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Jan 10, 2019
| Episode | Date |
|---|---|
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[ALGN] Invisalign: Still the Clear Choice?
|
Sep 06, 2025 |
|
[GPN] Global Payments (preview)
|
Aug 17, 2025 |
|
[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste
|
Jul 27, 2025 |
|
Dayforce and Workday
|
Jul 14, 2025 |
|
A tour through HR and payroll processing software: part 2a (Rippling, Deel, UKG)
|
Jun 18, 2025 |
|
A tour through HR and payroll processing software part 1 (Paycor, PAYC, PCTY)
|
May 27, 2025 |
|
Cadence, Synopsys, and the Future of Chip Design
|
Apr 28, 2025 |
|
[MRVI] Maravai Lifesciences
|
Jan 27, 2025 |
|
[SNA – Snap-On] when brand meets distribution
|
Dec 12, 2024 |
|
what did Warren Buffett see in Simpson Manufacturing?
|
Nov 25, 2024 |
|
Building materials: part 2a (LPX, JHX)
|
Aug 05, 2024 |
|
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
|
Jun 02, 2021 |
|
fat tail investing, never selling, $fergy, $wso
|
Aug 22, 2020 |
|
[ADS] Alliance Data Systems
|
Dec 10, 2019 |
|
Ep 9: Chewy, Zooplus
|
Sep 04, 2019 |
|
Episode 8 - GAIA: A Bridge Too Far
|
Jun 14, 2019 |
|
Episode 7 Media With Andrew Walker Of Rangeley Capital
|
May 08, 2019 |
|
Ep 6 (equipment Rentals, Scuttleblurb)
|
Apr 04, 2019 |
|
Ep 5 - Status, Standards, And Ratings With @BluegrassCap
|
Mar 04, 2019 |
|
Episode 4 (CNNE, CDAY)
|
Feb 15, 2019 |
|
Episode 3 (CPRT, KAR/IAA)
|
Jan 10, 2019 |
|
DWDP; RCKY; Metrics vs. Explanations
|
Dec 10, 2018 |
|
Episode 1 (BXC, ZG, WIZZ, PRMW)
|
Nov 15, 2018 |