Description: This week on Prof G Markets, Scott explains why Target and Walmart had such contrasting earnings reports for the third quarter, and offers his insight on Target’s brand strategy. He then shares his thoughts on why hedge funds might be buying up shares of Pinterest, and whether hedge fund disclosures are worth paying attention to for the typical ... Show More
Yesterday
China Decode: Inside China’s Economic Slowdown — and the Gig Workers Keeping It Moving
In this episode of China Decode, hosts Alice Han and James Kynge dig into China’s economic slowdown—what’s driving the decline in investment, why the AI boom isn’t delivering a broader lift, and how the downturn could ripple across global markets and Beijing's foreign ambitions. ... Show More
41m 50s
Nov 24
The Age Divide in Protests, How to Start a Business in a Downturn, and How Scott Measures Impact
Scott Galloway answers questions on the age divide in the No Kings protests, how to build a company in a challenging market, and the ways he thinks about influence and impact.
Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or dro ... Show More
24m 8s
Jul 2022
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon ... Show More
2h 22m
Sep 2021
EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Ganno ... Show More
31m 24s
Feb 2021
Marc Cohodes: "The Stock Market is Not A Game"
The Interview, recorded on February 1, 2021 .In this interview with Jason Buck of The Mutiny Fund, famed short-seller Marc Cohodes of Alder Lane Farm pulls no punches as he diagnoses the true culprits behind the exponential volatility in stocks such as GameStop: extreme leverage ... Show More
1h 5m
May 2023
Buffett on Apple, Banks, and Value Investing
When Warren Buffett speaks, investors and Wall Street tend to listen.
(00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over- ... Show More
22 m
Feb 2023
318: Mark Mahaney, 10 proven rules to succeed in tech stock investing (Strategy Skills classics)
<p><span style="font-weight: 400;">For this episode, let's revisit a Strategy Skills classic where we interviewed</span> <span style= "font-weight: 400;">one of Wall Street's legendary tech analysts, Mark Mahaney. </span></p> <p><span style="font-weight: 400;">In this episode, Ma ... Show More
41m 23s