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🎙️ Salesforce: Agentforce vs. AI

Nov 2, 2025

•

32 min read

🎙️ Salesforce: Agentforce vs. AI

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ MSCI: Passive Investing's Big Winner?

Oct 26, 2025

•

29 min read

🎙️ MSCI: Passive Investing's Big Winner?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Copart: The 100-Bagger Junkyard

Oct 19, 2025

•

31 min read

🎙️ Copart: The 100-Bagger Junkyard

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ FICO: The Algo Behind America's Credit

Oct 12, 2025

•

31 min read

🎙️ FICO: The Algo Behind America's Credit

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Manchester United: Valuing a Football Empire

Oct 5, 2025

•

24 min read

🎙️ Manchester United: Valuing a Football Empire

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Universal Music Group: Cashing In On Music Rights

Sep 28, 2025

•

26 min read

🎙️ Universal Music Group: Cashing In On Music Rights

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

Sep 21, 2025

•

32 min read

🎙️ Berkshire Hathaway: Valuing Buffett's Legacy

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Match Group: Is Finding Love a Good Investment?

Sep 14, 2025

•

31 min read

🎙️ Match Group: Is Finding Love a Good Investment?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Dell: Overlooked AI Growth Story?

Sep 7, 2025

•

23 min read

🎙️ Dell: Overlooked AI Growth Story?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Ferrari: High-Speed Compounder

Aug 31, 2025

•

25 min read

🎙️ Ferrari: High-Speed Compounder

[Just 5 minutes to read]

Daniel Mahncke
Shawn O'Malley
Daniel Mahncke, +1
🎙️ Crocs: Fashion Icon or Value Trap?

Aug 24, 2025

•

25 min read

🎙️ Crocs: Fashion Icon or Value Trap?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Lululemon: Still the King of Athleisure?

Aug 17, 2025

•

29 min read

🎙️ Lululemon: Still the King of Athleisure?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
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