Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten since 2005.
Rakuten is the unique Japanese conglomerate that wasn't started over a hundred years ago and instead was part of the late nineties global internet boom ... Show More
Jun 25
Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over the past decade and ultimately culminated ... Show More
1 h
Aug 2024
187: Best Of: Is Japan At An Inflection Point?
Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine the prosp ... Show More
23m 56s
Apr 1
$32M Exit: Left the U.S., Built a $15K/Month Life in Japan
If you're a founder doing at least $3M/year in sales, check out Hampton: https://www.joinhampton.com/.Eran Galperin bootstrapped a niche SaaS for Brazilian Jiu-Jitsu gyms, sold it for $32.5 million, moved to Japan, and is now quietly living the FIRE dream — with a few luxury upgr ... Show More
49m 53s
May 2024
70. The Skinny On NVDA's Stock Split, SALT iConnections Recap, and Gold Decoupling
Send us a textWe're BACK from a whirlwind 48 hours in NYC, fully rested and ready to give you the skinny on the latest in global markets. First, a quick recap of our adventures at one of the world's largest cap intro conferences, where we got to chat with some of the i ... Show More
16m 39s
May 28
INDUSTRY S2E7 | "Lone Wolf and Cub" Hitting a Bid Away, Comp & Revenge
Send us a textWe’re back and breaking down Season 2, Episode 7 of Industry: “Lone Wolf and Cub.” This one is dense with real finance concepts—starting with Harper, Eric, and Rishi's attempt to “hit a bid away” and pitch themselves as a ready-made desk to rival firms. We get into ... Show More
1h 41m
Apr 7
951. News: Monzo enters insurance, WeeFin raises €25M for sustainable finance, and OpenAI is now worth $300bn
For those listening in GCC and Turkey, this episode is sponsored by XM. https://bit.ly/ClaimBonusFintech -- About this episode: Host David Barton-Grimley is joined by an expert panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wi ... Show More
1h 1m
Jun 16
INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
Send us a textIn this episode we delve into the intricate world of finance depicted in the Season 3 premiere, "Il Mattino Ha L’Oro in Bocca" breaking down the complexities behind the IPO process, how pricing works and setting "price talk", the IPO discount and more. We also touch ... Show More
2h 20m
Apr 9
BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish
Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward.They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. m ... Show More
1h 1m
Apr 12
153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 Crisis
Send us a textThis week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash-inducing reversal in the bond and equity markets, Jen and Kristen break down how the tariff announcements are rip ... Show More
1h 13m