I have to admit....when I first started watching this show I was like "who is this kid...the intern?" Now I'm not someone that looks down in the youth but especially financial stuff a bit skeptical. I was dead wrong period. Ed has grown into a absolute crucial part of the show and has fantastic analysis which is usually taken from a different point of view as Scott...which i find very refreshing. I can tell Scott respects Ed and helps keep things fresh and young. This show just works. Hell I'm not even into investing all that much but man I just enjoy the info and conversations this show puts out. Keep it up the show keeps getting better!
The poor Jaguar got neutered. I keep reading about how smart the rebrand is because it "gets people talking"- yeah, ok, same for the Hindenburg. What a disaster.
Been following Prof G for many years, always a great listen and insightful and thought provoking but Ed is also fantastic on Prof G Markets. Keep it up guys this is RICH content, truly.
Can the producers of PRof G Media get together with the producers of PIVOT and talk about the upcoming week and end this weekly crossover where we have to listen to Scott say the same thing twice?
Many people who used to shop Target for dry goods and smaller grocery chains or even local grocery just go to Walmart for all of it after the inflation of the last 5 years. I know I’m one and the story is similar among my social circle. Inflation rates have come down but that doesn’t change the fact that groceries and other consumables have gone up 20-40% since 2019.
Every once in awhile I go to Walmart and the savings aren't with the inconvenience, order on the app and they bring it to my car without me having to make an appointment 12 hours in advance
I delivered newspapers to the Daytons - the founders of Target. All really great people. But Target has lost its way long ago. It went from customer focused to "what is good for target focused. " - Store shelves are empty. Even stores next to the HQ here in Minneapolis are empty or covered with merchandise moved from another shelf. - Crap choice of merchandise that is focused on selling cheap shit for high prices. - Shitty customer service attitude at times. - Failed so far to get online sales traction. I order stuff and go pick it up - and people have to go to the other side of the store to get the actual order. It has been like that since they started. They haven't bothered to change the store so orders are where you pick them up. So you have to wait while people go across store to get your order. - Do things to piss people off like advertising one price online but only if you order it and pick it up at the store - shelf price much higher. They need an attitude pivot.
Comparing Amazon's search enterprise and the value it (hypothetically) brings to consumers to Google's search enterprise is like comparing Disney's within park tram system to the airlines' transport system. They quite literally have zero overlap in consumer choice, competitive position, or relevant markets. Further, if Amazon's search business had any reach against Google's search business, it'd be judged 100 times more monopolistic than the advantages Google harvests from OEM agreements like the one as noted in this podcast with Apple....because Amazon's "search" leads you to one place and one place alone.....back to an Amazon product or service.
Ed is super smart, but I think he got the browser/search functions confused. Google pays places like Apple and Mozilla a lot of money to make Google search the default search engine on their browsers (Safari and Firefox, respectively) out of the box. But now that I'm thinking about it...Chrome allows you to switch the default search engine as well (though it's only a couple/few choices). Perhaps the split should come between Google's Search and Google's Tag Manager and Analytics properties.
Wew google absolutely needs to be punished. Search has gotten WORSE and this isn't a subjective opinion. This is a studied point as to how search has changed over time and how they intentionally do not give you the results you're looking for to pull more advertisement money out of you. They should also be forced to sell UA-cam as well.
Re: Target, one thing I have noticed is that they exist in many urban and inner suburban markets that Walmart largely stays out of. This gives them a pretty high exposure to a lot of people who likely don't otherwise realize how one-side the competition between the two stores is. For example, there are at least half a dozen Targets inside the beltway on the Virginia side of DC, many of them located within densely packed buildings where the only parking is in a garage, some featuring the ol' shopping cart escalator, all that sort of thing. There are zero Walmarts inside the DC beltway, at least in Virginia. They seem to stick with the more tried and true locations featuring large footprints, big open asphalt parking lots, etc. Makes me wonder how much higher the rent and operating costs for some of these Targets are compared to the average Walmart.
Couple months back Target announced it was cutting prices on 2000 or so products. I went week later when "lower" prices in effect and store was empty. No one was friendly. Comparison prices were high. I bought nothing. I later told a friend "Target will be closing stores in 6 months..."
Would love to hear more about Prof G's investing style - why does he think NVDA is "too expensive?" Why doesn't he hold BTC? What informs his risk threshold at this point in his life?
