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Jan 11, 2023
excellent podcast
Chris
Jun 23, 2021
Very informative. Thanks.
Episode | Date |
---|---|
Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]
|
Oct 30, 2024 |
American Tower: Signals and Stability - [Business Breakdowns, EP.188]
|
Oct 25, 2024 |
AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]
|
Oct 16, 2024 |
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]
|
Oct 09, 2024 |
Going Activist in Japan - [Business Breakdowns, EP.185]
|
Oct 02, 2024 |
RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
|
Sep 27, 2024 |
Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]
|
Sep 18, 2024 |
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]
|
Sep 11, 2024 |
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
|
Sep 04, 2024 |
3i Group: Capital in Action - [Business Breakdowns, EP.180]
|
Aug 28, 2024 |
5 Handpicked Highlights - [Business Breakdowns, EP.179]
|
Aug 21, 2024 |
Graco: Mastering The Flow - [Business Breakdowns, EP.178]
|
Aug 14, 2024 |
Siemens Energy: Winds of Change - [Business Breakdowns, EP.177]
|
Aug 07, 2024 |
Olympic Games: The Price of Glory - [Business Breakdowns, EP.176]
|
Jul 31, 2024 |
Axon: Stunning The Competition - [Business Breakdowns, EP.175]
|
Jul 24, 2024 |
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]
|
Jul 17, 2024 |
Cintas: Rags to Riches - [Business Breakdowns, EP.173]
|
Jul 10, 2024 |
Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]
|
Jul 03, 2024 |
Motorola Solutions: From Zero to Hero - [Business Breakdowns, EP.171]
|
Jun 26, 2024 |
The Marina Industry: Building Moats, Storing Boats - [Business Breakdowns, EP.170]
|
Jun 19, 2024 |
Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]
|
Jun 12, 2024 |
Lifco: Dentistry, Demolition, and Decentralization - [Business Breakdowns, EP.168]
|
Jun 05, 2024 |
CHIPS Act: Securing Semiconductor Supply - [Business Breakdowns, EP.167]
|
May 31, 2024 |
InterDigital: Setting Wireless Standards - [Business Breakdowns, EP.166]
|
May 29, 2024 |
Bajaj Finance: Strategies of a Lending Giant - [Business Breakdowns, EP.165]
|
May 22, 2024 |
The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]
|
May 15, 2024 |
The Evolution of Private Credit - [Business Breakdowns, EP.163]
|
May 15, 2024 |
British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]
|
May 08, 2024 |
AMETEK: Industrial Excellence - [Business Breakdowns, EP.161]
|
May 01, 2024 |
Gartner: Compound Insights - [Business Breakdowns, EP.160]
|
Apr 24, 2024 |
Winmark: Resale at Scale - [Business Breakdowns, EP.159]
|
Apr 17, 2024 |
Embraer: Defying Gravity - [Business Breakdowns, EP.158]
|
Apr 10, 2024 |
Boeing (REPLAY): Turbulent Times - [Business Breakdowns]
|
Apr 08, 2024 |
Duolingo: Free Speech - [Business Breakdowns, EP.157]
|
Apr 03, 2024 |
Mitsubishi Corporation: A Japanese Trading Company - [Business Breakdowns, EP.156]
|
Mar 27, 2024 |
Intuitive Surgical: Robotic Precision - [Business Breakdowns, EP.155]
|
Mar 20, 2024 |
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
|
Mar 13, 2024 |
FTX: Inside the Restructuring - [Business Breakdowns, EP.153]
|
Mar 11, 2024 |
CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]
|
Mar 06, 2024 |
Vulcan Materials: Rock On - [Business Breakdowns, EP.151]
