Preferred Shares Podcast
Episodes
The Ferguson Water Thesis with Todd Wenning
16 Apr 2026
Contributed by Lukas
Welcome to Episode 32 of the Preferred Shares Podcast.In this episode, we explore the water thesis behind Ferguson Enterprises, a leading distributor ...
Veteran Analyst Mark Purdy on Nestlé
20 Mar 2026
Contributed by Lukas
Welcome to Episode 31 of the Preferred Shares Podcast.In this episode, we continue our short series on Nestlé. We brought back our guest Mark Purdy (...
Nestlé: The Building of a Global Behemoth
17 Feb 2026
Contributed by Lukas
Welcome to Episode 30 of the Preferred Shares Podcast.In this episode, we discussed the history and founding of Nestlé.* Origins of the company in 18...
Forging a Family-Owned Legacy: The Story of Thompson Traders
08 Jan 2026
Contributed by Lukas
Welcome to Episode 29 of the Preferred Shares Podcast.In this episode, we interviewed Clifford Thompson of Thompson Traders, a family-owned business f...
David Gearhart's Journey in Building a Private Insurance Holding Company
05 Dec 2025
Contributed by Lukas
Welcome to Episode 28 of the Preferred Shares Podcast.In this episode, we interview David Gearhart, CEO and Chairman of Wilmington Holdings Corporatio...
A Primer on Salmon Farming with Nick Longhurst of Marathon Asset Management
21 Nov 2025
Contributed by Lukas
Welcome to Episode 27 of the Preferred Shares Podcast.In this episode, Nick Longhurst, portfolio manager at London’s famed Marathon Asset Management...
Endurance: From the Track to the Cockpit, a B-2 Pilot's Story
06 Nov 2025
Contributed by Lukas
Welcome to Episode 26 of the Preferred Shares Podcast.Fewer people have flown the Northrop Grumman B-2 stealth bomber than have traveled to space, whi...
Pool Corp. (POOL)
19 Sep 2025
Contributed by Lukas
Welcome to Episode 25 of the Preferred Shares Podcast.In this episode of the Preferred Shares podcast, Doug provides a brief history of Pool Corp. and...
The Untold Story of Amphenol: Part II
21 Jul 2025
Contributed by Lukas
Welcome to Episode 24 of the Preferred Shares Podcast.In this episode of the Preferred Shares podcast, hosts Devin, Doug, and Lawrence interview Will ...
The Untold Story of Amphenol: Part I
11 Jul 2025
Contributed by Lukas
Welcome to Episode 23 of the Preferred Shares Podcast.In this episode of the Preferred Shares podcast, hosts Devin, Doug, and Lawrence delve into the ...
The Evolution of Dry Cleaning with GreenEarth Cleaning's Tim Maxwell
03 Jul 2025
Contributed by Lukas
Welcome to Episode 22 of the Preferred Shares Podcast.In this episode, we explore the evolution of the dry cleaning industry. To guide us, we are join...
Beretta: 500 Years of Italian Exceptionalism
25 Jun 2025
Contributed by Lukas
Welcome to Episode 21 of the Preferred Shares Podcast.This episode of the Preferred Shares podcast delves into the rich history of Beretta, a company ...
The Sweet, Storied Success of Lindt & Sprüngli
15 May 2025
Contributed by Lukas
Welcome to Episode 20 of the Preferred Shares Podcast.We interviewed a special guest, Mark Purdy, about Lindt & Sprüngli, a Swiss chocolatier founded...
Texas Pacific Land Corporation: The Riches of Royalties
03 Mar 2025
Contributed by Lukas
Welcome to Episode 19 of the Preferred Shares Podcast.We interviewed a special guest, Chadd Garcia, about Texas Pacific Land Corporation (TPL). Chadd ...
Convair: The Rise and Fall of an Aerospace Titan - Part 2
17 Feb 2025
Contributed by Lukas
Welcome to Episode 18.In this episode, Doug picks up the story from where we left off in Part 1: its November 1941, when Consolidated Aircraft founder...
Convair: The Rise and Fall of an Aerospace Titan
05 Feb 2025
Contributed by Lukas
Welcome to Episode 17 of the Preferred Shares Podcast.In this episode, Doug shares his research on the early years of Consolidated Aircraft and its fo...
