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The Invisible Backbone Powering Every Megatrend
...and the company best positioned to benefit from it.
Oct 22, 2025
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Daniel's Deep Dive
38
3
2
Why Hermès Is the Gold Standard of Luxury Stocks
…and at what price it might be a solid addition to your long-term portfolio.
Jun 3, 2025
•
Daniel's Deep Dive
24
10
6
Games Workshop (Update): The Compounding Continues
Breaking down recent developments and finding an entry price
Jan 15
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Daniel's Deep Dive
11
1
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The Seven Companies I Want to Buy
Dec 5, 2025
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Daniel's Deep Dive
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Intuitive Surgical: The Business Behind Robotic Surgery
Dec 19, 2025
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Daniel's Deep Dive
20
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Rollins: The Most Boring Quality Compounder
Nov 6, 2025
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Daniel's Deep Dive
20
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Texas Pacific Land: A Business That Practically Prints Money
Nov 27, 2025
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Daniel's Deep Dive
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Friedrich Vorwerk: Rethinking My Thesis Despite 49% Growth
Jan 12
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Daniel's Deep Dive
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Nemetschek: The Hidden Champion Behind Construction Software
Sep 1, 2025
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Daniel's Deep Dive
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