204 Episodes

  1. Carvana's Finance GPU and Gain-on-Loan Sale

    Published: 24/05/2022
  2. Berkshire Annual Shareholder Meeting Reflections

    Published: 03/05/2022
  3. Online Food Delivery in France: Deliveroo, UberEats, & Gorillas

    Published: 01/05/2022
  4. IKEA: Physical to Omni-Channel Furniture Retail

    Published: 15/04/2022
  5. Airbnb Experiences

    Published: 07/04/2022
  6. Constellation Software, Allscripts, & CSU 2.0

    Published: 05/04/2022
  7. RS Group, Bechtle AG, & B2B Distribution

    Published: 28/03/2022
  8. Carvana, ADESA, ACV, & Wholesale Auto Auctions

    Published: 22/03/2022
  9. The Early Days of Scaling GFL Environmental

    Published: 17/03/2022
  10. GoDaddy: Domains, Upselling, and Competing with Shopify

    Published: 07/03/2022
  11. Wayfair & CastleGate Logistics Penetration

    Published: 28/02/2022
  12. Wayfair, Amazon, and Building Global Ecommerce Supply Chains

    Published: 25/02/2022
  13. Monster, Fever Tree & Non-Alcoholic Beverage Distribution

    Published: 07/02/2022
  14. The Trade Desk & CTV Value Chain Power Dynamics

    Published: 31/01/2022
  15. ServiceNow: Product Positioning & Customer Stickiness

    Published: 14/01/2022
  16. Copart: International Growth Opportunities

    Published: 14/01/2022
  17. MADE, Westwing, & Niche vs Mass E-commerce Models

    Published: 10/01/2022
  18. Made.com, Westwing, & European Online Furniture

    Published: 04/01/2022
  19. Top 10 Interviews in 2021, Danaher, and In Practise in 2022

    Published: 03/01/2022
  20. Fever Tree US vs UK Growth Opportunities

    Published: 20/12/2021

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