Netflix: Show Me the Ad Money
Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization mo...
18 Nov 202427min
Charles Duhigg on How Silicon Valley Learned to Lobby
Campaign contributions are just table stakes for companies trying to make legislation in their favor. Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and ...
17 Nov 202429min
Valuation 101
Price matters. But how do you build a case for what the right price is? Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky...
16 Nov 202437min
Subscribers Drive Spotify and Disney
It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. (00:15) Andy Cross and Ma...
15 Nov 202441min
Is ESPN Undisruptable?
The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. - The future of ESPN. - Amazon’s new ...
14 Nov 202430min
1 Restaurant = $51 Million
Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss: - The difficulties in valuing Cava. - Why the fast casual restaur...
13 Nov 202432min
Shopify’s Comeback Story
The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s latest results. - An automotive suppli...
12 Nov 202431min
The Antidote to Euphoria? Normal.
When companies or crypto go parabolic, force yourself to think: what does normal look like? (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing past $800 and setting fresh all-time highs, ...
11 Nov 202434min
