Episodes (Page 19)
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Joost van Dreunen analyzes the rise and decline of GameStop and where value chain profits sit
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Ilkka Paananen explains Supercell's unique decentralized culture with autonomous teams and minimal process
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Claire Cormier Thielke discusses using pattern recognition to unlock real estate investing alpha
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Oliver Hughes details how Tinkoff became Russia's largest online bank using direct mail campaigns
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Zack Fuss analyzes where profits sit in specific food ecosystem value chains
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Carlos Cashman discusses full spectrum of Amazon third-party seller ecosystem and dynamics
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Ram Parameswaran explores potential and common characteristics of internet-scale businesses
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Dylan Field explains core principles behind Figma's design as a collaborative, online tool
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Tracy Graham explains why businesses in secondary and tertiary US markets are structurally undervalued
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Zach Perret outlines how Plaid enables fintech solutions through APIs connecting financial data
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Mario Cibelli manages Marathon Partners, a long-biased concentrated investment firm operated for over 20 years with cornerstone investing approach
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Bob Pittman created MTV, launched iHeartMedia (largest radio and podcast operator), and held CEO roles at Six Flags, 21 Century Real Estate, and COO of AOL/AOL Time Warner
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Sam Hinkie leveraged decade+ NBA experience with Houston Rockets and Philadelphia 76ers to launch venture capital firm Eighty-Seven Capital
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Michelle Zatlyn co-founded Cloudflare (now $25B business) as COO and took it public, helping 25M+ websites become faster and more secure
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Danny Meyer founded Union Square Hospitality Group operating acclaimed NYC restaurants and Shake Shack, now a publicly traded company with hundreds of locations
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Zac Bookman founded OpenGov providing budgeting and financial management software for local governments after advising General McMaster, clerking on Ninth Circuit, and studying corruption
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Daniel Gross founded Pioneer, a 'fully remote startup generator' helping talented people worldwide test if their ideas have market potential
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Emmett Shear built Twitch from an online reality TV show into the world's leading live streaming platform for gamers
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RRE Ventures is a New York-based early-stage VC firm with 25 years of history and over 400 investments, specializing in healthcare
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Nick Kokonas co-founded three acclaimed restaurants (Alinea, Next, The Aviary) and Tock booking system, transitioning from philosophy major and derivatives trader to hospitality leader