Podcast Episodes

Ferrari Group | November 2025

Season 2 Episode 37

If you voted for Ferrari Group in the community and thought this analysis was going to be about red and fast sports cars, I might have to disappoint you. This analysis isn’t about the iconic luxury b…

Published on 9 hours ago

Alphabet Inc. | October 2025

Season 2 Episode 36

Alphabet is one of those companies that’s so big, so omnipresent, most investors stop asking questions.

But beneath the surface lies a fascinating contradiction: a company built on anti-advertising pr…

Published on 2 weeks ago

Diploma PLC | October 2025

Season 2 Episode 35

Diploma PLC is a fascinating serial acquirer from the U.K., focusing on three key markets; controls, seals and life sciences. The company has been a real compounder in recent years and grew revenues …

Published on 4 weeks ago

Prosus NV | Oktober 2025

Season 2 Episode 34

In this analysis, we’re going to talk about my largest position at the moment: Prosus. By investing in Prosus, you’re essentially buying Chinese tech giant Tencent at a discount, and (for now) you’re…

Published on 1 month, 1 week ago

Wolters Kluwer | September 2025

Season 2 Episode 33

You could argue about some industries or companies being boring or not. Most of the time, it’s a matter of personal preference. For this analysis, I have to make you feel relieved: a very boring comp…

Published on 1 month, 3 weeks ago

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 2 months, 1 week 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 months, 3 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 3 months 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 3 months, 2 weeks 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 4 months ago