Wise has historically grown revenues at over 20% annually, is already profitable, and remains founder-led. With a long runway ahead and plenty of legacy players to disrupt, the story looks compelling… But is everything really as good as it seem...

Copart is a business that is known by a select group of investors. Mainly the ones interested in searching for 100-baggers might be familiar with the company. With a share price increase of around 31,000%, Copart has already checked that ‘100-b...

Few companies have haunted my investing mind like Costco. When I first researched it three years ago, I was impressed, but did not invest due to its high valuation. Since then, the stock has doubled. Ouch. A classic error of omission. But what ...

As many of our loyal TDI members know by now, I’ve got a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-mar...

Microsoft is everywhere: from the software on your laptop to the cloud behind your favorite app. In this analysis, we break down the full empire: from LinkedIn and Office to Azure, GitHub, and Microsoft Gaming. But not every part of this tech g...