Episode (200)
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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...
The Evolution of Private Credit
May 15, 2024Today, we have a special two-part episode on private credit. In 2023, the global private credit market topped $2.1 trillion in assets and committed capital. Rather than making blanket statements like ...
British American Tobacco: Clearing the Air
May 08, 2024Today, we are breaking down British American Tobacco. Regardless of your views on tobacco as a product, the market is one of the oldest in the world. My guest for today is Evan Tindall, co-founder and...
AMETEK: Industrial Excellence
May 01, 2024Today, we cover the industrial conglomerate AMETEK. This is one of eight companies that Mark Leonard and his team at Constellation Software studied as they built their own empire. And it's one well wo...
Gartner: Compound Insights
Apr 24, 2024Today, we're covering a behemoth in the research market, Gartner. Executives are willing to pay up to $30,000 for reports and $50,000+ for full subscriptions so they can access insights and data to he...
Winmark: Resale at Scale
Apr 17, 2024This is Matt Reustle. Today, we break down Winmark, a major player in the reseller economy. You're likely familiar with some of Winmark’s brands, like Plato's Closet or Play It Again Sports. Altogethe...