240 Episodes Refresh
Jan 21, 2021
Ilkka Paananen – Superpowering Teams – [Founder’s Field Guide, EP.17]January 21, 2021
My guest today is Ilkka Paananen, Founder and CEO of Supercell, a mobile game developer based in Finland. Supercell has built hugely successful games like Clash of Clans and Clash Royale that have reached over 100 million daily active users. What interests me most about the company is Supercell's unique culture built on decentralized, autonomous teams with nearly total creative control. Ilkka and I talk about how Supercell hires and designs teams, why they incorporate as little process as possible, and the...
Jan 19, 2021
Claire Cormier Thielke – The Future of Cities and Real Estate – [Invest Like the Best, EP.209]January 19, 2021
My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and management firm in the world with over $144 billion in assets under management. Claire responsible for acquisitions, development, and new business generation for Hines APAC and was also recently appointed to the board of Zillow. I was first introduced to Claire two years ago and have wanted to have her on the podcast ever since. Her personal story is...
Jan 14, 2021
Oliver Hughes – The Secret FinTech Giant – [Founder’s Field Guide, EP.16]January 14, 2021
My guest today is Oliver Hughes, the CEO of Tinkoff, the leading online commercial bank based in Russia. I found this conversation fascinating and think it will be essential for anyone who wants to understand online financial services or the next generation of fintech. Our conversation touches on how Tinkoff used direct mail campaigns to become the largest online banking provider in Russia, their last-mile delivery platform that combines couriers with door-to-door salesmen, and how they build...
Jan 12, 2021
Zack Fuss – Breaking Down the Food Ecosystem – [Invest Like the Best, EP.208]January 12, 2021
My guest today is Zach Fuss, an investor at Continental Grain, a 200-year-old family owned business that is focused on investing and operating businesses throughout the food and agriculture ecosystem with assets across the US, Latin America, and Asia. Prior to his work at Continental, Zack was an analyst at Tiger and Citadel. This is a must listen for those interested in any aspect of the food ecosystem but also understanding value chains more generally. In our conversation we cover where profits...
Jan 07, 2021
Carlos Cashman – Lessons from the Amazon Ecosystems – [Founder’s Field Guide, EP.15]January 07, 2021
My guest today is Carlos Cashman, co-founder and co-CEO of Thrasio an acquirer of third-party Amazon sellers. In a surprising departure for a high growth company, Thrasio has been profitable since its founding in 2018 and was most recently valued at $1 billion. In our conversation we discuss the full spectrum of the Amazon third party seller ecosystem, the effects of globally commoditized manufacturing, and the terms of Thrasio's acquisitions of Amazon businesses. I hope you enjoy this great conversation...
Jan 05, 2021
Ram Parameswaran - Internet Scale Businesses – [Invest Like the Best, EP.207]January 05, 2021
My guest today is Ram Parameswaran, founder of Octahedron Capital. Ram started Octahedron this year after more than 5 years as a partner at Altimeter Capital where he made investments in Square, Bytedance, Pinduoduo, and Udaan. In our conversation we cover the potential for internet scale businesses, explore the common characteristics of these businesses, and then go through a rapid-fire round of the most important qualities for 8 business models. This conversation was a blast of energy and could...
Dec 31, 2020
Dylan Field - The Growing Importance of Design – [Founder’s Field Guide, EP.14]December 31, 2020
Dylan Field is the co-founder and CEO of Figma, a collaborative, online design tool which has taken the world by storm. With a most recent valuation of more than $2B and bakers like Andreessen Horowitz, Sequoia, Kleiner Perkins, and Greylock, Figma has been one of the most successful companies building tools for creators. In our conversation, we dive into the principles Figma is built on, how they created multi-player for design tools, and the growing importance of design in business. I hope you enjoy...
Dec 29, 2020
Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]December 29, 2020
My guest today is Tracy Graham, founder and managing principal of Graham Allen Partners, a private equity firm that specializes in acquiring and building technology-enabled businesses. In our conversation we discuss how Tracy ended up playing football at Notre Dame, the key lessons he learned from famed coach Lou Holtz, why Graham Allen believes that businesses in secondary or tertiary US markets are undervalued, and why technology represents a great way to improve old businesses. I hope you enjoy my fun conversation...
Dec 24, 2020
Zach Perret – The Future of Financial Services – [Founder’s Field Guide, EP.13]December 24, 2020
Zach Perret is the founder and CEO of Plaid. Plaid helps companies build fintech solutions by creating APIs that allow people to connect their financial data to apps and services. In this conversation, we dive into Zach's philosophy on building products, how the financial system works today, how the financial system needs to be updated, and the trends Zach is seeing from the next wave of fintech companies launching on Plaid. I hope you enjoy this conversation with Zach Perret. For the...
Dec 22, 2020
Mario Cibelli - Cornerstone Investing Insights - [Invest Like the Best, EP.205]December 22, 2020
My guest today is Mario Cibelli. Mario is the managing partner of Marathon Partners Equity Management, a long-biased, concentrated investment firm that he's run for over 20 years. In our conversation, we discuss how his firm figured out Blockbuster's DVD volume and told Reed Hastings and Netflix about their numbers, why visiting a company's distribution center can be an edge for investors, Mario's interesting foray into the world of tequila, and how a few "cornerstone" investing insights have led to many of...