I really don't understand how Joe Kernen has a job. I understand he's there to be a sounding board for Andrew Ross Sorkin, but I would think that people who hold the same politics as Joe would at least want someone who argues in good faith (to the extent that's possible on the right) when it comes to investment news or to represent their side.
The whole corporate governence argument is still valid. The only reason anyone is considering this a success is because bitcoin is appreciating it would be lawsuits and board resignations otherwise.
Shareholders rarely exercise such control. Management likes to rule an empire, and middlemen love the fees the empire brings. Same reason mergers and acquisitions are often a net negative for shareholders.
@ I can see that. But When I say “benefits the shareholders” I am essentially saying that the price of the stock goes up and becomes more valuable. A lot of the time management own shares as well, and almost all of the time management wants the share price to go up as well, so a large percentage of the time their interests are aligned. So that’s why it’s still hard for me to believe that Scott saying it is good for shareholders can be true.
@@kyleinpa5285 The argument would be a historical one, in that when you see large conglomerates broken up, typically the offshoots have magnificent appreciation afterwards. This would seemingly be true for Alphabet as well, as the stock does trade cheap. One argument would be that this happens because shareholders perceive risk before the breakup and thus sell the stock, but upon the realization of that risk it is realized that the valuation had gotten cheap enough that the offshoots all return to a more appropriate valuation.
I'm not in Nvidia or bitcoin, because I'm waiting for them to get cheaper too, Professor. When Ed says Nvidia is in everyone's retirement account, I think I am one of the few that can dispute that.
Ed, please read up on the MSTR convertible notes strategy. I appreciate your skepticism; it's not misplaced. But, one of the reasons investors are bidding up the stock is b/c each of these large purchases through convertible debt is accretive to shareholders as it results in MORE bitcoin ownership per share of MSTR, despite the inevitable share dilution that will happen with each offering.
If you want to do a Bitcoin play, why buy Microstrategy stock, when you can buy the underlying asset (Bitcoin) directly? What is the benefit that Microstrategy brings to the table?
I really hope Target figures it out without ruining the ambience and shopping experience in their stores. It really is a whole lot better than Walmart no comparison.
Interesting discussion about Comcast. I am invested in a similar business in Canada (divide your numbers by 10), and waiting to see what path they follow.
I'm curious what the impact will be to various video applications, training sites etc. in my professional life we are always having to switch between chrome, edge and other browsers for compatibility with a variety of applications. especially for video based training. every one is upgrading and patching stuff it sometimes gets challenging for maintaining compatibility outside of the youtube/tiktok world. i betmost large businesses need more than one web browser to support their needs. why does microsoft keep their browser? it seems to be they are more of an integrated monopoly than google chrome is
fwiw, as an investor I'd probably prefer one but as a consumer, the other. (Having recently walked through both, to buy stuff; the target experience left me recharged while the walmart experience left me exhausted. A curious dichotomy.)
How many times do we have to go through the boom / bust cycle of crypto to understand that Michael Saylor is not a genius or visionary. Six months from now he’ll be back to being an insane lunatic…
Agreed. There’s 8 billion people in the world, and invariably, some of them will be doing very well for a given period of time. Perhaps a lifetime, even. We’re too loose with “genius”. It can’t just be about results.
Imagine the same Target…but with a high margin membership business that people actually cared about. That’s the biggest miss for Target over the last few years IMO.
Scott, Walmart's grocery figure includes household essentials, which TGT excludes. TGT uses its higher discretionary assortment percentage as an excuse for poor performance, but if TGT reported the same way as WMT, their mix is more like 60% discretionary, 40% frequency. While WMT is the inverse. Frankly, TGT needs a change at the top Brian looked like a genius during the Covid stimulus era and pulled the plug on the Target Canada fiasco, but he needs to go. Ed hit the nail on the head here, Brian is full of excuses and has been for years at this point. The board is asleep at the wheel. They actually waived the mandatory retirement age a couple years ago so Brian could stay on longer. He should have been gone by now based on his age. Source: Former TGT corporate employee.
Prof G knows Michael Sailor thinks he is next-level smart and doesn't buy Michael's company. The Hawk Tuah girl met Michael Sailor at the Bitcoin conference, purchased his company, and is now unbelievably wealthy. I think that the professor would agree that there's a lesson somewhere in there.
