00:00 Intro
02:35 Investment Philosophy
04:35 S&P Global
07:00 Mastercard
09:45 Costco
13:48 Texas Roadhouse
16:53 Moody's
19:35 Booking Holdings
22:10 Salesforce
24:32 VICI
26:54 Intuit
29:20 Microsoft
31:28 Canadian Pacific
34:00 Apple
