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 (this is a work-in-progress).
Electronic Arts: FIFA, The Sims, Madden and More
Electronic Arts: FIFA, The Sims, Madden and More
TechnologyGaming
April 12, 2023
106
Titan: A Golden Case in Indian Retail
Titan: A Golden Case in Indian Retail
RetailConsumerLuxury
April 5, 2023
105
Legacy Data Centers: A Short Thesis on Data Centers
Legacy Data Centers: A Short Thesis on Data Centers
Data CentersInfrastructureTech - Infrastructure
March 28, 2023
103
The Walt Disney Company: An Entertainment Empire
The Walt Disney Company: An Entertainment Empire
Consumer
March 15, 2023
101
Wise: Moving Money Around the World
Wise: Moving Money Around the World
FintechPayments
March 1, 2023
99
Floor & Decor: Raising the Floor
Floor & Decor: Raising the Floor
IndustrialsHome-BuildersRetail
December 7, 2022
97
Constellation Software: Principled, Profitable, Permanent
Constellation Software: Principled, Profitable, Permanent
TechnologyVertical SoftwareRoll-Up
February 16, 2023
97
Qualcomm: Making Smartphones Smart
Qualcomm: Making Smartphones Smart
TechnologySemiconductors
February 1, 2023
95
Orangetheory Fitness: A Franchise HIIT
Orangetheory Fitness: A Franchise HIIT
FranchisingFitnessConsumer
January 27, 2023
94
WeChat: China’s Operating System
WeChat: China’s Operating System
TechnologySocial Media
January 18, 2023
93
DoorDash: Looking for Profitable Routes
DoorDash: Looking for Profitable Routes
Online GroceryTechnologyConsumer
December 14, 2022
88
Brookfield Asset Management: Alternative Cash Flows
Brookfield Asset Management: Alternative Cash Flows
Asset Management
November 25, 2022
85
Harvard Business Publishing: A Case Study
Harvard Business Publishing: A Case Study
ServicesPublishing
November 16, 2022
84
The Home Depot: The Pro Builder’s Choice
The Home Depot: The Pro Builder’s Choice
ConsumerRetailHome-Builders
November 2, 2022
81
Cameo: Monetizing Fame
Cameo: Monetizing Fame
TechnologyConsumerSocial MediaMarketplaces
October 26, 2022
80
Archaea Energy: Turning Pollution into Profit
Archaea Energy: Turning Pollution into Profit
Renewable EnergyEnergy
October 19, 2022
79
Spotter: Finding YouTube Creators
Spotter: Finding YouTube Creators
TechnologySocial Media
October 12, 2022
78
Intuit: An Operating System for Small Businesses
Intuit: An Operating System for Small Businesses
TechnologyVertical SoftwareFinancial Software
October 5, 2022
77
Trader Joe’s: Grocer to the Overeducated and Underpaid
Trader Joe’s: Grocer to the Overeducated and Underpaid
ConsumerRetailAgrifood
September 28, 2022
76
Polaroid: The Genius of Edwin Land
Polaroid: The Genius of Edwin Land
ConsumerFilm
September 21, 2022
75
GE: Lessons From the Rise and Fall
GE: Lessons From the Rise and Fall
IndustrialsManufacturingAviation
September 14, 2022
74
Atlas Copco: Sweden’s Best Kept Secret
Atlas Copco: Sweden’s Best Kept Secret
IndustrialsManufacturing
August 24, 2022
71
ChargePoint: Leading the EV Charge
ChargePoint: Leading the EV Charge
Electric VehiclesEnergyInfrastructureRenewable Energy
August 19, 2022
70
LVMH: The Wolf in Cashmere’s Conglomerate
LVMH: The Wolf in Cashmere’s Conglomerate
ConsumerLuxury
August 3, 2022
68
McKinsey & Company: The First Management Consultants
McKinsey & Company: The First Management Consultants
ServicesConsulting
March 30, 2022
52
AutoZone: Exemplary Capital Allocation
AutoZone: Exemplary Capital Allocation
IndustrialsAuto Parts
November 24, 2021
36
MongoDB: The Database Platform
MongoDB: The Database Platform
TechnologyDbaaSTech - Infrastructure
November 3, 2021
33