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

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Reddit: The Front Page of the Internet

April 6, 2025 | It’s a special thing to redefine what it means to be part of a “community.” Yet, that’s exactly what Reddit, known colloquially as “the Front Page of the Internet,” has done. The future is promising, but is the stock too richly priced? Let’s find out!

Moncler: Zipped For Success

March 30, 2025 | Luxury is about more than just price — it’s about identity, status, and quality. Few brands have managed to scale those qualities as effectively as Moncler.

Hershey’s: Deliciously Beaten Down?

March 23, 2025 | They say to never try and catch a falling knife when investing. That’s probably good advice. But when you see a company with as much nostalgia and brand recognition as Hershey’s get cut in half over the last two years, it’s at least worth a second look.

Nintendo: Switching It Up!

March 16, 2025 | Mario, Donkey Kong, Zelda, Super Smash Brothers, Kirby, Pokemon — the list of Nintendo’s iconic franchises is remarkable, rivaled only by Disney’s portfolio of beloved brands.

Airbnb: The Future of Hospitality

March 9, 2025 | I’ve got a fun one for ya today, folks: Silicon Valley meets hospitality, the hotel industry’s worst nightmare — Airbnb 🏡

Blue Owl: The Next Blackstone?

March 2, 2025 | This week, I’m diving into one of the few SPACs from the 2020-era Lollapalooza in financial markets that has actually worked out: a fast-growing alternative asset manager humbly named Blue Owl that, perhaps, has its eyes set on being the next Blackstone?

VeriSign: The Internet’s Toll Road

February 23, 2025 | No, I don’t have a literal toll-road company to tell you about today; I actually have something much more powerful: a business that operates like the toll road I describe above, yet for the entire internet 👀

AutoZone: Under The Hood

February 16, 2025 | Few companies have been as prolific cannibals of their own stock as AutoZone, a franchise that has, in two decades, spent tens of billions of dollars consuming 90% of its outstanding shares.

Vital Farms: Egg-cellent Investment?

February 9, 2025 | Another company is now bringing Conscious Capitalism to public markets, again showing that putting ethical business and sustainability first isn’t just ESG gibberish but an actually winning strategy underpinning one of the most impressive brands in the world.

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.

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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