All Episodes

Dialogue. Will AI Destroy the Software Business Model?

Dialogue. Business Frameworks from Thousands of Hours of Investing

The Last Big Tech Fight: AI Agents (Apple, Google, Meta)

Interview. How Meta's Muse Changed the AI Debate with MBI.

Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk)

Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing

Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital

Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle

Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong

Dialogue. What Meta's Capex is Really for and Their 6 Call Options

Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber

Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away

Dialogue. Copart, Adobe, and Uber Business Updates

Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy

Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle

Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update

Interview. Highest Conviction Investments and Investing Lessons with Rose Celine

Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans

Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu

Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews

Interview. Chris Mayer on Finding Quality Compounding Stocks

Interview. Bill Nygren on 25 Years of Beating the Market

Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.

Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon

Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal

Dialogue. ServiceNow and an AI SaaS Risk Breakdown

Company. How Shift4 Built and Bought an Integrated Payments Powerhouse

Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)

Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates

Dialogue. Breaking down Uber and the AV Threat

Interview. Former Board of Director at Prada on The Luxury Industry

Dialogue. The Math Behind SpaceX's $1.5T Valuation

Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)

Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes

Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer

Interview. A Deep Dive on Growth Investing with "From Growth to Value"

Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!

Article. APi Global Business History

Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?

Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M

Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues

Company. APi Global: The B2B Service Giant Consolidator

Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet

Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth.

Dialogue. RH Update, Can Furniture be Luxury?, and the OpenAI/ Oracle Deal

Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History

Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed

Briefing. Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates

Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption

Dialogue. Evolution 2Q25 Business Update, Black Markets, UK Investigation, Asia Cyber Attacks

Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"

Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance Volumes

Company. Airbnb: Becoming a Verb

Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences

Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop

Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"

Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex

Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A

Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues

Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers

Article. Airbnb Business History

Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses

Dialogue. Tariffs, Trade War, and RH Business Update

Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?

Article. An Interview on Investing with Speedwell Research's Drew Cohen

Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner

Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies

Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC

Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan

Article. CoStar Group Business History

Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce

Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love

Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif

Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them.

Article. The Invisible Competitor: When Creating Value is Better than Fighting for It

Interview. Ex-Goldman Sachs Matt Reustle on Bad Investor Practices, Sell-side Gripes, and Learning from 200+ Business Breakdowns

Interview. Investment Management in Practice with Baskin Wealth Management

Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI

Article. Axon Business History

Interview. Dollar Tree, Dating Apps, & Dynamics of Video Streaming Competition with The Science of Hitting Research

Dialogue. End of the Year Mailbag: Investing Myths, Mistakes, Evolution, and Etsy

Company. Perimeter Solutions: Replicating the TransDigm Model

Article. What is a Fair Investment Assumption?

Dialogue. 3Q24 Coupang and Copart Business Update

Dialogue. 3Q24 Axon, Constellation Software, and Dream Finders Homes Business Update

Interview. Compounding Quality on Investing in the Best Companies in the World

Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith

Dialogue. 3Q24 Floor & Decor, Meta, and Etsy Business Update

Dialogue. 3Q24 Costar Group and Evolution Business Update

Interview. Sidecar Investor on Giving a Great Manager the Wheel

Article. Minimum Viable Products versus Maximum Possible Products

Dialogue. Explaining The Reverse DCF

Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac"

Article. Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Company. Costar Group: From Basement to Billion Dollar Global Real Estate Authority

Dialogue. Secrets from the Sell-side

Article. What You Don't Know About Sell-side Price Targets