About this episode
00:00 Introduction
04:21 Apple
07:25 Google
10:18 Costco
14:09 FICO
16:48 Amazon
20:30 S&P Global
21:30 Texas Roadhouse
24:35 Moody's
25:25 Palantir
27:45 ASML
29:34 Salesforce
31:15 Microsoft
33:25 VICI
33:50 Mastercard
36:00 Uber
38:15 Intuit
39:56 Booking Holdings
43:10 Netflix
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