Collection
In this episode, Sanjay Ayer and Ted Seides discuss self-discovery, cognitive dissonance, thinking differently, getting better, compounding knowledge, reflection time, and feedback loops – all in the context of Sanjay’s path and the application of the concepts to WCM’s research process, investment examples, and business.
In this episode, Mike Hayward and Zack Fuss break down Arthur J. Gallagher, one of the largest insurance brokerages by revenue. During this conversation, they discuss the company's successful acquisition strategy, the strength of the insurance brokerage industry, and how the shifting industry dynamics will impact the durability of its competitive advantage.
In this episode, Job van der Voort discusses the frameworks for creating high-impact distributed organizations, provides solutions to the common criticisms of remote work, and details how distributed workforces can enhance a company’s competitive advantage.
In this episode, Tamara Manoukian, Portfolio Manager at WCM, discusses Lululemon’s history of innovation, durable growth story, and community-based approach. Tamara also details how store level culture has been critical to employee empowerment, and the role its culture played in creating a leading lifestyle brand.
In this podcast, we catch up with Eren Bali, the CEO & Co-Founder of Carbon Health – a company focused on making high-quality healthcare more accessible to everyone. In this episode, Eren reflects on his personal self-improvement as a leader, discusses how Carbon has navigated the changing market conditions, and candidly speaks to the cultural impact of layoffs.
In this podcast, with our guest Didier Elzinga, the CEO & Founder of Culture Amp – the world's leading Culture Analytics platform, we dive into Didier’s background and how he bootstrapped Culture Amp to success. We explore incentivizing and retaining staff in a downturn, investing in people, and building sustained excellence.
In this podcast, Sanjay Ayer, Portfolio Manager at WCM, discusses how Dr. Richard W. Hamming’s principles (courage, luck, drive, attitudes, productivity, and much more) have allowed WCM’s investment research to grow and improve.
In this podcast, WCM’s Mike Trigg, President & Portfolio Manager, and JB Horner, Business Culture Analyst discuss why culture matters and explore the core pillars of WCM’s culture framework – culture strategy alignment, strength, and adaptability. The conversation brings the framework to life through various company examples.
In this podcast, Sanjay Ayer, Portfolio Manager and Business Analyst, talks about his evolution as an investor, how a good culture can reinforce a company's competitive advantage, and why it is so important for investors to learn from mistakes and compound knowledge to sustain success.
In this podcast, Sanjay Ayer, Portfolio Manager & Business Analyst, is interviewed by Bill Brewster on The Business Brew. This is a candid conversation about what really matters in investing. Sanjay has spent a lot of time exploring group think, the power of enabling analysts/talent to develop itself, and spending time on the signal vs. noise.
In this podcast, Mike Trigg, Portfolio Manager & President, is interviewed by Ted Seides on Capital Allocators. This starts with Mike's background, arrival at WCM in 2005, near implosion of the firm shortly thereafter, and the rising of the international strategy from those ashes.
In this podcast, Paul Black, CEO & Portfolio Manager, is interviewed by Ted Seides on Capital Allocators. The conversation starts with Paul's trial-by-fire entry into the business and turns to growth stock investing, including defining a great growth company, searching for widening moats, assessing a culture tied to competitive advantage, creating a positive culture, learning from mistakes, identifying tailwinds, and protecting the downside.