About this episode
00:00 Google
06:08 Meta
07:37 Nvidia
09:40 Spotify
12:00 Apple
15:10 Mastercard / Visa
18:00 Amazon
19:25 MSCI
21:14 Uber
24:00 ASML
26:20 Adobe
29:00 Intuit
31:00 Equifax
32:45 Netflix
34:14 Tesla
36:10 Palantir
38:08 Lululemon
40:10 AMD
41:20 Costco
42:17 Booking Holdings
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