Feb 5, 2026
In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments.
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Jan 28, 2026
In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a
Watch the Uber YouTube Video Here
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Jan 19, 2026
In this rare interview, we talked to Claire Kent, a Former Board of Director at Prada to give her insight on the luxury industry and luxury investing. A special thanks to AlphaSense for letting us republish it here.
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Jan 15, 2026
In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive!
Jan 8, 2026
In this Dialogue episode of The Synopsis, we discuss 8 mistakes many investors make (and what do do instead), while also plugging our new newsletter.
8 Key Mistakes Investors Make YouTube Video
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