Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was a mainstay on Interbrands' Top 100 Brand list for most of the 2000s.
I'm joined by Portfolio Manager, Joseph Shaposhnik. We discuss how Motorola achieved stealth success over the past 15 years while Apple overtook its iconic flip p ... Show More
Oct 22
Affirm: The Internet’s American Express - [Business Breakdowns, EP.249]
Today we're breaking down Affirm, the buy now, pay later company founded by PayPal co-founder Max Levchin. Affirm processes more than $50 billion in annual purchase volume and is growing over 30%, even after its stock fell more than 90% following its IPO. Joining me is Fraser, an ... Show More
1h 11m
Jul 2026
Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248]
Today, we are breaking down Applied Intuition. Our guests are co-founders Qasar Younis and Peter Ludwig, who started the company in 2017 with a mission to make a billion machines intelligent. The simplest way to understand Applied Intuition is that it builds the brains for machin ... Show More
47m 13s
May 2026
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business behind it. Our guest is Sean Barrett, foun ... Show More
49m 24s
Nov 2024
The Authority Advantage: How to Dominate Your Industry | Bedros Keuilian | EP 46
<p>Today I sit down with Bedros Keuilian, the powerhouse entrepreneur behind multiple businesses, including one doing over $200 million annually. Together, we break down the secrets of building an impactful personal brand, collapsing time for success, and achieving peak performan ... Show More
45m 22s
Feb 2025
Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush
Follow Prof G Markets:
Apple Podcasts
Spotify
Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bit ... Show More
58m 48s