Grab (GRAB) | Deep Dive
Grab is a southeast Asian super-app. The company will go public via a SPAC whose current ticker is AGC. Grab offers ride-hailing, mobile payments, food delivery, shopping, and even investing. Grab is ...
9 Maj 202141min
Jumia (JMIA) | Deep Dive
Jumia owns and operates an e-commerce business across multiple market segments. Jumia operates an online marketplace, a shipment/logistics business, and even maintains its own payment platform. Listen...
6 Maj 202146min
Jake Taylor - A Call From Munger & the Role of Solitude
This week Jake Taylor joins us to discuss Charlie Munger and how Jake got into his career. Jake mentions that he rarely pays retail price for anything and explains how that has carried over into his i...
4 Maj 20211h 46min
ThredUp (TDUP) | Deep Dive
ThredUp is an online resale marketplace that allows users to buy and sell secondhand apparel and accessories. The company aims to reject fast-fashion and throwaway fashion culture. Listen in as Brad, ...
2 Maj 202140min
Squarespace (SQSP) | Deep Dive
Squarespace is a low code website building and hosting tool. Platforms like Squarespace allow clients to establish an online presence with simple drag and drop website creation. Listen in as Ian, Bret...
29 Apr 202148min
Jon Bathgate - Optionality & Resiliency
Jon Bathgate joins us this week to discuss semiconductors, resiliency, and optionality. Jon covers his background and how he got to NZS Capital. Listen in after the interview to hear Brett and Ryan sh...
27 Apr 20211h 34min
Coupang (CPNG) | Deep Dive
Coupang operates an e-commerce business primarily in South Korea. With South Korea's dense population Coupang is able to provide phenomenal delivery times because the company has a logistics center wi...
25 Apr 202142min
Poshmark (POSH) | Deep Dive
Poshmark operates a social marketplace for new and secondhand style products. At the end of 2020, Poshmark had 6.5 million active buyers on its platform. Pay close attention as Ian, Brett, and Ryan di...
22 Apr 202143min
