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 Wed, Nov 20th.
Zuck dropped a rap track with T-Pain… Zuck’s new makeover is Meta’s new strategy.
Amazon just launched “Haul” to compete with Temu and Shein… It’s a “plug-your-nose product.”
NYC is reversing the broker fee: making landlords pay it… it’s a huge gift for renters.
$META $AMZN $SPY
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 🌶️. Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.
The future is growing brighter, and more efficient, for the entertainment giant.
(00:13) Jason Moser and Ricky Mulvey discuss:
- Highlights from Disney’s quarter.
- The future of ESPN.
- Amazon’s new discount shopping venture, Haul.
Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.
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.
Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?
(00:13) Tim Beyers and Mary Long discuss:
- The difficulties in valuing Cava.
- Why the fast casual restaurant doesn’t want to lean too far into digital channels.
- How Toast is able to keep growing despite macro headwinds.
Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineer: Rick Engdahl
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individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more
“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. New 45-minute episodes drop weekly.
When companies or crypto go parabolic, force yourself to think: what does normal look like?
(00:13) Tim Beyers and Dylan Lewis discuss:
- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.
- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.
(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models.
Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META