Tyler Technologies: Big Fish, Small Pond
23 Dec 2024
Contributed by Lukas
Welcome to Episode 16 of the Preferred Shares Podcast.In this episode, Douglas Ott walks us through the origin story of Tyler Technologies to the pres...
Chain Restaurants and the Interstate
28 Oct 2024
Contributed by Lukas
Welcome to Episode 15 of the Preferred Shares Podcast.In this episode—another in our series on the beneficiaries of the spending on the interstate h...
Marc Levinson on The Great A&P
11 Oct 2024
Contributed by Lukas
Welcome to Episode 14 of the Preferred Shares Podcast.In this episode, Preferred Shares explores the evolution of grocery retailing in the United Stat...
Rae Maile: A Lifetime in Tobacco
27 Sep 2024
Contributed by Lukas
Welcome to Episode 13 of the Preferred Shares Podcast.We interviewed our friend and special guest, Rae Maile. Rae is a veteran analyst who has covered...
Henry Crown and Material Service Corporation
09 Jul 2024
Contributed by Lukas
Welcome to Episode 12 of the Preferred Shares Podcast.In this episode—the third in our series on the beneficiaries of the spending on the interstate...
The Rocks That Connect America
29 May 2024
Contributed by Lukas
Welcome to Episode 11 of the Preferred Shares Podcast.In this episode—the second part in our series on the beneficiaries of the spending on the inte...
Breaking down the Utility Industry: Expert Insights From Ian Clark of Dichotomy Capital
25 Apr 2024
Contributed by Lukas
Welcome to Episode 10 of the Preferred Shares Podcast.Lawrence Hamtil, of Fortune Financial Advisors, and Douglas Ott, of Andvari Associates, were the...
Connecting a Continent: The Rise of the United States Interstate Highway System
08 Apr 2024
Contributed by Lukas
Welcome to Episode 9 of the Preferred Shares Podcast.Lawrence Hamtil, of Fortune Financial Advisors, and Douglas Ott, of Andvari Associates, were the ...
Bellerby & Co: The Rebirth of Artisanal Globemaking
06 Mar 2024
Contributed by Lukas
Welcome to Episode 8 of the Preferred Shares Podcast.Devin LaSarre, of Invariant, was the primary researcher for this episode.In this episode- The uni...
Trophy Assets: The Families That Built the NFL
08 Feb 2024
Contributed by Lukas
Welcome to Episode 7 of the Preferred Shares Podcast.Douglas Ott, of Andvari Associates, was the primary researcher for this episode.In this episode-T...
Inside the Factory: The Industrial Processes That Feed the World
03 Jan 2024
Contributed by Lukas
Welcome to Episode 6 of the Preferred Shares Podcast.This episode is our first interview with a special guest; friend of the show Warwick from Down Un...
The Rat Man: Otto Orkin and the Birth of the Modern Pest Control Industry
18 Dec 2023
Contributed by Lukas
Welcome to Episode 5 of the Preferred Shares Podcast.Lawrence Hamtil, of Fortune Financial Advisors, and Douglas Ott, of Andvari Associates, were the ...
Mars Incorporated: Inside America's Most Secretive Consumer Goods Empire
16 Nov 2023
Contributed by Lukas
Welcome to Episode 4 of the Preferred Shares Podcast.Lawrence Hamtil, of Fortune Financial Advisors, was the primary researcher for this episode.In th...
From Great Depression to Nifty Fifty: The Little Known Story About Simplicity Pattern, Part 2
20 Oct 2023
Contributed by Lukas
Welcome to Episode 3 of the Preferred Shares Podcast.Douglas Ott, of Andvari Associates, was the primary researcher for this episode.In this episode* ...
From Great Depression to Nifty Fifty: The Little Known Story About Simplicity Pattern, Part 1
05 Oct 2023
Contributed by Lukas
Welcome to Episode 2 of the Preferred Shares Podcast.Douglas Ott, of Andvari Associates, was the primary researcher for this episode.In this episode* ...
Vending Machine Mania
31 Aug 2023
Contributed by Lukas
Welcome to Episode 1 of the Preferred Shares Podcast.Lawrence Hamtil, of Fortune Financial Advisors, was the primary researcher for this episode.In th...