The Business Breakdowns Podcast: Recent Episodes

Ryan Reeves

https://businessbreakdowns.substack.com

In this conversation, we cover:

how Ralph thinks about hidden champions
what pesto taught him about moats
the standard required for huge concentration
how Ralph does scuttlebutt
how his operating experiences have helped him become a better investor
and much more!

You can find Ralph's blog here to learn more about him and his process.

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.investing-city.com/subscribe

In this conversation, we cover:

how Sustainable growth has 8 ten baggers
lessons from Mastercard
overviews of big winners like Pro Medicus and Wisetech Global
many other companies like MELI and NVDA, etc

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.investing-city.com/subscribe

You can find Rodrigo on X ⁠here⁠.

In this conversation, we cover:

Tankers
Small banks
Coal
Healthcare (TMDX, EW)
Shorting
Macro
How to break down a sector from scratch

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.investing-city.com/subscribe

You can learn more about Naavik ⁠here⁠.

In this conversation, we cover:

Gaming industry size: $180 billion
Mobile half of that and then 50/50 console/pc
Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX)
Future of gaming and the evolution over the last few years
Roblox and user-generated platforms
Aaron's 5 biggest personal portfolio positions: MELI, AMZN, NFLX, SHOP, BRKA

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.investing-city.com/subscribe

In this conversation, we cover:

Background
Philosophy
The level of pain felt during your investing life relates to the extent of your understand of the value of the businesses you own
Reysas
Intellego
Life insights

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.business-breakdowns.com/subscribe

In this conversation, we cover:

You can learn more about Jean Philippe and Arauca Capital ⁠here⁠.

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.business-breakdowns.com/subscribe

In this conversation, we cover:

Ryan’s strategy of stacking his roster of companies
Why America will need more electricity and natural gas
Game unchangers
The power of quantitative force-ranking
Why he observes and tries to not have opinions on where the market is headed
And so much more!

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.business-breakdowns.com/subscribe

In this conversation, we cover:

Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businesses
TransMedics and how he was able to hang on through volatility
Some details on position sizing and rules around that
And much more!

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Get full access to Investing City at www.business-breakdowns.com/subscribe

You can follow Fundasy Investor here.

In this conversation, we cover:

Will’s investment philosophy
Why Kinsale is an especially interesting company
A mini masterclass in the insurance sector

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Get full access to Investing City at www.business-breakdowns.com/subscribe

You can follow Mark on X ⁠here⁠.

In this conversation, we cover:

how in every business, there is a "tastes like chicken" layer
why marketing and accounting are underrated business functions
why business transparency can lead to healthy company cultures
and much more!

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

See less

Get full access to Investing City at www.business-breakdowns.com/subscribe

You can find Ian on X ⁠here⁠ and apply to Microcap Club ⁠here⁠.

In this conversation, we cover:

Ian’s philosophy
Top down: Good story, scarcity (1/1), tailwind, undiscovered
Bottom up: Fort Knox balance sheet, profitable, cash flow, could grow through recession, valuation 2x over 3 years)
Ian’s edge with personal management relationships
Why investors’ main job is getting to the truth quicker
And much more

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content here.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Get full access to Investing City at www.business-breakdowns.com/subscribe

In this conversation, we cover:

how Andrew Martin has been able to crush the market
the filters Andrew uses to sort small/micro cap stocks
some examples including Shelly Group, McCoy Global, and Cyviz

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Get full access to Investing City at www.business-breakdowns.com/subscribe

In this conversation, we cover:

the medtech approval process
why reimbursement is so important
many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo, Delcath

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Get full access to Investing City at www.business-breakdowns.com/subscribe

In this conversation, we cover:

how Drowsy's grandfather held Coca-Cola for 50 years
Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc)
how time is the friend of conviction
there may even be some small appearances from his son in the background 😅

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can follow Brent on X ⁠here⁠ and find out more about Permanent Equity ⁠here⁠.

In this conversation, we cover:

why Brent loves finding niches
the hygiene layer of business
what types of questions Brent asks when assessing a business
some examples from Permanent Equity's 15 company portfolio
why an owner moat might be a bad thing

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can find Brad on X ⁠here⁠ and find his newsletter ⁠here⁠.

