Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA
The transcript from this week’s MiB: Ron Shaich, Au Bon Pain, Panera Bread & CAVA, is below. You can stream and...
MiB: Ron Shaich, Au Bon Pain, Panera Bread & CAVA
This week, I speak with Ron Shaich, co-founder of Au Bon Pain and founder and former chairman and CEO of Panera Bread. A...
“Sorry, Steve: Here’s Why Apple Stores Won’t Work”
“Few outsiders think new stores, no matter how well-conceived, will get Apple back on the hot-growth path… Maybe...
Be Like You
First, the data (via Bloomberg): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964...
Tesla Backlash
This is UnitedHealthcare. This is what happens when the Democratic leadership is somnambulant, people take matters into their own...
Nobody Knows Anything, DeepSeek Edition
At the risk of repeating myself ad nauseam, this is as good a time as any to remind ourselves how little we know about the present...
Transcript: Dana Mattioli on Amazon’s Everything War
The transcript from this week’s, MiB: Dana Mattioli on Amazon’s Everything War, is below. You can stream and download...
MiB: Dana Mattioli on Amazon’s Everything War
This week, we speak with Dana Mattioli, who as Senior Enterprise Technology Reporter for the Wall Street Journal covers...
ATM: Valuation is an Exercise in Faith with Aswath Damodaran
ATM: Valuation is an exercise in faith with Aswath Damodaran. (October 9, 2024) Do you understand the difference...
Transcript: Heather Brilliant, Diamond Hill
The transcript from this week’s, MiB: Heather Brilliant, Diamond Hill, is below. You can stream and download our full...