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
Aug 7
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their anno ... Show More
58m 35s
Jul 23
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler, co-PM at Claremont Global, and together we get into the nitty gritty of exchanges. We all know how integral exchanges are to the financial system but we rarely stop to ... 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 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 16
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
Apr 2025
How An Online Marketer Raised $100M For His Business | Brian Moran
In this episode of The Wealthy Way podcast, I sit down with Brian Moran, the founder of SamCart, an eCommerce platform that helps business owners sell products, maximize profits, and build long-term customer relationships.
We dive into Brian's journey, the birth of SamCart, ... Show More
1h 37m
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
1 h
Mar 2025
Breaking News: Demna Takes Gucci, Versace Enters a New Creative Chapter
Demna's move to Gucci, announced after weeks of feverish speculation, stunned industry observers and sent shockwaves through financial markets, with Kering shares dropping sharply by more than 12%. While some hail this as an opportunity for Demna to reinvent Gucci through his dis ... Show More
26m 38s
Sep 2024
Meet the Man Who Did Over $4B in Acquisitions - Roland Frasier 💵 EP 86
Roland is a "recovering attorney" and the co-founder and principal of five different companies recognized by Inc. Magazine as some of the fastest-growing in e-commerce, e-learning, real estate, and SaaS sectors. As a serial entrepreneur, he has founded, scaled, or sold more than ... Show More
32m 57s