Ranked #1
Nubank: David vs Goliaths - [Business Breakdowns, EP.123]
Nubank: David vs Goliaths - [Business Breakdowns, EP.123]
This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Nubank. The Brazilian-based neobank has ... Read more
9 Aug 2023
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1hr 5mins
Ranked #2
Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]
Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]
This is Zack Fuss, an investor at Irenic Capital. Today, we're breaking down Argenx, an immunology company founded in 20... Read more
2 Aug 2023
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43mins
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Ranked #3
Copart: The Car Undertaker - [Business Breakdowns, EP.121]
Copart: The Car Undertaker - [Business Breakdowns, EP.121]
This is Matt Reustle and today we are breaking down the vehicle auction giant, Copart. You may be unfamiliar with Copart... Read more
26 Jul 2023
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50mins
Ranked #4
Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]
Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]
This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Lululemon Athletica. The Canadian compan... Read more
19 Jul 2023
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46mins
Ranked #5
Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]
Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]
This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the vertical market software business, T... Read more
12 Jul 2023
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50mins
Ranked #6
Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]
Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]
This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the biggest manufacturer of chip making ... Read more
5 Jul 2023
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46mins
Ranked #7
ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]
ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]
This is Matt Reustle and today we are back covering the semiconductor value chain. ASML was once a forgotten subsidiary ... Read more
28 Jun 2023
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51mins
Ranked #8
Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]
Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]
This is Jesse Pujji and today we are breaking down Roku. With all the hype about social media and smartphones, it’s easy... Read more
21 Jun 2023
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41mins
Ranked #9
Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]
Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]
This is Matt Reustle and today we are breaking down the mobile gaming industry. It was several months ago that I was rea... Read more
14 Jun 2023
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51mins
Ranked #10
First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]
First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]
This is Matt Reustle and today we are breaking down First Citizens Bank. I'm joined by investors with plenty of experien... Read more
7 Jun 2023
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1hr 3mins