50X

Ep.1

Asurion: The Early Days (‘95-‘01) with Kevin Taweel

Kevin Taweel is the co-founder and Chairman of Asurion. We cover the process for identifying the perfect acquisition target, how vertical integration revolutionized the handset insurance industry, and the pivotal capital allocation decisions that drove Asurion's growth.

05.07.2025

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Business Breakdowns

Ep.218

Moncler: The Après Playbook

Chris Davies is an investment manager at Baillie Gifford. We cover Moncler's evolution from making mountaineering gear into a luxury fashion empire, the strategic imperative behind their acquisition of Stone Island, and how their shopping experience differentiates the brand in the crowded outerwear market.

05.30.2025

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Invest Like The Best

Ep.425

Building Alpine

Graham Weaver is the founder and Managing Partner of Alpine Investors. We cover the three North Stars shaping Alpine's outperformance, how it became the most coveted destination for business school graduates, and why executives should seek the same level of coaching as professional athletes.

05.27.2025

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Invest Like The Best

Ep.355

A Conversation with Charlie Munger & John Collison

Charlie Munger was the vice chairman of Berkshire Hathaway. In this conversation with Stripe's John Collison, recorded last year, he shares the ingredients for long-term business success, his thoughts on American society writ large, and what makes Berkshire special.

12.05.2023

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Founders

Ep.383

#383: Todd Graves and his $10 Billion Chicken Finger Dream

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading the transcript of two interviews with Raising Cane's Founder Todd Graves.

03.17.2025

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