Podcast Episodes

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 4 months, 2 weeks 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 5 months 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 5 months, 2 weeks 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 5 months, 3 weeks 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 5 months, 4 weeks ago

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 6 months 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 6 months, 1 week 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 6 months, 2 weeks 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 6 months, 3 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 7 months ago