A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
Luxury brands like Hermes and LVMH face significant drawdowns, yet their long-term pricing power remains attractive at current valuation multiples. Tech sector valuations appear increasingly extreme, mirroring historical bubble patterns, though pockets of value persist in software. Recent corporate acquisitions, such a...
Rollins, a dominant North American pest control provider, faces its deepest drawdown in 25 years, prompting questions about its long-term viability as a compounder. The business model relies on a serial acquisition strategy, integrating regional players to optimize route density and procurement while maintaining high r...
Investing success relies on absolute returns and long-term accuracy rather than relative market benchmarks. Portfolio management requires a disciplined, multi-year horizon, as evidenced by the performance of companies like Nelnet and International Petroleum. While some investments, such as RCI Hospitality, fail due to ...
The software industry faces significant narrative pressure regarding AI-driven disruption, yet the threat of enterprises replacing established systems with in-house "vibe coded" tools remains largely overstated. While AI lowers development costs, the complexity of governance, security, and maintenance ensures that core...
Stocks gaining over 100% year-to-date often signal either genuine business momentum or extreme valuation re-ratings driven by market sentiment. While AI infrastructure, energy, and biotech sectors dominate this high-performance list, many companies, such as RingCentral and Manpower Group, surged primarily because inves...
Nvidia’s rapid revenue growth and massive supply chain commitments highlight a potential working capital squeeze, as hyperscalers extend payment terms despite surging demand. Meta’s recent legal settlements regarding child safety raise questions about the long-term sustainability of social media engagement models, whil...
CoStar Group, a dominant commercial real estate data provider, currently faces significant investor scrutiny following a 70% decline from its peak. The company’s durable competitive advantage stems from a proprietary database built over decades through manual research, strategic acquisitions, and a "give-to-get" networ...
The media sector is undergoing a profound transformation as legacy entertainment companies pivot from linear television to direct-to-consumer streaming models. Disney exemplifies this struggle, balancing its highly profitable experiences business with the capital-intensive transition of ESPN and its streaming services....
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