Business Breakdowns

We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, enacted by Congress in 2022, which aimed at boosting the US's semiconductor manu ...  عرض المزيد

Today we are breaking down InterDigital, a really interesting business that sits completely under the radar for most investors.InterDigital has the foundational patented technology that makes mobile phone communication and device-to-device communication possible. Everything revol ...  عرض المزيد

Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion, which can largely be attributed to the significant growth over the past two decades. One of the headline numbers that immediately caught my attention fro ...  عرض المزيد

Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh Clarkson, managing director at Prosek Partners. Our discussion with Armen was really focused on the supply & demand dynamics of private credit, where the public markets & r ...  عرض المزيد

Today, we have a special two-part episode on private credit. In 2023, the global private credit market topped $2.1 trillion in assets and committed capital. Rather than making blanket statements like private credit is an emerging bubble, we wanted to explore the various segments ...  عرض المزيد