Episode (200)
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Cintas: Rags to Riches
Jul 10, 2024This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around $1.50 per worker per day, Cintas will collect, clean, and replace unif...
Mineral Resources: Unearthing Value
Jul 03, 2024This is Matt Reustle. Today, we are breaking down Mineral Resources. Even if you've had some bad experiences investing in commodities, I would not skip over this one so quickly. Fraser Christie, inve...
Motorola Solutions: From Zero to Hero
Jun 26, 2024Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was a mainstay on Interbrands' Top 100 Brand list for most of the 2000s. I'...
The Marina Industry: Building Moats, Storing Boats
Jun 19, 2024This is Zack Fuss. Today, we are breaking down the U.S. Marina Industry. In the U.S. there are more than 11,000 marinas, grossing over $6 billion in sales. Today, there is a 12 to 1 ratio of register...
Coupang: Korean E-Commerce Craze
Jun 12, 2024Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. It is a founder-o...
Lifco: Dentistry, Demolition, and Decentralization
Jun 05, 2024This is Zack Fuss. Today we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian serial acquirers. Lifco’s business focus is to acquire and develop market...
CHIPS Act: Securing Semiconductor Supply
May 31, 2024We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, ...
InterDigital: Setting Wireless Standards
May 29, 2024Today we are breaking down InterDigital, a really interesting business that sits completely under the radar for most investors. InterDigital has the foundational patented technology that makes mobile ...
Bajaj Finance: Strategies of a Lending Giant
May 22, 2024Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion, which can largely be attributed to the significant growth over the past t...
The Evolution of Private Credit: Part 2
May 15, 2024Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh Clarkson, managing director at Prosek Partners. Our discussion with Armen was really focuse...