The company fending off big gorillas and returning 159% in seven years - who could it be?


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Dec 12 2024 42 mins   4

This pod is an interview with a CEO doing wonders with his company and its share price, which has beaten the S&P 500 total return, since he took over.


He's done this all whole the company has been fending of both big gorillas and young upstarts in a fragmented market place. Who's the CEO? What is the company? And how has he done it? Listen to find out.


Fund mangers Jean Roche and James Goodman host this pod, the latest in the mid 250 podcast series. You can find links to the other pods below.


Other mid 250 pods:


Episode 1: Hunting 30-baggers

Episode 2: What's the secret sauce for this sausage maker

Episode 3: The secret life of Pets at Home CEO

Episode 4: This CEO is redefining a business and engineering a 15-bagger

Episode 5: The company that beat its benchmark by 50% over five years


RUNNING ORDER:


01:00 - Part one: the origins of Dunelm and surviving a pandemic

14:57 - Part two: sure-footed and well-armed, rather than try fast, fail fast

28:37 - Part three: the secrets of success and what the future holds


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