All Episodes
In Practise Interviews — 74 episodes
The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency
US Data Center Power Supply and Demand Dynamics
AB InBev & US Beer Distribution
CellaVision: Sysmex Partnership, DC-1 Instrument & Reagents
Restoration Hardware: International Expansion
Ryan Specialty & the Wholesale Brokerage Business
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
Veeva Align, Link, and OpenData vs IQVIA OneKey
Brown & Brown, Orchid Insurance & MGA Economics
Align Technology: Growth of the DSO Channel
Loar Group: Pacific Piston Ring Company
Halma: Managing & Scaling Gas & Water Testing Divisions
Markel: State National & Program Services
Copart: UK, Germany, Finland, & India Market Opportunity
Rightmove: UK Lettings Market & Tenant Journey
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
US Auto Insurance: ADAS Impact on Pricing
Vitec Software: History, Culture, & Operating Strategy
Copart: Salvage Yard Operations
Wayfair CastleGate: Demand Forecasting & Supplier Dynamics
Pure Gym vs The Gym Group
AppFolio: SMB Customer Sales Process
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Amazon & Wayfair: Handling Large & Bulky Goods
Capital One: Subprime Credit Cards
Carvana vs CarMax: Comparing Operating Models
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Carvana Operations: Vehicle Flow through the Network
Vitec Software: ABS Laundry Acquisition
Credit Acceptance: Hurdles to Loan Volume Growth
Bench Walk, PACCAR Judgment, & Litigation Finance
Spotify Podcasting: An Agency Buyer's Perspective
Carvana: Evolution of the Inspection & Reconditioning Process
Röko: Building a Leading Serial Acquirer
ADPma: Manufacturing & Selling PMA Aerospace Parts
Röko M&A Strategy, Transaction Structure, & Returns
Constellation Software: Competition, Hurdle Rates & Deal Flow
Aldi: Culture & Operations of a Hard Discounter
Bergman & Beving: The Original Serial Acquirer
Hagerty International: UK Classic Car Insurance
Kelly Partners Group & Accountancy Practice M&A
Double Dutch & UK Premium Mixer Market
Fedex Freight, Old Dominion, & US LTL Trucking
Datadog, Open Telemetry, & A History of Observability
SDI Group: Niche Manufacturing Serial Acquirer
IKEA: Physical to Omni-Channel Furniture Retail
Airbnb Experiences
The Early Days of Scaling GFL Environmental
Made.com, Westwing, & European Online Furniture
From SEEK to Redbubble: Scaling Two & Three-Sided Marketplaces
Burford Capital: Pioneering Litigation Finance
Upwork, 99designs & Horizontal vs Vertical Marketplaces
Online Food Delivery: A Restaurant's Perspective
Vertu Motors & UK Franchise Auto Dealers
Building an Online Live Casino Offering
The Gym Group: Low Cost Economies of Scale
Naked Wines: Business Model Economics
The Media Planning and Buying Process
Omni Bridgeway: Leading Litigation Finance
From WPP to S4 Capital: Rewriting the Advertising Industry
The Danaher Business System Mindset
Copart: Running a Salvage Yard
The Podcasting Advertising Ecosystem
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Online Luxury Fashion: Marketplaces vs Retailers
Netflix Business Model & Economics
Google: Selling Display Advertising
Evolution of the Advertising Media Holding Company
Unity Technologies & Game Engine Economics
TransDigm: Esterline Technologies Acquisition
TransDigm: Value-Based Pricing Strategy
The Ferrari Way
Aldi: Hard Discounter Business Models
Google & Travel Value Chain Structure