Business Breakdowns

Business Breakdowns

Release Date

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Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]

Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's technology—though most of what they do happens behind the scenes in airline operatio ...  عرض المزيد

Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]

Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair Asset Management, helped explain exactly how Doximity works as a business. Jim ge ...  عرض المزيد

GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]

Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Partners, joins me to explore what is now a pure-play aerospac ...  عرض المزيد

Alternative Investing: Alts For All - [Business Breakdowns, EP.234]

This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss wh ...  عرض المزيد

Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]

This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges along the way into the third-largest broker in the USA. Art ...  عرض المزيد