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🎙️ Duolingo: Cheap Enough to Become a Multibagger?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Lyft: The Key to Winning the AV Wars?

Mar 1, 2026

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32 min read

🎙️ Lyft: The Key to Winning the AV Wars?

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Constellation Software: 100-Bagger at Historic Discount

Feb 22, 2026

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29 min read

🎙️ Constellation Software: 100-Bagger at Historic Discount

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Netflix: Winner of the Streaming Wars

Feb 15, 2026

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34 min read

🎙️ Netflix: Winner of the Streaming Wars

[Just 5 minutes to read]

Shawn O'Malley

Feb 8, 2026

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30 min read

🎙️ Hermès: How much is the Best Brand in the World worth?

[Just 5 minutes to read]

Daniel Mahncke

Feb 1, 2026

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28 min read

🎙️ Doximity: The LinkedIn For Doctors

[Just 5 minutes to read]

Shawn O'Malley

Jan 25, 2026

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26 min read

🎙️ Meta: The $600 Billion Bet on AI!

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Churchill Downs: The Kentucky Derby is Publicly-Traded?

Jan 18, 2026

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30 min read

🎙️ Churchill Downs: The Kentucky Derby is Publicly-Traded?

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Mercado Libre: More than the Amazon of LATAM?!

Jan 11, 2026

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30 min read

🎙️ Mercado Libre: More than the Amazon of LATAM?!

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Exor NV: Discounted Exposure to Ferrari?

Jan 4, 2026

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24 min read

🎙️ Exor NV: Discounted Exposure to Ferrari?

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

Dec 28, 2025

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31 min read

🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Snapchat: Why Hasn't It Become a Social Media Titan?

Dec 21, 2025

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31 min read

🎙️ Snapchat: Why Hasn't It Become a Social Media Titan?

[Just 5 minutes to read]

Shawn O'Malley

...

🎙️ Duolingo: Cheap Enough to Become a Multibagger?

🎙️ Lyft: The Key to Winning the AV Wars?

🎙️ Constellation Software: 100-Bagger at Historic Discount

🎙️ Netflix: Winner of the Streaming Wars

🎙️ Hermès: How much is the Best Brand in the World worth?

🎙️ Doximity: The LinkedIn For Doctors

🎙️ Meta: The $600 Billion Bet on AI!

🎙️ Churchill Downs: The Kentucky Derby is Publicly-Traded?

🎙️ Mercado Libre: More than the Amazon of LATAM?!

🎙️ Exor NV: Discounted Exposure to Ferrari?

🎙️ Chapters Group: Buying Constellation Software 20 Years Ago?

🎙️ Snapchat: Why Hasn't It Become a Social Media Titan?

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