Released September 1st, 2021
Lauren Taylor Wolfe - Wyndham Hotels: Loyalty Matters
Lauren Taylor Wolfe is the co-founder and Managing Partner of Impactive Capital. We cover Wyndham’s growth algorithm, its loyalty program, and the ways in which green programs are helping to drive higher cash-on-cash returns for franchisees.
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Lauren Taylor Wolfe - The Modern Activist Toolkit
Lauren is the co-founder and Managing Partner of Impactive Capital, an activist investment management firm. We cover the entire activist toolkit, dive deep on how the modern activist playbook differs from traditional methods, and explore how she helps create value for companies.
Kat Cole - How to Operate: Lessons in Brand, Distribution, and Leadership
Kat Cole is the COO and president of North America for Focus Brands, which owns famous companies like Cinnabon, Carvel, Jamba, and more. We cover her story from a Hooters waitress to COO of Focus Brands, building and developing brands, and lessons she's learned as a leader.
Marc Rubinstein - Blackstone: Beyond Buyouts
Marc Rubinstein is the author of Net Interest and a former hedge fund manager. We cover the different ways Blackstone earns money, how that’s changing, and what else management has done to make the business more shareholder-friendly.
Zack Fuss - Breaking Down the Food Ecosystem
A discussion around the economics of the food business and restaurants' recent digital transformations.
Wyndham Hotels: Necessity Is The Mother of Invention
An assessment of Wyndham's business model, balance sheet, and growth strategy in the wake of COVID-19.
The Hotel Cooperation: Deloitte’s vision on challenges in the hotel business
An exploration into the impact of Online Travel Agents on the hotel industry and what hotels should do about the rise of OTAs.
The Airbnb Effect: Cheaper Rooms For Travelers, Less Revenue For Hotels
A 2018 paper that analyzes Airbnb's impact on the hospitality industry.
The Heart of Hospitality: Great Hotel and Restaurant Leaders Share Their Secrets
An insight into creating an unbeatable customer experience and service which translates into a competitive advantage.
The Dhandho Investor: The Low-Risk Value Method to High Returns
A value framework based on the first Patel family to arrive in the US, who built a thriving motel business using familiar value principles.
McDonald's: Behind The Arches
An informative book filled with insightful stories about the growth and evolution of McDonald's.