{"podcast":{"title":"Preferred Shares Podcast","slug":"preferred-shares-podcast-6594967","podcast_index_feed_id":6594967,"rss_url":"https://api.substack.com/feed/podcast/1908337.rss","website_url":"https://www.preferredsharespodcast.com/podcast","image_url":"https://substackcdn.com/feed/podcast/1908337/e73d940b2a7f9e66dbfaaa377d07d0a4.jpg","author":"Preferred Shares Podcast","episode_count":35,"summary":"Business, history, and business history.","last_synced_at":"2026-06-12T22:18:20.663831+00:00","page_url":"https://stenobird.com/podcast/preferred-shares-podcast-6594967"},"episode":{"title":"The Untold Story of Amphenol: Part I","slug":"the-untold-story-of-amphenol-part-i","published_at":"2025-07-11T11:10:21+00:00","page_url":"https://stenobird.com/podcast/preferred-shares-podcast-6594967/the-untold-story-of-amphenol-part-i","show_page_url":"https://stenobird.com/podcast/preferred-shares-podcast-6594967","url":"https://www.preferredsharespodcast.com/p/the-untold-story-of-amphenol-part","audio_url":"https://api.substack.com/feed/podcast/167963123/035770e9a0f412dd5b40d4519ee3a561.mp3","summary":"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 history and significance of Amphenol , a leading manufacturer of connectors. They explore the company’s evolution from its founding in the 1930s, its pivotal role during World War II, and its transition into the consumer electronics market. The discussion covers Amphenol’s IPO journey, acquisitions, and the influence of private equity firm KKR on its growth strategy. The episode concludes with insights into the company’s culture and the legacy of its founder, Arthur J. Schmidt , highlighting the importance of innovation and adaptability. In This Episode [01:15] Exploring Amphenol: A Company of Significance [01:57] The Fascinating History of Amphenol [03:22] Amphenol’s Role in World War II [08:00] Post-War Transition and Consumer Electronics [09:01] The IPO Journey of Amphenol [16:17] Acquisition by LPL and Challenges Ahead [20:12] KKR’s Influence and Growth Strategy [22:56] Amphenol’s Market Position and Strategy [26:45] Cultural Insights and Leadership at Amphenol [30:05] Legacy of Arthur J. Schmidt and Future Outlook Images Sources Books Schaefer, Arthur J. Quest for Leadership: The Arthur J. Schmitt Story . Cathedral Publishing Company: Chicago, IL, 1985. Videos & Podcasts Additional Reading & Listening Curious to see what else we’ve been working on? Check out some of the interesting things we’ve done recently: * Douglas Ott ( Andvari Associates and @yesandnotyes ) * 📖 An even more detailed history of Amphenol * 📖 TransDigm: The Early Years * Lawrence Hamtil (Fortune Financial and @lhamtil) * 🎙️ The Future of Defense — The History, Advances, And Outlook * Devin LaSarre ( Invariant and @DevinLaSarre ) * 📖 Foiled: A the…","meta_description":"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 his…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2194,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/preferred-shares-podcast-6594967/episodes/the-untold-story-of-amphenol-part-i/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/preferred-shares-podcast-6594967/the-untold-story-of-amphenol-part-i.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}