Generated by All in One SEO v4.9.7.2, this is an llms.txt file, used by LLMs to index the site.

# 50X Podcast

A podcast dissecting extraordinary investments

## Sitemaps

- [XML Sitemap](https://www.50xpodcast.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Asurion: Retracing the Path to 100 times 50x with Irv Grousbeck](https://www.50xpodcast.com/episodes/asurion-retracing-the-path-to-100-times-50x-with-irv-grousbeck/) - 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
- [Asurion: The Flywheel Era (‘01-‘07) with Kevin Taweel](https://www.50xpodcast.com/episodes/asurion-the-flywheel-era-with-kevin-taweel/) - 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
- [Asurion: The Early Days (‘95-‘01) with Kevin Taweel](https://www.50xpodcast.com/episodes/asurion-the-early-days-with-kevin-taweel/) - 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.
- [TransDigm: Private Equity in the Public Markets with Rob Small](https://www.50xpodcast.com/episodes/transdigm-private-equity-in-the-public-markets-with-rob-small/) - Rob Small is a Managing Director at Berkshire Partners and Stockbridge, as well as a Director at TransDigm. Under Rob’s direction, Stockbridge has maintained a concentrated position in TransDigm and demonstrated remarkable conviction to add (and occasionally trim) at opportune times. In this discussion, we contrast TransDigm with traditional private equity portfolio companies, examine the
- [Will Thorndike: The Power of Long Holding Periods [Invest Like the Best]](https://www.50xpodcast.com/episodes/will-thorndike-the-power-of-long-holding-periods/) - Will Thorndike, author of The Outsiders and Host of 50X, joins Patrick O'Shaughnessy to explore the power of multi-decade holding periods. From revenue quality to culture, Will digs into the characteristics that promote long-term compounding. Throughout the conversation, Will relates his philosophy to both an emerging investment partnership in Compounding Labs, as well as the
- [TransDigm: Operator to Capital Allocator with Nick Howley](https://www.50xpodcast.com/episodes/transdigm-operator-to-capital-allocator-with-nick-howley/) - Nick Howley is the Founder and Executive Chairman of TransDigm. In this discussion, we study TransDigm’s evolution under public ownership. Since its IPO in 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
- [TransDigm: Redeeming the Most Painful Loss with Rob Small ](https://www.50xpodcast.com/episodes/transdigm-redeeming-the-most-painful-loss-with-rob-small/) - Rob Small is a Managing Director at Berkshire Partners and has led Stockbridge, Berkshire’s public equities business, since its inception in 2007. Rob conducted diligence on TransDigm in its 2003 auction before investing personally following the IPO, building an anchor position with Stockbridge in 2007, and joining the Board of Directors in 2010. In this
- [TransDigm: Foundations with Nick Howley](https://www.50xpodcast.com/episodes/transdigm-foundations-with-nick-howley/) - Nick Howley is the Founder and Executive Chairman of TransDigm, a leading global designer, producer and supplier of highly engineered aircraft components, systems, and subsystems. Since inception in 1993, TransDigm has returned over 1,750X its primary equity and a remarkably evenly distributed 36% IRR. In this discussion, we explore TransDigm’s foundations under private ownership, digging
- [Welcome to 50X](https://www.50xpodcast.com/episodes/welcome-to-50x/) - 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,

## Pages

- [Homepage](https://www.50xpodcast.com/) - A podcast dissecting extraordinary investments 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, and sometimes lost. Please enable JavaScript in your browser to complete this form.Email *Subscribe In each episode of 50X, we look in detail at

## Categories

- [Episodes](https://www.50xpodcast.com/category/episodes/)