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Patek Philippe: Watch Perfection
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Alpha In Podcasts?
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Nexstar Media: Broadcasting's Biggest Bet
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EQT: Returns at Scale
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UnitedHealth Group: Beyond The Premium
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Moncler: The Après Playbook
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Vulcan Materials: Rock On
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monday.com: Work Management Software
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IBKR: Margin Masters
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Chemed: Empire of Care
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Ecolab: Clean Machine
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Snap-on: Tools of the Trades
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Goosehead: Insuring Coverage
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Compass: Meals for the Masses
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EssilorLuxottica: Sight To Behold
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Watsco: Air Apparent
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Apollo: Connoisseurs of Complexity
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Cognex: Vision Quest
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Rolls-Royce: Turbines and Tribulations
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AMETEK: Industrial Excellence
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Jack Henry: VMS King
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APi Group: Safety Services at Scale
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Kaspi.kz: The Kazakh Super-App
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Gaming Consoles Part 3: Nintendo
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Gaming Consoles Part 2: Sony
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Gaming Consoles Part 1: The Thesis
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Arm: The Silicon Blueprint
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Kering: It's Gucci
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2024 Anecdotes to Remember
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FilterBuy: Fresh Air
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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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