Aug 2020
“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.
Aaaand we’re back. Fresh off vacation, we’re looking at the screenplay-worthy showdown between Apple and Fortnite. UPS and FedEx stocks get love when the US Postal Service doesn’t. And shares of Brinker International, the owner of Chili’s, jumped after launching a ghost kitchen.$ ... Show More
20m 24s
Nov 2023
Prof G Markets: OpenAI’s Dev Day, Disney vs. Warner Bros. Discovery, and Uber’s Branding Turnaround
Scott shares his thoughts on Uber’s second consecutive quarter of profitability. He then breaks down why Disney had a better quarter than Warner Bros. Discovery, despite facing the same headwinds. Finally, we hear the latest from OpenAI’s developer event and Sam Altman’s keynote ... Show More
39m 29s
Oct 2022
🌯 “Just a small town girl” – Chipotle’s village strategy. Mobileye’s chauffeur. UPS vs FedEx.
Chipotle just revealed that small towns are where it makes the most money (and fyi,, guac is now extra extra). In the first big IPO in months, Mobileye is trying to be your robot chauffeur. And UPS and FedEx are the perfect case study right now in what’s working and what isn’t: M ... Show More
18m 39s
Episode 253: Neal and Toby explain why the United States is buying more goods from Mexico than China. Plus, Disney is still trying to figure out streaming and Uber is finally profitable again. Snap had to lay off 10% of their staff and Chipotle is looking into an avocado robot? Neal shares his favorite numbers and SpongeBob is getting ready for the Super Bow ... Show More