This is Zack Fuss, an investor at Irenic Capital and today we are breaking down Trader Joe’s. Trader Joe’s is not a typical grocery chain. Their stores offer less choice, very few brands, constantly changing product lines, and no online option. Yet, they are adored and highly profitable. Their NPS score is industry leading and from what we can tell, despite ... Show More
Aug 7
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their anno ... Show More
58m 35s
Jul 23
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler, co-PM at Claremont Global, and together we get into the nitty gritty of exchanges. We all know how integral exchanges are to the financial system but we rarely stop to ... Show More
1 h
Feb 2022
Joey Levin - Building an Anti-Conglomerate - [Invest Like the Best, EP. 264]
My guest today is IAC’s CEO, Joey Levin. IAC is a unique business in that it’s a holding company which builds world-class digital businesses. Since Barry Diller created IAC over two decades ago, it has produced 11 public companies, including Match Group, Expedia, and Live Nation. ... Show More
1h 10m
Apr 2021
Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01]
Welcome to the first episode of our newest show, Business Breakdowns, featuring deep-dive conversations on individual businesses. In each episode, we will dissect a new company with investors and operators that know it best. We’ve already released the first three episodes on Shop ... Show More
1h 5m
May 2022
Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276]
My guest today is Jeff Jordan, General Partner at Andreessen Horowitz. Jeff has one of the most interesting set of experiences of guests that I’ve had on the show. As an operator, he has been the General Manager of eBay.com, President of PayPal, and CEO of OpenTable. As an invest ... Show More
1h 21m
Jun 2022
Lydia Jett - Investing in E-commerce - [Invest Like the Best, EP.282]
My guest today is Lydia Jett, Managing Partner of SoftBank Investment Advisers. Lydia leads the team’s consumer, internet, and e-commerce investments and has worked with many of the most significant consumer platforms in the world, including as a board member of Coupang and Flipk ... Show More
1h 9m
Feb 2023
Jeff Green - Modernizing Advertising - [Invest Like the Best, EP.315]
My guest today is Jeff Green, the CEO and co-founder of advertising platform, The Trade Desk. The Trade Desk is the second advertising exchange Jeff has built, having sold his first venue to Microsoft in 2007. He started The Trade Desk in 2009 and has built it into a $30 billion ... Show More
1h 6m
May 2022
Tobi Lütke - Embrace the Unexpected - [Invest Like the Best, EP. 278]
My guest today is Tobi Lütke, co-founder and CEO of Shopify. Having first spoken to Tobi at the beginning of the pandemic, just two months into it, this felt an opportune moment to revisit Shopify and the world through Tobi’s eyes. Among many things, we discuss Shopify’s evolutio ... Show More
1h 26m
Sep 2022
The Journey of GOOD PLANeT Foods Part 2: Establishing A Brand in an Expanding Market
GOOD PLANeT Foods was established with a mission in mind, but how did that mission end up as products in the hands of consumers? On part two of this two-part episode, we welcome back David Israel, Founder and CEO at GOOD PLANeT Foods, who is joined by his Co-CEO, Bart Adlam, to f ... Show More
39m 18s
Jul 2018
20VC: Why Serial Entrepreneurship is Overrated, Why You Will Get Fired If You Listen To Your Board & How To Construct Investor Update Emails The Right Way with Joe Fernandez, Founder & CEO @ Joymode
Joe Fernandez is the Founder & CEO @ JoyMode, the startup that allows you to lend everything you need to have the experiences you want. To date, Joe has raised over $16m in funding for Joymode from friends of the show including Homebrew, Slow Ventures, Founder Collective, Scott B ... Show More
31 m