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    <title>(Commoncog Beta) Capital Cycle Concept</title>
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    <pubDate>Sat, 11 Apr 2026 13:54:24 GMT</pubDate>
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      <title>(Commoncog Beta) Capital Cycle Concept</title>
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    <itunes:author>Commoncog</itunes:author>
    <itunes:summary>This is a beta of the audio version of cases from Commoncog&apos;s case library</itunes:summary>
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      <title>Björn Wahlroos&apos;s Capital Allocation Hat Trick with Sampo</title>
      <description>
        <![CDATA[ Sampo is a Finnish financial services group. This is notable for two reasons: first, financial services is an inherently cyclical sector; second, financials are a type of business where capital expertise is critical. Marathon Asset Management writes: Financial companies are probably the most challenging of all for CEOs to manage, as they require many more capital allocation decisions compared with, say, running a large food retailer or consumer products company. An ominous note, perhaps.

This is an audio companion of <a href="https://commoncog.com/c/cases/bjorn-wahlroos-sampo/?from_concept=capital-cycle">Björn Wahlroos&apos;s Capital Allocation Hat Trick with Sampo</a> ]]>
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        <![CDATA[ Sampo is a Finnish financial services group. This is notable for two reasons: first, financial services is an inherently cyclical sector; second, financials are a type of business where capital expertise is critical. Marathon Asset Management writes: Financial companies are probably the most challenging of all for CEOs to manage, as they require many more capital allocation decisions compared with, say, running a large food retailer or consumer products company. An ominous note, perhaps.

This is an audio companion of <a href="https://commoncog.com/c/cases/bjorn-wahlroos-sampo/?from_concept=capital-cycle">Björn Wahlroos&apos;s Capital Allocation Hat Trick with Sampo</a> ]]>
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      <pubDate>Sat, 07 Mar 2026 08:30:07 GMT</pubDate>
      <author>Commoncog</author>
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      <itunes:title>Björn Wahlroos&apos;s Capital Allocation Hat Trick with Sampo</itunes:title>
      <itunes:duration>00:08:22</itunes:duration>
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      <itunes:summary>
        <![CDATA[ Sampo is a Finnish financial services group. This is notable for two reasons: first, financial services is an inherently cyclical sector; second, financials are a type of business where capital expertise is critical. Marathon Asset Management writes: Financial companies are probably the most challenging of all for CEOs to manage, as they require many more capital allocation decisions compared with, say, running a large food retailer or consumer products company. An ominous note, perhaps. ]]>
      </itunes:summary>
      <itunes:author>Commoncog</itunes:author>
    </item>
    <item>
      <title>A Fine Dining Restaurant in a Recession</title>
      <description>
        <![CDATA[ Eleven Madison Park was crowned the Best Restaurant in the World in 2017. They are the epitome of hospitality, having earned four stars from the New York Times Review and three stars from the Michelin Guide. Today, when the restaurant opens its reservations on the first day of each month, they are typically fully booked within minutes.

This is an audio companion of <a href="https://commoncog.com/c/cases/fine-dining-recession/?from_concept=capital-cycle">A Fine Dining Restaurant in a Recession</a> ]]>
      </description>
      <content:encoded>
        <![CDATA[ Eleven Madison Park was crowned the Best Restaurant in the World in 2017. They are the epitome of hospitality, having earned four stars from the New York Times Review and three stars from the Michelin Guide. Today, when the restaurant opens its reservations on the first day of each month, they are typically fully booked within minutes.

