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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 …
10 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 (t…
10 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: fro…
10 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: fro…
11 months 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 of…
11 months, 1 week 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, Chic…
11 months, 2 weeks 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…
11 months, 3 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 …
1 year 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, emp…
1 year 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 …
1 year ago