Episodes

Platform Businesses and Growth 155
Sept. 28, 2026

Platform Businesses and Growth 155

Platform Businesses and Growth 155
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Understanding Network Effects 154
Sept. 28, 2026

Understanding Network Effects 154

Understanding Network Effects 154
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Recurring Revenue and Growth 153
Sept. 28, 2026

Recurring Revenue and Growth 153

Recurring Revenue and Growth 153
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Why Retention Matters for Growth Companies 152
Sept. 28, 2026

Why Retention Matters for Growth Companies 152

Why Retention Matters for Growth Companies 152
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How Market Size Affects Growth 151
Sept. 28, 2026

How Market Size Affects Growth 151

How Market Size Affects Growth 151
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Understanding the Growth-at-a-Reasonable-Price Approach 150
Sept. 28, 2026

Understanding the Growth-at-a-Reasonable-Price Approach 150

Understanding the Growth-at-a-Reasonable-Price Approach 150
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When Growth Becomes Too Expensive 149
Sept. 28, 2026

When Growth Becomes Too Expensive 149

When Growth Becomes Too Expensive 149
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How to Analyze Fast-Growing Businesses 148
Sept. 28, 2026

How to Analyze Fast-Growing Businesses 148

How to Analyze Fast-Growing Businesses 148
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The Economics of High-Growth Companies 147
Sept. 28, 2026

The Economics of High-Growth Companies 147

The Economics of High-Growth Companies 147
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Growth vs Profitability: What Matters More? 146
Sept. 28, 2026

Growth vs Profitability: What Matters More? 146

Growth vs Profitability: What Matters More? 146
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Understanding Revenue Growth 145
Sept. 28, 2026

Understanding Revenue Growth 145

Understanding Revenue Growth 145
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What Makes a Company a Growth Business? 144
Sept. 28, 2026

What Makes a Company a Growth Business? 144

What Makes a Company a Growth Business? 144
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Growth Investing 143
Sept. 28, 2026

Growth Investing 143

Growth Investing 143
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The Power of Long-Term Ownership 142
Sept. 28, 2026

The Power of Long-Term Ownership 142

The Power of Long-Term Ownership 142
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What Makes a Stock a Value Trap? 141
Sept. 28, 2026

What Makes a Stock a Value Trap? 141

What Makes a Stock a Value Trap? 141
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Understanding Business Quality 140
Sept. 28, 2026

Understanding Business Quality 140

Understanding Business Quality 140
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How Investor Sentiment Creates Mispricing 139
Sept. 28, 2026

How Investor Sentiment Creates Mispricing 139

How Investor Sentiment Creates Mispricing 139
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The Role of Contrarian Thinking 138
Sept. 28, 2026

The Role of Contrarian Thinking 138

The Role of Contrarian Thinking 138
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How Patience Creates Investment Opportunities 137
Sept. 28, 2026

How Patience Creates Investment Opportunities 137

How Patience Creates Investment Opportunities 137
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Buying Great Businesses at Fair Prices 136
Sept. 28, 2026

Buying Great Businesses at Fair Prices 136

Buying Great Businesses at Fair Prices 136
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The Importance of Balance Sheet Strength 135
Sept. 28, 2026

The Importance of Balance Sheet Strength 135

The Importance of Balance Sheet Strength 135
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How to Avoid Value Traps 134
Sept. 28, 2026

How to Avoid Value Traps 134

How to Avoid Value Traps 134
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Studying Businesses Instead of Stock Prices 133
Sept. 28, 2026

Studying Businesses Instead of Stock Prices 133

Studying Businesses Instead of Stock Prices 133
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Why Free Cash Flow Matters to Value Investors 132
Sept. 28, 2026

Why Free Cash Flow Matters to Value Investors 132

Why Free Cash Flow Matters to Value Investors 132
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