Episode (200)
Halaman 7 dari 20
Investing in Venture Secondaries
Nov 27, 2024Today, we are covering the increasingly thematic market of venture secondaries. My guest is Ravi Viswanathan, founder and managing partner of NewView Capital. We cover some of the basics around these...
Informa: Where Industries Meet
Nov 20, 2024Today we are breaking down Informa. At its core Informa is a live events business headquartered in the UK. While media conversations often revolve around consumer giants like Disney, Informa operates ...
Fastenal: A Nuts & Bolts Success Story
Nov 13, 2024This is Zack Fuss. Today we're breaking down Fastenal. Starting as a small fastener retailer in Minnesota, the company has evolved into a mission-critical supply chain partner for its industrial custo...
Demographics Driving Real Estate
Nov 06, 2024Today, my guest is Fernando De Leon, founder of Leon Capital Group. Fernando operates 14 different businesses under the Leon Capital umbrella, which vary across real estate, healthcare, and financial ...
Merck & Co: Blockbuster Drugs
Oct 30, 2024This is Zack Fuss. Today we are breaking down Merck, one of the world's largest and oldest pharmaceutical companies. The company has been shaping medicine and fostering innovation for over 130 years. ...
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...