Business Breakdowns

Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover everything about their business and David Heacock, founder of FilterBuy, is exactly that.We explored the psychology of David's transition from Goldman options trader ...  Show more

Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara, the core business inside Inditex. My guest, Alistair Wittet, recently launched Aecus Partners, an equity boutique specializing in European and global equities, and has fo ...  Show more

Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital. Josh and his team at Madison launched in 2004 and evolved from a hard money lender when there really was no alternative industry called commerci ...  Show more

Today we are breaking down SpaceX. Luke Ward from Baillie Gifford was the perfect match for this episode, as he and his team first invested in SpaceX in 2018.We cover the story of SpaceX and its scientific magic, but we really key in on the business model. We focus on the cost cu ...  Show more

Today, we are covering the increasingly thematic market of venture secondaries. My guest is Ravi Viswanathan, founder and managing partner of NewView Capital. We cover some of the basics around these transactions because so much of private markets are bespoke. And while Ravi conf ...  Show more