Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes on. It's a luxury house similar to LVMH, but LVMH over the past five years is up over 40% and Kering is down over 60%.
To break down Kering, I am joined by Jonathan Eng, portfolio manager at Causeway. We cover ... Show More
Oct 9
Media M&A - [Business Breakdowns, EP.230]
This is Matt Reustle. Today, we are exploring the world of media deals. My guest is Blake Saunders. Blake has been in media investment banking for almost two decades. When I first met him, he was a banker, so I wasn't expecting to lean into this relationship, but I often introduc ... Show More
46m 42s
Oct 1
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
This is Zack Fuss. Today, we are breaking down Exor. The origins of Exor date back to the end of the 19th century when Giovanni Agnelli founded the Auto Company Fiat. Over the company's 100-year-old history, a lot has changed. While some of the core assets remain the same today, ... Show More
48 m
Sep 24
S20E11: Labubu Dolls and the Business of Scarcity (September 24, 2025)
Send us a textLabubu dolls are the latest global craze... but what makes them so irresistible?In this episode of Market Outsiders, Jenny Rae and Namaan break down the business model behind Labubu’s rise, from blind box marketing to luxury brand tie-ins. They explore:How scarcity ... Show More
33m 13s
Sep 2024
TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan
On today’s episode, Clay is joined by Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its iconic products, such as the Birkin and Kelly bags, silk scarves, and equestrian- ... Show More
1h 42m
Sep 2024
N°3 - Max Bittner, CEO Vestiaire Collective: Revolutionizing the Luxury E-Commerce and Second-Hand Market!
🎬 In this new episode, I have the pleasure of welcoming Max Bittner, CEO of Vestiaire Collective and a leader in the luxury e-commerce industry.
After transforming the Asian start-up, Lazada, into an e-commerce giant sold to Alibaba in 2016, Max Bittner joined Vestiaire Collecti ... Show More
1h 40m
Feb 2025
#215 David Heacock: Managing and Marketing a $250M Business
Imagine leaving a six‐figure Wall Street salary behind to chase a single, daring idea. In this episode, David Heacock shows you how he turned a basic product into a $250M empire. At 29, he left Wall Street to bet on air filters. That bet transformed into Filterbuy, now a $250 mil ... Show More
2h 4m
Jun 2025
INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
Send us a textIn this episode we delve into the intricate world of finance depicted in the Season 3 premiere, "Il Mattino Ha L’Oro in Bocca" breaking down the complexities behind the IPO process, how pricing works and setting "price talk", the IPO discount and more. We also touch ... Show More
2h 23m
Dec 2024
A $2.5B Exit and The Risks Nobody Talks About
What happens when wealth pushes your relationships to the limit?Navigating life after a massive financial windfall isn’t easy—it can transform your life, your marriage, and your happiness in unexpected ways.Our guest, Chuck, shares his story of selling his company for $2.5 billio ... Show More
35m 4s
Apr 2025
Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58]
My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the ... Show More
1h 10m