|
Feb 28, 2024 |
HEICO: Parts for Planes - [Business Breakdowns, EP.150]
|
Feb 21, 2024 |
Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]
|
Feb 14, 2024 |
Arthur J. Gallagher: Insurance Broking - [Business Breakdowns, EP.148]
|
Feb 07, 2024 |
Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]
|
Jan 31, 2024 |
Patek Philippe: Watch Perfection - [Business Breakdowns, EP.146]
|
Jan 24, 2024 |
Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode]
|
Jan 22, 2024 |
Visma: Mission Critical European Software - [Business Breakdowns, EP.145]
|
Jan 17, 2024 |
Trane Technologies: Hot and Cold - [Business Breakdowns, EP.144]
|
Jan 10, 2024 |
Live Oak: The Small Business Bank - [Business Breakdowns, EP.143]
|
Jan 03, 2024 |
Moody’s: Aaa Business Model - [Business Breakdowns, EP.142]
|
Dec 27, 2023 |
Pernod Ricard: Luxury Liquor - [Business Breakdowns, EP.141]
|
Dec 20, 2023 |
Ferrari: Magic from Maranello - [Business Breakdowns, EP.140]
|
Dec 13, 2023 |
Charter Communications: Cable Cash Flows - [Business Breakdowns, EP. 139]
|
Dec 06, 2023 |
Vistra Corp: Full Stack Energy Provider - [Business Breakdowns, EP.138]
|
Nov 29, 2023 |
Entegris: Solutions for Semiconductors - [Business Breakdowns, EP.137]
|
Nov 22, 2023 |
The Coca-Cola Company - [Business Breakdowns, EP.136]
|
Nov 15, 2023 |
FedEx: Anytime, Anywhere - [Business Breakdowns, EP.135]
|
Nov 08, 2023 |
Databricks: Data Based Decisions - [Business Breakdowns, EP.134]
|
Nov 01, 2023 |
Match Group: The Business Behind Tinder - [Business Breakdowns, EP.133]
|
Oct 25, 2023 |
Olin: Chemistry and Cash Flows - [Business Breakdowns, EP.132]
|
Oct 18, 2023 |
WEX: Fleet Cards - [Business Breakdowns, EP.131]
|
Oct 13, 2023 |
Equifax: Your Score & More - [Business Breakdowns, EP.130]
|
Oct 04, 2023 |
Boeing: Turbulent Times - [Business Breakdowns, EP.129]
|
Sep 27, 2023 |
Kingspan: Influential Irish Insulation - [Business Breakdowns, EP.128]
|
Sep 13, 2023 |
Padel: Causing a Racket - [Business Breakdowns, EP.127]
|
Sep 06, 2023 |
The Business of Football - [Business Breakdowns, EP.126]
|
Aug 30, 2023 |
Casey’s General Stores: Fueling Convenience - [Business Breakdowns, EP.125]
|
Aug 23, 2023 |
Take-Two Interactive: GTA and NBA 2K - [Business Breakdowns, EP.124]
|
Aug 16, 2023 |
Nubank: David vs Goliaths - [Business Breakdowns, EP.123]
|
Aug 09, 2023 |
Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]
|
Aug 02, 2023 |
Copart: The Car Undertaker - [Business Breakdowns, EP.121]
|
Jul 26, 2023 |
Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]
|
Jul 19, 2023 |
Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]
|
Jul 12, 2023 |
Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]
|
Jul 05, 2023 |
ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]
|
Jun 28, 2023 |
Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]
|
Jun 21, 2023 |
Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]
|
Jun 14, 2023 |
First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]
|
Jun 07, 2023 |
PayPal: A Digital Money Marketplace - [Business Breakdowns, EP.113]
|
May 31, 2023 |
Restoration Hardware: Climbing the Luxury Mountain - [Business Breakdowns, EP.112]
|
May 24, 2023 |
FICO: A High Score Business - [Business Breakdowns, EP.111]
|
May 17, 2023 |
