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
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
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 34m
Sep 2024
N°3 - Max Bittner, CEO Vestiaire Collective: Revolutionizing the Luxury E-Commerce and Second-Hand Market!
<p>🎬 In this new episode, I have the pleasure of welcoming <strong>Max Bittner, CEO of Vestiaire Collective</strong> and <strong>a leader in the luxury e-commerce industry</strong>.</p>
<p>After transforming the Asian start-up, Lazada, into an e-commerce giant sold to Alibaba in ... Show More
1h 40m
Feb 2025
David Heacock: A Logistics Genius Who Built an Empire on Air Filters
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 1m
Jun 2025
166. INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In 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 comple ... Show More
2h 23m
Dec 2024
A $2.5B Exit and The Risks Nobody Talks About
<p>What happens when wealth pushes your relationships to the limit?</p><p>Navigating life after a massive financial windfall isn’t easy—it can transform your life, your marriage, and your happiness in unexpected ways.</p><p>Our guest, Chuck, shares his story of selling his compan ... Show More
35m 4s