Business Breakdowns

234 Episodes

1. Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]

   Published: 2/14/2024
2. Arthur J. Gallagher: Insurance Broking - [Business Breakdowns, EP.148]

   Published: 2/7/2024
3. Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]

   Published: 1/31/2024
4. Patek Philippe: Watch Perfection - [Business Breakdowns, EP.146]

   Published: 1/24/2024
5. Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode]

   Published: 1/22/2024
6. Visma: Mission Critical European Software - [Business Breakdowns, EP.145]

   Published: 1/17/2024
7. Trane Technologies: Hot and Cold - [Business Breakdowns, EP.144]

   Published: 1/10/2024
8. Live Oak: The Small Business Bank - [Business Breakdowns, EP.143]

   Published: 1/3/2024
9. Moody’s: Aaa Business Model - [Business Breakdowns, EP.142]

   Published: 12/27/2023
10. Pernod Ricard: Luxury Liquor - [Business Breakdowns, EP.141]

    Published: 12/20/2023
11. Ferrari: Magic from Maranello - [Business Breakdowns, EP.140]

    Published: 12/13/2023
12. Charter Communications: Cable Cash Flows - [Business Breakdowns, EP. 139]

    Published: 12/6/2023
13. Vistra Corp: Full Stack Energy Provider - [Business Breakdowns, EP.138]

    Published: 11/29/2023
14. Entegris: Solutions for Semiconductors - [Business Breakdowns, EP.137]

    Published: 11/22/2023
15. The Coca-Cola Company - [Business Breakdowns, EP.136]

    Published: 11/15/2023
16. FedEx: Anytime, Anywhere - [Business Breakdowns, EP.135]

    Published: 11/8/2023
17. Databricks: Data Based Decisions - [Business Breakdowns, EP.134]

    Published: 11/1/2023
18. Match Group: The Business Behind Tinder - [Business Breakdowns, EP.133]

    Published: 10/25/2023
19. Olin: Chemistry and Cash Flows - [Business Breakdowns, EP.132]

    Published: 10/18/2023
20. WEX: Fleet Cards - [Business Breakdowns, EP.131]

    Published: 10/13/2023