logo
episode-header-image
Oct 2023
19m 46s

🎃 “Halloween Inc.” — Spirit Halloween’s...

Nick & Jack Studios
About this episode
tail spinning
Up next
Today
đŸȘœ “The Spacester” — Tesla’s flying car. Reese Witherspoon’s boomerang. AI’s hot standup comics. +KFC breakup
Tesla’s flying car might never get sold
 but it was marketing the stock, not the car.Reese Witherspoon bought back Hello Sunshine for 96% off
 cause media has human souls.AI is stealing comedians’ jokes
 but as sexier versions of those comedians.Plus, KFC just broke up with Pepsi ... Show More
21m 52s
Oct 16
đŸ„— “Sultans of Salad” — Sweetgreen Co-Founders Jonathan Neman & Nicolas Jammet
LIVE from sold-out Boston
 we sat down with 2 of the 3 co-founders of Sweetgreen.In this sitdown, Jon & Nic explain how 2 years after college, they booked The Strokes for a salad music festival, eventually landing Kendrick Lamar (for salads!).Sure, Sweetgreen stock is down 80% fr ... Show More
36m 27s
Oct 15
☘ “LIVE from Boston” — Ben Affleck’s AI genius. Bananas inflation-omics. Uber’s data center piggybacking. +Top-smelling cities
Bumble got acquired in a happier-ever-after Private Equity ending
 We call it D.O.P.E.Apple just unveiled a dozen surprise home products
 It’s the new boss’ Living Room strategy.AI stock investing has become “a casino”... so we’ll tell you how to play it.Plus, Mark Zuckerberg can ... Show More
26m 15s
Recommended Episodes
Sep 2020
Costco, Tesla, and Temptation Bundling
Costco reports strong growth but shares slip. Nike just does it. AutoZone revs up revenues. Stitch Fix gets slammed. Tesla generates some buzz from Battery Day. Nikola founder and Chairman Trevor Milton abruptly resigns. Quibi explores strategic alternatives. And Amazon unveils a ... Show More
39m 10s
Dec 2016
Retail & Restaurants
Costco and Lululemon rise on earnings, while Restoration Hardware flunks its holiday test. Chipotle and Starbucks host investor days. Coca-Cola picks a new CEO, as warm weather hurts Vail Resorts. Plus, toy industry analyst Chris Byrne discusses the hot toys for the holidays and ... Show More
40m 10s
Aug 2020
Fortnite vs. Apple and the Future of Malls
Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in more than eight years. Apple and Fortnite engage in a battle royale. Lyft deals wi ... Show More
39m 10s
Oct 2022
The Grim Reaper of retail: Spirit Halloween
Every fall, with the same regularity as birds flying south, Spirit Halloween materializes in locations across the country. The superstore sells all manner of trappings for spooky season, including costumes, props and décor. It boasts about 1,400 pop-ups nationwide, and often take ... Show More
21m 8s
May 2026
Costco
Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create incredible company value. For instance: Costco has the cheapest prices of any maj ... Show More
2h 53m
May 2021
Big Retail, Big Deals, and 1 Big IPO
Target and Walmart rise on strong sales growth. Home Depot and Lowe’s slide. Bitcoin tumbles during a volatile week. AT&T’s WarnerMedia merges with Discovery to make a new entertainment juggernaut. Twilio and Snap rise after each makes a big acquisition. Oatly surges in its Wall ... Show More
39m 10s
May 2021
Amazon’s Entertaining Buy, Tesla’s Ford-Tough Competition
Amazon buys MGM Studios. Costco slips a bit despite strong earnings. Salesforce rises. And Dick’s Sporting Goods swings higher thanks to strength in its golf business. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on the latest from Okta, Ulta ... Show More
39m 10s
Apr 2021
Microsoft’s Big Deal and Coinbase’s Big Debut
Microsoft buys Nuance Communications in a $16 billion deal. Coinbase makes an $86 billion Wall Street debut. FDA hits the pause button on Johnson & Johnson’s COVID-19 vaccine. Katrina Lake steps down as the CEO of Stitch Fix. Bed Bath & Beyond slips on earnings. White Claw introd ... Show More
39m 10s
Aug 2020
Retail Records, Home Improvement Highs, and Pro Sports
Walmart reports big earnings and big growth in e-commerce. Target surges on record same-store sales growth. Home Depot and Lowe’s hit all-time highs. Uber and Lyft attempt to navigate regulatory concerns. Foot Locker gets a boost from its latest quarter and reinstates its dividen ... Show More
39m 10s