204 Episodes

  1. Wayfair CastleGate, Amazon, & FBA vs FBW

    Published: 14/12/2021
  2. Burford Capital Management Team, Capital Allocation, and Liquidation Value

    Published: 29/11/2021
  3. Elmenus & Egyptian Food Delivery

    Published: 10/11/2021
  4. ARKO & US C-Stores: Merch Margins and EV Risks

    Published: 27/10/2021
  5. GLG: The Future of Expert Networks

    Published: 20/10/2021
  6. Redbubble, SEEK, Etsy, & Scaling a Three-Sided Marketplace

    Published: 27/09/2021
  7. From SEEK to Redbubble: Scaling Two & Three-Sided Marketplaces

    Published: 24/09/2021
  8. Etsy, Amazon Handmade, eBay, & Limitations to Scale

    Published: 13/09/2021
  9. Brown & Brown: Mid-Market Broking

    Published: 08/09/2021
  10. Cardlytics: Barriers to Advertiser Adoption

    Published: 06/09/2021
  11. Kelly Partners Group (KPG) & Accountancy Roll-Ups

    Published: 30/08/2021
  12. TransDigm's Product Innovation, Howley, & TDG 10-year equity returns

    Published: 23/08/2021
  13. Auto1 Group & European Online Auto Retail

    Published: 18/08/2021
  14. Burford Capital: Pioneering Litigation Finance

    Published: 04/08/2021
  15. Costco & Buying Scale per SKU

    Published: 02/08/2021
  16. Addtech and Topicus: Competitively Advantaged Buyers

    Published: 12/07/2021
  17. Universal Music, Spotify, & The Music Industry

    Published: 06/07/2021
  18. Upwork, 99designs & Horizontal vs Vertical Marketplaces

    Published: 24/06/2021
  19. Gruppo MutuiOnline & Online Insurance Broking

    Published: 14/06/2021
  20. AerCap, Aircraft Leasing, & Auto Dealer Business Models

    Published: 07/06/2021

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