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Cloudflare: Leading Cybersecurity
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How Investors are using AI
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GamesWorkshop: The World of Warhammer
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Databricks: From Data to Decisions
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Amadeus: The IT Backbone of Travel
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Doximity: The Hub of Healthcare
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GE Aerospace: Full Throttle
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Alternative Investing: Alts For All
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Robinhood: Mobile First, Margins Later
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CompoSecure: Heavy Metal
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Amphenol: The Nervous System for Electronics
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Media M&A
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Exor: Fiat Crisis to Ferrari Glory
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Waterbridge: Oil and Water
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Mercado Libre: E-commerce Empire
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Compass: Real Estate Revolution
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PE Perspective on Insurance Brokers
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CME Group: The House Always Wins - [Business Breakdowns, EP.224]
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Agilent: Back To The Lab
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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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