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Business Breakdowns
Business Breakdowns

Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore... more

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Novocure: Using Physics to Fight Cancer

Today, we’re breaking down Novocure, a global oncology company that has pioneered a new approach to cancer treatment. For over... more

01 Dec 2021 · 58 minutes
AutoZone: Exemplary Capital Allocation

I’m Zack Fuss, and today we’re breaking down AutoZone, the leading retailer and distributor of auto parts in the Americas.... more

24 Nov 2021 · 56 minutes
Amazon Aggregators: Buying Third-Party Sellers

I’m Jesse Pujji and this is Business Breakdowns. Today we are doing a different kind of breakdown.  We are covering... more

17 Nov 2021 · 1 hour, 2 minutes
HelloFresh: Delivering on Process Power

Today, we’re breaking down HelloFresh. HelloFresh delivers weekly meal kits to people’s homes. With eight million active customers, the Berlin-based... more

10 Nov 2021 · 1 hour, 3 minutes
MongoDB: The Database Platform

I’m Jesse Pujji and today we’re breaking down MongoDB. The MongoDB story traces back to 2007 when the founding team... more

03 Nov 2021 · 46 minutes
Universal Music Group: The Gatekeepers of Music

Today we’re breaking down Universal Music Group. As one of the largest music businesses in the world, UMG is home... more

27 Oct 2021 · 1 hour, 15 minutes
Uber: The Undeletable App

Today, we’re breaking down Uber. Despite a corporate history that spans just over a decade, the ink spilled on Uber... more

20 Oct 2021 · 1 hour, 1 minute
John Deere: Centuries of Farming Innovation

Today, we are breaking down John Deere. With a history dating back almost two centuries, Deere has been a mainstay... more

13 Oct 2021 · 48 minutes
Salesforce: The Cloud & SaaS Pioneer

Today, we are breaking down the cloud and SaaS trailblazer, Salesforce. Founded by Marc Benioff in 1999, Salesforce has grown... more

06 Oct 2021 · 49 minutes
Solana: Faster, Cheaper, More Scalable

Today, we are breaking down Solana. Founded in 2017 by an ex-wireless engineer from Qualcomm, Solana is a layer one... more

29 Sep 2021 · 1 hour, 14 minutes
Business Breakdowns
Novocure: Using Physics to Fight Cancer
Business Breakdowns
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