Aziz Daoud

A weekly digest of timeless business insights, mental models, and clear thinking—drawn from books and great minds. Written for people who want to think better, not trade more.

What Must Be True for TransDigm to Reach Its $19 Billion Destination?

Mar 16, 2026

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12 min read

What Must Be True for TransDigm to Reach Its $19 Billion Destination?

Aziz Daoud

Your Favorite Compounder Might Be a Melting Ice Cube

Mar 12, 2026

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8 min read

Your Favorite Compounder Might Be a Melting Ice Cube

Mechanism Memo

Aziz Daoud

Can The Trade Desk Compound Capital Without Owning the Data?

Mar 8, 2026

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14 min read

Can The Trade Desk Compound Capital Without Owning the Data?

structural examination of the independent DSP's economic engine

Aziz Daoud

Mar 5, 2026

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10 min read

The Tollbooth Portfolio

How Activity Becomes the Enemy of Compounding

Aziz Daoud

Brown & Brown: A Durable Compounder, or a Over Leveraged Roll-Up?

Mar 3, 2026

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8 min read

Brown & Brown: A Durable Compounder, or a Over Leveraged Roll-Up?

NYSE: BRO · Brown & Brown, Inc.

Aziz Daoud

Feb 28, 2026

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11 min read

The Moat That Moves

Which Software Businesses Survive AI Deflation?

Aziz Daoud

Feb 27, 2026

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8 min read

Compounding Hates Friction

The Silent Tax on Exponential Wealth

Aziz Daoud

THE TOLL-BRIDGE THAT KEEPS PRINTING CASH

Feb 26, 2026

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18 min read

THE TOLL-BRIDGE THAT KEEPS PRINTING CASH

How a Mexican airport monopoly turned 50-year concessions into a 65% EBITDA margin machine

Aziz Daoud