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Top Tracks
1
Jim Chanos: A Short Thesis on Data Centers - [Business Breakdowns, EP. 103]
2
Electronic Arts: FIFA, The Sims, Madden and More - [Business Breakdowns, EP. 106]
3
The Walt Disney Company: An Entertainment Empire - [Business Breakdowns, EP. 101]
4
PayPal: A Digital Money Marketplace - [Business Breakdowns, EP.113]
5
Visa: The Original Protocol Business
6
Moderna: The Software of Life - [Business Breakdowns, EP. 13]
7
Dolby Laboratories: The Sound Standard - [Business Breakdowns, EP. 107]
8
Visa: The Original Protocol Business - [Business Breakdowns, EP. 07]
9
Ethereum: Into the Ether - [Business Breakdowns, EP. 09]
10
Welcome to Business Breakdowns
11
Adyen: A First Principles Payment Platform - [Business Breakdowns, EP. 50]
12
Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
13
Netflix: The Original - [Business Breakdowns, EP. 86]
14
Markel: Playing The Long Game - [Business Breakdowns, EP. 102]
15
First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]
16
Equifax: Your Score & More - [Business Breakdowns, EP.130]
17
Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]
18
3i Group: Capital in Action - [Business Breakdowns, EP.180]
19
Calm: The Sleeping Giant - [Business Breakdowns, EP. 08]
20
Ethereum: Into the Ether
21
CrowdStrike: Cyber SaaS - [Business Breakdowns, EP. 72]
22
Take-Two Interactive: GTA and NBA 2K - [Business Breakdowns, EP.124]
23
Twitter: Towing the Clown Car Out of the Goldmine - [Business Breakdowns, EP. 45]
24
Wyndham Hotels: Loyalty Matters - [Business Breakdowns, EP. 24]
25
Cloudflare: Leading Cybersecurity
26
FedEx: Anytime, Anywhere - [Business Breakdowns, EP.135]
27
Moncler: The Après Playbook
28
Chipotle: Simplicity as the Recipe for Success - [Business Breakdowns, EP. 02]
29
Universal Music Group: The Gatekeepers of Music
30
Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]
31
Alibaba: A Giant Among Giants - [Business Breakdowns, EP. 03]
32
Solana: Faster, Cheaper, More Scalable [Business Breakdowns, EP. 28]
33
Peloton: Reinventing the Wheel - [Business Breakdowns, EP. 43]
34
Twitter: Towing the Clown Car Out of the Goldmine
35
Basic-Fit: Increasing Returns to Scale - [Business Breakdowns, EP. 47]
36
Rolex: Timeless Excellence - [Business Breakdowns, EP. 65]
37
AMD: How Chips Are Changing - [Business Breakdowns, EP. 73]
38
Floor & Decor: Raising the Floor - [Business Breakdowns, EP. 87]
39
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]
40
Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01]
41
Finch Therapeutics: Empowering Immune Systems
42
AutoZone: Exemplary Capital Allocation - [Business Breakdowns, EP. 36]
43
Berkshire Hathaway: The Incomparable Compounder
44
Carbon Removal: A Primer
45
Restoration Hardware: Climbing the Luxury Mountain - [Business Breakdowns, EP.112]
46
Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]
47
Blackstone: Beyond Buyouts - [Business Breakdowns, EP. 20]
48
Padel: Causing a Racket - [Business Breakdowns, EP.127]
49
Kingspan: Influential Irish Insulation - [Business Breakdowns, EP.128]
50
Ferrari: Magic from Maranello - [Business Breakdowns, EP.140]
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