In this conversation, we cover:

Brad's investment philosophy of finding companies that have to do less work per customer
Nubank's investment case
Differences between Nu and SoFi
How Brad doubled down on Meta
Some other companies like Crowdstrike, SentinelOne, and Duolingo.

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!
You can find more information and content ⁠here⁠.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can find Nick on X here: ⁠https://twitter.com/nicholasp66⁠

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If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!

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Website: ⁠⁠https://www.investingcity.org⁠⁠
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Twitter: ⁠⁠RyanReeves_⁠⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

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You can subscribe to Jeff's newsletter here: https://www.enerwrap.com/

Or follow him on X here: https://twitter.com/EnergyCredit1

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You can follow Investing Bear ⁠here⁠ on X.

Companies mentioned:

E.l.f
Duolingo
Shopify
Paycom
Aehr Systems
Klaviyo
Walmart
Amazon
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!

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Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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This is part 2 of our sector analysis on semiconductors.

You can check out Doug's substack here: ⁠Fabricated Knowledge⁠.

We go deep on semis.

Here are some of the companies mentioned:

Nvidia
ASML
Applied Materials
Intel
AMD
Synopsys
Cadence
TSMC
SMIC
KLA Corp
Lam Research
Thank you so much for listening, we really appreciate you.
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We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.

In this episode, we're going through the cybersecurity industry.

Here are just a few of the companies mentioned:

Crowdstrike
Microsoft
SentinelOne
Cloudflare
Palo Alto Networks
Fortinet
Okta
Cyberark
ZScaler
Datadog

You can learn more about Francis Odum ⁠here⁠.

Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a ⁠⁠⁠review⁠⁠⁠ as it will help more people find it! Thanks you're awesome!

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Website: ⁠⁠⁠https://www.investingcity.org⁠⁠⁠
YouTube: ⁠⁠⁠Investing City⁠⁠⁠
Twitter: ⁠⁠⁠RyanReeves_⁠⁠⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠⁠here⁠⁠⁠.

Get full access to Investing City at www.business-breakdowns.com/subscribe

We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.

We are kicking off this new series going through the complex value chain of the semiconductor industry.

Here are just a few of the companies mentioned:

Nvidia
AMD
TSMC
Broadcom
Microsoft
Google
Amazon
Marvell
Micron
ASML
Cadence
Synopsys

You can learn more about Chris Zeoli and WingVC ⁠here⁠.

Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

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Website: ⁠⁠https://www.investingcity.org⁠⁠
YouTube: ⁠⁠Investing City⁠⁠
Twitter: ⁠⁠RyanReeves_⁠⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Get full access to Investing City at www.business-breakdowns.com/subscribe

Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

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Website: ⁠⁠https://www.investingcity.org⁠⁠
YouTube: ⁠⁠Investing City⁠⁠
Twitter: ⁠⁠RyanReeves_⁠⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Get full access to Investing City at www.business-breakdowns.com/subscribe

Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

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YouTube: ⁠⁠Investing City⁠⁠
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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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We have just a couple more replays before releasing our new episodes so stay tuned!

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

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Website: ⁠⁠https://www.investingcity.org⁠⁠
YouTube: ⁠⁠Investing City⁠⁠
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Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes.

Get ready for weekly episodes!

Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

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In this conversation we cover:

Paul's background
How he uses the CANSLIM method in Canadian microcaps
His criteria for picking stocks
Why low volume stocks are enticing
How he manages his time
What it takes to be a successful investor
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Disclaimer: Must be accredited to become an limited partner.

Below are the links and resources mentioned in the episode:

The full slide deck: https://drive.google.com/file/d/1buuEI123WigFijrtzh_wXSAxd86Bae0v/view?usp=sharing
The post about our process here: https://www.infuse-am.com/post/our-investment-process
The website: https://www.infuse-am.com
And here is my email: ryan@infuse-am.com

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In this conversation we cover:

why Opendoor is Tyler's largest personal holding
the market dynamics of ibuying
the competitive landscape for Opendoor
the future optionality of the company
the main risks for Opendoor
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In this conversation we cover:

Yaron's investment philosophy
why he is bullish on KKR
an overview of the private equity landscape
and much more!
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In this conversation we cover:

The Guardian Fund's strategy
Why Shopify has been a huge winner for Georg's fund
Why the cloud is one of Georg's favorite industries
And much more!
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Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey through technical analysis and what investors can learn from it.

