Business Breakdowns
258 episodes — Page 1 of 6
Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]
May 8, 202625 min
PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244]
May 1, 202656 min
Altius Minerals: Royalty Check - [Business Breakdowns, EP.243]
Apr 24, 202633 min
Givaudan: The Magic Ingredients - [Business Breakdowns, EP.242]
Apr 17, 202641 min
Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]
Mar 20, 20261h 14m
Cognex: Vision Quest - [Business Breakdowns, REPLAY]
Mar 13, 202644 min
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]
Mar 6, 202652 min
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
Feb 11, 20261h 10m
How Investors are using AI - [Business Breakdowns, EP.240]
Feb 5, 202649 min
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
Jan 30, 202639 min
Databricks: From Data to Decisions - [Business Breakdowns, EP.238]
Jan 8, 20261h 14m
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]
Dec 12, 202547 min
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]
Dec 5, 202532 min
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]
Nov 14, 202559 min
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
Nov 7, 202550 min
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
Oct 31, 20251h 0m
CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]
Oct 24, 202556 min
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
Oct 15, 202553 min
Media M&A - [Business Breakdowns, EP.230]
Oct 9, 202546 min
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
Oct 1, 202548 min
WaterBridge: Oil and Water - [Business Breakdowns, EP.228]
Sep 24, 20251h 3m
Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
Sep 5, 20251h 13m
Compass: Real Estate Revolution - [Business Breakdowns, EP.226]
Aug 13, 20251h 2m
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
Aug 7, 202558 min
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
Jul 23, 20251h 0m
Agilent: Back To The Lab - [Business Breakdowns, EP.223]
Jul 16, 202541 min
Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY]
Jul 9, 202558 min
Alpha In Podcasts? - [Business Breakdowns, EP.222]
Jul 2, 202510 min
Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
Jun 25, 20251h 0m
EQT: Returns at Scale - [Business Breakdowns, EP.220]
Jun 18, 20251h 18m
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]
Jun 4, 20251h 4m
Moncler: The Après Playbook - [Business Breakdowns, EP.218]
May 30, 202559 min
Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]
May 21, 202552 min
monday.com: Work Management Software - [Business Breakdowns, EP.217]
May 13, 20251h 17m
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]
May 9, 202545 min
Chemed: Empire of Care - [Business Breakdowns, EP.215]
May 1, 202545 min
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Apr 23, 202541 min
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213]
Apr 16, 202546 min
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]
Apr 9, 20251h 9m
Compass: Meals for the Masses - [Business Breakdowns, EP.211]
Apr 2, 202558 min
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]
Mar 26, 202544 min
Watsco: Air Apparent - [Business Breakdowns, EP.209]
Mar 19, 202555 min
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]
Mar 14, 20251h 13m
Cognex: Vision Quest - [Business Breakdowns, EP.207]
Feb 26, 202543 min
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
Feb 19, 202554 min
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
Feb 12, 202554 min
Jack Henry: VMS King - [Business Breakdowns, EP.206]
Feb 5, 20251h 1m
APi Group: Safety Services at Scale - [Business Breakdowns, EP.205]
Jan 29, 202550 min
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204]
Jan 22, 202555 min
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]
Jan 17, 20251h 15m