Mar 23, 2026
In this incredible interview I spoke with legendary investor Bill Nygren, who has beaten the market over a 25 year period by around 200bps. This is an extremely hard and rare feat. In our wide-spanning conversation Bill tells us about everything from his investment process and valuation framework to how to value a...
Mar 18, 2026
In this fantastic interview we spoke with the CEO of Shift4, Taylor Lauber, and CFO, Christopher Cruz. We covered everything from what sets Shift4 apart from competition to capital allocation and their latest acquistion of Global Blue.
You can find our Shift4 Research report here.
AlphaSense has a repository of over...
Mar 12, 2026
In this exceptional interview, we talk to Cofounder of Square (Block) Jim McKelvey on competing against Amazon. From his time at Square, he saw how they were able to outcompete Amazon and he wasn’t sure how that was possible given their superior resources, merchant network, and large base of talented employees. After...
Mar 5, 2026
In this Dialogue episode of The Synopsis, we discuss Netflix stepping away from Warner Bros., Duolingo and underlying growth issues, plus Paypal and what makes a great manager.
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YouTube Video Links: Paypal, Netflix, Duolingo
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