FC Bayern Munich: The Best Run Club in Football - [Business Breakdowns, EP. 110]
|
May 10, 2023 |
MTN Group: Connecting Africa - [Business Breakdowns, EP.109]
|
May 03, 2023 |
Roper Technologies: Industrial Titan to Software Giant - [Business Breakdowns, EP. 108]
|
Apr 26, 2023 |
Dolby Laboratories: The Sound Standard - [Business Breakdowns, EP. 107]
|
Apr 19, 2023 |
Electronic Arts: FIFA, The Sims, Madden and More - [Business Breakdowns, EP. 106]
|
Apr 12, 2023 |
Titan: A Golden Case in Indian Retail - [Business Breakdowns, EP. 105]
|
Apr 05, 2023 |
The National Basketball Association - [Business Breakdowns, EP. 104]
|
Mar 31, 2023 |
Jim Chanos: A Short Thesis on Data Centers - [Business Breakdowns, EP. 103]
|
Mar 29, 2023 |
Markel: Playing The Long Game - [Business Breakdowns, EP. 102]
|
Mar 22, 2023 |
The Walt Disney Company: An Entertainment Empire - [Business Breakdowns, EP. 101]
|
Mar 15, 2023 |
IPL: The World’s Fastest Growing Sports League - [Business Breakdowns, EP. 100]
|
Mar 08, 2023 |
Wise: Moving Money Around the World - [Business Breakdowns, EP. 99]
|
Mar 01, 2023 |
Ryanair: Low Cost Obsessed - [Business Breakdowns, EP. 98]
|
Feb 22, 2023 |
Constellation Software: Principled, Profitable, Permanent - [Business Breakdowns, EP. 97]
|
Feb 16, 2023 |
The Business of Sport: NFL, F1, PGA Tour - [Business Breakdowns, EP. 96]
|
Feb 08, 2023 |
Qualcomm: Making Smartphones Smart - [Business Breakdowns, EP. 95]
|
Feb 01, 2023 |
Orangetheory Fitness: A Franchise HIIT - [Business Breakdowns, EP. 94]
|
Jan 27, 2023 |
WeChat: China’s Operating System - [Business Breakdowns, EP. 93]
|
Jan 18, 2023 |
Hermès: The Luxury Icon - [Business Breakdowns, EP. 92]
|
Jan 11, 2023 |
L’Oreal: Because You’re Worth It - [Business Breakdowns, EP. 91]
|
Jan 04, 2023 |
Carbon Reduction: Changing Business Practices - [Business Breakdowns, EP. 90]
|
Dec 28, 2022 |
Carbon Removal: A Primer - [Business Breakdowns, EP. 89]
|
Dec 21, 2022 |
Shiprocket - Enabling Ecommerce in India - [Return on India, EP.03]
|
Dec 18, 2022 |
DoorDash: Looking for Profitable Routes - [Business Breakdowns, EP. 88]
|
Dec 14, 2022 |
Floor & Decor: Raising the Floor - [Business Breakdowns, EP. 87]
|
Dec 07, 2022 |
Netflix: The Original - [Business Breakdowns, EP. 86]
|
Nov 30, 2022 |
Brookfield Asset Management: Alternative Cash Flows - [Business Breakdowns, EP. 85]
|
Nov 25, 2022 |
Harvard Business Publishing: A Case Study - [Business Breakdowns, EP. 84]
|
Nov 16, 2022 |
Vanguard: The Alpha Disrupter - [Business Breakdowns, EP. 83]
|
Nov 09, 2022 |
The Home Depot: The Pro Builder’s Choice - [Business Breakdowns, EP. 81]
|
Nov 02, 2022 |
Cameo: Monetizing Fame - [Business Breakdowns, EP. 80]
|
Oct 26, 2022 |
Archaea Energy: Turning Pollution into Profit - [Business Breakdowns, EP. 79]
|
Oct 19, 2022 |
Spotter: Funding YouTube Creators - [Business Breakdowns, EP. 78]
|
Oct 12, 2022 |
Intuit: An Operating System for Small Businesses - [Business Breakdowns, EP. 77]
|
Oct 05, 2022 |
Trader Joe’s: Grocer to the Overeducated and Underpaid - [Business Breakdowns, EP. 76]
|
Sep 28, 2022 |
Polaroid: The Genius of Edwin Land - [Business Breakdowns, EP. 75]
|
Sep 21, 2022 |
General Electric: Lessons from the Rise and Fall - [Business Breakdowns, EP. 74]
|
Sep 15, 2022 |
