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...

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...

Is Ulta the beauty or the beast? Maybe the better question is this: is Ulta Beauty a stock for the quality investor or the value investor? Ulta is often pitched by both camps. But do those pitches actually make sense? In this analysis, you’ll f...

Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A, and even McDonald’s. How is that possible?In this episode, I’m joined by Brett...

Texas Instruments is the quiet giant of the chip world, dominating analog and embedded semiconductors while steering clear of the brutal competition in the memory and logic chip space. As an Integrated Device Manufacturer (IDM), TI...

Today we’re turning our eyes to a special situation: Pluxee. Pluxee is an employee benefits company that acts as the middleman between employers, employees, and merchants. In February 2024 Pluxee was spun-off from Sodexo. As Joel G...

 What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three.Describing Games Workshop simply as ...

 In this analysis, we’re going to explore a dirty but clean business. That’s strange, isn’t it? This business is both causing huge emissions, but it also helps to keep Poland astray from waste. We are diving into Mo-Bruk, a Polish company ...

Kinsale has been making waves in investment circles, often praised for its technological edge. But that raises a few questions: Why hasn’t any competitor built a similar platform? And just how crucial is founder and CEO Michael Kehoe to Ki...

The energy drink market is one of the most explosive and competitive segments in the beverage industry. With brands like Red Bull and Monster leading the charge, new players are constantly trying to break in, some succeed, while most become mon...

 If you’ve ever taken a flight, you probably know the airline, maybe even the aircraft manufacturer. But have you ever thought about who makes all the crucial little parts that keep planes running safely? That’s where HEICO comes in.

In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market. As a family-led company with over 170 years of expertise, Robertet has carved out a...

Shimano, a Japanese family-owned company, has quietly dominated the cycling world for over a century. Despite its influence, the company remains secretive. They don't do earnings calls, write a relatively short annual report, and there is littl...

You might have heard of MSCI, but do you really know what they do? This company operates behind the scenes, yet it plays a crucial role in global finance.Ever invested in an ETF? There’s a good chance MSCI had something to do with it. Th...

This analysis is not a luxury fashion giant, not a premium whiskey brand, but something way more exclusive. I'm talking about The Italian Sea Group (TISG), a yacht builder that makes floating palaces for the ultrarich. COVID-19 turned out to be...

 Today, we're taking a closer look at Geberit, a company you likely encounter frequently, though perhaps not in the most glamorous of settings; the bathroom. This 150-year-old Swiss firm, while Switzerland is renowned for its l...

Taiwan Semiconductor Manufacturing Company (TSMC) is the largest and most advanced chip manufacturer in the world. TSMC produces semiconductors for other companies. A few customers of TSMC are Apple, Nvidia, Mediatek, Intel, AMD, NXP and Amazon...

Water management is becoming more important than ever. From flooding in cities to increasing droughts affecting agriculture, the consequences are far-reaching. But there is a company positioned to benefit from these growing challenges.A...

Welcome to Text SA ($TXT), a Polish software company active in customer engagement through, you guessed, text. With a history spanning over two decades, Text SA specializes in advanced live chat and text communication solutions, helping busines...

At Nedap, the focus is simple, solve real problems with smart solutions. From helping farmers monitor millions of cows effortlessly to ensuring healthcare workers spend more time caring and less time on paperwork, this Dutch company knows its n...