Glue Guys

Ep.20

Coach K: Get On The Right Bus

Mike "Coach K" Krzyzewski was the coach of Duke University's basketball team for 42 years, and led the US men's team to three Olympic gold medals. We cover his ability to get the most out of anyone who played for him, the importance of adapting your leadership style to the team in front of you, and the idea that being worthy of winning is more important than any one result when defining success.

01.09.2025

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Invest Like The Best

Ep.403

The Mechanic

Jared Kushner is the founder of Affinity Partners. We cover his formative experiences as a real estate investor, the major accomplishments from his time in government, and the people who have shaped his investing and geopolitical worldviews.

12.20.2024

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Business Breakdowns

Ep.200

Arm: The Silicon Blueprint

Jay Goldberg is the CEO and lead analyst at D2D Advisory. We cover Arm's role in the semiconductor value chain, why it chose the model of licensing architecture over making its own chips, and why its ecosystem is source of a competitive advantage.

01.08.2025

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Invest Like The Best

Ep.406

Bridging Science, Medicine, and Returns

Tal Zaks is a Partner at OrbiMed. We cover the challenges that make investing in biotech different from fields like software, the importance of seeking lessons in your successes as well as failures, and why the pursuit of returns makes large-scale capital flows into science and innovation possible.

01.14.2025

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Founders

Ep.376

#376: Jensen Huang: Founder of Nvidia

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from The Nvidia Way: Jensen Huang and The Making of a Tech Giant by Tae Kim.

01.13.2025

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The Latest Issue: Issue #1

Colossus Review

November 2024

Our new print and digital magazine + private audio experience.

 

We're going deep on the people and ideas shaping our fast-changing world and codifying what we learn as concisely and usefully as possible for you.

 

Issue #1 features a profile of Graham Duncan, an investing firm case study of Garnett Station Partners, and an in-depth exploration of whether Space is Investable. Issue #2 is already underway.

Invest Like The Best

Ep.398

Building MSCHF

Gabe Whaley is the founder and CEO of MSCHF. We cover what it was like to build a business around unbridled creativity, the decision-making process behind some of their most successful ideas, and why subverting rules and cultural norms can be a noble pursuit.

11.26.2024

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Founders

Ep.333

#333 Red Bull’s Billionaire Maniac Founder: Dietrich Mateschitz

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading The Red Bull Story by Wolfgang Fürweger.

01.08.2024

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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

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Business Breakdowns

Ep.161

AMETEK: Industrial Excellence

Nael Fakhry is the Co-CIO of the Osterweis Capital Management Growth and Income Strategy. We cover AMETEK's growth model, what Constellation Software was able to learn from it, and how its decentralized operating structure differs from other industrial conglomerates.

05.01.2024

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Founders

Ep.326

#326 Anna Wintour

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading Anna: The Biography by Amy Odell.

11.06.2023

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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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Invest Like The Best

Ep.399

Building Kith

Ronnie Fieg is the founder and CEO of Kith. We cover how his passion as a collector formed the building blocks for the founding of Kith, the story behind the famous Jerry Seinfeld campaign, and the best lessons he's learned from the greatest cultures and designers across the globe.

12.03.2024

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