Episode (200)
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Intel: Cyclical Recovery or Secular Demise?
Feb 14, 2024This is Matt Reustle. Today, we are breaking down Intel. In the late 80s, a newly appointed CEO, Andy Grove, pivoted to exit memory chips and focus on logic chips. They were the leading edge chip desi...
Arthur J. Gallagher: Insurance Broking
Feb 07, 2024I'm Zack Fuss. Today we're breaking down Arthur J. Gallagher, a global insurance brokerage. AJG was established in 1927 by Arthur James Gallagher and is now one of the largest insurance brokerages by ...
Samsung: Semiconductors over Smartphones
Jan 31, 2024This is Matt Reustle. Today, we are breaking down the technology conglomerate Samsung. Only Apple, Microsoft, Google, and Amazon ranked higher than Samsung in Interbrand's latest brand value rankings,...
Patek Philippe: Watch Perfection
Jan 24, 2024You 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 the world's premier watchmaker and a ...
Rolex: Timeless Excellence
Jan 22, 2024Today, we're running our Business Breakdown on Rolex. This episode of Rolex is one of our most popular breakdowns of all time, so it's always worth revisiting. But, it's also a timely revisit…Later th...
Visma: Mission Critical European Software
Jan 17, 2024This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and H...
Trane Technologies: Hot and Cold
Jan 10, 2024This is Matt Reustle. Today we venture into the world of HVAC to break down Trane Technologies. Now, it's not often that I come across an industrial company with a $50 billion market cap that I just h...
Live Oak: The Small Business Bank
Jan 03, 2024This is Matt Reustle. Today we are breaking down Live Oak Bank. Our guest is Stephen Vafier, the Founder of Storri Labs Capital Partners. Live Oak is a bank that received a charter right before the fi...
Moody’s: Aaa Business Model
Dec 27, 2023This is Zack Fuss. Today we are breaking down Moody's Corporation. Moody's was founded by John Moody in 1909 with the idea of broadening access to credit information and codifying how people viewed cr...
Pernod Ricard: Luxury Liquor
Dec 20, 2023This is Zack Fuss. Today, we are breaking down Pernod Ricard, a business whose history dates back to 1797. Today, the business is the second-largest global producer of wine and spirits with a portfoli...