About
50X dissects the anatomy of extraordinary long-term investments. We track the often circuitous route to exceptional long-term returns, exploring the foundations of value creation and how that rarest of investment commodities—conviction—is created, maintained, threatened, and sometimes lost. Each episode of 50X looks in detail at an investment that has appreciated at least 50-fold. It is created by Will Thorndike and Compounding Labs, in partnership with Colossus.
Host
Will Thorndike
Will is the author of The Outsiders, co-founding partner of Compounding Labs, and Chairman of two public businesses.
Featured
50X
Ep.1
TransDigm: Foundations with Nick Howley
Nick Howley is the Founder and Executive Chairman of TransDigm. We cover TransDigm’s foundations under private ownership, dig into its core value drivers, and explore the business's early M&A motion.
07.14.2022
50X
Ep.2
TransDigm: Redeeming the Most Painful Loss with Rob Small
Rob Small is a Managing Director at Berkshire Partners. We cover the core elements composing TransDigm’s business quality, Berkshire’s and Stockbridge’s initial investments, and the trajectory of Rob’s conviction.
07.21.2022
50X
Ep.3
Operator to Capital Allocator with Nick Howley
Nick Howley is the Founder and Executive Chairman of TransDigm. We cover TransDigm’s evolution while under public ownership, unpack its approach to special dividends, and examine meaningful acquisitions alongside disruptive crises.
07.28.2022
50X
Ep.4
Private Equity in the Public Markets with Rob Small
Rob Small is a Managing Director at Berkshire Partners. We cover TransDigm's approach to capital allocation, Rob's position management over time, and compare TransDigm with traditional PE portfolio companies.
08.04.2022
50X
Ep.3
Operator to Capital Allocator with Nick Howley
Nick Howley is the Founder and Executive Chairman of TransDigm. We cover TransDigm’s evolution while under public ownership, unpack its approach to special dividends, and examine meaningful acquisitions alongside disruptive crises.
07.28.2022
50X
Ep.2
TransDigm: Redeeming the Most Painful Loss with Rob Small
Rob Small is a Managing Director at Berkshire Partners. We cover the core elements composing TransDigm’s business quality, Berkshire’s and Stockbridge’s initial investments, and the trajectory of Rob’s conviction.
07.21.2022
50X
Ep.1
TransDigm: Foundations with Nick Howley
Nick Howley is the Founder and Executive Chairman of TransDigm. We cover TransDigm’s foundations under private ownership, dig into its core value drivers, and explore the business's early M&A motion.
07.14.2022