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Strategic mediocrity, owner mindset & conviction
Copart
Asian economies, macro-factors, history & future
Costco
Quality investing, optionality & conviction
LVMH
Multibagger playbook | Part 2
Multibagger playbook | Part 1
Microsoft - Part 2
Quality investing, moats and valuation
Microsoft - Part 1
Polish companies, diversification, and fundamentals
Ulta Beauty
Portillo's
Hims & Hers Health
Opportunity costs, SaaS, AI, and investing
Texas Instruments
AI, SaaS and Polish tech
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