Mark Cuban on Drugs, Investing, and Advice fo...

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GE Aerospace Goes Vertical (Integration)

After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flippin ... Show more

. 21min 52sec

Bloom Energy’s “Time-to-Power” Moat

A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and h ... Show more

. 28min 56sec

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