Episode (200)
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American Tower: Signals and Stability
Oct 25, 2024Today we are breaking down American Tower: the REIT, the communications giant, and the infrastructure asset. To break down American Tower I'm joined by William Heard, founder and CIO of Heard Capital ...
AIG: Rise, Fall, and Rebirth
Oct 16, 2024Today, we are breaking down the insurance giant AIG. AIG's story is one of a remarkable turnaround, a tale of a global insurance giant emerging from near collapse during the great financial crisis. Ov...
Gregorys Coffee: From Bean to Dream
Oct 09, 2024Today we are getting into the world of coffee with Gregory Zamfotis, the founder of Gregorys Coffee. We breakdown the New York City born coffee chain that now spans across twelve US states. This is a...
Going Activist in Japan
Oct 02, 2024Today, we are covering what might be the most interesting investment strategy I've come across in a long time: activism in Japan. In this episode, I talk with Masumi Nishida, Partner and Managing Dire...
RTW: Investing across Healthcare
Sep 27, 2024Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong, founder and CIO of RTW Investments, and Stephan...
Sherwin-Williams: Brushstrokes of Success
Sep 18, 2024Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a company where everyday consumers might not appreciate just how great of a busines...
Rakuten: Rewiring Japan's Digital Economy
Sep 11, 2024Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten sin...
Renishaw: The Precision Pioneers
Sep 04, 2024Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a pi...
3i Group: Capital in Action
Aug 28, 2024Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where ...
5 Handpicked Highlights
Aug 21, 2024This is Matt Reustle. We're coming up on 200 episodes of Business Breakdowns, and one of the best things about hosting this show is that while each episode brings something completely different, you s...