Business Breakdowns

This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life...

6 Mars 52min

Today we are breaking down the cybersecurity giant, Cloudflare.  Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My gue...

11 Feb 1h 10min

Today we have a special episode breaking down how investors are using AI.  This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there...

5 Feb 49min

Today we are breaking down Games Workshop. This episode is another examination of the business of IP. Whether it's Disney, Electronic Arts, or Nintendo, there are so many businesses built around core ...

30 Jan 39min

Today we’re breaking down Databricks, a $130B private company that helps companies collect, store, and process very large amounts of data, and then use that data to run analytics and train machine lea...

8 Jan 1h 14min

Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's tech...

12 Dec 202547min

Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.”  Jim Jones, partner and analyst at William Blair...

5 Dec 202532min

Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate.  Ramesh Narayanaswamy, co-founder and portfolio ma...

14 Nov 202559min