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Podia

Nov 23, 2025

🎙️ Booking Holdings: The Traveling Compounder

[Just 5 minutes to read]

Shawn O'Malley

Nov 16, 2025

🎙️ TransDigm: A Conglomerate of Monopolies

[Just 5 minutes to read]

Daniel Mahncke

Nov 09, 2025

🎙️ Robinhood: The Amazon Prime of Gen Z's Finances?

[Just 5 minutes to read]

Shawn O'Malley

Nov 02, 2025

🎙️ Salesforce: Agentforce vs. AI

[Just 5 minutes to read]

Daniel Mahncke

Oct 26, 2025

🎙️ MSCI: Passive Investing's Big Winner?

[Just 5 minutes to read]

Shawn O'Malley

Oct 19, 2025

🎙️ Copart: The 100-Bagger Junkyard

[Just 5 minutes to read]

Daniel Mahncke

Oct 12, 2025

🎙️ FICO: The Algo Behind America's Credit

[Just 5 minutes to read]

Shawn O'Malley

Oct 05, 2025

🎙️ Manchester United: Valuing a Football Empire

[Just 5 minutes to read]

Daniel Mahncke

Sep 28, 2025

🎙️ Universal Music Group: Cashing In On Music Rights

[Just 5 minutes to read]

Shawn O'Malley

Sep 21, 2025

🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

[Just 5 minutes to read]

Daniel Mahncke

Sep 14, 2025

🎙️ Match Group: Is Finding Love a Good Investment?

[Just 5 minutes to read]

Shawn O'Malley

Sep 07, 2025

🎙️ Dell: Overlooked AI Growth Story?

[Just 5 minutes to read]

Daniel Mahncke

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