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42:32

Ingredion (INGR): Good Business, Not Great (Long Form)

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7:45

Ingredion (INGR): Is This Value Stock Worth Buying? (Short Form)

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8:17

Alibaba BABA: Bargain or Value Trap? (Short Form)

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Shared 1 week ago

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7:14

Nike Stock: Turnaround or Value Trap? (Short Form)

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Shared 2 weeks ago

115 views

46:54

Credit Acceptance: Quality or Value Trap? (Long Form)

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9:24

Credit Acceptance Stock: Quality or Risk? (Short Form)

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40:58

Sunbelt Rentals: Good Business, Great Stock? (Long Form)

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Shared 3 weeks ago

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9:00

Sunbelt Rentals Stock: Moat Under Pressure (Short Form)

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Shared 4 weeks ago

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38:55

Haypp Group: Moat, Margins, and U.S. Risk (Long Form)

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7:16

Haypp Group Stock Analysis: Moat or Mirage? (Short Form)

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Shared 1 month ago

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36:11

Rayonier: Timber REIT or Value Trap? (Long Form)

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7:49

Rayonier RYN Stock Analysis (Short Form)

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19:48

S&P, Moody’s, MSCI: A Debate (Long Form)

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53:03

S&P, Moody’s, MSCI: Best Compounder? (Long Form)

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8:28

S&P vs Moody’s vs MSCI: Best Compounder? (Short Form)

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40:12

MSCI: Wide Moat, Rich Price? (Long Form)

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7:40

MSCI Stock: Wide Moat, Rich Price? (Short Form)

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45:16

Moody’s: Great Business, Tough Price (Long Form)

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6:35

Moody’s MCO Stock Analysis (Short Form)

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4 views

7:42

Zoetis Stock Analysis: Quality Under Pressure (Short Form)

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Shared 1 month ago

126 views

44:49

Zoetis: Quality Business, Tougher Thesis (Long Form)

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47:23

S&P Global: Wide Moat, Real Risks (Long Form)

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32 views

6:47

S&P Global Stock Deep Dive (Short Form)

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25 views

27:59

Tencent Music: Cheap Stock or Value Trap? (Long Form)

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Shared 2 months ago

13 views

9:18

Tencent Music Stock: Cheap or Risky? (Short Form)

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Shared 2 months ago

37 views

37:09

Universal Music Group: Great Business? (Long Form)

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24 views

6:30

Universal Music Group Stock Analysis (Short Form)

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Shared 2 months ago

6 views

38:09

Title: FICO vs Equifax vs TransUnion (Long Form)

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3 views

9:32

Title: FICO vs Equifax vs TransUnion: Best Moat? (Short Form)

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Shared 2 months ago

3 views

46:27

Experian’s Data Moat & AI Future (Long-Form)

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7:28

Experian Stock Analysis & AI Data Moat (Short-Form)

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Shared 2 months ago

25 views

6:53

Equifax Stock Analysis & Investment Risks (Short Form)

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8:24

TransUnion (TRU) Investment Analysis (Short-Form)

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Shared 2 months ago

6 views

6:27

FICO Stock Deep Dive & Moat Analysis (Short Form)

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Shared 3 months ago

10 views

41:27

FICO’s Dominance & Valuation Debate (Long Form)

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Shared 3 months ago

12 views

41:50

Constellation Software Deep Dive (Long-Form)

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Shared 4 months ago

34 views

52:15

UHS: Cheap Stock or Hidden Risk? (Long-Form)

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Shared 4 months ago

7 views

44:29

IQVIA Deep Dive: Durable Compounder or CRO Mirage? (Long-Form)

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6:18

Veeva Systems (VEEV) Investment Breakdown (Short-Form)

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Shared 5 months ago

27 views

48:31

Veeva Systems Deep Dive (Long-Form)

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14 views

30:32

ServiceNow vs Workday: Microsoft’s Hidden Edge? (Long Form)

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Shared 6 months ago

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8:49

ServiceNow vs Workday vs SAP vs Oracle (Short Form)

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Shared 6 months ago

24 views

24:48

Oracle’s (ORCL) AI Cloud Bet: Durable or Dangerous? (Long Form)

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Shared 6 months ago

19 views

29:55

ServiceNow (NOW): Platform Power or Peak Narrative? (Long Form)

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Shared 6 months ago

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25:08

SAP’s Cloud Pivot: Durable Moat or Hype? (Long Form)

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29:22

ServiceNow: Platform Power or Peak Narrative? (Long Form)

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32:48

Payroll Giants Compared: ADP vs PAYC vs PAYX (Long Form)

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Shared 6 months ago

25 views

6:42

ADP vs Paycom vs Paychex Deep Dive (Short Form)

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Shared 6 months ago

74 views

27:59

Paychex (PAYX): Wide-Moat Payroll Compounder? (Long Form)

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Shared 6 months ago

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4:53

Paychex (PAYX): Wide-Moat Payroll Stock? (Short Form)

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Shared 6 months ago

41 views

24:48

Oracle’s AI Cloud Bet: Durable or Dangerous? (Long Form)

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27:58

Automatic Data Processing (ADP) Deep Dive (Long-Form)

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Shared 6 months ago

62 views

6:17

Automatic Data Processing (ADP) Business Deep Dive (Short-Form)

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Shared 6 months ago

46 views

5:48

Workday (WDAY) Investment Thesis: Moat, Margins, Risks (Short Form)

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Shared 6 months ago

40 views

29:46

Workday (WDAY) Deep Dive: Moat, Margins, Risks (Long Form)

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Shared 6 months ago

51 views

7:20

Paycom (PAYC) Investment Thesis in 8 Minutes

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Shared 6 months ago

77 views

30:05

Paycom’s (PAYC) Moat, Risks, and Valuation (Long-Form)

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Shared 6 months ago

53 views

30:21

MercadoLibre (MELI): LATAM’s Commerce + Fintech Flywheel (Long Form)

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Shared 6 months ago

7 views

6:21

MercadoLibre (MELI) Investment Breakdown (Short Form)

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Shared 6 months ago

21 views

27:30

Artisan Partners (APAM) Deep Dive (Long Form)

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Shared 6 months ago

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