This is an audio companion of <a href="https://commoncog.com/c/cases/fine-dining-recession/?from_concept=capital-cycle">A Fine Dining Restaurant in a Recession</a> ]]>
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      <pubDate>Mon, 02 Mar 2026 12:03:45 GMT</pubDate>
      <author>Commoncog</author>
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      <itunes:title>A Fine Dining Restaurant in a Recession</itunes:title>
      <itunes:duration>00:13:16</itunes:duration>
      <itunes:explicit>false</itunes:explicit>
      <itunes:summary>
        <![CDATA[ Eleven Madison Park was crowned the Best Restaurant in the World in 2017. They are the epitome of hospitality, having earned four stars from the New York Times Review and three stars from the Michelin Guide. Today, when the restaurant opens its reservations on the first day of each month, they are typically fully booked within minutes. ]]>
      </itunes:summary>
      <itunes:author>Commoncog</itunes:author>
    </item>
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      <title>Roper Technologies: From Manufacturing to Software</title>
      <description>
        <![CDATA[ Roper Technologies Incorporated ranks as the seventh largest software company in the United States of America as of 2022. It was incorporated more than a century ago — but for a majority of this time, it was not a technology company. Roper was a classic industrial conglomerate, capital-hungry and diversified across unrelated verticals. Fast forward to today, the company describes itself as developing vertical software products for niche markets.

This is an audio companion of <a href="https://commoncog.com/c/cases/roper-manufacturing-software/?from_concept=capital-cycle">Roper Technologies: From Manufacturing to Software</a> ]]>
      </description>
      <content:encoded>
        <![CDATA[ Roper Technologies Incorporated ranks as the seventh largest software company in the United States of America as of 2022. It was incorporated more than a century ago — but for a majority of this time, it was not a technology company. Roper was a classic industrial conglomerate, capital-hungry and diversified across unrelated verticals. Fast forward to today, the company describes itself as developing vertical software products for niche markets.

This is an audio companion of <a href="https://commoncog.com/c/cases/roper-manufacturing-software/?from_concept=capital-cycle">Roper Technologies: From Manufacturing to Software</a> ]]>
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      <pubDate>Mon, 02 Mar 2026 12:21:36 GMT</pubDate>
      <author>Commoncog</author>
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      <itunes:title>Roper Technologies: From Manufacturing to Software</itunes:title>
      <itunes:duration>00:35:24</itunes:duration>
      <itunes:explicit>false</itunes:explicit>
      <itunes:summary>
        <![CDATA[ Roper Technologies Incorporated ranks as the seventh largest software company in the United States of America as of 2022. It was incorporated more than a century ago — but for a majority of this time, it was not a technology company. Roper was a classic industrial conglomerate, capital-hungry and diversified across unrelated verticals. Fast forward to today, the company describes itself as developing vertical software products for niche markets. ]]>
      </itunes:summary>
      <itunes:author>Commoncog</itunes:author>
    </item>
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      <title>John Malone and TCI: Inventing EBITDA in the Cable Industry</title>
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        <![CDATA[ American cable company Tele-Communications Inc., or TCI, never turned a profit, not even in the industry's heyday in the 1970s. Yet it was acquired by AT&T in 1998 for 48 billion dollars, making it one of the largest media mergers in history at the time. The compound annual return to TCI shareholders after the acquisition was an incredible 30.3 percent, compared to 20.4 percent for its peers in the industry and 14.3 percent for the S&P 500 over the same time period.

This is an audio companion of <a href="https://commoncog.com/c/cases/john-malone-tci/?from_concept=capital-cycle">John Malone and TCI: Inventing EBITDA in the Cable Industry</a> ]]>
      </description>
      <content:encoded>
        <![CDATA[ American cable company Tele-Communications Inc., or TCI, never turned a profit, not even in the industry's heyday in the 1970s. Yet it was acquired by AT&T in 1998 for 48 billion dollars, making it one of the largest media mergers in history at the time. The compound annual return to TCI shareholders after the acquisition was an incredible 30.3 percent, compared to 20.4 percent for its peers in the industry and 14.3 percent for the S&P 500 over the same time period.

