Explore the growth and nuances of the $2.1 trillion private credit market, featuring insights from Oaktree's co-CEO. Learn about the strategic advantage of size in private credit investments and the impact of COVID on book marking dynamics. Dive into the collaborative partnership between Oaktree and Brookfield, and analyze potential risks in the private credit market and economy.

Evan Tindall, co-founder of Bireme Capital, talks about British American Tobacco's evolution from pipes to nicotine pouches. They discuss evaluating uncertain markets, creative marketing in restricted industries, financial models, valuation, and the rise of the vaping market.

Nael Fakhry discusses AMETEK's diversified high-tech industrial solutions, growth strategies, margin expansion, strategic acquisitions, and simplified business strategy. The episode provides insights on AMETEK's presence in significant projects, market leadership, and financial performance.

Portfolio manager Alvise Peggion discusses how Gartner offers valuable insights for executives, its growth strategies, and the importance of sustainable growth. They delve into Gartner's business scale, free cash flow management, and intangible value for decision-makers.

The CEO of Winmark, Brett Heffes, talks about the reseller economy and managing franchise brands. They discuss growth strategies, capital allocation, and investor communication. Topics include the circular economy, empowering franchisees, marketing channels, renewal rates, operational challenges, and the importance of mission and gratitude in business.

Richard Aboulafia discusses Embraer's growth from Brazil, regional jet market evolution, business jet success, military aircraft ventures, and the potential partnership with Boeing. The podcast explores Embraer's strategic position post-Boeing, personalized sales approach in aviation, pricing dynamics, competitive landscape, and lessons learned from the company.

Explore Boeing's history, business model, and future trends in the aerospace industry. Learn about costs, aircraft life expectancy, supply coordination. Analyze challenges in the sector and compare Boeing to Apple in product evolution.

Founder of Duolingo discusses democratizing education through accessible language learning, success in offline markets, unique monetization strategies, and plans for expansion. Guests delve into the business model evolution, growth strategies, financial performance, market expansion in education, and competitive landscape risks.

Krishna Mohanraj from Diamond Hill Capital Management discusses the rich history of Japanese trading houses like Mitsubishi Corporation and how they differ from one another. They explore the evolution of stakeholder priorities and changing capital allocation policies in Japanese capital markets. The episode also touches on Warren Buffett's investment in Japanese conglomerates and the cultural shifts towards shareholder returns and capital efficiency.

Explore the evolution of robotic surgery, focusing on Intuitive Surgical's DaVinci system and its impact on precision and patient outcomes. Learn about the company's revenue model, financial aspects, innovations, market competition, and the value of focus in healthcare business strategy.