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Asurion Irv Grousbeckwith Will Thorndike

Asurion: Retracing the Path to 100 times 50x with Irv Grousbeck

In an interview with Irv Grousbeck, we discuss his 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.

Asurion Kevin Taweelwith Will Thorndike

Asurion: The Flywheel Era (‘01-‘07) with Kevin Taweel

In an interview with 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.

Asurion Kevin Taweelwith Will Thorndike

Asurion: The Early Days (‘95-‘01) with Kevin Taweel

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.

TransDigm Rob Smallwith Will Thorndike

TransDigm: Private Equity in the Public Markets with Rob Small

Rob Small contrasts TransDigm with traditional private equity portfolio companies, examines TransDigm’s capital allocation, and dissects Berkshire’s and Stockbridge’s position management over time.

The Power of Long Holding Periods Will Thorndikewith Patrick O'Shaughnessy

Will Thorndike: The Power of Long Holding Periods

Will joins Patrick O'Shaughnessy on Invest Like the Best to discuss multi-decade holding periods and they tie into both investing through Compounding Labs and the 50X project.

TransDigm Nick Howleywith Will Thorndike

TransDigm: Operator to Capital Allocator with Nick Howley

Nick Howley on TransDigm’s approach to special dividends and leverage, meaningful acquisitions, the prior three decades, and the future beyond $50 billion of Enterprise Value.

TransDigm Rob Smallwith Will Thorndike

TransDigm: Redeeming the Most Painful Loss with Rob Small

Rob Small discusses the core elements composing TransDigm’s business quality, Berkshire’s and Stockbridge’s initial investments, and the trajectory of Rob’s conviction.

TransDigm Nick Howleywith Will Thorndike

TransDigm: Foundations with Nick Howley

Nick Howley explores TransDigm’s foundations under private ownership, digging into its core value drivers, decentralized culture, differentiated compensation program, and early M&A motion.

Welcome to 50X

50X aims to dissect extraordinary investments, exploring key themes around long-term value creation from operations, capital allocation, and culture to pivotal buy and sell decisions.