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Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
2025-11-3001:02:21
The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
2025-11-0201:03:15
Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
2025-09-2858:38
Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?
2025-08-2557:35
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
2025-08-0350:18
Never Sell: Episode 7 - APi Group
2025-06-3001:06:28
Never Sell: Episode 6 - Airbnb and Booking
2025-06-0301:27:23
Never Sell: Episode 5 - Cadence and Synopsys
2025-04-3001:11:05
Never Sell: Episode 4 - Adobe
2025-03-3101:06:46
Never Sell: Episode 3 - Deep Research
2025-02-2456:28
Never Sell: Episode 2 - XPEL
2025-01-2701:07:23
Never Sell: Episode 1 - AppFolio
2024-12-2301:10:33
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