AMD: How Chips Are Changing - [Business Breakdowns, EP. 73]
|
Sep 07, 2022 |
CrowdStrike: Cyber SaaS - [Business Breakdowns, EP. 72]
|
Sep 01, 2022 |
Atlas Copco: Sweden’s Best Kept Secret - [Business Breakdowns, EP. 71]
|
Aug 24, 2022 |
ChargePoint: Leading the EV Charge - [Business Breakdowns, EP. 70]
|
Aug 19, 2022 |
Union Pacific: Long Train Runnin’ - [Business Breakdowns, EP. 69]
|
Aug 10, 2022 |
LVMH: The Wolf in Cashmere’s Conglomerate - [Business Breakdowns, EP. 68]
|
Aug 03, 2022 |
DuPont: Two Centuries of Chemistry - [Business Breakdowns, EP. 67]
|
Jul 27, 2022 |
Charles Schwab: The 8 Trillion Dollar Gorilla - [Business Breakdowns, EP. 66]
|
Jul 20, 2022 |
Rolex: Timeless Excellence - [Business Breakdowns, EP. 65]
|
Jul 15, 2022 |
Dino Polska: Serving Small-Town Poland - [Business Breakdowns, EP. 64]
|
Jul 06, 2022 |
Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
|
Jun 29, 2022 |
Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28]
|
Jun 27, 2022 |
Gogo: Internet for Private Jets - [Business Breakdowns, EP. 62]
|
Jun 22, 2022 |
Diploma: Specialized Distribution - [Business Breakdowns, EP. 61]
|
Jun 15, 2022 |
PGA Tour: Playing Under Pressure - [Business Breakdowns, EP. 60]
|
Jun 08, 2022 |
Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59]
|
May 25, 2022 |
Goldman Sachs: Fortune Favors the Old - [Business Breakdowns, EP. 58]
|
May 19, 2022 |
Baytex Energy: The Business of Oil & Gas - [Business Breakdowns, EP. 57]
|
May 04, 2022 |
DigitalBridge: Pioneering Digital Infrastructure - [Business Breakdowns, EP. 56]
|
Apr 29, 2022 |
AppLovin: Monetizing & Marketing Mobile Apps - [Business Breakdowns, EP. 55]
|
Apr 20, 2022 |
Afterpay: Buy Now, Pay Later - [Business Breakdowns, EP. 54]
|
Apr 13, 2022 |
Block: Square, Cash App, and Economic Access - [Business Breakdowns, EP. 53]
|
Apr 06, 2022 |
McKinsey & Company: The First Management Consultants - [Business Breakdowns, EP. 52]
|
Mar 30, 2022 |
Fanatics: Growing the Sports Economy - [Business Breakdowns, EP. 51]
|
Mar 23, 2022 |
Anchorage Digital: Serving Institutional Crypto Needs - [Web3 Breakdowns, EP. 12]
|
Mar 16, 2022 |
Adyen: A First Principles Payment Platform - [Business Breakdowns, EP. 50]
|
Mar 09, 2022 |
Cadence: Software Behind Semiconductor Design - [Business Breakdowns, EP. 49]
|
Mar 02, 2022 |
The New York Times: The Empire Strikes Back - [Business Breakdowns, EP. 48]
|
Feb 23, 2022 |
Basic-Fit: Increasing Returns to Scale - [Business Breakdowns, EP. 47]
|
Feb 16, 2022 |
UPS: Leaders of the Package - [Business Breakdowns, EP. 46]
|
Feb 09, 2022 |
Twitter: Towing the Clown Car Out of the Goldmine - [Business Breakdowns, EP. 45]
|
Feb 02, 2022 |
ViacomCBS: A Content King in the Streaming War - [Business Breakdowns, EP. 44]
|
Jan 26, 2022 |
Peloton: Reinventing the Wheel - [Business Breakdowns, EP. 43]
|
Jan 19, 2022 |
Cannabis: Legalizing the Leaf - [Business Breakdowns, EP. 42]
|
Jan 12, 2022 |
Finch Therapeutics: Empowering Immune Systems - [Business Breakdowns, EP. 41]
|
Dec 29, 2021 |
London Stock Exchange Group - [Business Breakdowns, EP. 40]
|
Dec 22, 2021 |
The National Football League - [Business Breakdowns, EP. 39]
|
Dec 15, 2021 |
NextEra Energy: The Renewable Leader - [Business Breakdowns, EP. 38]
|
Dec 08, 2021 |
