Manage episode 274983310 series 2773158
In this special episode, Elliot Turner welcomes Isaac Schwartz, Portfolio Manager at Robotti & Company Advisors LLC for a detailed conversation on Isaac's long arc with the logistics behind food delivery.
How Isaac's interest in food delivery logistics was born: A history of Isaac's involvement with Net-a-Porter and studying opportunities to introduce disruptive logistics, based on ground-up, dedicated architecture, to established supply chains.
A deep dive on Ocado: What makes Ocado such a unique opportunity and how the business has evolved from a supermarket with great technology to a technology platform.
Experience leads to HKTV: How Isaac's global perspective and long history with food delivery logistics put this opportunity on his plate.
Enjoy the discussion!
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