Algorithms don't care about people...YES machines do not have the same rights as humans. A bell curve is squeezed by these algorithms for pricing becomes a huge bully club (no longer a long drawn out hill) pricing us into inflation....favoring profit for the owner. If your not an owner you miss out. Someone needs to be accountable for that.
Could WalMart vs Target be a reflection of the recent political landscape? Walmart shoppers vs Target shoppers? Note: you can get Target orders through DoorDash within an hour or two.
Well, you ARE talking about it. Nobody has been paying attention so now, everybody is. They will change it, but NOW everybody is interested. Have you seen the new Jaguars? They look like everybody else.
Their brand is named after an Apex Predator! Such a terrible change to their logo
3 дні тому
If Walmart doesn't figure out the delivery piece of e-commerce they will suffer. The delivery portion of the business sucks. A lot. They are unreliiable at best and customers have noticed. We expect a high level of reliability and Walmart doesn't offer that.
What do you mean “you will see” about Microstrategy success? The stock has gone multiples since 2020. They’re clearly doing something right. Also the stock is popular for tax-free investing accounts and regular investments accounts. Bitcoin is here to stay.
The old label is pronounced Jaguar and is a brand for a high-end luxury automobile that caters to classy and daring drivers. The new logo confuses my brain and makes me think I'm buying soap.
Jaguar changed their logo because the people who drive jaguars nowadays are upper middle class/wealthy moms with a couple young kids. When I picture jaguar now I don’t think sports car- that generation of men who loved jaguars is over now I picture luxury SUV when I think of jaguar- thus your new logo meant to appeal to feminine identity more. Straight forward I think.
I was so glad to hear you mention Joe Kernan. He is way past his prime. I don't understand why he is still on. He's such a distraction that I usually swith to CNN or Maria Bartoromo when he's on. When Andrew is on vacation I do not watch. Becky Quick horrible as well.
MSTR should have a calculable 'value' based on its BTC holdings and underlying business. The company has big investors and it is public so it has to file all the statements. Whenever I see Sayler I think he's bombastic and horrible. I got blocked out of buying a BTC ETF because my money is with Vanguard and I'd read Matt Levine and MSTR so I bought that instead of the ETF. I think it's my first time having an investment go parabolic so I'm trying to learn about that; I think sell a little is the obvious move but, like I said, it's my first time. Take it from the man. PS The argument that convinced me to buy Bitcoin was when someone likened it to owning a call on its adoption as a reserve currency or 'store of value'. I thought that might have good upside potential.
Jaguar is gonna be such an easy short stock pick, much like Budweiser and Gillette during their "woke" campaigns that resulted in a massive sales hit😅 PD: Michael Sayler and Microstrategy got investigated by the SEC for accounting fraud and their bankruptcy triggered, what some argued the 2000s tech crash. He even predicted the start on a mainpage news paper article😁
Agghh shame out the ads.. the reason I have UA-cam premium is I don't have to listen to ads, I get you want to see the show for millions, but you may end up losing subscribers.
I really appreciate your efforts! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
Forget bitcoins price. Just remember the price you buy in at. No other asset continues to grow YoY like Bitcoin. Even in covid it increase over the year
I'm thinking these old school MSNBC, CNN, etc, media anchors or show hosts should resign, they are beholden to anymore money and because of that the passion of these hosts who seem to have a genuine desire for meaningful journalism is neutered and wasted. I wish they'd go to the podcast world and relearn how to be relevant on the national stage. And what a message it would send if they all resigned at once 😮
Target doesn’t ship items like paper towels and toilet paper. Big miss on sales, which would be largely Target credit card sales. There’s also the scourge that is 10-15 of the best parking space at stores like Target are for the laziest people… drive up/ pick up orders. The de-incentivizes people to physically go into the stores as it forces the one who would actually go in and buy items to park farther away.
I have to admit....when I first started watching this show I was like "who is this kid...the intern?" Now I'm not someone that looks down in the youth but especially financial stuff a bit skeptical. I was dead wrong period. Ed has grown into a absolute crucial part of the show and has fantastic analysis which is usually taken from a different point of view as Scott...which i find very refreshing. I can tell Scott respects Ed and helps keep things fresh and young. This show just works. Hell I'm not even into investing all that much but man I just enjoy the info and conversations this show puts out. Keep it up the show keeps getting better!
Ed has leveled up.
