The End of the Beginning

[PODCAST] Li Lu - The Warren Buffett of China (How He Finds 100 Baggers)

Alsea Group: Making the Plunge (Ticker: ALSEA)

Navigating The Tariff Tantrum

I Bought And Sold Some Stocks Last Week

[PODCAST] Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)

[PODCAST] Nu Holdings: The Best Fintech Stock in The World? (Ticker: NU)

[PODCAST] The Magic of MercadoLibre (Ticker: MELI)

Can We Talk About a Weakening US Dollar?

[PODCAST] We Force Ranked Our Portfolio Holdings

Nelnet: An Update On Our Baby Berkshire Investment (Ticker: NNI)

Grupo Aeroportuario del Centro Norte: Stay Patient, an Inflection Is Coming (Ticker: OMAB)

Remitly Global: Tipping Point?

Adobe: Does The AI Threat Pose an Opportunity For This Compounder?

Let's Talk About Capex

Earnings Round-Up: American Express, Visa, and Mastercard (V, AXP, MA)

[PODCAST] I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings)

[PODCAST] Reminder to Bet on Things That Won't Change

My 5 Favorite Warren Buffett and Charlie Munger Quotes From the Berkshire Hathaway Annual Meetings

[PODCAST] The Switch 2 Announcement Confirms My Thesis (Ticker: NTDOY)

[PODCAST] 3 Stocks I am Buying More of in 2025

[PODCAST] Raspberry Pi Feels Like a Great Business (Ticker: RPI)

[PODCAST] An Update On ASML With Best Anchor Stocks

[PODCAST] What's Next in Artificial Intelligence? With Shawn Wang of Latent Space

[PODCAST] Is Waymo an Existential Threat to Uber?