169. Spin-Offs, Reverse M&A, and Wellness: The Logic of Recent Consumer M&A Deals (Fererro Buying Kellogg and Kraft Heinz Breakup)

169. Spin-Offs, Reverse M&A, and Wellness: Th...

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TWSS x CNBC's Dan Nathan & Guy Adami: "He Said She Said" | SaaSpocolyspe + Elon Musk's SpaceX / xAI Merger

Send us a textKristen and Jen are joined by Guy Adami and Dan Nathan of CNBC's Fast Money for the fifth installment of "He Said, She Said." The conversation kicks off with the so-called "SaaS Apocalypse" — the brutal selloff across software stocks — and unpacks how the market nar ...  عرض المزيد

Private Infrastructure Investing 101 feat. Billionaire Founder / CEO: Mike Dorrell of Stonepeak

Send us a textIn this Infrastructure 101 episode, we sit down with Mike Dorrell, co-founder, chairman, and CEO of Stonepeak, to unpack how infrastructure investing evolved from a niche corner of finance into one of the most important asset classes shaping the global economy. We w ...  عرض المزيد

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Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
Business Breakdowns

Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the fastest-growing end markets in the world ...  عرض المزيد

Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
Making Markets

Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked ...  عرض المزيد

Cintas: Rags to Riches - [Business Breakdowns, EP.173]
Business Breakdowns

This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around $1.50 per worker per day, Cintas will collect, clean, and replace uniforms for organizations in industries such as lodging, hospitality, entertainment ...  عرض المزيد

Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban
The Prof G Pod with Scott Galloway

This week on Prof G Markets, Scott shares his thoughts on what he thinks is the worst ever rebrand: HBO’s shift to Max. He then takes a look at fast casual restaurant Cava’s IPO filing and examines why its competitor Chipotle is one of the best performing stocks this year. Scott ...  عرض المزيد