242 Odcinki

  1. Mental Model: Two Front War - Fighting Two Enemies Is Harder Than Fighting One

    Opublikowany: 17.02.2021

  2. Keurig Dr Pepper (KDP) Part III - The Business Of Gourmet Coffee And Soda

    Opublikowany: 10.02.2021

  3. Keurig Dr Pepper (KDP) Part II - K-Cups, K-Pods, And The Gourmet Coffee Obsession

    Opublikowany: 3.02.2021

  4. Keurig Dr Pepper (KDP) Part I - Beginnings Of The World's Favorite Non-Cola

    Opublikowany: 27.01.2021

  5. Salesforce (CRM) - Cloud Computing And The End Of Software

    Opublikowany: 20.01.2021

  6. Costco (COST) - Using Economies Of Scale And Subscriptions To Master The Wholesale Experience

    Opublikowany: 13.01.2021

  7. State Of The Market 2021 - Reflections From Another Year Of Investing

    Opublikowany: 6.01.2021

  8. O'Reilly Automotive (ORLY) - Fast Growing Auto Parts Profits Masked By Slow But Steady Sales

    Opublikowany: 30.12.2020

  9. Mental Model: Feedback Loops - When The Output Influences The Input

    Opublikowany: 23.12.2020

  10. Advance Auto Parts (AAP) - Selling Car Parts To Businesses

    Opublikowany: 16.12.2020

  11. Tesla (TSLA) Part II - Innovation Through Energy, Transportation, And Software

    Opublikowany: 9.12.2020

  12. Tesla (TSLA) Part I - The Rise Of Elon Musk And The New Age Of Electric Vehicles

    Opublikowany: 2.12.2020

  13. AutoZone (AZO) - Serving The DIY Auto Parts Niche And Buying Back Lots Of Stock

    Opublikowany: 25.11.2020

  14. General Motors (GM) - The Rise, Fall, And Recovery Of America's Auto Titan

    Opublikowany: 18.11.2020

  15. 8 Mistakes of Beginner Investors - What I Wish I Knew When I Started Investing

    Opublikowany: 13.11.2020

  16. Mental Model: Multiplying by Zero - Sometimes, One Thing Negates Everything

    Opublikowany: 11.11.2020

  17. SAP SE (SAP) - Advancing Productivity At Work Through Enterprise Software

    Opublikowany: 4.11.2020

  18. Ventas (VTR) - Nursing Homes, Medical Centers, And The Intersection Of Healthcare And Real Estate

    Opublikowany: 28.10.2020

  19. Digital Realty (DLR) - The Intersection Of Data Storage And Real Estate

    Opublikowany: 21.10.2020

  20. Federal Realty (FRT) - Developing The Diamonds Of Commercial Retail And Producing Consistent Dividends

    Opublikowany: 14.10.2020

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