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October 28, 2020 Special Edition: The Logistics of Food Delivery, with Isaac Schwartz Read More

October 28, 2020 Ep. 14: Unstoppable Automation | Value Traps and IBM | Index Data Read More

October 17, 2020 Ep. 13: Corp. Tax Code | Sports and Investing | AT&T Breakup Lessons Read More

October 14, 2020 Ep. 12: The MVP Machine and Growth vs. Value | The Snowflake IPO Read More

October 14, 2020 BT Group: Strong Cash Flow, Fibre Spinoff Catalyst on Horizon Read More

October 7, 2020 Zalando: Enduring Competitive Moat of Size and Network Effects Read More

October 7, 2020 Danone: Dairy and Infant Nutrition Leader at Attractive Valuation Read More

October 7, 2020 M8G: Derisked Gaming and Media Business in the Process of Scaling Up Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

October 7, 2020 Three European Companies at a Discount to Fair Value Read More

October 7, 2020 Avivasa: Well-Run, Capital-Light Franchise with Growth Runway Read More

October 6, 2020 MailUp: Marketing Automation Provider at Discount to Global Peers Read More

October 6, 2020 Rocket Internet: Undervalued, But Minority Holders Expropriated Read More

October 5, 2020 Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker Read More

October 3, 2020 Ep. 11: Persistent vs. Transient COVID Effects | Post-Hype Sleepers Read More

September 26, 2020 Ep. 10: Nike’s Online Sales | Valuing White Space vs. Realized Ambition Read More

September 18, 2020 Episode 9: Generalist Investing | Stock Compensation | Golden Age of Fraud Read More

September 12, 2020 Episode 8: Blind Valuation | Sports Betting | The Imperative of No Read More

September 10, 2020 Zalando Investment Thesis: The Fashion Platform of the Future Read More

September 4, 2020 Episode 7: Starbucks | Today vs. 1999 | Blind Valuation Exercise Read More