Archive

🎙️ Portfolio Review and Update: Changes for 2026

[Just 5 minutes to read]

Daniel Mahncke

Apr 12, 2026

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4 min read

🎙️ Programming Announcement

[Just 1 minute to read]

Shawn O'Malley

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

Apr 5, 2026

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30 min read

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Spotify: Investing in Music During The Age Of AI

Mar 29, 2026

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36 min read

🎙️ Spotify: Investing in Music During The Age Of AI

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

Mar 22, 2026

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29 min read

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

[Just 5 minutes to read]

Daniel Mahncke

🎙️ Figma: Recovering From An 80% Post-IPO Decline

Mar 15, 2026

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32 min read

🎙️ Figma: Recovering From An 80% Post-IPO Decline

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Duolingo: Cheap Enough to Become a Multibagger?

Mar 8, 2026

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28 min read

🎙️ 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

•

28 min read

🎙️ Doximity: The LinkedIn For Doctors

[Just 5 minutes to read]

Shawn O'Malley

...

🎙️ Portfolio Review and Update: Changes for 2026

🎙️ Programming Announcement

🎙️ Mini Constellation Software: Analyzing Spinoffs and Acquisitions

🎙️ Spotify: Investing in Music During The Age Of AI

🎙️ Kelly Partners Group: The Constellation Software of Accounting?

🎙️ Figma: Recovering From An 80% Post-IPO Decline

🎙️ 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

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