Founders

Ep.369

#369: Elon Musk and The Early Days of SpaceX

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading Liftoff: Elon Musk and the Desperate Early Days That Launched SpaceX by Eric Berger.

11.02.2024

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Business Breakdowns

Ep.190

Demographics Driving Real Estate

Fernando De Leon is the founder of Leon Capital. We cover which demographic factors make a region an attractive opportunity to invest in, how nearshoring and global trade flows affect local real estate markets, and what we can expect the future of real estate to look like in an age dominated by data centers and clean energy.

11.06.2024

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Glue Guys

Ep.11

Demanding and Supportive

What is Ravi Gupta's story? Despite Ravi's initial discomfort, Alex and Shane go deep on his life and background. We learn about the family members who shaped him and how his career path has been anything but a straight line. Ravi reflects on how the people around him have always been "demanding and supportive" and why it's so important for him to live that way every day.

11.07.2024

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Invest Like The Best

Ep.395

Redefining Semiconductor Progress

Andrew Homan is a Managing Partner at Maverick Silicon and Chris Miller is the author of Chip War. We cover the geopolitical implications of the race for superior chip technology, how venture capital is playing the AI-driven boom in the industry, and where innovation is happening beyond just Nvidia.

11.05.2024

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Business Breakdowns

Ep.92

Hermès: The Luxury Icon

Mark Urquhart is a partner at Baillie Gifford. We cover the brand's iconic handbags, how Hermès exudes exclusivity, and its potential for future growth.

01.11.2023

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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.298

#298 I had lunch with Sam Zell

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from having lunch with Sam Zell and reading Zeckendorf: The Autobiography of The man Who Played a Real-Life Game of Monopoly.

04.10.2023

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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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Joys of Compounding

Ep.22

The Art of Accel-ing

Rich Wong is a General Partner at Accel. We cover the research process that led to his early investment in Atlassian, why Accel chose to focus on bootstrapping early-stage companies, how the venture ecosystem is changing, and why policy and philanthropy are so important.

10.21.2024

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