Podcast Episodes

Robertet | February 2025

Season 2 Episode 10

In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market. 

As a family-led company with over 170 years of exp…

Published on 6 months, 1 week ago

Shimano | February 2025

Season 2 Episode 8

Shimano, a Japanese family-owned company, has quietly dominated the cycling world for over a century. Despite its influence, the company remains secretive. They don't do earnings calls, write a relat…

Published on 6 months, 2 weeks ago

MSCI | February 2025

Season 2 Episode 7

You might have heard of MSCI, but do you really know what they do? This company operates behind the scenes, yet it plays a crucial role in global finance.

Ever invested in an ETF? There’s a good chanc…

Published on 6 months, 3 weeks ago

The Italian Sea Group | February 2025

Season 2 Episode 6

This analysis is not a luxury fashion giant, not a premium whiskey brand, but something way more exclusive. I'm talking about The Italian Sea Group (TISG), a yacht builder that makes floating palaces…

Published on 6 months, 4 weeks ago

Geberit | January 2025

Season 2 Episode 5

 Today, we're taking a closer look at Geberit, a company you likely encounter frequently, though perhaps not in the most glamorous of settings; the bathroom. 

This 150-year-old Swiss firm, while Switz…

Published on 7 months ago

TSMC | January 2025

Season 2 Episode 4

Taiwan Semiconductor Manufacturing Company (TSMC) is the largest and most advanced chip manufacturer in the world. TSMC produces semiconductors for other companies. A few customers of TSMC are Apple,…

Published on 7 months, 1 week ago

Advanced Drainage Systems | January 2025

Season 2 Episode 3

Water management is becoming more important than ever. From flooding in cities to increasing droughts affecting agriculture, the consequences are far-reaching. But there is a company positioned to be…

Published on 7 months, 2 weeks ago

Text S.A. | January 2025

Season 2 Episode 2

Welcome to Text SA ($TXT), a Polish software company active in customer engagement through, you guessed, text. With a history spanning over two decades, Text SA specializes in advanced live chat and …

Published on 7 months, 4 weeks ago

Nedap | January 2025

Season 2 Episode 1

At Nedap, the focus is simple, solve real problems with smart solutions. From helping farmers monitor millions of cows effortlessly to ensuring healthcare workers spend more time caring and less time…

Published on 8 months ago

Adyen | December 2024

Season 1 Episode 34

Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a…

Published on 8 months, 1 week ago