Scott often talks about hiring the best young talent and overpaying them and making sure they have good friends at work. It's smart business.
Unhinged Scott is best Scott
Scott on fire this week lol
Ed's analysis on the Target vs Walmart earnings reports (29:47 - 32:54) was so f***ing good! I can see a big hedge fund recruitment in his future.
My Target stock is down 5% and my Walmart is up 36%. Good thing I own 5 times more Walmart.
It really wasn't. Yes, they should fire the CEO but he doesn't really understand what is going on.
Ed rules - Ed are you hiring?? I'm old but wise, buck the trend and hire a 59 year old midwesterner.
"His shareholders have done extraordinarily well" yeah so far. Enron investors were doing extraordinarily well at one point too.
The poor Jaguar got neutered. I keep reading about how smart the rebrand is because it "gets people talking"- yeah, ok, same for the Hindenburg. What a disaster.
Who are these people that this is supposed to appeal to that want to spend $100k+ on at sports car.
HBO to Max was the worst rebrand, too
Been following Prof G for many years, always a great listen and insightful and thought provoking but Ed is also fantastic on Prof G Markets. Keep it up guys this is RICH content, truly.
Can the producers of PRof G Media get together with the producers of PIVOT and talk about the upcoming week and end this weekly crossover where we have to listen to Scott say the same thing twice?
Many people who used to shop Target for dry goods and smaller grocery chains or even local grocery just go to Walmart for all of it after the inflation of the last 5 years. I know I’m one and the story is similar among my social circle.
Inflation rates have come down but that doesn’t change the fact that groceries and other consumables have gone up 20-40% since 2019.
Every once in awhile I go to Walmart and the savings aren't with the inconvenience, order on the app and they bring it to my car without me having to make an appointment 12 hours in advance
I go to Aldi for cheap groceries and Target to avoid the fucking mutant employees and customers at Wal Mart
My local Aldi has better prices on 3/4 of my groceries. The Walmart is right next door so I usually shop both every time I need groceries.
Love this show. We need more regular shows please- even shorter ones. Prof is the master , Ed is the prodigy…
I delivered newspapers to the Daytons - the founders of Target. All really great people. But Target has lost its way long ago. It went from customer focused to "what is good for target focused. "
- Store shelves are empty. Even stores next to the HQ here in Minneapolis are empty or covered with merchandise moved from another shelf.
- Crap choice of merchandise that is focused on selling cheap shit for high prices.
- Shitty customer service attitude at times.
- Failed so far to get online sales traction. I order stuff and go pick it up - and people have to go to the other side of the store to get the actual order. It has been like that since they started. They haven't bothered to change the store so orders are where you pick them up. So you have to wait while people go across store to get your order.
- Do things to piss people off like advertising one price online but only if you order it and pick it up at the store - shelf price much higher.
They need an attitude pivot.
The young man is smart….great take on the Alphabet piece. Amazon also has a big search business. There is no need to punish Google this way.
Really enjoy listening to rational people with a sense of humor ❤❤❤❤❤❤❤
Comparing Amazon's search enterprise and the value it (hypothetically) brings to consumers to Google's search enterprise is like comparing Disney's within park tram system to the airlines' transport system. They quite literally have zero overlap in consumer choice, competitive position, or relevant markets. Further, if Amazon's search business had any reach against Google's search business, it'd be judged 100 times more monopolistic than the advantages Google harvests from OEM agreements like the one as noted in this podcast with Apple....because Amazon's "search" leads you to one place and one place alone.....back to an Amazon product or service.
Ed is super smart, but I think he got the browser/search functions confused. Google pays places like Apple and Mozilla a lot of money to make Google search the default search engine on their browsers (Safari and Firefox, respectively) out of the box. But now that I'm thinking about it...Chrome allows you to switch the default search engine as well (though it's only a couple/few choices). Perhaps the split should come between Google's Search and Google's Tag Manager and Analytics properties.
Wew google absolutely needs to be punished. Search has gotten WORSE and this isn't a subjective opinion. This is a studied point as to how search has changed over time and how they intentionally do not give you the results you're looking for to pull more advertisement money out of you. They should also be forced to sell UA-cam as well.
Chrome should not be spun off but UA-cam should be spun off...
