Eric Ruden is an Analyst at Ironvine Capital. We cover the market for aircraft parts and maintenance, how the Mendelson family have built HEICO into what it is today, and how its operating model compares with that of TransDigm.

Tom Walsh is a portfolio manager at Baillie Gifford. We cover the science and architecture behind lithography machines, how ASML became the undisputed masters of EUV technology, and what factors drive the market for semiconductors more broadly.

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 distinguish it from other brands.

Freddie Lait is the founder and CIO at Latitude Investment Management. We cover the ways in which AutoZone's customer focus echoes the best of Walmart and Costco, how the business generates some of the highest returns on capital in retail, and dive into their share buyback program.

Alex Rampell is a general partner at Andreessen Horowitz, where he focuses on investing in financial services. Alex co-founded Affirm and TrialPay. We cover Visa's business model, unique history, and potential threats from other businesses and macroeconomic forces.

John Reardon is a vintage Patek expert and the founder of Collectability. We cover why Patek Phillipe deserves its title as the world's premier watchmaker, how one auction in 1989 defined the brand for years to come, and the experience of purchasing and collecting these watches.

Brian Lum is an Investment Manager at Baillie Gifford. We cover Ferrari's racing origins, how it maintains scarcity while growing revenue, and why electrification may benefit the business.

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.

Christian Billinger is the chairman of Billinger Förvaltnings. We cover the paradox between scarcity and scale in the luxury industry, analyze some of LVMH's high profile acquisitions, and delve into the history of its maverick CEO.

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 distinguish it from other brands.

Andrew Zimbalist is an author and economics Professor at Smith College. We cover the economic and social impact of bringing the Olympic Games to a city, why prospective hosts are more reluctant than ever to bid, and what can be done to reform the Games for the better.

Alan Flatt is the CEO and President of EEP Capital. We cover what makes Padel an attractive sport for both players and investors, the economics of its clubs and leagues, and whether its recent growth is sustainable over the long-term.

Dr. Rob Wilson is a department head at Sheffield Hallam University. We cover why football clubs are attractive assets for investors, the connection between on-field and financial success, and how owners are growing revenues in an age of ballooning transfer costs.

Marie Schulte-Bockum is a football journalist and Munich resident. We cover the people and philosophy behind Bayern's consistent success, the value of broadcast revenue and a prudent transfer policy, and how staying true to its roots has helped Bayern cultivate a global fan base.

Ed Cowan is an investor at TDM Growth Partners and a former professional cricketer. We cover how the IPL came to be, the unique place cricket occupies in Indian society, and the business model behind its franchise teams.

Jay Kapoor is a General Partner at VSC Ventures. We cover the NFL's unique $15 billion business, what makes it stand out relative to other sports, and how it dominates linear TV.

Stefano Domenicali is the CEO of Formula 1 and Arman Gokgol-Kline is an investor from Ruane, Cunniff & Goldfarb. We cover how Formula 1 operates and generates revenue, Stefano’s own story growing up with Formula 1 and running Ferrari, and the white space opportunities for F1.

Adnan Hadziefendic is a portfolio manager at REQ Capital. We cover the playbook behind Lifco's high-quality acquisitions, how leadership and decentralization have fueled continuous earnings growth, and why it's chosen to focus on other markets ahead of North America.

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.

Eric Ruden is an Analyst at Ironvine Capital. We cover the market for aircraft parts and maintenance, how the Mendelson family have built HEICO into what it is today, and how its operating model compares with that of TransDigm.

Joseph Shaposhnik is a portfolio manager of the TCW New America Premier Equities Fund. We cover the company's evolution from manufacturing to software, Brian Jellison’s legacy and famous acquisition strategy, and how Roper compares to other software conglomerates.

Chris Cerrone is a Partner and Portfolio Manager at Akre Capital Management. We cover Mark Leonard’s genius, why Constellation is the gold standard for employee compensation, and how the business has perfected its acquisition engine.

Chris Bloomstran is the President and CIO of Semper Augustus. We cover the specific elements that make Berkshire special, what it has taught the world about float, and why it's unlikely any business can replicate Berkshire's success.