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Preferred Shares

Preferred Shares Podcast

Business, history, and business history.

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Substack
PricingOnly free issuesPublishesMonthly
Issues34Founded3 years agoLast Issuea month ago
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Latest Issues

Class 1 Railroads with Matt Reustle of Business Breakdowns

Welcome to Episode 33 of the Preferred Shares Podcast.

In this episode, we talk in depth about North American’s Class 1 Railroads and the pending merger between Union Pacific and Norfolk Southern. Joining the conversation is Matt Reustle,...

a month ago
12

The Ferguson Water Thesis with Todd Wenning

Welcome to Episode 32 of the Preferred Shares Podcast.

In this episode, we explore the water thesis behind Ferguson Enterprises, a leading distributor of HVAC and plumbing solutions. To help walk us through the intricacies of the thesis, w...

a month ago
13
2

Veteran Analyst Mark Purdy on Nestlé

Welcome to Episode 31 of the Preferred Shares Podcast.

In this episode, we continue to focus on Nestlé. We brought back our guest Mark Purdy (whom we interviewed about Lindt & Sprüngli) to chat about the company’s more recent history and i...

2 months ago
10

Nestlé: The Building of a Global Behemoth

Welcome to Episode 30 of the Preferred Shares Podcast.

In this episode, we discussed the history and founding of Nestlé.

  • Origins of the company in 1867

  • The strategic 1905 merger with Anglo-Swiss Condensed Milk Company

  • Nestlé...

3 months ago
4

Forging a Family-Owned Legacy: The Story of Thompson Traders

Welcome to Episode 29 of the Preferred Shares Podcast.

In this episode, we interviewed Clifford Thompson of Thompson Traders, a family-owned business founded in 2002. Since then, Thompson Traders has carved out a niche in the high-end home...

5 months ago
6

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  • Preferred Shares Podcast

    Business, History, and Business History.

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