The Unreplaceable Infrastructure of Microsoft

From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses:

1. LVMH
2. Mo-Bruk
3. Games Workshop
4. Portillo's
5. Hims & Hers Health
6. Microsoft

Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can learn and take with us when analyzing other businesses.

We hope you enjoy!

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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.