Podcast Episodes
Back to Search
Embracer Group (EMBRACB) | Deep Dive
Embracer Group is an international video game conglomerate. The company owns and operates various PC and console games for the gaming markets in Euro…
5 years, 5 months ago
Anirban Mahanti - Cloud Adoption & Capitalism Without Capital
Anirban Mahanti joins us this week to discuss cloud companies and capitalism without capital. Anirban shows off his knowledge of the cloud and also b…
5 years, 5 months ago
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, fo…
5 years, 5 months ago
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, …
5 years, 5 months ago
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 anythin…
5 years, 5 months ago
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…
5 years, 5 months ago
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 dra…
5 years, 5 months ago
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. List…
5 years, 5 months ago
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 …
5 years, 6 months ago
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 platf…
5 years, 6 months ago