Episode 49: The Stitch Fix IPO
Acquired4 Des 2017

Episode 49: The Stitch Fix IPO

Ben and David dive into the most talked-about tech IPO of 4Q 2017: Stitch Fix. After downsizing the offering and pricing below the range, does this signal a warning that public markets won’t value high-flying silicon valley “disruptors” as high as VCs hope? Or is this a textbook example of a great return for a disciplined management team and well-run company? Most importantly, what happens next? Tune in for our heroes’ take.

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Episoder(212)

Episode 43: The Square IPO

Episode 43: The Square IPO

Unicorns and ratchets and lawsuits, oh my! Our heroes dive into the history of Jack Dorsey’s famous “other” company, Square. Was the Square IPO a canary in the coal mine signaling doom & gloom for the...

16 Aug 20171h 22min

Episode 42: Opsware (with special guest Michel Feaster)

Episode 42: Opsware (with special guest Michel Feaster)

Acquired dives into the legendary acquisition of Ben Horowitz & Marc Andreessen’s “second act” software company Opsware, from a perspective never before heard—HP’s side of the story! Our heroes are jo...

5 Aug 20171h 20min

Episode 41: Booking.com with Jetsetter & Room 77 CEO Drew Patterson

Episode 41: Booking.com with Jetsetter & Room 77 CEO Drew Patterson

Acquired trains its lens on the “second or third best acquisition of all-time”, Priceline’s 2005 purchase of Booking.com. Our heroes are joined by friend-of-the-show and former Jetsetter & Room 77 CEO...

26 Jul 20171h 21min

Episode 40: Activision Blizzard

Episode 40: Activision Blizzard

Ben & David cover the creation of the gaming world’s equivalent of the 70’s rock supergroup: the 2008 merger of Blizzard and Activision. We tell the story from the Blizzard perspective, tracing the hi...

13 Jul 20171h 18min

Acquired Episode 39: Whole Foods Market

Acquired Episode 39: Whole Foods Market

Ben and David are once again live on the scene, this time covering the biggest disruption in grocery since… well, sliced bread: Amazon’s $13.7B purchase of Whole Foods Market. We place this deal in co...

21 Jun 20171h 19min

Acquired Episode 38: SoundJam (iTunes)

Acquired Episode 38: SoundJam (iTunes)

Ben & David revisit the birth of the digital music revolution and Steve Jobs' "digital hub" strategy, with Apple's 2000 acquisition of the Mac music player SoundJam MP, which would go on to become iTu...

31 Mai 20171h 22min

Episode 37: BAMTech, Disney and "the Biggest Media Company You've Never Heard Of”

Episode 37: BAMTech, Disney and "the Biggest Media Company You've Never Heard Of”

Ben and David continue Acquired’s “tech and sports” mini-series with Disney’s 2016 acquisition of a minority stake (with the right to purchase a majority stake at a later date) in BAMTech, the interne...

10 Mai 20171h 22min

Episode 36: The LA Clippers

Episode 36: The LA Clippers

In honor of start of NBA playoffs, Ben & David venture off the beaten path to explore one of Steve Ballmer’s most famous acquisitions, his 2014 purchase of the Los Angeles Clippers NBA franchise. Was ...

24 Apr 20171h 12min

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