Podcast Episodes

Target Misses the Mark

The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task?

(00:14) Jason Moser and Mary Long discuss…

1 year, 4 months ago

Walmart’s Flywheel Keeps Spinning

But the retailer’s valuation is giving investors more questions.

(00:14) Nick Sciple and Ricky Mulvey discuss:

- Highlights from Walmart’s quarter.

- Wh…

1 year, 4 months ago

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…

1 year, 4 months ago

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 jour…

1 year, 4 months ago

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 A…

1 year, 4 months ago

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 …

1 year, 4 months ago

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…

1 year, 4 months ago

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 difficulti…

1 year, 4 months ago

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…

1 year, 4 months ago

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 blo…

1 year, 4 months ago