Business Breakdowns

Business Breakdowns

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Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]

This is Zack Fuss. Today we are breaking down Merck, one of the world's largest and oldest pharmaceutical companies. The company has been shaping medicine and fostering innovation for over 130 years. From its humble beginnings as a small family pharmacy in Germany, today's iterat ...  Show more

American Tower: Signals and Stability - [Business Breakdowns, EP.188]

Today we are breaking down American Tower: the REIT, the communications giant, and the infrastructure asset. To break down American Tower I'm joined by William Heard, founder and CIO of Heard Capital Management. William founded Heard Capital in 2011. Today, the firm manages $2 bi ...  Show more

AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]

Today, we are breaking down the insurance giant AIG. AIG's story is one of a remarkable turnaround, a tale of a global insurance giant emerging from near collapse during the great financial crisis. Over nearly two decades, AIG has transformed itself into a more focused and effici ...  Show more

Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]

Today we are getting into the world of coffee with Gregory Zamfotis, the founder of Gregorys Coffee. We breakdown the New York City born coffee chain that now spans across twelve US states. This is a true look into what it takes to open up a coffee shop and the economics behind i ...  Show more

Going Activist in Japan - [Business Breakdowns, EP.185]

Today, we are covering what might be the most interesting investment strategy I've come across in a long time: activism in Japan. In this episode, I talk with Masumi Nishida, Partner and Managing Director for Dalton's Tokyo research office.As part of this intro, I brought on the ...  Show more