Jaguar? Pink Panther...😂
Re: Target, one thing I have noticed is that they exist in many urban and inner suburban markets that Walmart largely stays out of. This gives them a pretty high exposure to a lot of people who likely don't otherwise realize how one-side the competition between the two stores is. For example, there are at least half a dozen Targets inside the beltway on the Virginia side of DC, many of them located within densely packed buildings where the only parking is in a garage, some featuring the ol' shopping cart escalator, all that sort of thing. There are zero Walmarts inside the DC beltway, at least in Virginia. They seem to stick with the more tried and true locations featuring large footprints, big open asphalt parking lots, etc. Makes me wonder how much higher the rent and operating costs for some of these Targets are compared to the average Walmart.
Gents. Agree to use the term "Jag" It will save all the storm und drang.
Couple months back Target announced it was cutting prices on 2000 or so products. I went week later when "lower" prices in effect and store was empty. No one was friendly. Comparison prices were high. I bought nothing. I later told a friend "Target will be closing stores in 6 months..."
Would love to hear more about Prof G's investing style - why does he think NVDA is "too expensive?" Why doesn't he hold BTC? What informs his risk threshold at this point in his life?
I really don't understand how Joe Kernen has a job. I understand he's there to be a sounding board for Andrew Ross Sorkin, but I would think that people who hold the same politics as Joe would at least want someone who argues in good faith (to the extent that's possible on the right) when it comes to investment news or to represent their side.
The whole corporate governence argument is still valid. The only reason anyone is considering this a success is because bitcoin is appreciating it would be lawsuits and board resignations otherwise.
If breaking up businesses was good for shareholders, why wouldn’t every single business break up?
Shareholders rarely exercise such control. Management likes to rule an empire, and middlemen love the fees the empire brings. Same reason mergers and acquisitions are often a net negative for shareholders.
@ I can see that. But When I say “benefits the shareholders” I am essentially saying that the price of the stock goes up and becomes more valuable. A lot of the time management own shares as well, and almost all of the time management wants the share price to go up as well, so a large percentage of the time their interests are aligned. So that’s why it’s still hard for me to believe that Scott saying it is good for shareholders can be true.
@@kyleinpa5285 The argument would be a historical one, in that when you see large conglomerates broken up, typically the offshoots have magnificent appreciation afterwards. This would seemingly be true for Alphabet as well, as the stock does trade cheap. One argument would be that this happens because shareholders perceive risk before the breakup and thus sell the stock, but upon the realization of that risk it is realized that the valuation had gotten cheap enough that the offshoots all return to a more appropriate valuation.
If a company gets big & sloppy enough, they do in effect by people quitting and forming competition in upper management's blind spots.
"Dog Co"...
This was super fun episode!
Thanks Guys :)
I'm not in Nvidia or bitcoin, because I'm waiting for them to get cheaper too, Professor. When Ed says Nvidia is in everyone's retirement account, I think I am one of the few that can dispute that.
Ed, please read up on the MSTR convertible notes strategy. I appreciate your skepticism; it's not misplaced. But, one of the reasons investors are bidding up the stock is b/c each of these large purchases through convertible debt is accretive to shareholders as it results in MORE bitcoin ownership per share of MSTR, despite the inevitable share dilution that will happen with each offering.
Scott was on fire this episode 😂😂😂😂
43:51 sounds to me like Scott knows Angie from Angie’s list
Day 60: Please bring on Gary Stevenson (Garys Economics)! Thanks!
I can almost smell the desperation
If you want to do a Bitcoin play, why buy Microstrategy stock, when you can buy the underlying asset (Bitcoin) directly? What is the benefit that Microstrategy brings to the table?
Jaguar is notorious for being a maintenance hassle $$
There's a reason you don't see classic jags on the road. Classic in this case meaning over 10 years old
I really hope Target figures it out without ruining the ambience and shopping experience in their stores. It really is a whole lot better than Walmart no comparison.
Ed’s questions are 👌🏼
Interesting discussion about Comcast. I am invested in a similar business in Canada (divide your numbers by 10), and waiting to see what path they follow.
Great Episode lads!
Agree with Ed on google.
