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April 12, 2021
Public Equities in Southeast Asia: An Overlooked Asset Class
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January 15, 2021
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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November 24, 2020
Ep. 18: Crowdsourcing Ideas | Red Flags When Analyzing a Company
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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July 28, 2020
Portfolio Management and the Presidency
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July 8, 2020
Four Unpopular Opinions of Tollymore Investment Partners
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July 3, 2020
Twitter: Unique Internet Asset, With Improving Monetization
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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April 28, 2020
ESG: The Latest Incarnation of Marketing-Led Investment Strategies
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March 9, 2020
The Value of Independent Thought
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March 2, 2020
GrubHub: Core Holding, Despite Vitriol From Media and Shorts
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February 21, 2020
SurveyMonkey: Freemium Business Model With Widening Moat
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January 10, 2020
Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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January 9, 2020
Progressive: Consistent Grower in Direct Segment of Auto Insurance
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November 30, 2019
China Investing Trip: Sean Stannard-Stockton’s Takeaways
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November 22, 2019
News vs. Noise
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October 28, 2019
Ensemble Capital’s Investment Thesis Update on Tiffany & Co.
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August 13, 2019
Nick Gogerty on His Book, The Nature of Value
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August 13, 2019
GoDaddy: Scale Player in a Fragmented Industry
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