Episode (200)
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Compass: Meals for the Masses
Apr 02, 2025Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry...
EssilorLuxottica: Sight To Behold
Mar 26, 2025Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the business sports a nearly $130 billion market cap....
Watsco: Air Apparent
Mar 19, 2025Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issue, there's a decent chance it was a Watsco distrib...
Apollo: Connoisseurs of Complexity
Mar 14, 2025Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent wh...
Cognex: Vision Quest
Feb 26, 2025Today we are breaking down machine vision leader, Cognex. Cognex Corporation is an American manufacturer of machine vision systems, software and sensors used in automated manufacturing to inspect and ...
Rolls-Royce: Turbines and Tribulations
Feb 19, 2025Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this business in the 1970s. But as we discuss the history of R...
AMETEK: Industrial Excellence
Feb 12, 2025Today, we are replaying one of our favorites, breaking down the industrial conglomerate AMETEK. AMETEK is a great pairing with last week's episode on Jack Henry. These are two businesses with very lon...
Jack Henry: VMS King
Feb 05, 2025Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred to this business as their ‘gold standard.’ Jack Henry is a true best in cla...
APi Group: Safety Services at Scale
Jan 29, 2025This is Zack Fuss. Today, we are breaking down APi Group, a leading provider of life safety and specialty services to buildings and construction projects. While not necessarily a household name, APi's...
Kaspi.kz: The Kazakh Super-App
Jan 22, 2025This is Zack Fuss. Today, we are breaking down Kaspi, a leading financial technology company based in Kazakhstan best known for its super app. Kaspi plays a central role in the lives of millions of Ka...