Featuring

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

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

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

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

Issue 02
Colossus Review
June 2025Colossus Review is the premier publication for definitive accounts of investors, founders, companies, and the people & ideas that inspire them.
Issue 02 features profiles of Neil Mehta and crypto firm Paradigm, an in-depth exploration of robotics, and a Q&A with Blake Hall.

Invest Like The Best
Ep.426
Inside Apollo
John Zito is the Co-President of Apollo Global Management. We cover the secrets behind Apollo's origination engine, their plan for capturing a greater share of client portfolios, and why companies are abandoning banks and embracing private credit for financing deals.
06.03.2025

Joys of Compounding
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

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

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

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

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

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