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

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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?

Adobe: Designing a Creative Empire?

May 11, 2025 | It’s a company so embedded into the creative world that you might not even realize how often you interact with it. And yet, for a business with over 40 years of history, Adobe is still growing — still evolving — and now facing perhaps the most consequential shift in its history with the rise of AI tools and mass-market competitors like Canva.

Mercedes-Benz: Can Benz Reinvent the Car Again?

May 4, 2025 | In this issue, I break down what’s really going on at Mercedes. And beyond the company itself, we ask the bigger question: is the car industry — with all its capital intensity and volatility — just too tough for long-term investors?

Comfort Systems: Blue-Collar Compounder

April 27, 2025 | What is a “serial acquirer,” you ask? Good question. This term has come to describe decentralized holding companies, where there’s a parent company at the top that oversees a number of subsidiary businesses.

Uber: Cash Burner to Compounder?

April 20, 2025 | I was actually one such investor who, when researching Alphabet previously, suggested Waymo could and should eventually cut Uber out instead of partnering with them. After having studied Uber, I now see it differently. Let’s discuss.

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.

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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.

SHOWS

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.

JOIN OUR NEWSLETTER:

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The Investor’s Podcast Network © 2025 All Rights Reserved.

The Investor’s Podcast Network © 2025 All Rights Reserved.

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