LVMH: The Wolf in Cashmere’s Conglomerate - [Business Breakdowns, EP. 68]

LVMH: The Wolf in Cashmere’s Conglomerate - [...

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Toast: Sticky SaaS - [Business Breakdowns, EP.247]

Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business behind it. Our guest is Sean Barrett, foun ...  Afficher plus

Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]

Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks ...  Afficher plus

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Geoffrey Moore - Building Gorilla Businesses - [Invest Like the Best, EP. 261]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is the renowned tech author, consultant, and venture partner at Wildcat Ventures, Geoffrey Moore. Geoffrey has spent his career focused on the dynamics surrounding disruptive innovations and his book, Crossing the Chasm, has become a canonical work for young busine ...  Afficher plus

Julio Vasconcellos & Mate Pencz - Investing in Latin America - [Invest Like the Best, EP.296]
Invest Like the Best with Patrick O'Shaughnessy

My guests today are Julio Vasconcellos and Mate Pencz, who are partners at Canary and Atlantico, leading early-stage investment firms in Latin America. They’re also both successful entrepreneurs. Mate is the co-founder and CEO of Brazilian real estate unicorn, Loft. Julio was Fac ...  Afficher plus

Roelof Botha - Sequoia’s Crucible Moment - [Invest Like the Best, EP. 250]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Roelof Botha, a partner at one of the world’s oldest and most successful venture firms, Sequoia Capital. A few days ago before I sat down with Roelof, he announced Sequoia’s boldest innovation since the firm was founded by Don Valentine in the early 1970s. Going ...  Afficher plus

Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ...  Afficher plus