Episode (200)
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Apollo: Connoisseurs of Complexity
Mar 20, 2026This episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, an...
Cognex: Vision Quest
Mar 13, 2026This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI ...
ASML: Competing with Moore’s Law
Mar 06, 2026This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life...
Cloudflare: Leading Cybersecurity
Feb 11, 2026Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My gu...
How Investors are using AI
Feb 05, 2026Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there...
GamesWorkshop: The World of Warhammer
Jan 30, 2026Today we are breaking down Games Workshop. This episode is another examination of the business of IP. Whether it's Disney, Electronic Arts, or Nintendo, there are so many businesses built around core ...
Databricks: From Data to Decisions
Jan 08, 2026Today we’re breaking down Databricks, a $130B private company that helps companies collect, store, and process very large amounts of data, and then use that data to run analytics and train machine lea...
Amadeus: The IT Backbone of Travel
Dec 12, 2025Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's tech...
Doximity: The Hub of Healthcare
Dec 05, 2025Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair...
GE Aerospace: Full Throttle
Nov 14, 2025Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio ma...