Acquired
Today: #2 in Technology on our combined chart.
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| Date | Apple Podcasts | Spotify | Pocket Casts |
|---|---|---|---|
| Oct 1 | #4 | #3 | #4 |
About the show
Latest episodes
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The Home Depot
September 14, 2026 · 3 hr 35 minThe Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look legitimate. After being unceremoniously fired from their previous hardware chain at ages…
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Disney: The Renaissance and the Empire
August 10, 2026 · 4 hr 33 minIn 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled, salivating over offers to sell off the…
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The Walt Disney Company
June 22, 2026 · 4 hr 31 minThe Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. Today it’s the king of global entertainment, holding the intellectual property rights to the childhood memories of billions of people…
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Vanguard
May 18, 2026 · 3 hr 48 minVanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, on behalf of 50 million clients…
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Ferrari
April 13, 2026 · 3 hr 59 minFerrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $500,000. For context, Hermès sells that many Birkins and Kellys roughly every 2 years, and…
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Rolex
March 5, 2026 · 4 hr 51 minRolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital successors… and demand is stronger than ever in history! Their products are comparable to a…
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Costco
March 4, 2026 · 2 hr 53 minCostco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create incredible company value. For instance…
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Formula 1
March 2, 2026 · 4 hr 19 minFormula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-person teams spend hundreds of millions designing cars from scratch, and — as one of our listeners…