Read & Repeat

In today’s episode, we'll be discussing the management philosophy and investment strategies of Mark Leonard, the CEO of Constellation Software. Over the years, Leonard has developed a cult following f...

9 Mar 202355min

Mark Robichaux’s phenomenal book “Cable Cowboy: John Malone and the Rise of the Modern Cable Business” dives into the fascinating evolution and history of the cable industry through the lens of its ro...

7 Mar 20231h 1min

William Thorndike's "The Outsiders" provides a masterclass in capital allocation like no other! The book highlights 8 successful CEOs who have defied conventional management styles and adopted unique ...

28 Feb 20231h 13min

Felix Gillette and John Koblin’s influential book "It's Not TV" chronicles the rise of HBO as a premium cable channel and its eventual competition with Netflix in the streaming wars. The book shares c...

21 Feb 20231h 3min

Ed Catmull's inspiring book Creativity Inc is a must-read for anyone looking to build a culture of innovation and creativity. Ed Catmull is the co-founder of Pixar Animation Studios and one of the pio...

15 Feb 20231h 3min

Bob Iger’s book The Ride of a Lifetime chronicles his inspiring journey from the bottom of ABC to CEO of Disney, where he successfully pulled off 3 of the biggest media acquisitions over the last two ...

1 Feb 20231h 15min

The Innovator’s Dilemma is a powerful business framework, characterizing when incumbent businesses ignore disruptive technologies for 3 main reasons: listening too closely to their mainstream market c...

25 Jan 20231h 11min

We build on the last episode by discussing lessons learned from historical periods of irrational exuberance, going through examples given by John Kenneth Galbraith in his impactful book, A Short Histo...

16 Jan 202340min