All episodes

Dialogue. Secrets from the Sell-side

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

Dialogue. Evolution and Floor & Decor 2Q24 Business Update

Article. Coupang Business History

Company. Porsche AG: Driving Between Luxury and Premium

Dialogue. How to Identify a Great Business

Dialogue. Constellation Software AGM and RH 1Q25 Update

Article. What is a Great Business?

Interview. Best Anchor Stocks' Leandro on Multiples, Nintendo, Hermes, and Quality Companies.

Dialogue. Floor & Decor and Copart Business Update 1Q24

Dialogue. The Business of SuperApps

Dialogue. Meta and Evolution Business Update 1Q24

Article. Meta Business Update 1Q24

Dialogue. RH Business Update

Article. WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One

Dialogue. The Shein Model vs Zara, and Home Depot's Valuation circa 1999

Article. Evolution Business History

Article. The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification

Company. Coupang: Building the Leading South Korean Ecommerce Business from the Ashes of Mediocrity

Article. Balancing Risk and Return: The Simple Statistics of Investing

Article. Metaphor Malware: The Clumsy Thinking that is Crippling your Business Understanding

Dialogue. What is the Cost of Equity?

Article. If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein

Article. Constellation Software Business History

Company. Constellation Software: The Business of Buying Software Businesses

Article. If You Don't Know What Game You're Playing, You Already Lost

Dialogue. When Investors Drive the Narrative

Article. From Public to Private Markets: The Detrimental Impact of Investors' Expectations

Interview. Mostly Borrowed Ideas on Google, Meta, and Investment Decision Quality

Dialogue. Meta, Etsy, and Snowballing Risk

Article. Etsy Business History

Dialogue. A New Mental Model: The Piton Network

Article. Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness

Dialogue. Lessons We Can't Draw From Wish

Article. The Future of Ecommerce That Wasn't: An In-depth Look into What Went Wrong with Wish

Company. Evolution: Bringing the Casino Online

Article. Ten Lessons from Copart's 40 Years in Business: Learning from Willis Johnson and Jay Adair

Dialogue. Threats to Google's Search Dominance

Article. Google Shut the Door on Competition, AI Swung it Back Open

Article. Priced to Outperform Perfection: The Home Depot Circa 1999

Article. The Risk Circle: Deciding What Risks Matter and When

Article. How Pies, Proofs, and Punch Cards Hold Key Insights into the Cost of Equity

Article. Understanding Modularity: How Apple, Bloomberg, and Amazon Kept Strategic Coherency

Company. Floor & Decor: The Costco of Flooring

Article. Walker & Dunlop Business History

Article. The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space

Company. Dream Finders Homes: A Better Business Model for the Homebuilding Industry

Company. Etsy: Building an Internet Marketplace in the Shadows of eBay and Amazon

Dialogue. The Consumer's Hierarchy of Preferences—The Other Side of The Consumer Value Prop

Company. Copart: Building a Deep Moat Business from Junkyards and Wrecked Cars

Company. RH: From Near Bankruptcy to Multi-Billion Dollar Luxury Retailer

Company. Meta Platforms: From Dorm Room to Global Dominance