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| Episode | Date |
|---|---|
|
US Data Center Power Supply and Demand Dynamics
|
Nov 20, 2025 |
|
AB InBev & US Beer Distribution
|
Dec 23, 2024 |
|
CellaVision: Sysmex Partnership, DC-1 Instrument & Reagents
|
Nov 25, 2024 |
|
Restoration Hardware: International Expansion
|
Nov 09, 2024 |
|
Ryan Specialty & the Wholesale Brokerage Business
|
Jul 23, 2024 |
|
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
|
Jul 22, 2024 |
|
Veeva Align, Link, and OpenData vs IQVIA OneKey
|
Jun 23, 2024 |
|
Brown & Brown, Orchid Insurance & MGA Economics
|
Jun 11, 2024 |
|
Align Technology: Growth of the DSO Channel
|
Jun 10, 2024 |
|
Loar Group: Pacific Piston Ring Company
|
May 22, 2024 |
|
Halma: Managing & Scaling Gas & Water Testing Divisions
|
May 20, 2024 |
|
Markel: State National & Program Services
|
May 17, 2024 |
|
Copart: UK, Germany, Finland, & India Market Opportunity
|
May 13, 2024 |
|
Rightmove: UK Lettings Market & Tenant Journey
|
May 06, 2024 |
|
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
|
Apr 30, 2024 |
|
US Auto Insurance: ADAS Impact on Pricing
|
Apr 16, 2024 |
|
Vitec Software: History, Culture, & Operating Strategy
|
Apr 12, 2024 |
|
Copart: Salvage Yard Operations
|
Apr 04, 2024 |
|
Wayfair: Demand Forecasting
|
Mar 14, 2024 |
|
Pure Gym vs The Gym Group
|
Mar 10, 2024 |
|
AppFolio: SMB Customer Sales Process
|
Jan 11, 2024 |
|
Intuitive Surgical vs Laparoscopy Cost and Sales Process
|
Jan 08, 2024 |
|
Amazon & Wayfair: Handling Large & Bulky Goods
|
Dec 22, 2023 |
|
Capital One: Subprime Credit Cards
|
Nov 25, 2023 |
|
Carvana vs CarMax: Comparing Operating Models
|
Nov 14, 2023 |
|
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
|
Nov 13, 2023 |
|
Carvana Operations: Vehicle Flow through the Network
|
Oct 19, 2023 |
|
Vitec Software: ABS Laundry Acquisition
|
Oct 09, 2023 |
|
Credit Acceptance: Hurdles to Loan Volume Growth
|
Sep 19, 2023 |
|
Bench Walk, PACCAR Judgment, & Litigation Finance
|
Sep 10, 2023 |
|
Spotify Podcasting: An Agency Buyer's Perspective
|
Sep 05, 2023 |
|
Carvana: Evolution of the Inspection & Reconditioning Process
|
Aug 28, 2023 |
|
Röko: Building a Leading Serial Acquirer
|
Apr 20, 2023 |
|
ADPma: Manufacturing & Selling PMA Aerospace Parts
|
Apr 18, 2023 |
|
Röko M&A Strategy, Transaction Structure, & Returns
|
Apr 03, 2023 |
|
Constellation Software: Competition, Hurdle Rates & Deal Flow
|
Feb 06, 2023 |
|
Aldi: Culture & Operations of a Hard Discounter
|
Feb 03, 2023 |
|
Bergman & Beving: The Original Serial Acquirer
|
Jan 21, 2023 |
|
Hagerty International: UK Classic Car Insurance
|
Jan 16, 2023 |
|
Kelly Partners Group & Accountancy Practice M&A
|
Dec 23, 2022 |
|
Double Dutch & UK Premium Mixer Market
|
Dec 11, 2022 |
|
Fedex Freight, Old Dominion, & US LTL Trucking
|
Dec 04, 2022 |
|
Datadog, Open Telemetry, & A History of Observability
|
Nov 06, 2022 |
|
SDI Group: Niche Manufacturing Serial Acquirer
|
Oct 16, 2022 |
|
IKEA: Physical to Omni-Channel Furniture Retail
|
Apr 15, 2022 |
|
Airbnb Experiences
|
Apr 07, 2022 |
|
The Early Days of Scaling GFL Environmental
|
Mar 17, 2022 |
|
Made.com, Westwing, & European Online Furniture
|
Jan 04, 2022 |
|
From SEEK to Redbubble: Scaling Two & Three-Sided Marketplaces
|
Sep 24, 2021 |
|
Burford Capital: Pioneering Litigation Finance
|
Aug 04, 2021 |
|
Upwork, 99designs & Horizontal vs Vertical Marketplaces
|
Jun 24, 2021 |
|
Online Food Delivery: A Restaurant's Perspective
|
Apr 29, 2021 |
|
Vertu Motors & UK Franchise Auto Dealers
|
Apr 10, 2021 |
|
Building an Online Live Casino Offering
|
Mar 25, 2021 |
|
The Gym Group: Low Cost Economies of Scale
|
Mar 03, 2021 |
|
Naked Wines: Business Model Economics
|
Feb 22, 2021 |
|
The Media Planning and Buying Process
|
Feb 11, 2021 |
|
Omni Bridgeway: Leading Litigation Finance
|
Jan 21, 2021 |
|
From WPP to S4 Capital: Rewriting the Advertising Industry
|
Dec 28, 2020 |
|
The Danaher Business System Mindset
|
Oct 30, 2020 |
|
Copart: Running a Salvage Yard
|
Oct 29, 2020 |
|
The Podcasting Advertising Ecosystem
|
Sep 02, 2020 |
|
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
|
Aug 28, 2020 |
|
Online Luxury Fashion: Marketplaces vs Retailers
|
Aug 19, 2020 |
|
Netflix Business Model & Economics
|
Aug 12, 2020 |
|
Google: Selling Display Advertising
|
Aug 06, 2020 |
|
Evolution of the Advertising Media Holding Company
|
Jul 26, 2020 |
|
Unity Technologies & Game Engine Economics
|
Jul 15, 2020 |
|
TransDigm: Esterline Technologies Acquisition
|
Jun 12, 2020 |
|
TransDigm: Value-Based Pricing Strategy
|
Jun 07, 2020 |
|
The Ferrari Way
|
May 29, 2020 |
|
Aldi: Hard Discounter Business Models
|
May 20, 2020 |
|
Google & Travel Value Chain Structure
|
Apr 23, 2020 |