Newsletters2025-01-04T07:54:08-05:00

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Uber: Cash Burner to Compounder?

April 20, 2025 | I was actually one such investor who, when researching Alphabet previously, suggested Waymo could and should eventually cut Uber out instead of partnering with them. After having studied Uber, I now see it differently. Let’s discuss.

Nike: Just Buy It?

April 13, 2025 | Nike is one of those rare businesses that doesn't just sell products — it shapes culture, identity, and aspiration. But despite that iconic status, the company is facing one of the most challenging stretches in its modern history.

Reddit: The Front Page of the Internet

April 6, 2025 | It’s a special thing to redefine what it means to be part of a “community.” Yet, that’s exactly what Reddit, known colloquially as “the Front Page of the Internet,” has done. The future is promising, but is the stock too richly priced? Let’s find out!

Moncler: Zipped For Success

March 30, 2025 | Luxury is about more than just price — it’s about identity, status, and quality. Few brands have managed to scale those qualities as effectively as Moncler.

Hershey’s: Deliciously Beaten Down?

March 23, 2025 | They say to never try and catch a falling knife when investing. That’s probably good advice. But when you see a company with as much nostalgia and brand recognition as Hershey’s get cut in half over the last two years, it’s at least worth a second look.

Nintendo: Switching It Up!

March 16, 2025 | Mario, Donkey Kong, Zelda, Super Smash Brothers, Kirby, Pokemon — the list of Nintendo’s iconic franchises is remarkable, rivaled only by Disney’s portfolio of beloved brands.

Airbnb: The Future of Hospitality

March 9, 2025 | I’ve got a fun one for ya today, folks: Silicon Valley meets hospitality, the hotel industry’s worst nightmare — Airbnb 🏡

Blue Owl: The Next Blackstone?

March 2, 2025 | This week, I’m diving into one of the few SPACs from the 2020-era Lollapalooza in financial markets that has actually worked out: a fast-growing alternative asset manager humbly named Blue Owl that, perhaps, has its eyes set on being the next Blackstone?

VeriSign: The Internet’s Toll Road

February 23, 2025 | No, I don’t have a literal toll-road company to tell you about today; I actually have something much more powerful: a business that operates like the toll road I describe above, yet for the entire internet 👀

Manchester United: Valuing a Football Empire

October 5, 2025 | If you’re as much of a football fan as I am, I know you’ll enjoy this newsletter. If you think football is called “soccer” and have never watched a Manchester United game, well, you might still be interested in my comparison of European and U.S. football, as well as why NFL teams tend to dominate the Forbes list in terms of valuation.

Universal Music Group: Cashing In On Music Rights

September 28, 2025 | Every time a Peloton instructor cues up Bad Bunny, a TikTok teen lip‑syncs Olivia Rodrigo, or a Netflix trailer taps into ‘70s music nostalgia, one constant happens in the background: Universal Music Group gets paid.

Berkshire Hathaway: Valuing Buffett’s Legacy

September 21, 2025 | Today you’ll finally get to know the business behind the philosophy. And if you already know Berkshire inside and out, well… you might want to stay for some anecdotes.

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JOIN OUR NEWSLETTER:

We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.

SHOWS

QUICKLINKS

SITE POLICIES

We are an exclusive business podcast network which aims to educate people all over the world about how to grow financially and personally.

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