Episode (200)
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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...
Ferrari: Magic from Maranello
Dec 13, 2023This is Dom Cooke. Today we are breaking down Ferrari. Ferrari was founded in 1929 as a race team by Italian driver, Enzo Ferrari, but it wasn’t until 1947 when Enzo was 50 that Ferrari sold its first...
Charter Communications: Cable Cash Flows
Dec 06, 2023This is Matt Reustle. Today we are breaking down the cable giant Charter Communications. Tony Coniaris and John Sitarz of Harris Associates join us for this deep dive on the cable market and Charter's...
Vistra Corp: Full Stack Energy Provider
Nov 29, 2023This is Zack Fuss. Today we are breaking down Vistra Corp. Vistra is an integrated retail electricity and power generation company. The company, through its subsidiaries, is involved in electricity ge...
Entegris: Solutions for Semiconductors
Nov 22, 2023This is Matt Reustle. Today we are breaking down Entegris, a supplier of advanced materials and process solutions for semiconductors. Small interferences with the different materials that exist within...
The Coca-Cola Company
Nov 15, 2023This is Zack Fuss. Today we are breaking down The Coca-Cola Company. On May 8th, 1886, Dr. John Pemberton brought this perfected syrup to Jacobs Pharmacy in downtown Atlanta, where the first glass of ...