Business Breakdowns
Episode 179 Five Handpicked Highlights
Business Breakdowns

Episode 179: Five Handpicked Highlights

Business Breakdowns

Episode 179

Five Handpicked Highlights

Matt Reustle is the host of Business Breakdowns. We cover five previous episodes in search of the best frameworks for thinking about end markets and explore lessons on the power of scale, pricing power, geography, collaboration, and licensing.

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(00:00:00) Welcome to Business Breakdowns

(00:02:53) Analyzing End Markets

(00:04:58) L’Oreal Breakdown: Low Barriers to Entry, High Barriers to Scale

(00:10:08) AMETEK: Small, Low Growth Markets

(00:14:06) Vulcan Materials: Geographic Nuance

(00:16:47) ASML: Technological Collaboration

(00:21:05) Dolby: The Power of Patents

Five Handpicked Highlights

Introduction

Matt
Welcome back to Business Breakdowns. This is Matt Reustle. And we're mixing up the format this week. We're coming up on 200 episodes of Business Breakdowns. And one of the best things about hosting this show is each episode brings something completely different, but you start to see the connective tissue that ties certain businesses together, the frameworks that are well-documented in some cases and less-documented in other cases. And you really start to just create this mapping of different industries, different end markets, different business strategies.

And we're often getting asked in conversation, what's your favorite episode? And I certainly have favorite episodes, which you might hear in this conversation. But I think there's ideas that come out of episodes that really stand out to me and things that are thought-provoking in a way that I hadn't considered before. I want to think about applying them, whether it's operating our media business or thinking about it through the investing lens.

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