Is Something Fundamentally Wrong with Copart?

New Competition, Macro Woes, and a Surprise CEO Shake-up

The Flywheel of Scale Economies Shared: From Costco to Nubank

Nubank’s Surprising Similarities With Costco

Ferrari: Brand Evolution vs Dilution

Is Ferrari’s moat—its powerful brand—at risk from the company’s first electric vehicle, the Luce?

Nike: An Underperforming Giant

Why I am not orienting my portfolio around AI

Why I'm Bullish on Nu Holdings

Which Industries Will Benefit from EVs?

Costco: An Amazing Business Model

Rivian and Lucid: Future Leaders or Laggards?