Worldly Partners, every mention
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Verbatim, from the transcripts: the passages where Worldly Partners comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 4:30:03 Ben Gilbert First, as always, to Arvind Navaratnam at Worldly Partners for his great write-up on Disney, linked in the show notes.
- ▶ 4:30:10 Ben Gilbert Check out worldlypartners.com.
The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
- ▶ 3:05:30 Ben Gilbert It was down to 14 times per year, thanks to our friend Arvind at Worldly Partners for gathering all this data.
- ▶ 4:27:55 Ben Gilbert And a special thank you to Arvind Navaratnam at Worldly Partners for his great write up on Disney linked in the show notes.
- ▶ 4:28:02 Ben Gilbert Arvind, for folks that don't know, is at Worldly Partners, which is a long-term investment firm focused on multi-decade compounding businesses.
Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
- ▶ 2:19:23 Ben Gilbert I was prepping for this episode with a good friend of the show from Worldly Partners, Arvin Navaratnam.
- ▶ 3:36:56 Ben Gilbert Arvind from Worldly Partners sent over this crazy piece of research to David and I.
- ▶ 3:45:18 Ben Gilbert For me, Arvind Navaratnam, as always at Worldly Partners, did a great, great write-up on
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
- ▶ 1:46:02 Ben Gilbert So a good friend of the show, Arvind Navaratnam from Worldly Partners, uh, scoured all of the old annual reports that he could find, and in the 1988 annual report, it reports the amount of Lira to acquire the remaining 40% of Ferrari.
- ▶ 3:56:38 Ben Gilbert For me, to Arvind Navaratnam at Worldly Partners for his great, great write-up on Ferrari linked in the show notes.
- ▶ 3:56:44 Ben Gilbert Worldly Partners, for those who don't know, is a highly concentrated long-term investment firm focused on multi-decade compounding businesses.
- ▶ 3:56:54 Ben Gilbert You can learn more at worldlypartners.com, and he's got the Ferrari right up there.
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 4:24:27 Ben Gilbert And special thank you, as always, to Arvind Navaratnam at Worldly Partners for his awesome, awesome write-up on Formula One linked in the show notes.
Coca-Cola: The Complete History & Strategy (Audio) · Acquired
- ▶ 3:51:05 Ben Gilbert First, as always, to Arvind Navaratnam at Worldly Partners for his great write-up on Coca-Cola, which is linked in the show notes.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 3:25:17 Ben Gilbert I have a huge thank you to Benjamin Lohr for writing the fantastic book, The Secret Life of Groceries, and as always, to Arvind Navaratnam at Worldly Partners for his
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 4:04:10 Ben Gilbert To Arvind Navaratnam at Worldly Partners for his great write-up on Alphabet, linked in the show notes.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 4:09:39 Ben Gilbert As always, I wanna thank Arvind Navaratnam from Worldly Partners for his excellent write-up, which you can find linked in the show notes.
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired
- ▶ 1:04:43 Ben Gilbert As always, a huge thank you to Arvind Navaratnam at Worldly Partners for his excellent write-up on the Jamie Dimon years of J.P.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 3:37:54 Ben Gilbert As seems to be the new precedent when we do these large tech companies, one off the top, Arvind Navaratnam for Worldly Partners did an awesome write-up on, uh, the company as usual, which he will make available by clicking the link in the…
Epic Systems (MyChart) · Acquired
- ▶ 3:19:36 Ben Gilbert Was the heavy spend on research and development, and this one is from friend of the show Arvind Navaratnam at Worldly Partners in the always excellent write-up that he does associated with these episodes that we'll link to in the show…
- ▶ 3:54:02 Ben Gilbert As always, Arvind Navaratnam at Worldly Partners for his great write-up linked in the show notes.
Indian Premier League Cricket (Audio) · Acquired
- ▶ 3:25:15 Ben Gilbert Which, on the media writes, our good friend Arvind Navaratnam at Worldly Partners has actually done the math to look into this, and as always, we will link to his excellent report in the show notes.
- ▶ 4:12:52 Ben Gilbert My second one is from Arvind at Worldly Partners.
- ▶ 4:26:01 Ben Gilbert Arvind Navaratnam at Worldly Partners for his great write-up linked in the show notes.
TSMC founder Morris Chang · Acquired
- ▶ 2:52:40 Ben Gilbert And lastly, as always, to Arvind Navaratnam at Worldly Partners.
Mars Inc. - The Chocolate Story (Audio) · Acquired
- ▶ 1:41:36 Ben Gilbert So this one comes from friend of the show, Arvind Navaratnam at Worldly Partners, who writes this great research that we link to for every episode now.
- ▶ 3:09:17 Ben Gilbert Arvin from Worldly Partners had a good comment to me about this, that they shoot bullets, not cannonballs, and when you sort of see that in an acquisition strategy, you should be careful not to judge too harshly when people overpay for…
- ▶ 3:49:41 Ben Gilbert Special shout-outs also to Arvind Navaratnam at Worldly Partners for his awesome, awesome write-up on Mars.
IKEA (Audio) · Acquired
- ▶ 3:15:35 Ben Gilbert In fact, in particular, for each of these episodes now, I read the Worldly Partners research on the company we're covering from a friend of the show, Arvind, and I was able to read the whole thing, take it in, in a much more, like,…
Meta (Audio) · Acquired
- ▶ 6:19:43 Ben Gilbert To a friend of the show, Arvind Navarathnam from Worldly Partners, who wrote an excellent research report, kind of chronicling everything that
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 4:49:53 Ben Gilbert Thanks to good friend Arvind at Worldly Partners for some of the research that he provided as well, so thanks, Arvind.