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
Mar 20
Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]
This episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent when talent doesn't work hard. W ... Show More
1h 14m
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
Jun 2025
166. INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
Send us Fan MailIn 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 tou ... Show More
2h 21m
Sep 2025
S20E11: Labubu Dolls and the Business of Scarcity (September 24, 2025)
Labubu 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 fuels demandWh ... Show More
33m 51s
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