Emerging Trends: Unveiling Vietnam’s Growth, TJX’s Business Brilliance, and Venture Capital Drought
Vietnam had massive growth in 2022. See why they are trending ahead of everyone in Asia. TJX is positioned to keep trending up as shoppers are pushed to discount retailers. VC's investments are ...
17 Okt 20239min
Piper, PepsiCo, and House Prices (Reprise of Episode 2)
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11 Okt 20237min
Splunk on Sale, Accountant Shortages, and Stimmy Checks Running Dry
Splunk, a leader in cybersecurity and observability software, was acquired by Cisco for $28 billion in cash in September 2023. This was one of the largest deals in the software industry's history, ref...
4 Okt 20239min
Amazon Adds Ads, Fox Corp CEO-less, and Hollywood Strikes
Amazon Prime Video to Add Ad-Tier Version Amazon Prime Video is adding an ad-tier version in early 2024. Existing users will automatically be on the ad tier, with the option to pay an extra $2.99 m...
26 Sep 20237min
Nuuly > Rent the Runway, Arm's Market Share, and Messi Joins Club Apple
Rent the Runway is an online platform that allows users to rent, subscribe, or buy designer apparel and accessories. It was founded in 2009 and went public in 2021, valuing the company at about $1.5 b...
20 Sep 202310min
BirkenSTOCK, Tar-bucks, and Coach Buys Michael Kors
AFTER A PROLONGED SLUMP, the IPO market shows signs of recovery, with several high-profile companies planning to go public in September 2023. Among them are Arm Holdings, Instacart, and Birkenstock, w...
12 Sep 20238min
Hardware Headwinds, China Struggles, and Worker Shortages
The global hardware market experienced a significant decline in 2023, mainly due to the prolonged effects of the COVID-19 pandemic. China, the largest producer and consumer of hardware products, faced...
5 Sep 20238min
Zoom Boom, Dick's has Shrinkage, and Denmark Drugs
Zoom, the popular videoconferencing platform during the pandemic, has seen its growth slow down as more people return to the office and classroom. According to its latest earnings report, Zoom's reven...
29 Aug 20238min
