I have provided 1) key takeaways on the business models, but also 2) key learnings for investing overall from each episode. I have also added transcripts. I love business deep-dives and this was a good way for me to learn about businesses across sectors in a generalist manner. Reading any of these will be a good source of ‘commerciality’ for you, allowing you to understand business models across sectors (an important skill for any investor).
I will continue to add more episodes and key learnings from older episodes.
MongoDB: The Database Platform
MongoDB: The Database Platform
TechnologyDbaaSTech - Infrastructure
November 3, 2021
AutoZone: Exemplary Capital Allocation
AutoZone: Exemplary Capital Allocation
IndustrialsAuto Parts
November 24, 2021
McKinsey & Company: The First Management Consultants
McKinsey & Company: The First Management Consultants
ServicesConsulting
March 30, 2022
LVMH: The Wolf in Cashmere’s Conglomerate
LVMH: The Wolf in Cashmere’s Conglomerate
ConsumerLuxury
August 3, 2022
ChargePoint: Leading the EV Charge
ChargePoint: Leading the EV Charge
Electric VehiclesEnergyInfrastructureRenewable Energy
August 19, 2022
Atlas Copco: Sweden’s Best Kept Secret
Atlas Copco: Sweden’s Best Kept Secret
IndustrialsManufacturing
August 24, 2022
GE: Lessons From the Rise and Fall
GE: Lessons From the Rise and Fall
IndustrialsManufacturingAviation
September 14, 2022
Trader Joe’s: Grocer to the Overeducated and Underpaid
Trader Joe’s: Grocer to the Overeducated and Underpaid
ConsumerRetailAgrifood
September 28, 2022
Intuit: An Operating System for Small Businesses
Intuit: An Operating System for Small Businesses
TechnologyVertical SoftwareFinancial Software
October 5, 2022
Spotter: Finding YouTube Creators
Spotter: Finding YouTube Creators
TechnologySocial Media
October 12, 2022
Archaea Energy: Turning Pollution into Profit
Archaea Energy: Turning Pollution into Profit
Renewable EnergyEnergy
October 19, 2022
Cameo: Monetizing Fame
Cameo: Monetizing Fame
TechnologyConsumerSocial MediaMarketplaces
October 26, 2022
The Home Depot: The Pro Builder’s Choice
The Home Depot: The Pro Builder’s Choice
ConsumerRetailHome-Builders
November 2, 2022
Harvard Business Publishing: A Case Study
Harvard Business Publishing: A Case Study
ServicesPublishing
November 16, 2022
Brookfield Asset Management: Alternative Cash Flows
Brookfield Asset Management: Alternative Cash Flows
Asset Management
November 25, 2022
Floor & Decor: Raising the Floor
Floor & Decor: Raising the Floor
IndustrialsHome-BuildersRetail
December 7, 2022
DoorDash: Looking for Profitable Routes
DoorDash: Looking for Profitable Routes
Online GroceryTechnologyConsumer
December 14, 2022
WeChat: China’s Operating System
WeChat: China’s Operating System
TechnologySocial Media
January 18, 2023
Orangetheory Fitness: A Franchise HIIT
Orangetheory Fitness: A Franchise HIIT
FranchisingFitnessConsumer
January 27, 2023
Qualcomm: Making Smartphones Smart
Qualcomm: Making Smartphones Smart
TechnologySemiconductors
February 1, 2023
Constellation Software: Principled, Profitable, Permanent
Constellation Software: Principled, Profitable, Permanent
TechnologyVertical SoftwareRoll-Up
February 16, 2023
The Walt Disney Company: An Entertainment Empire
The Walt Disney Company: An Entertainment Empire
Consumer
March 15, 2023
Legacy Data Centers: A Short Thesis on Data Centers
Legacy Data Centers: A Short Thesis on Data Centers
Data CentersInfrastructureTech - Infrastructure
March 28, 2023
Titan: A Golden Case in Indian Retail
Titan: A Golden Case in Indian Retail
RetailConsumerLuxury
April 5, 2023
Electronic Arts: FIFA, The Sims, Madden and More
Electronic Arts: FIFA, The Sims, Madden and More
TechnologyGaming
April 12, 2023
