Turnarounds take longer than investors like to imagine.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Nike’s return to Amazon.
- The fundamentals and risks of investing in turnaround stories.
- A fitness company with a potentially brighter future.
Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goe ... Show More
Yesterday
The Private Equity Playbook Most Small Business Owners Never Get Access To
Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, ... Show More
20m 21s
Oct 9
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
53m 5s
Sep 2024
Kinnevik CEO and Chair: Long-term mindset, Innovation and Dealing with failures
<p>In this episode, Nicolai is joined by Georgi Ganev, CEO, and James Anderson, Chair, of the Swedish investment company Kinnevik. Founded in 1936, Kinnevik has a rich history of driving growth and innovation across various industries, such as telecommunications, e-commerce, and ... Show More
46m 23s
May 2022
Billion Dollar Ad Arbitrage: Opportunities Hidden in Plain Sight
Sam Parr (@TheSamParr) and Shaan Puri (@ShaanVP) talk about surprising ad arbitrage opportunities, getting vaccinated against cancellation, new media properties, and more.
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Links:
* Outcome Health (acquired by Patient Point)
* Cheddar News
* @jonsteinberg
* Tabs Chocolate
* ... Show More
1 h
May 2022
Turning a Problem into an Opportunity
As a business leader, how do you think about a recession, and what’s your approach? Hint: It’s not the strongest that will survive, but the ones who respond best to change. Kipp and Kieran give tangible advice on what will make or break your business in the next 24 months, compan ... Show More
20m 53s
Jul 2021
F45 Training Goes Public (Podcast)
Adam Gilchrist, Co-Founder and CEO of F45 Training, discusses the company's listing day and the future of fitness. Carl Riccadonna, Chief Industry Economist for Bloomberg Intelligence, discusses the Fed. Hugh Johnson, Chairman and Head of Investment Strategy at Hugh Johnson Advis ... Show More
27m 49s
Mar 2022
Is Time Out a Billion Dollar Business? - Plus Russian Stocks, Right-Wing Media Sites, and More
Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) discuss why Time Out is a surprising business that could be worth a billion dollars, whether it's worth buying Russian stocks, and what Shaan would do to build a large right-wing media property.
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Links:
* Time Out - https://ww ... Show More
18m 16s
Aug 2022
Lessons From Billion $ Founders, The Nelk Boys, & More
Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) discuss lessons from Shaan's ultra-exclusive event about what it takes to build a billion dollar company, the Nelk Boys, and doing memorable things.
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Links:
* Full Send Podcast
* Nelk Boys
* Relativity Space
* How To Win Frien ... Show More
56m 37s