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Inditex: Fast Fashion
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Alternative Lending in Real Estate
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SpaceX: Rocket Ship
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Investing in Venture Secondaries
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Informa: Where Industries Meet
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Fastenal: A Nuts & Bolts Success Story
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Demographics Driving Real Estate
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Merck & Co: Blockbuster Drugs
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American Tower: Signals and Stability
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AIG: Rise, Fall, and Rebirth
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Gregorys Coffee: From Bean to Dream
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Going Activist in Japan
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RTW: Investing across Healthcare
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Sherwin-Williams: Brushstrokes of Success
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Rakuten: Rewiring Japan's Digital Economy
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Renishaw: The Precision Pioneers
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3i Group: Capital in Action
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5 Handpicked Highlights
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Graco: Mastering The Flow
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Siemens Energy: Winds of Change
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Olympic Games: The Price of Glory
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Axon: Stunning The Competition
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Rolls-Royce: Turbines and Tribulations
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Cintas: Rags to Riches
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Mineral Resources: Unearthing Value
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Motorola Solutions: From Zero to Hero
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The Marina Industry: Building Moats, Storing Boats
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Coupang: Korean E-Commerce Craze
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Lifco: Dentistry, Demolition, and Decentralization
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CHIPS Act: Securing Semiconductor Supply
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InterDigital: Setting Wireless Standards
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Bajaj Finance: Strategies of a Lending Giant
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The Evolution of Private Credit: Part 2
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The Evolution of Private Credit
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British American Tobacco: Clearing the Air
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AMETEK: Industrial Excellence
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Gartner: Compound Insights
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Winmark: Resale at Scale
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Embraer: Defying Gravity
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Boeing (REPLAY): Turbulent Times
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Duolingo: Free Speech - [Business Breakdowns, EP.157]
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Mitsubishi Corporation: A Japanese Trading Company
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Intuitive Surgical: Robotic Precision
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D.R. Horton: Building a New Model
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FTX: Inside the Restructuring
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CNX Resources: Hit the Gas
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Vulcan Materials: Rock On
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HEICO: Parts for Planes
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Intel: Cyclical Recovery or Secular Demise?
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Arthur J. Gallagher: Insurance Broking
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Samsung: Semiconductors over Smartphones
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Patek Philippe: Watch Perfection
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Rolex: Timeless Excellence
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Visma: Mission Critical European Software
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Trane Technologies: Hot and Cold
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Live Oak: The Small Business Bank
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Moody’s: Aaa Business Model
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Pernod Ricard: Luxury Liquor
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Ferrari: Magic from Maranello
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Charter Communications: Cable Cash Flows
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Vistra Corp: Full Stack Energy Provider
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Entegris: Solutions for Semiconductors
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The Coca-Cola Company
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FedEx: Anytime, Anywhere
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Databricks: Data Based Decisions
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Match Group: The Business Behind Tinder
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Olin: Chemistry and Cash Flows
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WEX: Fleet Cards
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Equifax: Your Score & More
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Boeing: Turbulent Times
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Kingspan: Influential Irish Insulation
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Padel: Causing a Racket
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The Business of Football
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Casey’s General Stores: Fueling Convenience
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Take-Two Interactive: GTA and NBA 2K
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Nubank: David vs Goliaths
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Argenx: Changing Lives with Llamas
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Copart: The Car Undertaker
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Lululemon Athletica: The Athleisure Leader
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Toast: The Restaurant Operating System
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Applied Materials: Sanding Atoms
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ASML: Competing with Moore’s Law
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Roku: One Stop Streaming Shop
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Mobile Gaming: A Freemium Economy
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First Citizens Bank: The Bank Buyers
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PayPal: A Digital Money Marketplace
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Restoration Hardware: Climbing the Luxury Mountain
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FICO: A High Score Business
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FC Bayern Munich: The Best Run Club in Football
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MTN Group - Connecting Africa
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Roper Technologies: Industrial Titan to Software Giant
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Dolby Laboratories: The Sound Standard
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Electronic Arts: FIFA, The Sims, Madden and More
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Titan: A Golden Case in Indian Retail
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The National Basketball Association
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Jim Chanos: A Short Thesis on Data Centers
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Markel: Playing The Long Game
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The Walt Disney Company: An Entertainment Empire
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IPL: The World’s Fastest Growing Sports League
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Wise: Moving Money Around the World
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