Mentions

The SynopsisPodcastDialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing Listen · 14:10
+2Listen · 17:18Listen · 19:13
15 Sept 2026
Undiscovered CompoundersBlogCopart Q4 2026 Full Update: Reading a Bad Quarter Carefully-14 Sept 2026
Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
Undiscovered CompoundersBlogCopart: a wonderful company at a wonderful price (I bought it, of course)-29 Aug 2026
Compounding DividendsBlog155 stocks I'd buy before Nike-29 Aug 2026
DB Silver FoxBlogPortfolio update as of 11.08.2026-18 Aug 2026
Feather FundBlogPORTFOLIO UPDATE-6 Aug 2026
Five Minute MoneyBlogCopart Stock Breakdown-4 Aug 2026
Cannibal StocksBlogCopart (CPRT) Part 3. What Is the Empire Worth Now? I Valued What Management Refuses to Value.-3 Aug 2026
DB Silver FoxBlogThe Moat Is Wide. It Has Stopped Widening.-28 Jul 2026
The SynopsisPodcastDialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Feather FundBlogPORTFOLIO UPDATE-10 Jul 2026
Feather FundBlogPORTFOLIO UPDATE-7 Jul 2026
The SynopsisPodcastDialogue. Copart, Adobe, and Uber Business Updates Listen · 1:25
+9Listen · 3:06Listen · 6:33Listen · 8:32Listen · 10:52Listen · 12:30Listen · 14:53Listen · 17:59Listen · 41:03Listen · 1:00:32
3 Jul 2026
Edward's PointBlogTrust the process-30 Jun 2026
Value Hive PodcastPodcastJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 33:47
+2Listen · 36:25Listen · 38:30
26 Jun 2026