This is an audio companion of <a href="https://commoncog.com/c/cases/john-malone-tci/?from_concept=capital-cycle">John Malone and TCI: Inventing EBITDA in the Cable Industry</a> ]]>
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      <pubDate>Mon, 02 Mar 2026 12:01:27 GMT</pubDate>
      <author>Commoncog</author>
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      <itunes:title>John Malone and TCI: Inventing EBITDA in the Cable Industry</itunes:title>
      <itunes:duration>00:35:16</itunes:duration>
      <itunes:explicit>false</itunes:explicit>
      <itunes:summary>
        <![CDATA[ American cable company Tele-Communications Inc., or TCI, never turned a profit, not even in the industry's heyday in the 1970s. Yet it was acquired by AT&T in 1998 for 48 billion dollars, making it one of the largest media mergers in history at the time. The compound annual return to TCI shareholders after the acquisition was an incredible 30.3 percent, compared to 20.4 percent for its peers in the industry and 14.3 percent for the S&P 500 over the same time period. ]]>
      </itunes:summary>
      <itunes:author>Commoncog</itunes:author>
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      <title>The Absurd Deal That Led to Republic Plaza</title>
      <description>
        <![CDATA[ At the heart of Singapore's central business district, on prime real estate, stands a 280-meter-tall skyscraper named Republic Plaza. The building is not visually striking, and most Singaporeans would be hard-pressed to point it out amongst Singapore's skyscrapers. But the deal that led to its construction was anything but ordinary. Republic Plaza was, in effect, bought for a song. The deal to construct and then own it was engineered by none other than Kwek Hong Png, the patriarch and founder of Hong Leong Group.

This is an audio companion of <a href="https://commoncog.com/c/cases/absurd-deal-republic-plaza/?from_concept=capital-cycle">The Absurd Deal That Led to Republic Plaza</a> ]]>
      </description>
      <content:encoded>
        <![CDATA[ At the heart of Singapore's central business district, on prime real estate, stands a 280-meter-tall skyscraper named Republic Plaza. The building is not visually striking, and most Singaporeans would be hard-pressed to point it out amongst Singapore's skyscrapers. But the deal that led to its construction was anything but ordinary. Republic Plaza was, in effect, bought for a song. The deal to construct and then own it was engineered by none other than Kwek Hong Png, the patriarch and founder of Hong Leong Group.

This is an audio companion of <a href="https://commoncog.com/c/cases/absurd-deal-republic-plaza/?from_concept=capital-cycle">The Absurd Deal That Led to Republic Plaza</a> ]]>
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      <pubDate>Sun, 01 Mar 2026 15:37:53 GMT</pubDate>
      <author>Commoncog</author>
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      <itunes:title>The Absurd Deal That Led to Republic Plaza</itunes:title>
      <itunes:duration>00:19:18</itunes:duration>
      <itunes:explicit>false</itunes:explicit>
      <itunes:summary>
        <![CDATA[ At the heart of Singapore's central business district, on prime real estate, stands a 280-meter-tall skyscraper named Republic Plaza. The building is not visually striking, and most Singaporeans would be hard-pressed to point it out amongst Singapore's skyscrapers. But the deal that led to its construction was anything but ordinary. Republic Plaza was, in effect, bought for a song. The deal to construct and then own it was engineered by none other than Kwek Hong Png, the patriarch and founder of Hong Leong Group. ]]>
      </itunes:summary>
      <itunes:author>Commoncog</itunes:author>
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    <item>
      <title>How Experts Sensemake</title>
      <description>
        <![CDATA[ This is Part 2 on a short series on sensemaking. You may read Part 1 here.

This is an audio companion of <a href="https://commoncog.com/how-experts-sensemake/">How Experts Sensemake</a> ]]>
      </description>
      <content:encoded>
        <![CDATA[ This is Part 2 on a short series on sensemaking. You may read Part 1 here.

This is an audio companion of <a href="https://commoncog.com/how-experts-sensemake/">How Experts Sensemake</a> ]]>
      </content:encoded>
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      <pubDate>Sat, 11 Apr 2026 13:31:19 GMT</pubDate>
      <author>Commoncog</author>
      <enclosure url="https://caselib-os.sgp1.cdn.digitaloceanspaces.com/audio/test/how-experts-sensemake.mp3" length="34902743" type="audio/mpeg" />
      <itunes:title>How Experts Sensemake</itunes:title>
      <itunes:duration>01:12:42</itunes:duration>
      <itunes:explicit>false</itunes:explicit>
      <itunes:summary>
        <![CDATA[ This is Part 2 on a short series on sensemaking. You may read Part 1 here. ]]>
      </itunes:summary>
      <itunes:author>Commoncog</itunes:author>
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