This is Jesse Pujji and today we’re breaking down The Walt Disney Company. Disney needs no introduction. We have all interacted with the entertainment empire in some capacity. It was founded 100 years ago as the Disney Brothers Cartoon Studio and over the ensuing century, the business has grown into a conglomerate of entertainment properties that includes th ... Show More
Nov 14
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 ... Show More
59m 20s
Nov 7
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 ... Show More
50m 14s
Oct 31
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 ... Show More
1 h
May 2024
Disney's $60 Billion Parks Plan
Riley and Aaron discuss Disney's announcement of investing $60 billion over 10 years into their parks, with $1.9 billion specifically going to Disneyland expansions.They analyze what the investments could go towards, like potential new lands, rides, and expansions based on concep ... Show More
40m 45s
Dec 2023
Unlocking Disney Magic: An Insider Guide with Leslie Harvey
#149: Disney expert Leslie Harvey shares insider tips for a magical Disney vacation with strategies designed to save time, money, and stress. She offers insights on the best times to visit the Disney parks, top accommodation, best dining spots, and must-see attractions. Leslie al ... Show More
1h 20m
Feb 2023
Jeff Green - Modernizing Advertising - [Invest Like the Best, EP.315]
My guest today is Jeff Green, the CEO and co-founder of advertising platform, The Trade Desk. The Trade Desk is the second advertising exchange Jeff has built, having sold his first venue to Microsoft in 2007. He started The Trade Desk in 2009 and has built it into a $30 billion ... Show More
1h 6m