Please also consider episodes on Curtis Wright and revisit United Health.

Solid podcast. Broad range of companies paired with diverse mix of guest profiles. Host is well-prepared with provoking questions that allows, or rather requires, the guests to elaborate in detail - a sign of a talented interviewer. Really enjoyed the recent one on the Olympics. Added bonus: You come away with unique bits of info, which I’ll undoubtedly recycle at dinners / parties prefaced with “I once read somewhere…”

The work that goes into the show really shines through can’t wait for the next one

I manage all my own investments and a few of your episodes have given me the conviction to make big bets which are paying off and step away from a couple investments I wanted to make and then you rescued me. Keep it up! Which I could put my portfolio in a suggestion box and have you do each stock!

If the hosts/producer reads this, please do an episode on Microstrategy. It would be extremely interesting. Great podcast!

Think it’s amazing that you are doing this and I have learned a bunch. I would recommend adding more distressed businesses / troubled business models so people can learn about why business go bad. Would also try to get bear case more pronounced for each episode.

In regards to investing and operating via podcasts sectors are the key factors in platforms also having contracts and other advancements leads to platforms that can coexist and contribute to creating new market opportunities

This is probably one of the best if not the best podcast series I’ve ever heard. The podcasts are informative, interesting, well researched and presented in a well rounded manner. The topics and businesses covered are wide ranging and relevant. There’s many businesses most of us have heard about it and many that are not. Well curated with interesting guests and great interviewers. Well done business breakdowns. Gold standard on how to do these type of podcasts. Highly recommended.

The podcast helps you understand how businesses function, how they make money, where they stand from a competitive perspective, etc. With it basically impossible to avoid business, the podcast basically it’s a source of understanding how the world works that I wish has been democratizing knowledge when I was a kid, although better late than never!

This podcast is great. I really enjoyed the last two episodes, and would like to continue to see more questions inserted into the episode as compared to the GE episode, and more new young maybe overlooked companies like Trader Joe’s.