Novocure: Using Physics to Fight Cancer - [Business Breakdowns, EP. 37]
|
Dec 01, 2021 |
AutoZone: Exemplary Capital Allocation - [Business Breakdowns, EP. 36]
|
Nov 24, 2021 |
Amazon Aggregators: Buying Third-Party Sellers - [Business Breakdowns, EP. 35]
|
Nov 17, 2021 |
HelloFresh: Delivering on Process Power - [Business Breakdowns, EP. 34]
|
Nov 10, 2021 |
MongoDB: The Database Platform - [Business Breakdowns, EP. 33]
|
Nov 03, 2021 |
Universal Music Group: The Gatekeepers of Music - [Business Breakdowns, EP. 32]
|
Oct 27, 2021 |
Uber: The Undeletable App - [Business Breakdowns, EP. 31]
|
Oct 20, 2021 |
John Deere: Centuries of Farming Innovation [Business Breakdowns, EP. 30]
|
Oct 13, 2021 |
Salesforce: The Cloud & SaaS Pioneer [Business Breakdowns, EP. 29]
|
Oct 06, 2021 |
Solana: Faster, Cheaper, More Scalable [Business Breakdowns, EP. 28]
|
Sep 29, 2021 |
Taboola: The Open Web’s Suggestion Engine - [Business Breakdowns, EP. 27]
|
Sep 22, 2021 |
Sky Mavis: The Builders Behind Axie Infinity - [Business Breakdowns, EP. 26]
|
Sep 15, 2021 |
Datadog: The Realtime Data Monitor - [Business Breakdowns, EP. 25]
|
Sep 08, 2021 |
Wyndham Hotels: Loyalty Matters - [Business Breakdowns, EP. 24]
|
Sep 01, 2021 |
Dexcom: Digitizing Diabetes Management - [Business Breakdowns, EP. 23]
|
Aug 25, 2021 |
SmileDirectClub: Closing the Gap with Affordability - [Business Breakdowns, EP. 22]
|
Aug 18, 2021 |
ZoomInfo: The Go-To-Market Platform - [Business Breakdowns, EP. 21]
|
Aug 11, 2021 |
Blackstone: Beyond Buyouts - [Business Breakdowns, EP. 20]
|
Aug 04, 2021 |
A Primer on Space: The Final Frontier - [Business Breakdowns, EP. 19]
|
Jul 28, 2021 |
Petco: Capturing the Pet Economy - [Business Breakdowns, EP. 18]
|
Jul 21, 2021 |
Cardlytics: The Ad Platform with Purchasing Power - [Business Breakdowns, EP. 17]
|
Jul 14, 2021 |
Exxon Mobil: An Aging Energy Empire - [Business Breakdowns, EP. 16]
|
Jul 07, 2021 |
Facebook: The Trillion Dollar Listing - [Business Breakdowns, EP. 15]
|
Jun 30, 2021 |
Formula One: The Iconic Motor Sport - [Business Breakdowns, EP. 14]
|
Jun 23, 2021 |
Moderna: The Software of Life - [Business Breakdowns, EP. 13]
|
Jun 16, 2021 |
Pinduoduo: Rise of Social Commerce - [Business Breakdowns, EP. 12]
|
Jun 09, 2021 |
Invisalign: Patents, Patients, and Profits - [Business Breakdowns, EP. 11]
|
Jun 02, 2021 |
Wix: The Internet Storefront - [Business Breakdowns, EP. 10]
|
May 26, 2021 |
Ethereum: Into the Ether - [Business Breakdowns, EP. 09]
|
May 19, 2021 |
Calm: The Sleeping Giant - [Business Breakdowns, EP. 08]
|
May 12, 2021 |
Visa: The Original Protocol Business - [Business Breakdowns, EP. 07]
|
May 05, 2021 |
Twilio: Messaging, Margins, and Markets - [Business Breakdowns, EP. 06]
|
Apr 28, 2021 |
Cinnabon: The Omnichannel Approach to Indulgence - [Business Breakdowns, EP. 05]
|
Apr 21, 2021 |
Costco: Relentless Focus on the One Thing - [Business Breakdowns, EP. 04]
|
Apr 14, 2021 |
Alibaba: A Giant Among Giants - [Business Breakdowns, EP. 03]
|
Apr 09, 2021 |
Chipotle: Simplicity as the Recipe for Success - [Business Breakdowns, EP. 02]
|
Apr 07, 2021 |
Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01]
|
Apr 05, 2021 |
Business Breakdowns - Trailer
|
Apr 02, 2021 |
Welcome to Business Breakdowns
|
Mar 18, 2021 |