Invest Like The Best

Ep.387

What Makes A Glue Guy?

Shane Battier is an NCAA and NBA Champion, Alex Smith was the first pick in the NFL draft, a Pro Bowler, and 16-year NFL veteran, and Ravi Gupta was CFO at Instacart and is now a partner at Sequoia. We cover the concept of "glue guys", what their new podcast will explore, and what makes for an exceptional teammate.

09.10.2024

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Art of Investing

Ep.18

The Art of Compounding

Mitch Rales is the co-founder of Danaher. We cover the formula behind four decades of compounding success, why benchmarking and continuous adaptation are essential to building a winning organization, and the fishing trip that inspired his philanthropy.

04.29.2024

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Invest Like The Best

Ep.385

AI, Semiconductors, and the Robotic Frontier

Gavin Baker is the Managing Partner and CIO of Atreides Management. We cover the competition at scale among the Magnificent Seven, what he's learned from observing Nvidia's growth over a quarter-century, and how investors should approach the current AI paradigm.

08.27.2024

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Glue Guys

Ep.1

At The Helm

What makes a great coach? Shane talks about playing college basketball under Coach K. Alex highlights his time in Kansas city with Andy Reid. Ravi gives insight into his mentorship from legendary investor Doug Leone. We kick off with themes around humility, ego, authenticity, and the dance between seriousness and silliness in leadership.

09.10.2024

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Business Breakdowns

Ep.65

Rolex: Timeless Excellence

Ben Clymer is the founder and executive chairman of HODINKEE. We cover the fascinating history of Rolex, the mechanics of the luxury watch market, and how Rolex marries manufacturing and marketing excellence to separate it from other brands.

07.15.2022

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