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Lam Research Corporation | September 2025
Season 2 Episode 32
While writing our Semiconductor Industry Report, one wafer fabrication supplier stood out; a company that appears indispensable to the semiconductor value chain, boasts a market cap of over $100 bill…
Published on 5 hours ago
3i Group | August 2025
Season 2 Episode 31
Everyone likes to buy bargains. In the stock market, but definitely also in our daily lives. Today, we’re delving into British investment company 3i, which specializes in private equity and infrastru…
Published on 2 weeks ago
Edenred SA | August 2025
Season 2 Episode 30
Edenred is a French employee benefits platform offering meal vouchers, fuel cards, and corporate payment tools. It operates a capital-light B2B2C model with recurring revenue, strong network effects,…
Published on 4 weeks ago
BE Semiconductor Industries | July 2025
Season 2 Episode 29
If you think about the semiconductor industry, companies like ASML, Nvidia and TSMC probably come to mind. All unique powerhouses with key roles in the global economy. I can imagine you’re getting bo…
Published on 1 month, 1 week ago
Wise | July 2025
Season 2 Episode 28
Wise has historically grown revenues at over 20% annually, is already profitable, and remains founder-led. With a long runway ahead and plenty of legacy players to disrupt, the story looks compelling…
Published on 1 month, 3 weeks ago
Copart | June 2025
Season 2 Episode 27
Copart is a business that is known by a select group of investors. Mainly the ones interested in searching for 100-baggers might be familiar with the company. With a share price increase of around 31…
Published on 2 months, 1 week ago
Costco | June 2025
Season 2 Episode 26
Few companies have haunted my investing mind like Costco. When I first researched it three years ago, I was impressed, but did not invest due to its high valuation. Since then, the stock has doubled.…
Published on 2 months, 3 weeks ago
LVMH | May 2025
Season 2 Episode 25
As many of our loyal TDI members know by now, I’ve got a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on be…
Published on 3 months ago
Microsoft Part 2 | May 2025
Season 2 Episode 24
Microsoft is everywhere: from the software on your laptop to the cloud behind your favorite app. In this analysis, we break down the full empire: from LinkedIn and Office to Azure, GitHub, and Micros…
Published on 3 months, 1 week ago
Microsoft Part 1 | May 2025
Season 2 Episode 23
Microsoft is everywhere: from the software on your laptop to the cloud behind your favorite app. In this analysis, we break down the full empire: from LinkedIn and Office to Azure, GitHub, and Micros…
Published on 3 months, 2 weeks ago