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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 | CoStar Group is the data backbone of commercial real estate. In this deep dive, we explore how its decades of property-level research, unmatched database, and 59 consecutive quarters of double-digit revenue growth make it a rare compounder hiding in a deeply overlooked industry.
Portfolio Review and Update: Changes for 2026
April 19, 2026 | The Intrinsic Value Portfolio has grown to 17 positions after a year of company deep dives. This week, we revisit key holdings and watchlist names, discuss two portfolio exits, one promotion to a core holding, and welcome Kyle Grieve as a new co-host.
Programming Announcement
April 12, 2026 | The Intrinsic Value Podcast is merging into The Investors Podcast feed, giving listeners earlier access to company breakdowns while the weekly newsletter continues every Sunday. Shawn and Daniel also tease a new co-host joining the team for future stock pitches.
Mini Constellation Software: Analyzing Spinoffs and Acquisitions
April 5, 2026 | Constellation Software has been one of the great compounders of the past decade, but its growing scale may limit future returns. In this deep dive, we look at four smaller companies tied to the Constellation playbook: Topicus, Lumine Group, Sygnity, and Asseco Poland.
Spotify: Investing in Music During The Age Of AI
March 29, 2026 | Spotify is one of the world’s most loved consumer apps, but investors still debate whether it is a truly great business. Here, we explore how its licensed-content model, supplier power, and recent margin inflection could shape Spotify’s long-term value.
Kelly Partners Group: The Constellation Software of Accounting?
March 22, 2026 | Kelly Partners Group is a founder-led serial acquirer of tax and accounting firms with a proven model and a long runway ahead. We explore why the stock’s sharp drawdown, resilient business model, and differentiated approach could make KPG one of the more interesting small-cap compounders today.
