Today
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood o ... Show More
1h 10m
Feb 5
How Investors are using AI - [Business Breakdowns, EP.240]
Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there's an appetite to learn more about tangible use cases, how to make sure you're get ... Show More
49m 3s
Jan 30
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
Today we are breaking down Games Workshop. This episode is another examination of the business of IP. Whether it's Disney, Electronic Arts, or Nintendo, there are so many businesses built around core IP. And while Games Workshop and its Warhammer franchise may not be as familiar ... Show More
39m 35s
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: Building Filterbuy
Filterbuy Founder and CEO David Heacock reveals how he built a boring 250m business, the formula for scaling, and why obsession wins. David Heacock is the founder and CEO of Filterbuy, a direct-to-consumer manufacturer of custom air filters that has grown from a family garage ope ... Show More
2h 1m
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
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
<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
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1002655/open_sms">Send us a text</a></p><p>Labubu dolls are the latest global craze... but what makes them so irresistible?</p><p>In this episode of <em>Market Outsiders</em>, Jenny Rae and Namaan break d ... Show More
