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?

[PODCAST] What Makes David Gardner's Rule Breaker Investing So Successful?

[PODCAST] The Future of Meta Platforms (Ticker: META)

My Portillo's Stock Pitch Submission Did Not Win

7 Reasons To Sign-Up For Finchat.io

[PODCAST] Kelly Partners Group: The Next Constellation Software? (Ticker: KPG)

[PODCAST] MicroStrategy Madness (MSTR)

NMI Holdings: 20% Growth, 8x Earnings? (Ticker: NMIH)

Buy Mexican. I am.

Nelnet Q3 2024 Earnings Update (Ticker: NNI)

[PODCAST] Is Bill Ackman a Good Investor?