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🎙️ 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
🎙️ Remitly: Remittance Giant or Crypto Casualty?

Aug 10, 2025

•

34 min read

🎙️ Remitly: Remittance Giant or Crypto Casualty?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ The Trade Desk: Heir to the Programmatic Advertising Throne?

Aug 3, 2025

•

28 min read

🎙️ The Trade Desk: Heir to the Programmatic Advertising Throne?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ PayPal: Value Trap or Multibagger?

Jul 27, 2025

•

31 min read

🎙️ PayPal: Value Trap or Multibagger?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Roku: The Forgotten Streaming Giant

Jul 20, 2025

•

25 min read

🎙️ Roku: The Forgotten Streaming Giant

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Estée Lauder: Burry's Big Bet

Jul 13, 2025

•

24 min read

🎙️ Estée Lauder: Burry's Big Bet

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ LVMH: Investing in True Luxury

Jul 6, 2025

•

31 min read

🎙️ LVMH: Investing in True Luxury

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ Mid-Year Portfolio Review

Jun 29, 2025

•

28 min read

🎙️ Mid-Year Portfolio Review

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
🎙️ Smith & Wesson: Unloved For Good Reason?

Jun 22, 2025

•

23 min read

🎙️ Smith & Wesson: Unloved For Good Reason?

[Just 5 minutes to read]

Shawn O'Malley
Shawn O'Malley
🎙️ TSMC: The Most Important Company in the World?

Jun 15, 2025

•

27 min read

🎙️ TSMC: The Most Important Company in the World?

[Just 5 minutes to read]

Daniel Mahncke
Daniel Mahncke
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