Invest Like The Best

Ep.433

Building Sixth Street

Alan Waxman is the co-founder and CEO of Sixth Street. We cover the power of flexible capital in a world of siloed funds, why so many investors take risk for granted, and the thesis that led to major partnerships with both Real Madrid and Barcelona.

07.15.2025

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Business Breakdowns

Ep.223

Agilent: Back To The Lab

Marc de Vos is a Fund Manager at Troy Asset management. We cover Agilent's journey from HP spin-off to dominating the $160 billion lab equipment market, why their razor blade business model creates strong customer loyalty, and how RNA technology is transforming their growth profile.

07.16.2025

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Founders

Ep.394

#394: An Orphan Who Built An Empire: Leonardo Del Vecchio and The Founding of Luxottica

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading Leonardo Del Vecchio by Thomas Ebhardt and The Spectacle of Big Lens: How One Giant Company Will Dominate How the World Sees by Sam Knight.

07.13.2025

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Invest Like The Best

Ep.427

The Gift and The Curse of Staying Private

Bill Gurley is a former General Partner at Benchmark Capital. We cover the breakdown of incentives that created over a thousand "zombie unicorn" companies, how late-stage venture firms have largely eliminated the need to go public to access funding and liquidity, and the investing implications if AI turns out to be the single greatest platform shift of our lifetime.

06.10.2025

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Brie Wolfson

June 2025

Flounder Mode

Kevin Kelly on a different way to do great work

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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