TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve

TIP714: Bet Big, Bet Rarely: The Dhandho Inve...

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TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford

In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ...  Show more

 . 1h 19min
TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley

In today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned stores, and what that means for t ...  Show more

 . 1h 15min

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