Kara and Scott talk about Netflix's biggest quarter yet. The company doubled its projections for how many new subscribers it would acquire. They discuss Facebook's single biggest company investment into Jio – an Indian service provider. Meanwhile, Jeff Bezos is back at the wheel at Amazon. Kara and Scott talk about Jeff Bezos' most recent letter to sharehold ... Show More
Nov 21
Meta Monopoly Verdict, Trump Signs the Epstein Bill, and Nvidia's Q3 Earnings
Kara and Scott discuss Nvidia’s latest earnings report, Meta’s major antitrust victory, and President Trump signing the bill to release the Epstein files. Then, Elon Musk makes a White House appearance, Trump defends Saudi Prince Mohammed Bin Salman, and the deadline for Warner B ... Show More
1h 16m
Nov 18
Bezos's AI Start-up, Thiel's Nvidia Sell-off, and Trump-MTG Breakup
Kara and Scott are back from their whirlwind tour! They discuss Trump reversing course on the release of the Epstein files, and his breakup with Marjorie Taylor Greene. Then, Peter Thiel joins the tech stock sell-off by dumping his stake in Nvidia, and new reports raise questions ... Show More
1h 3m
Nov 17
Tech Stock Troubles, Epstein Fallout, and SF Mayor Daniel Lurie
The Pivot Tour has landed in Kara's beloved San Francisco! Kara and Scott chat with Mayor Daniel Lurie about the city’s revitalization — and Trump’s threat to send in troops. Then, tech stocks take a tumble, and the fallout from the Epstein emails grows. Plus, Scott gets a surpri ... Show More
1h 11m
Jun 2024
TIP637: Jeff Bezos's Shareholder Letters w/ Clay Finck
On today’s episode, Clay reviews Jeff Bezos’ shareholder letters and shares his biggest takeaways.
Jeff Bezos is an exceptional capital allocator who has delivered unprecedented returns to shareholders. Since Amazon’s IPO, the stock is up 152,400%.
IN THIS EPISODE YOU’LL LEARN:
... Show More
1h 2m