Archive

🎙️ Meta: The Highest Optionality of all Mag7

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Alphabet: A Better Business With a Stranger Balance Sheet

Sep 20, 2026

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13 min read

🎙️ Alphabet: A Better Business With a Stranger Balance Sheet

[Just 5 minutes to read]

Kyle Grieve

🎙️ Copart: The Case for Buying It Again?

Sep 13, 2026

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16 min read

🎙️ Copart: The Case for Buying It Again?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ AppLovin: A Growing Compounder At a 50% Discount

Sep 6, 2026

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14 min read

🎙️ AppLovin: A Growing Compounder At a 50% Discount

[Just 5 minutes to read]

Kyle Grieve

🎙️ Palantir: Worth the Hype! Worth the Price?

Aug 30, 2026

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16 min read

🎙️ Palantir: Worth the Hype! Worth the Price?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Domino's Pizza: Is This Pizza Royalty Broken?

Aug 23, 2026

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16 min read

🎙️ Domino's Pizza: Is This Pizza Royalty Broken?

[Just 5 minutes to read]

Kyle Grieve

🎙️ Portfolio Review: Analyzing our Biggest Losers

Aug 16, 2026

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16 min read

🎙️ Portfolio Review: Analyzing our Biggest Losers

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Exor NV: A Winner, A Loser, and a Hidden Gem

Aug 9, 2026

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17 min read

🎙️ Exor NV: A Winner, A Loser, and a Hidden Gem

[Just 5 minutes to read]

Kyle Grieve

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

Aug 2, 2026

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18 min read

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Perimeter Solutions: Can The Compounding Playbook Strike Twice?

Jul 26, 2026

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14 min read

🎙️ Perimeter Solutions: Can The Compounding Playbook Strike Twice?

[Just 5 minutes to read]

Kyle Grieve

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

Jul 19, 2026

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15 min read

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Kaspi: The Cheapest Monopoly in the World

Jul 12, 2026

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15 min read

🎙️ Kaspi: The Cheapest Monopoly in the World

[Just 5 minutes to read]

Daniel Mahncke, +1

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🎙️ Meta: The Highest Optionality of all Mag7

🎙️ Alphabet: A Better Business With a Stranger Balance Sheet

🎙️ Copart: The Case for Buying It Again?

🎙️ AppLovin: A Growing Compounder At a 50% Discount

🎙️ Palantir: Worth the Hype! Worth the Price?

🎙️ Domino's Pizza: Is This Pizza Royalty Broken?

🎙️ Portfolio Review: Analyzing our Biggest Losers

🎙️ Exor NV: A Winner, A Loser, and a Hidden Gem

🎙️ dLocal: Multibagger Potential with Decade-Long Runway

🎙️ Perimeter Solutions: Can The Compounding Playbook Strike Twice?

🎙️ Pinduoduo: Is PDD a buy at Historical Low Valuations?

🎙️ Kaspi: The Cheapest Monopoly in the World

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