Show Notes
In today’s episode, I’m joined by Peter from the Margin of Sanity podcast and Substack. We kick off 2026 by pitching two of our favorite high-conviction companies each. We focused on businesses with durable competitive advantages and valuations that allow us to sleep at night. Our picks span the globe, featuring a monopoly-like business hiding in plain sight, a Polish compounder, and a Chinese master brand that dominates its category. We also analyze an American powerhouse that has cornered t...
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