- wöchentlichErscheinungsrhythmus
- 53 mintypische Länge
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Inditex: Fast Fashion - [Business Breakdowns, EP.196]
Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara, the core business inside Inditex. My guest, Alistair Wittet (https://www.linkedin.com/in/alistair-wittet-2269829a/?originalSubdoma
Alternative Lending in Real Estate - [Business Breakdowns, EP.195]
Today we are breaking down commercial real estate lending with Josh Zegen (https://www.linkedin.com/in/joshzegen/), co-founder and managing principal of Madison Realty Capital. Josh and his team at Madison launched in 2004 and evolved from
SpaceX: Rocket Ship - [Business Breakdowns, EP.194]
Today we are breaking down SpaceX. Luke Ward from Baillie Gifford was the perfect match for this episode, as he and his team first invested in SpaceX in 2018. We cover the story of SpaceX and its scientific magic, but we really key in on th
Investing in Venture Secondaries - [Business Breakdowns, EP.193]
Today, we are covering the increasingly thematic market of venture secondaries. My guest is Ravi Viswanathan (https://www.linkedin.com/in/raviswanathan/), founder and managing partner of NewView Capital. We cover some of the basics around t
Informa: Where Industries Meet - [Business Breakdowns, EP.192]
Today we are breaking down Informa. At its core Informa is a live events business headquartered in the UK. While media conversations often revolve around consumer giants like Disney, Informa operates in a different realm entirely - dominati
Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]
This is Zack Fuss. Today we're breaking down Fastenal. Starting as a small fastener retailer in Minnesota, the company has evolved into a mission-critical supply chain partner for its industrial customers. Today, the business sports a nearl
Demographics Driving Real Estate - [Business Breakdowns, EP.190]
Today, my guest is Fernando De Leon (https://www.linkedin.com/in/fernando-de-leon/), founder of Leon Capital Group. Fernando operates 14 different businesses under the Leon Capital umbrella, which vary across real estate, healthcare, and fi
Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]
This is Zack Fuss. Today we are breaking down Merck, one of the world's largest and oldest pharmaceutical companies. The company has been shaping medicine and fostering innovation for over 130 years. From its humble beginnings as a small fa
American Tower: Signals and Stability - [Business Breakdowns, EP.188]
Today we are breaking down American Tower: the REIT, the communications giant, and the infrastructure asset. To break down American Tower I'm joined by William Heard (https://www.linkedin.com/in/william-heard-a8579510/), founder and CIO of
AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]
Today, we are breaking down the insurance giant AIG. AIG's story is one of a remarkable turnaround, a tale of a global insurance giant emerging from near collapse during the great financial crisis. Over nearly two decades, AIG has transform
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]
Today we are getting into the world of coffee with Gregory Zamfotis (https://www.linkedin.com/in/gregory-zamfotis-65589112/), the founder of Gregorys Coffee. We breakdown the New York City born coffee chain that now spans across twelve US s
Going Activist in Japan - [Business Breakdowns, EP.185]
Today, we are covering what might be the most interesting investment strategy I've come across in a long time: activism in Japan. In this episode, I talk with Masumi Nishida (https://www.linkedin.com/in/masuminishida/), Partner and Managing
RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong (https://x.com/docrodwong), founder and CIO of RTW Investments, and Stephanie Sirota (ht
Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]
Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a company where everyday consumers might not appreciate just how great of a business and stock this has been. Over the last
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]
Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten since 2005. Rakuten is the unique Japanese
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, re
5 Handpicked Highlights - [Business Breakdowns, EP.179]
This is Matt Reustle. We're coming up on 200 episodes of Business Breakdowns, and one of the best things about hosting this show is that while each episode brings something completely different, you start to see the connective tissue that t
Graco: Mastering The Flow - [Business Breakdowns, EP.178]
This is Jesse Pujji. Today, we're breaking down Graco, a leading manufacturer of fluid handling equipment and industrial products. Graco was founded in 1926 and has become a global leader in the design and manufacturing of systems and compo
Siemens Energy: Winds of Change - [Business Breakdowns, EP.177]
I'm Zack Fuss and today we are breaking down Siemens Energy, a spinoff from industrial giant Siemens. Siemens Energy operates across the entire energy value chain, with a significant presence in both conventional and renewable power. What m
Olympic Games: The Price of Glory - [Business Breakdowns, EP.176]
Today we are diving into the economics of the Olympics. It's a timely episode with the Paris Games ongoing right now and the economic reality for host cities is extremely poor. It's estimated that Paris is going to spend $9 billion for thes
Axon: Stunning The Competition - [Business Breakdowns, EP.175]
Today, we are breaking down Axon Enterprise. You may know Axon as the pioneer of the taser. The business has truly evolved over the years and now has expanded into body cams and other supporting tools for law enforcement and the defense ind
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]
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
Cintas: Rags to Riches - [Business Breakdowns, EP.173]
This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around $1.50 per worker per day, Cintas will collect, clean, and replace uniforms for organizations in industries suc
Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]
This is Matt Reustle. Today, we are breaking down Mineral Resources. Even if you've had some bad experiences investing in commodities, I would not skip over this one so quickly. Fraser Christie (https://www.linkedin.com/in/fraser-christie-a
Motorola Solutions: From Zero to Hero - [Business Breakdowns, EP.171]
Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was a mainstay on Interbrands' Top 100 Brand list for most of the 2000s. I'm joined by Portfolio Manager, Joseph Sha
The Marina Industry: Building Moats, Storing Boats - [Business Breakdowns, EP.170]
This is Zack Fuss. Today, we are breaking down the U.S. Marina Industry. In the U.S. there are more than 11,000 marinas, grossing over $6 billion in sales. Today, there is a 12 to 1 ratio of registered boats versus the supply of rentable we
Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]
Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. It is a founder-owned and operated business, a business t
Lifco: Dentistry, Demolition, and Decentralization - [Business Breakdowns, EP.168]
This is Zack Fuss. Today we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian serial acquirers. Lifco’s business focus is to acquire and develop market-leading niche companies that run indepe
CHIPS Act: Securing Semiconductor Supply - [Business Breakdowns, EP.167]
We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, enacted by Congress in 2022, which aimed
