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While writing our Semiconductor Industry Report, one wafer fabrication supplier stood out; a company that appears indispensable to the semiconductor value chain, boasts a market cap of over $100 bill…

Everyone likes to buy bargains. In the stock market, but definitely also in our daily lives. Today, we’re delving into British investment company 3i, which specializes in private equity and infrastru…

Edenred is a French employee benefits platform offering meal vouchers, fuel cards, and corporate payment tools. It operates a capital-light B2B2C model with recurring revenue, strong network effects,…

If you think about the semiconductor industry, companies like ASML, Nvidia and TSMC probably come to mind. All unique powerhouses with key roles in the global economy. I can imagine you’re getting bo…

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…

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…

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.…

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 be…

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 Micros…

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 Micros…

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 ac…

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…

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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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 Integrat…

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…

 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.

Des…

 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 ar…

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 crucia…

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 …

 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 sa…