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🎙️ 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

Jul 5, 2026

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14 min read

🎙️ Auto1: The Amazon of Used Cars?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ American Tower: Building Essential Wireless Infrastructure

Jun 28, 2026

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14 min read

🎙️ American Tower: Building Essential Wireless Infrastructure

[Just 5 minutes to read]

Kyle Grieve, +1

🎙️ Copa Holdings: The Airline Buffett Should Buy

Jun 21, 2026

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12 min read

🎙️ Copa Holdings: The Airline Buffett Should Buy

[Just 5 minutes to read]

Daniel Mahncke

🎙️ QXO: A Building Parts Consolidator's Dream Business

Jun 14, 2026

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13 min read

🎙️ QXO: A Building Parts Consolidator's Dream Business

[Just 5 minutes to read]

Kyle Grieve, +1

Jun 7, 2026

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14 min read

🎙️ Wix: The Most Asymmetric AI Bet?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

May 31, 2026

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15 min read

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

[Just 5 minutes to read]

Kyle Grieve, +1

May 24, 2026

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18 min read

🎙️ Sea Limited: Can Sea 10x Again?

[Just 5 minutes to read]

Daniel Mahncke

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🎙️ 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

🎙️ Auto1: The Amazon of Used Cars?

🎙️ American Tower: Building Essential Wireless Infrastructure

🎙️ Copa Holdings: The Airline Buffett Should Buy

🎙️ QXO: A Building Parts Consolidator's Dream Business

🎙️ Wix: The Most Asymmetric AI Bet?

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

🎙️ Sea Limited: Can Sea 10x Again?

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