Happy Monday everyone
Great point about distress assets
I'm curious what the impact will be to various video applications, training sites etc. in my professional life we are always having to switch between chrome, edge and other browsers for compatibility with a variety of applications. especially for video based training. every one is upgrading and patching stuff it sometimes gets challenging for maintaining compatibility outside of the youtube/tiktok world. i betmost large businesses need more than one web browser to support their needs. why does microsoft keep their browser? it seems to be they are more of an integrated monopoly than google chrome is
Microstrategy leveraging debt to buy Bitcoins. Is buying calls on Microstrategy the way to go? (Asking for a friend)
If you have to ask, then you should move on to something else.
fwiw, as an investor I'd probably prefer one but as a consumer, the other. (Having recently walked through both, to buy stuff; the target experience left me recharged while the walmart experience left me exhausted. A curious dichotomy.)
I am reasonably sure microstrategy is planning to become the BTC custodian for other compnies.
Great job
Considering retired/ETF interests, I wonder how Nvidia affects US support of Tiwain.
So what happens when another company says ok, we’re levering up to buy MicroStategy? 🙄
Thanks for not getting into politics, guys.
IPad sounded stupid when first came out
That new Jaguar logo is the worst marketing move since “New Coke!” Butt UGLY!
How many times do we have to go through the boom / bust cycle of crypto to understand that Michael Saylor is not a genius or visionary. Six months from now he’ll be back to being an insane lunatic…
Agreed. There’s 8 billion people in the world, and invariably, some of them will be doing very well for a given period of time. Perhaps a lifetime, even.
We’re too loose with “genius”. It can’t just be about results.
Imagine the same Target…but with a high margin membership business that people actually cared about. That’s the biggest miss for Target over the last few years IMO.
The problem with the new Jaguar logo (as well as ditching the classic logo) is a nearly perfect metaphor for the Democrats' (un)branding in 2024.
Apparently they did it in-house. And is it a bad outcome if they got so much publicity around it?
Needed Ed's reaction to the joke.
41:11 😂😂😂Part III
Part three was even better than the yaguar growl.
Scott, Walmart's grocery figure includes household essentials, which TGT excludes. TGT uses its higher discretionary assortment percentage as an excuse for poor performance, but if TGT reported the same way as WMT, their mix is more like 60% discretionary, 40% frequency. While WMT is the inverse. Frankly, TGT needs a change at the top Brian looked like a genius during the Covid stimulus era and pulled the plug on the Target Canada fiasco, but he needs to go. Ed hit the nail on the head here, Brian is full of excuses and has been for years at this point. The board is asleep at the wheel. They actually waived the mandatory retirement age a couple years ago so Brian could stay on longer. He should have been gone by now based on his age.
Source: Former TGT corporate employee.
Jag-u-ar is the best way to pronounce it. And I say this as a jersey bumpkin.
Love Prof G
Your comments about distressed assets reminds me of the old saying, "Cheer up! Things are getting worse at a slower rate."
All of the design work and the brand advert for Jaguar was done in-house.
Just wanted to remind Scott that Chehoslovakia doesn't exist since 1992🙂
Prof G knows Michael Sailor thinks he is next-level smart and doesn't buy Michael's company. The Hawk Tuah girl met Michael Sailor at the Bitcoin conference, purchased his company, and is now unbelievably wealthy. I think that the professor would agree that there's a lesson somewhere in there.
Walmart is crushing it with their pricing strategy, while Target is stuck in the past. Can Target turn it around or is it too late? 🤔
Algorithms don't care about people...YES machines do not have the same rights as humans. A bell curve is squeezed by these algorithms for pricing becomes a huge bully club (no longer a long drawn out hill) pricing us into inflation....favoring profit for the owner. If your not an owner you miss out. Someone needs to be accountable for that.
Could WalMart vs Target be a reflection of the recent political landscape? Walmart shoppers vs Target shoppers? Note: you can get Target orders through DoorDash within an hour or two.
Ed has much to learn
No! They are going to open a new Target near me! 28:23
The new Jaguar logo is a copy of the "JOOP!" cologne bottle
Well, you ARE talking about it. Nobody has been paying attention so now, everybody is. They will change it, but NOW everybody is interested. Have you seen the new Jaguars? They look like everybody else.
I'm in for DogCo
How about some love for smaller companies doing good. RKLB? ARCH?
Force them to sell chrome, and we'll end up with a bunch of better, specialized browsers
Can you please analyze CNXC similar to CHGG it is a AI road kill
Their brand is named after an Apex Predator! Such a terrible change to their logo
If Walmart doesn't figure out the delivery piece of e-commerce they will suffer. The delivery portion of the business sucks. A lot. They are unreliiable at best and customers have noticed. We expect a high level of reliability and Walmart doesn't offer that.
