Episode (200)
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Auto1: EU-sed Car Marketplace
May 15, 2026Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already k...
Opendoor: Q1 2026 Earnings
May 08, 2026Today, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian, the CEO of Opendoor, shortly after the company reported its first quarter 2026 earnings, and we cover...
PriceSmart: Central America’s Costco
May 01, 2026Today, we are breaking down PriceSmart, the membership warehouse club operating across Central America, the Caribbean, and South America. I came away from this episode with a new appreciation for how ...
Altius Minerals: Royalty Check
Apr 24, 2026Today, we are breaking down Altius Minerals, a Canadian royalty company that stands apart from the precious metals and oil and gas names that usually define the category. 17 people in Newfoundland con...
Givaudan: The Magic Ingredients
Apr 17, 2026Today, we are breaking down Givaudan, the Swiss fragrance and flavor giant hiding in plain sight. I came away from this episode with a new way of seeing the world around me. When you learn that a sing...
Apollo: Connoisseurs of Complexity
Mar 20, 2026This episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, an...
Cognex: Vision Quest
Mar 13, 2026This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI ...
ASML: Competing with Moore’s Law
Mar 06, 2026This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life...
Cloudflare: Leading Cybersecurity
Feb 11, 2026Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My gu...
How Investors are using AI
Feb 05, 2026Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there...