Episode (200)
Halaman 15 dari 20
FC Bayern Munich: The Best Run Club in Football
May 10, 2023This is Dom Cooke and today we’re breaking down Bayern Munich. Bayern is Germany’s most successful football club and one of the world’s biggest. Most importantly, it makes a great case for being the b...
MTN Group - Connecting Africa
May 03, 2023This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down MTN Group. MTN is the largest mobile network operator in Africa and one of the 10 largest in the world. It has over 270 ...
Roper Technologies: Industrial Titan to Software Giant
Apr 26, 2023This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Roper Technologies. Roper is a fascinating case study in how an old industrial business can pivot into a new world focus...
Dolby Laboratories: The Sound Standard
Apr 19, 2023This is Matt Reustle and today we are breaking down Dolby Labs. Our favorite Breakdowns are those businesses, which are widely known but barely understood. Dolby fits the bill. You see the logo everyw...
Electronic Arts: FIFA, The Sims, Madden and More
Apr 12, 2023This is Matt Reustle and today we are breaking down the iconic video game publisher, Electronic Arts. EA’s corporate history dates back to the 1980s and the business has evolved with all of the indust...
Titan: A Golden Case in Indian Retail
Apr 05, 2023Today we’re breaking down India’s largest jewelry business, Titan. Titan began life as a watchmaker in 1984 through a joint venture between India’s biggest conglomerate, Tata Group, and the Tamilnadu ...
The National Basketball Association
Mar 31, 2023This is Matt Reustle and today we are breaking down the National Basketball Association. The NBA topped $10bn in revenue last season, in line with MLB and behind only the NFL in terms of major sports ...
Jim Chanos: A Short Thesis on Data Centers
Mar 29, 2023Compound248 is back to host another episode of Business Breakdowns. His most recent podcasts have focused on digital infrastructure and today we continue with that theme, but with a twist. Our guest i...
Markel: Playing The Long Game
Mar 22, 2023Today, we’re breaking down Markel. Markel is an insurance and investing business. It shares the same operating structure as Berkshire Hathaway in that it uses insurance underwriting profits to fund an...
The Walt Disney Company: An Entertainment Empire
Mar 15, 2023This is Jesse Pujji and today we’re breaking down The Walt Disney Company. Disney needs no introduction. We have all interacted with the entertainment empire in some capacity. It was founded 100 years...