Meta (META): What the Market Misses

Alphabet (GOOGL): The Megacap That Still Might Be Underrated

Copart Stock (CPRT): Is Copart now a Buy?

Applovin (APP): The 30-Bagger Down More Than Half

Uber Stock: Just Keeps Getting Cheaper

Palantir Stock (PLTR): Palantir is Cheaper than I Thought!

Comfort Systems (FIX): The Five-Bagger We Passed On

Domino's Pizza (DPZ): Is the Royalty Engine Still Running?

Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now?

Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now?

Exor NV (EXO): The Massive Discount Continues To Widen

DLocal (DLO): Multibagger Potential with Decade-Long Runway

Betting On This Year's Worst Stock: Intuit

Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time

Pinduoduo (PDD): Is PDD the Best Buy in China?

Fairfax Financial (FFO.TO): The Berkshire Of The North

Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly?

SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars?

How Grab Beat Uber: Inside the Rise of Southeast Asia’s Super App w/Grab's CFO Peter Oey

Auto1 (AG1): Is this the Amazon for Cars?

How RH Cloned Apple & LVMH to Build a Luxury Furniture Empire

The Wide Moat Business Your Phone Can't Live Without

Copa Holdings (CPA): Is Buffett right about Airline Stocks?

Can One of the World's Best Consolidators Strike Lightning Again?

WIX Stock: The Most Asymmetric AI Bet?!

How This Company Forced Uber to Surrender in Southeast Asia

What's Next for One of History's Greatest Compounders?

The Serial Acquirer Building an Unstoppable Compounding Engine

A Masterclass on AI: How do LLMs Work and how does is Impact Investing?

Sea Limited (SE): Can Sea Limited 10x again?

Formula One Group (FWONA): The Only Sports Franchise Worth Owning

Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity?

OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets

Why This Real Estate Data Empire is Making a $5 Billion Bet

Charlie Munger's Secret to Beating the Market w/ Ryan Sablan

Portfolio Review: Thoughts on Airbnb, Reddit, FICO, and co.

Valuing Constellation Software's Spinoffs: Finding the Next 10-Bagger

Can Spotify Become The Next Tech Titan?

Kelly Partners (KPG): The Constellation Software of Accounting?

Drew Cohen on Adobe's AI Threat, Constellation Software, Copart's Moat and Shift4

Can Figma Be a Multi-Bagger After Its 80% Decline?

Duolingo (DUOL): Generational Opportunity or fad?

Lyft ($LYFT): Could Lyft be Worth 3x as Much to Amazon?

Valuing Constellation Software (CSU): 100-Bagger at Historic Drawdown

Netflix ($NTFLX): Did Netflix Finally Win The Streaming Wars?

Hermes ($RMS): Outperforming the Market paying a Luxury Premium

Can The LinkedIn For Doctors Be a 10-Bagger?

Valuing Meta (META): Undervalued AI Bet?

Churchill Downs Stock: Betting on the Kentucky Derby

The Intrinsic Value Community | Overview | 2026

Mercado Libre Stock Analysis: Undervalued or Overrated?

Exor NV: A Way to Buy Ferrari at a 50% Discount?

Chapters Group: Billionaires bet on this potential 100-Bagger

Why Hasn’t Snapchat (SNAP) Become a Social Media Titan?

Intrinsic Value Portfolio Review: Performance and New Positions

DoorDash Stock: Can it Keep Delivering Returns?

S&P Global Stock: Valuing the Company behind the S&P 500

Booking Holdings: Invest in the World's Largest Travel Company?

TransDigm Stock Valuation: A Conglomerate of Monopolies

How Robinhood Changed The Stock Market: Invest in the Retail Revolution?