Perhaps it’s a stretch, but I’ll make the argument that Remitly and Uber have some interesting similarities. And if you're wondering what a remittance company could possibly have in common with a ride-hailing platform, I’d advise you to stick around for this deep dive.

The Trade Desk: Heir to the Programmatic Advertising Throne?

August 3, 2025 | Back when the internet was first commercialized, there was this beautiful vision of a free and open web, where publishers could earn money from ads, advertisers could reach relevant audiences, and users could explore information without friction or gatekeepers. Then came the walls.

PayPal: Value Trap or Multibagger?

July 29, 2025 | Payments is a complex space. Shawn always says it makes his head spin. And I get it. It can be dry, and there are so many things we simply don’t know yet. But sometimes, the opportunity is too compelling not to take a closer look.

Roku: The Forgotten Streaming Giant

July 20, 2025 | What if I told you America’s fifth-biggest streaming platform after Netflix, YouTube, Prime Video, and Disney+ wasn’t Apple TV+, Hulu, Peacock, or HBO Max, as you might expect?

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.”

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.

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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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