Google’s Chrome Browser is used by 61% of us… but now Google may be forced to split it off.
Jersey Mike’s sandwich chain was just acquired for $8B… but it’s really an education company.
The #1 non-tech stock of 2024? Walmart… It’s winning on rich families with six-figure incomes.
Plus, can a banana duct-taped to a wall sell for $1.5M?... The art market decides today (so take our Spotify poll).
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🧢 The TBOY holiday merch drop ends Thursday 11/21: Shop now @ www.tboypod.com/shop
🎙️ Check out the latest episode of our new weekly deepdive show The Best Idea Yet: The untold origin story of “Levi’s 501s… The World’s 1st Jeans” 👖Wondery.fm/TheBestIdeaYetLinks
But the retailer’s valuation is giving investors more questions.
(00:14) Nick Sciple and Ricky Mulvey discuss:
- Highlights from Walmart’s quarter.
- What shoppers want from mac and cheese.
- Why nicotine pouches may be “the biggest consumer product story this decade.”
Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”
Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of Levi’s 501s: The World’s 1st Jeans 👖Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.
Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.
(00:15) Seth Jayson and Dylan Lewis discuss:
- Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter.
- Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry.
- Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.
(14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.
The TBOY Holiday Merch Drop: Go to www.tboypod.com/shop to order the best fashion yet (hoodies, sweats, totes, hats, and a surprise...) 🛍️. Pre-order closes Thursday 11/21 @ 12pm EST.
Millennials are leading a surge in Only Child Families… so we jump into the Only Child Economy (fun fact: Did you know no US President has ever been an only child?).
Netflix’s new sports strategy: Made-up All-Star-Games… We call it “Direct-To-Athlete.”
Each of Trump’s cabinet picks are moving the markets… So we’ll tell ya who was picked, what jumped, and what dropped.
Plus, parents drinking on college campuses during Fall Weekend just hit an all-time high… It’s all about Dad-quiris and Mom-aritas.
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Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of Sriracha… From Refugee to Billionaire 🌶️.
“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.
Campaign contributions are just table stakes for companies trying to make legislation in their favor.
Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:
- How Airbnb mobilized voters in San Francisco.
- The battle to regulate artificial intelligence.
- How the crypto industry is building political power.
Price matters. But how do you build a case for what the right price is?Â
Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss:
- How to put P/E ratios in context – and how to look beyond that metric.Â
- Levers Walmart could pull to double its earnings.
- Growth stories for Netflix that go beyond subscriber count.Â
It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.Â
(00:15) Andy Cross and Matt Argersinger discuss:
- Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.Â
- Why Cava and Instacart are both taking a breather post-earningsÂ
- How the macro environment and housing market continues to weigh on activity for Home Depot.
(19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.
(34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.
