Neeraj Khemlani
speaker
332 appearances
2 recordings
2 series
first heard May 2026
last heard 18 Jun
Neeraj Khemlani’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
from someone who was chronicling Matt's story really hit home with me.
And particularly when Matt would talk about, are these companies creating things that are essential?
Just absolutely essential.
And I think that goes to, Michael, your question on whether or not you want to stay with a company for a long time.
Um, because essentiality grows in compounds over time.
And if you can understand that, then you can break through the wall of temptation, um, to sell.
Um, obviously when facts change, you know, uh, you have to draw down stocks or make some moves, but being invested in as a company, it was in critical.
And it was a very big, um,
connection Matt and I made in the course of discovery here, which was one of the findings that Matt had in his study was 68% of the previous 100 baggers were B2B companies, business to business companies, not B2C or business to consumer companies, right?
So we all know
the Nikes and the Apples, but Fastenal, which Matt brought up,
they make fasteners, nuts and bolts, right?
And sell to construction companies and put vending machines on their sites so they don't have to go far to get these pieces of equipment.
And that really hit with me because I was at Hearst for 12 years, which started as a newspaper company and then a magazine company and then a television company.
You know, in my tenure there, I watched the CEO make more and more investments in business to business media companies in addition to the B2C companies.
And I was overseeing the cable networks, you know, the partnership with Disney on ESPN and A&E networks.
And they were the biggest contributors or profits to Hearst, a private company.
But two years ago, the largest contributor, or more profits come from the B2B investments than the B2C investments.
And the single largest contributor to Hearst Profits is a company called Fitch, which you're familiar with, you know, the bond rating agency.
And so the B2B component is really a ballast to hold on to psychologically.
Showing 41–60 of 332 · page 3 of 17
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