Podcast Episodes
Back to Search
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 con…
5 months, 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 …
6 months 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…
6 months, 2 weeks 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 …
6 months, 4 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 …
7 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,…
7 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 mod…
8 months, 1 week 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 t…
8 months, 3 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 leg…
9 months, 1 week 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…
9 months, 3 weeks ago