- wöchentlichErscheinungsrhythmus
- 53 mintypische Länge
- 22. Okt.letzte Folge
Folgenzu den neuesten
Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY]
This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for
Alpha In Podcasts? - [Business Breakdowns, EP.222]
This is Matt Reustle. Today’s episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager Steve Schurr's success mining podcast tr
Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over th
EQT: Returns at Scale - [Business Breakdowns, EP.220]
This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett (https://www.linkedin.com/in/sean-barrett-13105845/), who couldn't have bee
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]
This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a half-trillion-dollar market cap business, the 15th largest listed business in the United
Moncler: The Après Playbook - [Business Breakdowns, EP.218]
Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and stylized M logo, it’s a mix of style and substance that blends into the brand history and evolution of Moncler. I am joined by Chris Davies (
Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]
Today, we are replaying our Breakdown on Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the crushed rock, sand, and gravel, which gets used for the foundation of nearly everything aro
monday.com: Work Management Software - [Business Breakdowns, EP.217]
Today we are breaking down the work management software platform monday.com. Founded in February 2012, today http://monday.com has a market cap of over $14 billion. The platform has transformed a simple task management tool to a versatile p
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]
This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a market maker on the American Stock Exchange to a global, cutting-edge electronic brokerage fi
Chemed: Empire of Care - [Business Breakdowns, EP.215]
This is Zack Fuss. Today we are breaking down Chemed. Chemed represents the union of two seemingly distinct businesses: end-of-life healthcare and plumbing services. As our guest aptly puts it, old houses and old people. The two underlying
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & the resources vital to life. As of this recording, Ecolab has a $66 billion market cap and p
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213]
Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and operates with over a $17 billion market cap. It has continuously evolved the straightforward model of selling tools to specialists, l
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]
Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumbents and Goosehead fits that billing perfectly. I'm joined by Geoff Collette (https://www.
Compass: Meals for the Masses - [Business Breakdowns, EP.211]
Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry is all around you. Compass is the giant
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]
Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the business sports a nearly $130 billion market cap. EssilorLuxottica represents a verticall
Watsco: Air Apparent - [Business Breakdowns, EP.209]
Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issue, there's a decent chance it was a Watsco distributor on the other side of that phone cal
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]
Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent when talent doesn't work hard. Well, Apollo
Cognex: Vision Quest - [Business Breakdowns, EP.207]
Today we are breaking down machine vision leader, Cognex. Cognex Corporation is an American manufacturer of machine vision systems, software and sensors used in automated manufacturing to inspect and identify parts, detect defects, verify p
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this business in the 1970s. But as we discuss the history of Rolls-Royce on this episode, you will hea
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
Today, we are replaying one of our favorites, breaking down the industrial conglomerate AMETEK. AMETEK is a great pairing with last week's episode on Jack Henry (https://podcasts.apple.com/us/podcast/jack-henry-vms-king/id1559120677?i=10006
Jack Henry: VMS King - [Business Breakdowns, EP.206]
Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred to this business as their ‘gold standard.’ Jack Henry is a true best in class operator within the vertical market s
APi Group: Safety Services at Scale - [Business Breakdowns, EP.205]
This is Zack Fuss. Today, we are breaking down APi Group, a leading provider of life safety and specialty services to buildings and construction projects. While not necessarily a household name, APi's services play a vital role in the build
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204]
This is Zack Fuss. Today, we are breaking down Kaspi, a leading financial technology company based in Kazakhstan best known for its super app. Kaspi plays a central role in the lives of millions of Kazakh citizens by offering a seamless eco
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]
Today's episode is the third in our three-part miniseries on video game consoles. Here, we are breaking down Nintendo. Our guest is Ryan O'Connor (https://www.linkedin.com/in/ryan-o-connor-7591812/), the founder of Crossroads Capital. He ha
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
This is the second episode of our multi-part series on the video game console market. If you've yet to listen to Episode One, Sia Kamalie (https://www.linkedin.com/in/sia801/) is the founder and fund manager at Skycatcher. Join me in breaki
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie (https://www.linkedin.com/in/sia801/), the founder and fund manager at Skycatcher. Skycatcher describes itself as focused on capt
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]
This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data centers to IoT devices and automotive systems. In this episode, we'll explore Arm's unique valu
Kering: It’s Gucci - [Business Breakdowns, EP.199]
Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes on. It's a luxury house similar to LVMH, but LVMH over the past five years is up over 40%
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]
Today we have a special year-end episode of Business Breakdowns, running through some of the best ideas that were featured on the podcast. The goal of the podcast is to detail whatever business we're covering that day. But when you think ab
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover everything about their business and David Heacock (https://www.linkedin.com/in/davidfilterbuy/), founder of FilterBuy, is exa
