Interview
Why Exchanges Beat the Market | James Davolos
James Davolos is a portfolio manager at Horizon Kinetics, where he has spent nearly 21 years studying exchanges and what
1 min
David Barbato
David Barbato is an investor, Business Breakdowns host, and Value Hunt author. He co-organized the 5th European Value Investing Conference in Lisbon, featuring speakers like Mohnish Pabrai.
![Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]](/content/images/size/w600/2026/10/LDB-BLOG-4.png)
Business Breakdowns
Lindbergh (LDB.MI): Rolling up Italian HVAC with vendor loans [Update]
In this Business Breakdowns, David Barbato sits down with Lindbergh’s (LDB.MI) CEO Michele Corradi and COO Andrea Allegrini.
1 min
Interview
What 10 Years in Oil and Gas Taught Me
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube
1 min
Business Breakdowns
Strata Critical Medical (SRTA): The Organ Transplant Logistics Roll-Up
You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube
1 min
Interview
Is AI Making Investors Dumber? | Michael Fritzell
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube
2 min
Interview
30 Years of Berkshire Meetings in 60 Minutes
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube
1 min