Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 4min
J.D.'s 618 Days
04:01 • 2min
The Role of Conglomerates in Economic Growth
05:55 • 3min
The Unusual Monsters of jd.com and Alibaba
08:36 • 2min
Alibaba and jd.com Are Splitting and Spinning Off Into Seven Entities
11:06 • 2min
The Chinese Government's Reopening of the Door to Big Tech Companies
13:15 • 3min
The Cost of Synergies in M&A
16:01 • 2min
The Politics of Verticalization
18:19 • 2min
Vodafone UK and Hachosun Merge
20:09 • 3min
Vodafone's Merger With Three Will Unlock £7 Billion in Synergies
22:42 • 3min
The Optimism of the 5G Network
25:39 • 2min
The CMA's Pros and Cons of a Combination of Mobile Phone Operators
27:53 • 3min
Subway's Up for Sale
30:52 • 3min
The Risks and Returns of Private Equity
33:51 • 3min
The Uniqueness of Whole Business Securitization
36:23 • 3min
JP Morgan's 5 Billion Dollar Financing Package for Subway
39:07 • 3min
The Conflict of Interests in M&A
42:36 • 1min
The Importance of Private Equity in a Subway Franchise
44:00 • 2min