242 Folgen

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

    Vom: 17.2.2021
  2. Keurig Dr Pepper (KDP) Part III - The Business Of Gourmet Coffee And Soda

    Vom: 10.2.2021
  3. Keurig Dr Pepper (KDP) Part II - K-Cups, K-Pods, And The Gourmet Coffee Obsession

    Vom: 3.2.2021
  4. Keurig Dr Pepper (KDP) Part I - Beginnings Of The World's Favorite Non-Cola

    Vom: 27.1.2021
  5. Salesforce (CRM) - Cloud Computing And The End Of Software

    Vom: 20.1.2021
  6. Costco (COST) - Using Economies Of Scale And Subscriptions To Master The Wholesale Experience

    Vom: 13.1.2021
  7. State Of The Market 2021 - Reflections From Another Year Of Investing

    Vom: 6.1.2021
  8. O'Reilly Automotive (ORLY) - Fast Growing Auto Parts Profits Masked By Slow But Steady Sales

    Vom: 30.12.2020
  9. Mental Model: Feedback Loops - When The Output Influences The Input

    Vom: 23.12.2020
  10. Advance Auto Parts (AAP) - Selling Car Parts To Businesses

    Vom: 16.12.2020
  11. Tesla (TSLA) Part II - Innovation Through Energy, Transportation, And Software

    Vom: 9.12.2020
  12. Tesla (TSLA) Part I - The Rise Of Elon Musk And The New Age Of Electric Vehicles

    Vom: 2.12.2020
  13. AutoZone (AZO) - Serving The DIY Auto Parts Niche And Buying Back Lots Of Stock

    Vom: 25.11.2020
  14. General Motors (GM) - The Rise, Fall, And Recovery Of America's Auto Titan

    Vom: 18.11.2020
  15. 8 Mistakes of Beginner Investors - What I Wish I Knew When I Started Investing

    Vom: 13.11.2020
  16. Mental Model: Multiplying by Zero - Sometimes, One Thing Negates Everything

    Vom: 11.11.2020
  17. SAP SE (SAP) - Advancing Productivity At Work Through Enterprise Software

    Vom: 4.11.2020
  18. Ventas (VTR) - Nursing Homes, Medical Centers, And The Intersection Of Healthcare And Real Estate

    Vom: 28.10.2020
  19. Digital Realty (DLR) - The Intersection Of Data Storage And Real Estate

    Vom: 21.10.2020
  20. Federal Realty (FRT) - Developing The Diamonds Of Commercial Retail And Producing Consistent Dividends

    Vom: 14.10.2020

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