Kering: It’s Gucci - [Business Breakdowns, EP...

This episode was originally recorded in March 2025. ​Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent when talent doesn't work hard. W ...  Show more

This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI and automation in 2026, machine vision is becoming an increasingly important par ...  Show more

Click Here to Get All Podcast Show Notes!Have you ever wondered why some businesses seem to have an unfair advantage? In this episode, Sharran opens up about his interview on the Playmakers podcast hosted by Andrew Flachner, the co-founder of RealScout.Sharran and Andrew discuss ...  Show more

Gucci has long been the shining star of Kering’s luxury portfolio, but the brand's recent struggles have exposed weaknesses in the conglomerate’s position. Gucci’s sales plummeted 24 percent in the fourth quarter of 2024, dragging Kering’s overall performance down by 12 percen ...

On today’s episode, Clay is joined by Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its iconic products, such as the Birkin and Kelly bags, silk scarves, and equestrian- ...  Show more

🎬 In this new episode, I have the pleasure of welcoming Max Bittner, CEO of Vestiaire Collective and a leader in the luxury e-commerce industry.

After transforming the Asian start-up, Lazada, into an e-commerce giant sold to Alibaba in ...