Episode (200)
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Gaming Consoles Part 3: Nintendo
Jan 17, 2025Today's episode is the third in our three-part miniseries on video game consoles. Here, we are breaking down Nintendo. Our guest is Ryan O'Connor, the founder of Crossroads Capital. He has a wealth of...
Gaming Consoles Part 2: Sony
Jan 15, 2025This is the second episode of our multi-part series on the video game console market. If you've yet to listen to Episode One, Sia Kamalie is the founder and fund manager at Skycatcher. Join me in brea...
Gaming Consoles Part 1: The Thesis
Jan 15, 2025Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie, the founder and fund manager at Skycatcher. Skycatcher describes itself as focused on ca...
Arm: The Silicon Blueprint
Jan 08, 2025This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data centers to IoT devices and automotive systems. In this ...
Kering: It's Gucci
Jan 01, 2025Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes on. It's a luxury house similar to LVMH, but LVMH ...
2024 Anecdotes to Remember
Dec 27, 2024Today we have a special year-end episode of Business Breakdowns, running through some of the best ideas that were featured on the podcast. The goal of the podcast is to detail whatever business we're ...
FilterBuy: Fresh Air
Dec 23, 2024Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover everything about their business and David Heacock, founder of FilterBuy, is exactly t...
Inditex: Fast Fashion
Dec 18, 2024Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara, the core business inside Inditex. My guest, Alistair Wittet, recently launched Aecus Partn...
Alternative Lending in Real Estate
Dec 11, 2024Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital. Josh and his team at Madison launched in 2004 and evolved from ...
SpaceX: Rocket Ship
Dec 04, 2024Today we are breaking down SpaceX. Luke Ward from Baillie Gifford was the perfect match for this episode, as he and his team first invested in SpaceX in 2018. We cover the story of SpaceX and its scie...