In this conversation we cover:

Nick's north star of returns
What investors can learn from traders
Why stop losses can actually be helpful
and so much more!
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You can find more on Joe here: https://twitter.com/SagaPartners

In this conversation we cover:

deep dives into GoodRx and Redfin
why both companies are interesting
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In this conversation we cover:

Scott's process for following billion-dollar funds
Some interesting names that have come out of his research like Airbnb!
A tale from Will Danoff, the manager of Fidelity's Contrafund
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In this conversation we cover:

Left Brian's 5 criteria for finding great companies
Crowdstrike
Nvidia
and much more!
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You can find more information about Marcelo here: https://www.hellerhs.com/blog

In this conversation we cover:

why Marcelo was initially skeptical about Lemonade and how he formed conviction
Lemonade's origin story
why Lemonade is an interesting business
the market opportunity
and everything in between!
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You can find James on Twitter here: https://twitter.com/TenebristGlobal

In this conversation we cover:

James' background
What he learned at ShawSpring partners as an early analyst and then Head of Research
What ecosystem control is
Carvana's competitive advantage and ecosystem control
And much more!
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In this conversation we cover:

Ted's background at the Yale endowment and Protege Partners
What he looks for in an investment manager
How he invests his own money
The genesis of the Capital Allocators podcast
And much more!
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In this conversation we cover:

a recent IPO, Upstart
the business/how it makes money
competitors
investment runway
financials
management
and much more!
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In this conversation we cover:

Robert's background at a few investment firms
The Compound Kings investment philosophy
Why Robert thinks gross profit - sales & marketing is a great metric
Why cash flow is so important
And much more!

You can check out the ETF here: https://kngsetf.com/

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In this conversation we cover:

DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. Enjoy!

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You can find out more about Jonah through his Twitter profile.

In this conversation we cover:

Jonah's background in investing
his investing style and philosophy
a melanoma-detecting patch company
an AI-underwriting company
an alternative to sleep apnea medical device
and much more!
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You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/

In this conversation we cover:

the difference between proxies and principles
how to think differently
why retail investors are underrated
Snap, Tesla and Sea Limited
and MUCH more....
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No guest this week, you're stuck with me :)

I break down the most recent addition to the Dynasty portfolio. Check it out!

You can find more details about the Dynasty Membership here: https://www.investingcity.org/subscriptions

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In this conversation, we cover Brian's checklist for finding quality companies.

Part 1 of the checklist can be found here: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20

Part 2 here, The Gauntlet: https://twitter.com/BrianFeroldi/status/1324359239469588485?s=20

Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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You can read Packy's 2-part series on Reliance [HERE] and [HERE].

https://notboring.substack.com/p/reliance-gateway-of-india

In this conversation we cover:
- Packy's process for writing the "Not Boring" newsletter
- what is Reliance and why we should care
- the history and future of Reliance
- how Reliance could replicate Tencent's playbook

Thank you so much for listening, we really appreciate you.
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Shownotes:

Bloomberg article referenced
Nintendo Annual Letter

In this conversation we cover:

an amazing story about Ryan's grandfather
Crossroad Capital's strategy
why Ryan seeks out disconfirming evidence
the bull thesis for Nintendo
why the Nintendo bears are wrong
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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You can follow Richard on Twitter [HERE] and check out Saga [HERE].

In this conversation we cover:

how to supercharge your investing journey
how Richard went from never investing to a buyside position
the future of healthcare
why Livongo and Teladoc are a powerful combination
and much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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Check out Peter's website at: softwarestackinvesting.com

In this conversation we cover:

the origin of his blog
how his unique perspective enables him to invest in software stocks
his top three positions (listen to find out all of them 😋)
some unique resources he uses to research software
and much, more more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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Ben Claremon is a portfolio manager at Cove Street Capital.

In this conversation we cover:

Cove Street Capital's investment process
what the Buffett List is
how to read a proxy statement
a deep dive on a company in Cove Street's portfolio.
and a whole lot more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

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Website: https://www.investingcity.org
YouTube: Investing City
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Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can find Muji's (@hhhypergrowth) excellent blog post here: https://hhhypergrowth.com/what-are-edge-networks/

In this conversation we cover:

what an edge network is
how Fastly and CloudFlare are different
why central clouds will still be important
some other companies like ZScaler and Agora
and much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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Website: https://www.investingcity.org
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Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Get full access to Investing City at www.business-breakdowns.com/subscribe

You can check out Eric's company, Antrim, [HERE].

