Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the fastest-growing end markets in the world. The company designs and develops systems for anything revolving around semicon ... Show More
Jul 27
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
May 2026
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks ... Show More
1h 5m
Mar 2024
Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]
Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies.
Today, we sit down with an example of next-generation talent in ... Show More
1h 37m
Mar 2025
146. Entrepreneurship Through Acquisition 101 feat. Jesse Safir
Send us Fan Mail Join us as we dive deep into the world of Entrepreneurship Through Acquisition (ETA) with our guest, Jesse Safir, President of ABG Print. In this episode, finance enthusiasts and budding entrepreneurs will find a treasure trove of insights about search funds, sel ... Show More
1h 36m
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.
We cover Chris's foray into investing in India, the training, temperament, a ... Show More
1h 31m
Jun 2025
Statement Risk
On episode 197 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More
1h 15m