@thyrstboy is joined by @frankiecena & @kingchella to break down this season's Rusical. A host panel divided, we give our hot takes on who we thought brought it and who we thought bombed it. Another great runway, we weigh in on the looks and this debatable bottom two. Also who's our MVPs this episode...we can all agree its Traci Melchor! FOLLOW US, WE'RE THYRSTY ANEAL www.instagram.com/thyrstboy www.twitter.com/thyrstboy FRANKIE www.instagram.com/frankiecena KINGCHELLA www.instagram.com/kingchella The Queens competing on Season 2 of CANADA'S DRAG RACE are: Adriana Beth Eve 6000 Gia Metric Icesis Couture Kendall Gender Kimora Amour Océane Aqua-Black Pythia Stephanie Prince Suki Doll Synthia Kiss
Cole Sillinger scored his first NHL goal! The Blue Jackets are 3-1-0! Merzlikins and Bjorkstrand continue to be our MVPs! All this and more on today's Locked On Blue Jackets! Support Us By Supporting Our Sponsors! BetOnline AG There is only 1 place that has you covered and 1 place we trust. Betonline.ag! Sign up today for a free account at betonline.ag and use that promocode: LOCKEDON for your 50% welcome bonus. Built Bar Built Bar is a protein bar that tastes like a candy bar. Go to builtbar.com and use promo code “LOCKED15,” and you'll get 15% off your next order. Rock Auto Amazing selection. Reliably low prices. All the parts your car will ever need. Visit RockAuto.com and tell them Locked On sent you. Learn more about your ad choices. Visit podcastchoices.com/adchoices
It's time again for the best compilation of #d3fb video clips, as Frank & James take you around the entire nation for Week 7's "Crunchtime." As always, JB highlights great performances in his "JB's MVPs" segment, the guys discuss UW-Platteville's refusal to provide game video to the show, and they look at ALL 27 Pool A races (and the Pool C favorites). If you're wondering about the Playoffs, you don't want to miss this discussion. Please remember to LIKE and SHARE this show on your social media channels. And apologies from us for being a day late in posting -- some personal issues led to the delay, but we know the subject matter in this show remains relevant. THANK YOU for all of your support this season!
Tread Perilousy's "Creature of the Night" month moves to the swamps of True Blood for its reviled series finale, "Thank You." As the Hep-V continues to ravage Bill's body, he asks Sookie to use all her faerie powers to end his life. Sookie, of course, needs to think about this for a number of reasons. Jessica and Hoyt tell Bill about their rekindled flame and it leads to an impromptu wedding. Jason, somehow, does not sleep with Hoyt's ex-girlfriend. Meanwhile, Eric and Pam plot their final move against Mr. Gus and pronounce final judgment on Sarah Newlin. Erik once again watches the last episode of a series first. Will his opinion line up with True Blood fans? Justin tries to recall relevant details about the characters, but also recounts his own viewing habits when the series was on the air. Who's The Boss's Tony Micelli gets re-framed as a serial killer. Deborah Ann Woll and Carrie Preston turn out to be the episode MVPs. Justin tries to outline True Blood's original sin. A brief discussion about The Batman trailer breaks out. Bill's accent gets explored. Justin attempts to re-imagine True Blood with a different tone and liquified sugar-free gummi bears come into play.
In the second hour of the show the guys talk about Ed Orgeron's coaching future after he leaves LSU at the end of the season, They give out their MVPs of the weekend, then they discuss how Davis Mills preformed in Indy. Second half of the Hour Matt Trent joins the show to discuss the Coach O situation at LSU and they wrap up the hour with a look at the afternoon games from yesterday.
The Athletic's Dave DuFour joins to preview the 2022 NBA season! We discuss who can win the East and West, teams with wide-ranging outcomes, darkhorse MVPs and more. Of course, there's a post show. Follow him @DaveDuFourNBA. Support at www.patreon.com/thinkingbasketball
What is there to say? The Bills Beat the Chiefs, 3 stars, waxing poetic about the nature of morals and MVPs, a second quarter preview, Listener Qs, TDIBH, Tennessee preview and more. Okay, so I guess there was a lot to say.
Hosts Andy Yanez (@AYanez_5) and Da'Yon Dunlap (@DayonDunlap) break down the big points from UH women's basketball's American Athletic Conference media day. Head coach Ron Hughey says his team is eager to get the bad taste of being so close to the NCAA Tournament a season ago, yet missing it. Then, the two focus on the UH men's basketball team and discuss Kelvin Sampson describing what he envisions from his guard group in the upcoming season and break down the AAC preseason rankings and awards. Finally, the two give their midseason MVPs for offense and defense on the UH football team. Be sure to check out Kris Gardner's work on Twitter and YouTube. #GoCoogs #ForTheCity #EverythingMatters Be sure to check out ApolloHOU.com for homegrown Houston sports coverage as well as Astros and Rockets apparel you can't find anywhere else. Use promo code "YANEZ" for 10% off at checkout.