When I order from Walmart it arrives the next day, and I live in a rural area
What do you mean “you will see” about Microstrategy success? The stock has gone multiples since 2020. They’re clearly doing something right. Also the stock is popular for tax-free investing accounts and regular investments accounts. Bitcoin is here to stay.
Or maybe a search engine that doesn’t assume that every search is an effort to buy something 😱
9:57 government levied fines never rise to the level of deterrence. Punishment is the only deterrence.
Ed, there’s no /Y/ in “Jaguar.”
The old label is pronounced Jaguar and is a brand for a high-end luxury automobile that caters to classy and daring drivers.
The new logo confuses my brain and makes me think I'm buying soap.
“I was not there for it” 😂😂😂
Oh Jaguar. Why does every company feel the need to flee from their roots?
Jaguar changed their logo because the people who drive jaguars nowadays are upper middle class/wealthy moms with a couple young kids. When I picture jaguar now I don’t think sports car- that generation of men who loved jaguars is over now I picture luxury SUV when I think of jaguar- thus your new logo meant to appeal to feminine identity more. Straight forward I think.
I bought some LEAPS on INTC, they're pretty cheap and it's money I can afford to lose.
I'm so fking tired tired of designers thinking with 'infinite clarity' that simpler is always better. It's insane.
funny they didnt mention the DEI play in the jaguar logo
I was so glad to hear you mention Joe Kernan. He is way past his prime. I don't understand why he is still on. He's such a distraction that I usually swith to CNN or Maria Bartoromo when he's on. When Andrew is on vacation I do not watch. Becky Quick horrible as well.
17:21 😂😂😂Part II
MSTR should have a calculable 'value' based on its BTC holdings and underlying business. The company has big investors and it is public so it has to file all the statements. Whenever I see Sayler I think he's bombastic and horrible. I got blocked out of buying a BTC ETF because my money is with Vanguard and I'd read Matt Levine and MSTR so I bought that instead of the ETF. I think it's my first time having an investment go parabolic so I'm trying to learn about that; I think sell a little is the obvious move but, like I said, it's my first time. Take it from the man.
PS The argument that convinced me to buy Bitcoin was when someone likened it to owning a call on its adoption as a reserve currency or 'store of value'. I thought that might have good upside potential.
2:48 Or the suits chose it
Jaguar is gonna be such an easy short stock pick, much like Budweiser and Gillette during their "woke" campaigns that resulted in a massive sales hit😅
PD: Michael Sayler and Microstrategy got investigated by the SEC for accounting fraud and their bankruptcy triggered, what some argued the 2000s tech crash.
He even predicted the start on a mainpage news paper article😁
Scott! How did you miss the latest terrible marketing of Jaguar. This decades "new Coke"?
Maybe tweak the animal, but my god that is horrible.
Explain to me like I'm 5 years old. Why doesn't Amazon just buy Target?
They likely waiting for malls to be vacant and cheap for drone delivery storage.
Because it has no value.
Agghh shame out the ads.. the reason I have UA-cam premium is I don't have to listen to ads, I get you want to see the show for millions, but you may end up losing subscribers.
4:38 😂😂😂
I really appreciate your efforts! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
DogCo ! And it should have a crypto coin to fund it ... Ohhhh
Forget bitcoins price. Just remember the price you buy in at.
No other asset continues to grow YoY like Bitcoin.
Even in covid it increase over the year
I'm not seeing it. You are cheering to break off a company that would create a product that it gives away for free? How can that benefit the economy?
CAN YOU SAY OLD coke versus new COKE NOW COKE classic
I'm thinking these old school MSNBC, CNN, etc, media anchors or show hosts should resign, they are beholden to anymore money and because of that the passion of these hosts who seem to have a genuine desire for meaningful journalism is neutered and wasted.
I wish they'd go to the podcast world and relearn how to be relevant on the national stage. And what a message it would send if they all resigned at once 😮
Target doesn’t ship items like paper towels and toilet paper. Big miss on sales, which would be largely Target credit card sales.
There’s also the scourge that is 10-15 of the best parking space at stores like Target are for the laziest people… drive up/ pick up orders. The de-incentivizes people to physically go into the stores as it forces the one who would actually go in and buy items to park farther away.