Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a company where everyday consumers might not appreciate just how great of a business and stock this has been.
Over the last 20 years, Sherwin has compounded earnings at 14% per year. And over those 20 years, the stock has returned 26x your inv ... Show More
May 29
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 15
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
May 8
Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]
Today, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian, the CEO of Opendoor, shortly after the company reported its first quarter 2026 earnings, and we covered both what is happening inside the business right now and how he is thinking a ... Show More
25m 34s
Mar 2025
146. Entrepreneurship Through Acquisition 101 feat. Jesse Safir
Send us Fan MailJoin 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, self ... Show More
1h 36m
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
Jan 2025
INDUSTRY S1E7 | "Pre Crisis Activity": Sales Credits, Claw Backs, the GFC and More!
Send us Fan MailIn this episode of 'The Wall Street Skinny,' Jen and Kristen dive deep into the finance-heavy intricacies of HBO Max's hit show 'Industry,' Season 1, Episode 7, aptly titled 'Pre Crisis Activity.' They discuss the ramifications of the 2008 Global Financial Crisis ... Show More
1h 30m
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1h 1m
Oct 2024
102. The Skinny On...Apollo's Quest to Double AUM, Sharpe Ratios, and the CAIS Summit!
Send us Fan MailWe are BACK, baby! We've missed you guys, and we're so sorry we've been MIA while we've been getting ready to launch our flagship self-paced course. Join the waitlist to make sure you have early access here: https://the-wall-street-skinny.mykajabi.com/waitlist-opt ... Show More
31m 16s
Feb 2025
144. Pete Muller, Founder of PDT Partners on Building One of the Top Performing Quantitative Hedge Funds
Send us Fan MailIn this episode of The Wall Street Skinny, we sit down with one of the most legendary quant investors of all time—Pete Muller. As the founder of PDT Partners, one of the top performing quantitative hedge funds that spun out of Morgan Stanley, Pete shares his fasci ... Show More
43m 24s
Oct 2025
Business Expert: The BEST Way To Make Millions In Profit | Mike Michalowicz
Most entrepreneurs run their business backwards — revenue first, expenses second, profit last. In this episode, I sit down with Mike Michalowicz, the guy who literally wrote the book on profit ("Profit First"), to flip that formula on its head. Mike shares how to take control of ... Show More
58m 15s