Shawn O'Malley

🎙️ Kaspi: The Cheapest Monopoly in the World

Jul 12, 2026

•

15 min read

🎙️ Kaspi: The Cheapest Monopoly in the World

[Just 5 minutes to read]

Daniel Mahncke, +1

🎙️ American Tower: Building Essential Wireless Infrastructure

Jun 28, 2026

•

14 min read

🎙️ American Tower: Building Essential Wireless Infrastructure

[Just 5 minutes to read]

Kyle Grieve, +1

🎙️ QXO: A Building Parts Consolidator's Dream Business

Jun 14, 2026

•

13 min read

🎙️ QXO: A Building Parts Consolidator's Dream Business

[Just 5 minutes to read]

Kyle Grieve, +1

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

May 31, 2026

•

15 min read

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

[Just 5 minutes to read]

Kyle Grieve, +1

🎙️ Formula One Group: Blooming Sports Biz With Fanatical Fans

May 17, 2026

•

17 min read

🎙️ Formula One Group: Blooming Sports Biz With Fanatical Fans

[Just 5 minutes to read]

Kyle Grieve, +1

🎙️ CoStar: A Wide Moat Digitalizing Real Estate

Apr 26, 2026

•

16 min read

🎙️ CoStar: A Wide Moat Digitalizing Real Estate

[Just 5 minutes to read]

Shawn O'Malley

Apr 12, 2026

•

4 min read

🎙️ Programming Announcement

[Just 1 minute to read]

Shawn O'Malley

🎙️ Spotify: Investing in Music During The Age Of AI

Mar 29, 2026

•

36 min read

🎙️ Spotify: Investing in Music During The Age Of AI

[Just 5 minutes to read]

Shawn O'Malley

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

Mar 15, 2026

•

32 min read

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

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Lyft: The Key to Winning the AV Wars?

Mar 1, 2026

•

32 min read

🎙️ Lyft: The Key to Winning the AV Wars?

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Netflix: Winner of the Streaming Wars

Feb 15, 2026

•

34 min read

🎙️ Netflix: Winner of the Streaming Wars

[Just 5 minutes to read]

Shawn O'Malley

Feb 1, 2026

•

28 min read

🎙️ Doximity: The LinkedIn For Doctors

[Just 5 minutes to read]

Shawn O'Malley

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

Jan 18, 2026

•

30 min read

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

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Exor NV: Discounted Exposure to Ferrari?

Jan 4, 2026

•

24 min read

🎙️ Exor NV: Discounted Exposure to Ferrari?

[Just 5 minutes to read]

Shawn O'Malley

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

Dec 21, 2025

•

31 min read

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

[Just 5 minutes to read]

Shawn O'Malley

🎙️ DoorDash: Can It Keep Delivering Returns?

Dec 7, 2025

•

33 min read

🎙️ DoorDash: Can It Keep Delivering Returns?

[Just 5 minutes to read]

Shawn O'Malley

🎙️ Booking Holdings: The Traveling Compounder

Nov 23, 2025

•

31 min read

🎙️ Booking Holdings: The Traveling Compounder

[Just 5 minutes to read]

Shawn O'Malley

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

Nov 9, 2025

•

32 min read

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

[Just 5 minutes to read]

Shawn O'Malley

🎙️ 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

🎙️ 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

🎙️ 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

🎙️ 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

Aug 31, 2025

•

25 min read

🎙️ Ferrari: High-Speed Compounder

[Just 5 minutes to read]

Daniel Mahncke, +1

🎙️ 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

🎙️ 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

🎙️ Kaspi: The Cheapest Monopoly in the World

🎙️ American Tower: Building Essential Wireless Infrastructure

🎙️ QXO: A Building Parts Consolidator's Dream Business

🎙️ NVR: Can This Legendary Compounder Continue Beating the Market?

🎙️ Formula One Group: Blooming Sports Biz With Fanatical Fans

🎙️ CoStar: A Wide Moat Digitalizing Real Estate

🎙️ Programming Announcement

🎙️ Spotify: Investing in Music During The Age Of AI

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

🎙️ Lyft: The Key to Winning the AV Wars?

🎙️ Netflix: Winner of the Streaming Wars

🎙️ Doximity: The LinkedIn For Doctors

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

🎙️ Exor NV: Discounted Exposure to Ferrari?

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

🎙️ DoorDash: Can It Keep Delivering Returns?

🎙️ Booking Holdings: The Traveling Compounder

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

🎙️ MSCI: Passive Investing's Big Winner?

🎙️ FICO: The Algo Behind America's Credit

🎙️ Universal Music Group: Cashing In On Music Rights

🎙️ Match Group: Is Finding Love a Good Investment?

🎙️ Ferrari: High-Speed Compounder

🎙️ Lululemon: Still the King of Athleisure?

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

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