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- 22. Okt.letzte Folge
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InterDigital: Setting Wireless Standards - [Business Breakdowns, EP.166]
Today we are breaking down InterDigital, a really interesting business that sits completely under the radar for most investors. InterDigital has the foundational patented technology that makes mobile phone communication and device-to-device
Bajaj Finance: Strategies of a Lending Giant - [Business Breakdowns, EP.165]
Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion, which can largely be attributed to the significant growth over the past two decades. One of the headline numbers
The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]
Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh Clarkson (https://www.linkedin.com/in/josh-clarkson-5467a32a/), managing director at Prosek Partners. Our discussion with Armen was
The Evolution of Private Credit - [Business Breakdowns, EP.163]
Today, we have a special two-part episode on private credit. In 2023, the global private credit market topped $2.1 trillion in assets and committed capital. Rather than making blanket statements like private credit is an emerging bubble, we
British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]
Today, we are breaking down British American Tobacco. Regardless of your views on tobacco as a product, the market is one of the oldest in the world. My guest for today is Evan Tindall (https://www.linkedin.com/in/evan-tindell-7b498017/), c
AMETEK: Industrial Excellence - [Business Breakdowns, EP.161]
Today, we cover the industrial conglomerate AMETEK. This is one of eight companies that Mark Leonard and his team at Constellation Software studied as they built their own empire. And it's one well worthy of a discussion as you'll hear. To
Gartner: Compound Insights - [Business Breakdowns, EP.160]
Today, we're covering a behemoth in the research market, Gartner. Executives are willing to pay up to $30,000 for reports and $50,000+ for full subscriptions so they can access insights and data to help them make business decisions, purchas
Winmark: Resale at Scale - [Business Breakdowns, EP.159]
This is Matt Reustle. Today, we break down Winmark, a major player in the reseller economy. You're likely familiar with some of Winmark’s brands, like Plato's Closet or Play It Again Sports. Altogether, Winmark operates five brands through
Embraer: Defying Gravity - [Business Breakdowns, EP.158]
This is Matt Reustle. We are back in the world of aviation today, breaking down Embraer. Embraer has carved out an interesting niche, manufacturing regional jets, business jets, and military aircrafts. Our guest is Richard Aboulafia (https:
Boeing (REPLAY): Turbulent Times - [Business Breakdowns]
Today we’re replaying our Breakdown on Boeing, hosted by Zack Fuss. We recorded the episode in September before the mid-air blowout on a Boeing 737 operated by Alaska Airlines and the subsequent management changes, but it serves as a useful