In this conversation we cover:

Eric's focus when analyzing a company
why Eric is long Lemonade and Despagar
why Eric is short Kinsale and TransDigm
a lot of insights about the insurance and travel industries
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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Website: https://www.investingcity.org
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Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Get full access to Investing City at www.business-breakdowns.com/subscribe

In this conversation we cover:

some trades Osman made during the past few months
why TJ Maxx and Popeyes are interesting businesses
the difference between an opportunistic bet and a long term holding
Tencent's investments
and much, more more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

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Website: https://www.investingcity.org
YouTube: Investing City
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Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Get full access to Investing City at www.business-breakdowns.com/subscribe

In this conversation we cover:

how Turner broke into venture capital
what he looks for in early-stage investments
where he thinks his edge is an example of making a VC investment
his analysis on Snapchat
and much more!

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

Premium Research Website: https://www.investingcity.org

YouTube: Investing City Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can learn more about Jeremy here: https://jdpcap.com/

In this conversation we cover:

the history and future of the advertising industry
a bunch of companies that will benefit from this shift
you won't want to miss this one!

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a review as it will help more people find it!

You can find more information and content by going to these places:

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Twitter: investing_city
Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Get full access to Investing City at www.business-breakdowns.com/subscribe

In this episode, we talk about: * why Shopify’s approach is so much different than Amazon * why Shopify’s supply-side ownership is unique * the size of the company’s market * why big brands love Shopify * some awesome new announcements surrounding the company like its partnerships with Facebook and Walmart * and MUCH more…

You can subscribe to Business Breakdowns by clicking this link: https://businessbreakdowns.substack.com

Thanks to everyone who had feedback for us about this podcast!

We are still trying things but we think we found an answer.

The Business Breakdowns newsletter looks at businesses through more of a historical lens…

what has the company looked like up to this point?

what have the financials told us?

how does the business make money?

So the goal of the Business Breakdowns podcast will be to see into the future…

what could disrupt this business?

what will the company look like in 5-10 years?

what are the advantages that will create a deeper moat or the disadvantages that make the company susceptible to change?

We received some great feedback on our Netflix episode so we’ll stick with this plan for now.

Without further ado, check out our latest episode…

We talk about the future of Google!

What could "disrupt" it?

Why is it such a strong business?

The difference between platforms and search

The difference between search and answers

Which part of Google's moat could be susceptible

Subscribers can get these podcasts straight to their favorite audio player.

Just follow these steps:

Go to “My Account”

Then “Click here”

Then you will come to a page that says “Email me the link.” Click that.

You should be good to go after you retrieve the email and click whatever link shows up there.

Don’t forget to leave a comment or some feedback on this podcast! We love hearing from everyone! 😁

Subscribe at businessbreakdowns.substack.com

We talk about the future of Google!

What could "disrupt" it?
Why is it such a strong business?
The difference between platforms and search
The difference between search and answers
Which part of Google's moat could be susceptible
And much more!

Enjoy this one!

If you're not a subscriber yet, please the Business Breakdowns newsletter.

Insight for Paid Subs

This is our second episode of The Business Breakdowns Podcast.

For paid subscribers, you can click the little drop-down arrow at the top right of your screen and navigate to “My Account.”

From there, you can actually choose your preferred podcasting app and so these episodes can automatically be uploaded straight to that.

Episode Background

Ok, onto this episode. This is a bit of an experiment but my friend, Mike Dariano, and I talk about the future.

We frame the conversation with this question:

if Netflix started underperforming in the future, why would that be?

From this question, we talk all about media, trends and some interesting questions that arise.

If you enjoy the episode, please let us know with a ♥️ or a comment.

If we don’t get much feedback, we’ll try something different. Thanks so much!

Last 3 Breakdowns

Roku

Facebook

Visa

Subscribe at businessbreakdowns.substack.com

On this episode

We talk about:

Netflix's pre-mortem
audio monetizing at low rates
Spotify vs. Netflix
Roku
and much more!

More

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a review as it will help more people find it!

Thanks you're awesome!

You can find more information and content by going to these places:

Business Breakdowns
Investing City

https://businessbreakdowns.substack.com