Podcast Episodes

Ulta Beauty | May 2025

Season 2 Episode 22

Is Ulta the beauty or the beast? Maybe the better question is this: is Ulta Beauty a stock for the quality investor or the value investor? Ulta is often pitched by both camps. But do those pitches ac…

Published on 3 months, 3 weeks ago

Portillo's | May 2025

Season 2 Episode 20

Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A, and even McDonald’s. How is that possible…

Published on 4 months ago

Hims & Hers Health | April 2025

Season 2 Episode 21

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

You can also fin…

Published on 4 months, 1 week ago

Texas Instruments | April 2025

Season 2 Episode 18

Texas Instruments is the quiet giant of the chip world, dominating analog and embedded semiconductors while steering clear of the brutal competition in the memory and logic chip space. 

As an Integrat…

Published on 4 months, 2 weeks ago

Pluxee | April 2025

Season 2 Episode 17

Today we’re turning our eyes to a special situation: Pluxee. Pluxee is an employee benefits company that acts as the middleman between employers, employees, and merchants. 

In February 2024 Pluxee was…

Published on 4 months, 3 weeks ago

Games Workshop | April 2025

Season 2 Episode 15

 What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three.

Des…

Published on 5 months ago

Mo-Bruk S.A. | March 2025

Season 2 Episode 16

 In this analysis, we’re going to explore a dirty but clean business. That’s strange, isn’t it? This business is both causing huge emissions, but it also helps to keep Poland astray from waste. We ar…

Published on 5 months, 1 week ago

Kinsale Capital Group | March 2025

Season 2 Episode 13

Kinsale has been making waves in investment circles, often praised for its technological edge. But that raises a few questions: Why hasn’t any competitor built a similar platform? And just how crucia…

Published on 5 months, 2 weeks ago

Energy Drinks Market | Beverages Industry Report

Season 2 Episode 12

The energy drink market is one of the most explosive and competitive segments in the beverage industry. With brands like Red Bull and Monster leading the charge, new players are constantly trying to …

Published on 5 months, 3 weeks ago

Heico Corp. | March 2025

Season 2 Episode 11

 If you’ve ever taken a flight, you probably know the airline, maybe even the aircraft manufacturer. But have you ever thought about who makes all the crucial little parts that keep planes running sa…

Published on 5 months, 4 weeks ago