This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Boeing. Founded in Seattle in 1916 by William Boeing, the company has produced thousands of commercial and military aircraft over the past century. It is an important national and global asset and one-half of arguably the most famous duopoly in business, alongside Airbus.
To brea ... 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
Feb 2024
A Longtime Aerospace Analyst Questions Boeing's Future
Troubles at Boeing just keep piling up, along with existential questions about the company's future. Not only is Boeing enormously important to US manufacturing, but it's also a major defense contractor for the US government and a big employer, which means its fortunes are of int ... Show More
47m 55s
Jan 2020
Boeing vs Airbus - The Max Controversy | 7
<p>For more than 50 years, a version of Boeing's 737 aircraft has sailed the skies, dominating the market for short-range, short-haul domestic planes. The 737 is the best-selling commercial aircraft of all time. But competition in the late 1980s got fierce when Airbus entered the ... Show More
25m 7s