Podcast Episodes

Games Workshop | April 2025

Season 2 Episode 15

 What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three.

Des…

Published on 7 months, 1 week ago

Mo-Bruk S.A. | March 2025

Season 2 Episode 16

 In this analysis, we’re going to explore a dirty but clean business. That’s strange, isn’t it? This business is both causing huge emissions, but it also helps to keep Poland astray from waste. We ar…

Published on 7 months, 2 weeks ago

Kinsale Capital Group | March 2025

Season 2 Episode 13

Kinsale has been making waves in investment circles, often praised for its technological edge. But that raises a few questions: Why hasn’t any competitor built a similar platform? And just how crucia…

Published on 7 months, 3 weeks ago

Energy Drinks Market | Beverages Industry Report

Season 2 Episode 12

The energy drink market is one of the most explosive and competitive segments in the beverage industry. With brands like Red Bull and Monster leading the charge, new players are constantly trying to …

Published on 8 months ago

Heico Corp. | March 2025

Season 2 Episode 11

 If you’ve ever taken a flight, you probably know the airline, maybe even the aircraft manufacturer. But have you ever thought about who makes all the crucial little parts that keep planes running sa…

Published on 8 months, 1 week ago

Robertet | February 2025

Season 2 Episode 10

In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market. 

As a family-led company with over 170 years of exp…

Published on 8 months, 2 weeks ago

Shimano | February 2025

Season 2 Episode 8

Shimano, a Japanese family-owned company, has quietly dominated the cycling world for over a century. Despite its influence, the company remains secretive. They don't do earnings calls, write a relat…

Published on 8 months, 3 weeks ago

MSCI | February 2025

Season 2 Episode 7

You might have heard of MSCI, but do you really know what they do? This company operates behind the scenes, yet it plays a crucial role in global finance.

Ever invested in an ETF? There’s a good chanc…

Published on 9 months ago

The Italian Sea Group | February 2025

Season 2 Episode 6

This analysis is not a luxury fashion giant, not a premium whiskey brand, but something way more exclusive. I'm talking about The Italian Sea Group (TISG), a yacht builder that makes floating palaces…

Published on 9 months, 1 week ago

Geberit | January 2025

Season 2 Episode 5

 Today, we're taking a closer look at Geberit, a company you likely encounter frequently, though perhaps not in the most glamorous of settings; the bathroom. 

This 150-year-old Swiss firm, while Switz…

Published on 9 months, 2 weeks ago