Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and... more
Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh... more
Today, we have a special two-part episode on private credit. In 2023, the global private credit market topped $2.1 trillion... more
Today, we are breaking down British American Tobacco. Regardless of your views on tobacco as a product, the market is... more
Today, we cover the industrial conglomerate AMETEK. This is one of eight companies that Mark Leonard and his team at... more
Today, we're covering a behemoth in the research market, Gartner. Executives are willing to pay up to $30,000 for reports and... more
This is Matt Reustle. Today, we break down Winmark, a major player in the reseller economy. You're likely familiar with... more
This is Matt Reustle. We are back in the world of aviation today, breaking down Embraer. Embraer has carved out... more
Today we’re replaying our Breakdown on Boeing, hosted by Zack Fuss. We recorded the episode in September before the mid-air... more
This is Matt Reustle. Today we are breaking down Duolingo, the learning app built on language learning that is increasingly... more
This is Zack Fuss. Today we are breaking down the Mitsubishi Corporation. In Japan, the business model of a trading... more