Business Breakdowns
258 episodes — Page 2 of 6
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
Jan 15, 202547 min
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Jan 15, 202554 min
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]
Jan 8, 202543 min
Kering: It’s Gucci - [Business Breakdowns, EP.199]
Jan 1, 202545 min
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]
Dec 27, 202442 min
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
Dec 23, 202451 min
Inditex: Fast Fashion - [Business Breakdowns, EP.196]
Dec 18, 202458 min
Alternative Lending in Real Estate - [Business Breakdowns, EP.195]
Dec 11, 20241h 1m
SpaceX: Rocket Ship - [Business Breakdowns, EP.194]
Dec 4, 20241h 2m
Investing in Venture Secondaries - [Business Breakdowns, EP.193]
Nov 27, 202453 min
Informa: Where Industries Meet - [Business Breakdowns, EP.192]
Nov 20, 202459 min
Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]
Nov 13, 202450 min
Demographics Driving Real Estate - [Business Breakdowns, EP.190]
Nov 6, 202453 min
Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]
Oct 30, 20241h 6m
American Tower: Signals and Stability - [Business Breakdowns, EP.188]
Oct 25, 202440 min
AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]
Oct 16, 202450 min
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]
Oct 9, 20241h 39m
Going Activist in Japan - [Business Breakdowns, EP.185]
Oct 2, 202459 min
RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
Sep 27, 20241h 6m
Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]
Sep 18, 20241h 4m
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]
Sep 11, 202455 min
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
Sep 4, 202450 min
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Aug 28, 202438 min
5 Handpicked Highlights - [Business Breakdowns, EP.179]
Aug 21, 202423 min
Graco: Mastering The Flow - [Business Breakdowns, EP.178]
Aug 14, 202442 min
Siemens Energy: Winds of Change - [Business Breakdowns, EP.177]
Aug 7, 202454 min
Olympic Games: The Price of Glory - [Business Breakdowns, EP.176]
Jul 31, 202442 min
Axon: Stunning The Competition - [Business Breakdowns, EP.175]
Jul 24, 202453 min
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]
Jul 17, 202455 min
Cintas: Rags to Riches - [Business Breakdowns, EP.173]
Jul 10, 202446 min
Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]
Jul 3, 202451 min
Motorola Solutions: From Zero to Hero - [Business Breakdowns, EP.171]
Jun 26, 202455 min
The Marina Industry: Building Moats, Storing Boats - [Business Breakdowns, EP.170]
Jun 19, 202443 min
Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]
Jun 12, 20241h 1m
Lifco: Dentistry, Demolition, and Decentralization - [Business Breakdowns, EP.168]
Jun 5, 202447 min
CHIPS Act: Securing Semiconductor Supply - [Business Breakdowns, EP.167]
May 31, 202449 min
InterDigital: Setting Wireless Standards - [Business Breakdowns, EP.166]
May 29, 202453 min
Bajaj Finance: Strategies of a Lending Giant - [Business Breakdowns, EP.165]
May 22, 20241h 0m
The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]
May 15, 202446 min
The Evolution of Private Credit - [Business Breakdowns, EP.163]
May 15, 202453 min
British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]
May 8, 202446 min
AMETEK: Industrial Excellence - [Business Breakdowns, EP.161]
May 1, 202454 min
Gartner: Compound Insights - [Business Breakdowns, EP.160]
Apr 24, 202447 min
Winmark: Resale at Scale - [Business Breakdowns, EP.159]
Apr 17, 202451 min
Embraer: Defying Gravity - [Business Breakdowns, EP.158]
Apr 10, 202450 min
Boeing (REPLAY): Turbulent Times - [Business Breakdowns]
Apr 8, 202447 min
Duolingo: Free Speech - [Business Breakdowns, EP.157]
Apr 3, 202459 min
Mitsubishi Corporation: A Japanese Trading Company - [Business Breakdowns, EP.156]
Mar 27, 202445 min
Intuitive Surgical: Robotic Precision - [Business Breakdowns, EP.155]
Mar 20, 20241h 6m
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
Mar 13, 20241h 5m