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Colossus 9 Episodes May 21, 2025

This podcast dissects the anatomy of extraordinary long-term investments, breaking down what makes certain investments succeed over time. Each episode explores the key factors and strategies behind notable investment cases. The show aims to provide listeners with a deeper understanding of long-term investment thinking. More information is available at the podcast's official website.

Episodes

Asurion: Retracing the Path to 100 times 50x with Irv Grousbeck - [50X, S2 EP.3] May 21, 2025 3504 Today’s episode is the finale of our season on Asurion, the world’s leading tech care company with more than 300 million customers. In an interview with legendary long-time director, Irv Grousbeck, we discuss Irv’s path to investing in Asurion, his stewardship across several cohorts of PE ownership, and compare Asurion to Irv’s previous power law experience at Continental Cable. Learn more and di

Asurion: The Flywheel Era (‘01-‘07) with Kevin Taweel - [50X, Asurion S2 EP.2] May 14, 2025 3605 Today’s episode is the second in a series of three on Asurion, the world’s leading tech care company with more than 300 million customers. In an interview with Co-Founder and Chairman Kevin Taweel, we dive deep into Asurion’s divinely discontent culture, hyper-rational approach to talent management, growth over $1 billion in sales, and transformational acquisition of Lock/line. Learn more and di

Asurion: The Early Days (‘95-‘01) with Kevin Taweel - [50X, S2 EP.1] May 7, 2025 4062 Today’s episode is the first in a series of three on Asurion, the world’s leading tech care company with more than 300 million customers. In an interview with Co-Founder and Chairman Kevin Taweel, we explore Asurion’s scrappy origins in roadside assistance, acquisitive entry into handset insurance, contentious capital allocation decisions, and much more. 50X is a podcast that dissects the an

Season 2: Asurion - (50X, Trailer) Apr 30, 2025 160 50X is back for Season 2! This season centers on Asurion, the world’s leading tech care company with over 300 million customers. Hosted by Will Thorndike, author of The Outsiders and a co-founder at Compounding Labs, 50X aims to dissect the anatomy of investments that have appreciated at least 50-fold. We track the often circuitous route to exceptional long-term returns, exploring the foundations

TransDigm: Private Equity in the Public Markets with Rob Small [50X, S1 EP.4] Aug 4, 2022 3659 This is our final episode in a series of four on TransDigm. In this discussion, we contrast TransDigm with traditional private equity portfolio companies, examine the company’s approach to capital allocation, and dissect Berkshire’s and Stockbridge’s position management over time. Our guest is Rob Small, a Managing Director at Berkshire Partners and Stockbridge, as well as a Director at TransDigm.

TransDigm: Operator to Capital Allocator with Nick Howley [50X, S1 EP.3] Jul 28, 2022 4160 This is our third episode in a series of four on TransDigm. In this discussion, we study TransDigm’s evolution while under public ownership. Since 2006, the company has outperformed the S&P by 15-fold and its peer group by 9-fold. We unpack its approach to special dividends and leverage, examine meaningful acquisitions alongside disruptive crises, reflect on the prior three decades, and consider T

TransDigm: Redeeming the Most Painful Loss with Rob Small [50X, S1 EP.2] Jul 21, 2022 2900 This is our second episode in a series of four on TransDigm, an aerospace components manufacturer that has returned over 1,750X since its inception nearly three decades earlier. If you haven’t listened to the first episode with TransDigm’s founder Nick Howley, we recommend starting there. Today, we are joined by Rob Small. Rob is a Managing Director at Berkshire Partners and has led Stockbridge,

TransDigm: Foundations with Nick Howley [50X, S1 EP.1] Jul 14, 2022 5037 Today's episode is the first in a series of four on TransDigm, an aerospace components manufacturer that has appreciated over 1,750X since its inception nearly three decades earlier. In today’s episode we are joined by Nick Howley, TransDigm’s founder, long-time CEO and Executive Chairman. We explore TransDigm’s foundations under private ownership, digging into its core value drivers, decentralize

Welcome to 50X Jul 7, 2022 198 Welcome to 50X. Hosted by Will Thorndike, author of The Outsiders and a co-founder at Compounding Labs, 50X aims to dissect the anatomy of investments that have appreciated at least 50-fold. We track the often circuitous route to exceptional long-term returns, exploring the foundations of value creation and how that rarest of investment commodities—conviction—is created, maintained, threatened, an

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Episodes

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