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

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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.

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.

Copart: The 100-Bagger Junkyard

October 19, 2025 | Do you know the narrative that boring companies make the best investments? Copart is one of the best examples of that. Actually, it’s almost a 400-bagger since its IPO.

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.

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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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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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