Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Moncler: The Après Playbook - [Business Breakdowns, EP.218]
May 30, 2025, 8:40 p.m.
Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]
May 21, 2025, 8:41 p.m.
monday.com: Work Management Software - [Business Breakdowns, EP.217]
May 13, 2025, 8:40 p.m.
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]
May 9, 2025, 8:41 p.m.
Chemed: Empire of Care - [Business Breakdowns, EP.215]
May 1, 2025, 8:41 p.m.
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
April 23, 2025, 8:41 p.m.
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213]
April 16, 2025, 8:40 p.m.
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]
April 9, 2025, 8:41 p.m.
Compass: Meals for the Masses - [Business Breakdowns, EP.211]
April 2, 2025, 8:41 p.m.
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]
March 26, 2025, 8:41 p.m.
Watsco: Air Apparent - [Business Breakdowns, EP.209]
March 19, 2025, 8:41 p.m.
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]
March 14, 2025, 8:41 p.m.
Cognex: Vision Quest - [Business Breakdowns, EP.207]
March 13, 2025, 8:40 p.m.
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
Feb. 19, 2025, 8:41 p.m.
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
Feb. 12, 2025, 8:41 p.m.
Jack Henry: VMS King - [Business Breakdowns, EP.205]
Feb. 5, 2025, 8:41 p.m.
APi Group: Safety Services at Scale - [Business Breakdowns, EP.204]
Jan. 29, 2025, 8:41 p.m.
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.203]
Jan. 22, 2025, 8:41 p.m.
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]
Jan. 17, 2025, 8:41 p.m.
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Jan. 15, 2025, 8:41 p.m.
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]
Jan. 8, 2025, 8:41 p.m.
Kering: It’s Gucci - [Business Breakdowns, EP.199]
Jan. 1, 2025, 8:41 p.m.
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]
Dec. 27, 2024, 8:41 p.m.
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
Dec. 23, 2024, 8:41 p.m.