2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Coloplast: Urology Segment & China Market
June 24, 2025, 8:40 p.m.
Verra Mobility: Government Solutions Economics & NYDOT Contract
Secure Energy Services: Regulatory Moats, Consolidation & Pricing Power
PAR Technology: How Customers Select Platforms
Sea Limited: The Shopee Brazil Playbook
June 23, 2025, 8:41 p.m.
RELX: LexisNexis Risk Solutions Portfolio
AENA, Ryanair, and Wizz Air: Offboarding, Fueling, and Boarding Processes
June 18, 2025, 8:41 p.m.
Adobe: Price Hikes and Revenue Retention - Lessons From Japan
Verra Mobility: Rental Car Tolling Management
Keyence: Sales Process & Market Feedback
Rollins: Outpacing Rentokil - Organic Search & Local Scale
Carvana, SilverRock, and DriveTime: Warranty Claims Process
June 17, 2025, 8:40 p.m.
Vista Equity: Value Creation Playbook
June 12, 2025, 8:40 p.m.
Verra Mobility: Government Solutions Contracts & Economics
June 9, 2025, 8:40 p.m.
Danaher: Tariffs Impact & China Supply Chain
Ryanair vs. easyJet: Airport Development Strategy & Operating Model
June 5, 2025, 8:40 p.m.
FTAI, Module Swaps, & GOL's CFM56 MRO Strategy
June 4, 2025, 8:40 p.m.
Halma, NovaBone, & the Healthcare M&A Strategy
Oscar Health: Entering New Markets & Provider Pain Points
Hemnet: Broker Economics & Booli’s Lead Generation
Zillow Rentals: Long Tail Listings
Williams-Sonoma: Asian Suppliers Relocation Challenges & Unit Economics
May 30, 2025, 8:40 p.m.
Kneat: Landing New Logos & Veeva Threat
The Trade Desk: Bridging the Gap Between Identity Tech and Buyer Readiness
May 27, 2025, 8:40 p.m.
North American Railroads: Margins & the Modernization Dilemma