Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?

Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing

Never Sell: Episode 7 - APi Group

Never Sell: Episode 6 - Airbnb and Booking

Never Sell: Episode 5 - Cadence and Synopsys

Never Sell: Episode 4 - Adobe

Never Sell: Episode 3 - Deep Research

Never Sell: Episode 2 - XPEL

Never Sell: Episode 1 - AppFolio