HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Chapters
1. Cold Open: The Wrong Deal (00:00:00)
2. Show Setup & Host Intro (00:00:14)
3. Meet Matt: Wall Street to HVAC (00:00:37)
4. Call Dad Brand & Personal Story (00:02:24)
5. Rock Bottom: 98% New Construction (00:02:48)
6. Why New Construction Collides With Service (00:05:16)
7. Capacity, Waves, and Chaos (00:07:15)
8. The Mindset Shift: Separate Divisions (00:09:33)
9. Due Diligence Misses & “Deal Pregnant” (00:11:21)
10. On QofE, Risk, and Grit (00:13:19)
11. Today’s Mix: 100% Residential (00:14:34)
12. The Slow Pivot: Retail vs Production (00:15:21)
13. Spinning Off New Construction (00:17:17)
14. Holding Capacity and Saying No (00:18:17)
15. Finance Skills Don’t Run Trucks (00:20:12)
16. Good Advice, Bad Advice: Attribution Myths (00:21:55)
17. Brand Over Perfect Data (00:24:05)
18. Budgets, Autonomy, and Being Wrong (00:26:08)
19. Should Smaller Shops Invest in Brand? (00:28:18)
20. Budget Transparency With the Team (00:30:18)
21. PDPs, Dream Manager, and Growth Paths (00:33:00)
22. Why It Matters: People Achieving Dreams (00:36:14)
23. The Next Mountain: $100M Vision (00:39:08)
24. Market Share, Capacity, and New Customers (00:41:19)
25. The Real Constraint: Talent, Solved (00:43:12)
32 episodes