Frank & JC start this week's show -- yes, JC, not JB -- auditioning JC for co-hosting duties on "In the Huddle." You'll have to watch to find out what we mean... But then, Frank & JB do their weekly grind of reviewing the highlights of some of the best #d3fb games of the weekend from across the country. Pair that with JB's MVPs for Week 6 and a Region-by-Region review of the current situation in the D3 Playoffs picture, and you've got a packed 70 minutes of college football. In addition, Frank & JB discuss the CCC, especially Endicott, thanks to footage from Noontime Sports, discuss the Delaware Valley "outside the locker rooms" video that caught attention this weekend, and discuss RPI's potential NCAA Playoffs hosting conundrum being caused by their current fan policy. All this and more on this week's "Crunchtime" episode. Please remember to LIKE & SHARE this episode on your social media!
Once you have a solid self-assessment document, now it is time to socialize it. Not only will you increase awareness of your CRA program, but you will also be using it as a training tool. Make sure you break it down to the discrete applicable parts to avoid overwhelm. Consider setting up time with the following teams...and bring coffee! Emphasize their specific impact in the work and highlight your bank's strengths and weaknesses. Listen to their responses and add their feedback as valuable performance context! • The CRA Team – your MVPs! • Bank Directors, Executive Management• CRA Committee Members• Treasury Department, Accounting as applicable• Marketing, Social Responsibility, and Foundation Officers• Retail Business Units, Commercial Lending Units Quotes• “Use [the self-assessment] document. That will position you for exam success, and you really want to socialize it, so people understand your CRA program and their role in it.” (01:39-01:51)Want to learn more about the CRA? Sign up for CRA Today's free course: https://hub.cratoday.com/freecourseLinksCRA Today Website: https://cratoday.com/ For more information on the CRA Hub, a membership for bankers to connect, inspire, and master the art of CRA: https://cratoday.com/hub/ Copyright © 2021 by CRA Today LLC(No claim to original U.S. government material)All rights reserved. No part of this podcast may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including electronic, mechanical, photocopying, recording, or otherwise, without prior written permission of the author and publisher.This podcast is a periodic publication of CRA Today LLC and is intended to notify and inspire recipients of new developments in the Community Reinvestment Act. It should not be construed as legal advice or legal opinion on any specific facts or circumstances. The contents are intended for general informational purposes only, and you are urged to consult your own attorney concerning your situation and specific legal questions you have.Podcast production and show notes provided by HiveCast.fm
Four weeks into the season and all is not well, but there is an opportunity to build a little confidence this Sunday versus the Detroit Lions. Against the Cleveland Browns, the new offense looked similar to the old one. Why? Is the team good enough? Mike Zimmer thinks so. It's time for Viking Hot Takes. The FAST MOVING Minnesota Vikings Talk Show. We have Eric Thompson from the Daily Norseman. We've got Flip Mazzi from Climbing the Pocket. SO Buckle Up, protect your kneecaps and Let's GO! Football is underway! Your favorite team has started its 2021 campaign, the no excuses season. It is time to go further than any other Vikings team before it. Can they? Flip and Eric are here for the 19th episode of Viking Hot Takes on the Climbing The Pocket channel on Thursday night during half-time of the game. Following the usual format of the show, we put the usual 20 minutes on the clock and asked each other three questions: Flip asks 1. Grade Klint Kubiak's first four games. 2. Who is the Vikings' rookie of 1/4 year? 3. Next four games: How many will the Vikings win? Eric asks 1. Did the Vikings offense get exposed last week, or were the Browns simply a bad matchup? 2. Who are your offensive and defensive MVPs through four games? 3. Will a win over the Lions change your opinion of the team going forward? Fan with us!!! Talk with Flip Mazzi @Flipmazzi, Eric Thompson @eric_j_thompson, and producer Dave @Luft_Krigare as part of a @Climb_ThePocket Network's & @DailyNorseman's production. ______________________________________________________________________ Subscribe to us here! - https://www.youtube.com/climbingthepocket Watch it here: https://youtu.be/SuZWEMiZQyk Learn more about your ad choices. Visit podcastchoices.com/adchoices
On this week's Cover 4 Live, the DawgNation team of Connor Riley, Brandon Adams, Mike Griffith and Jeff Sentell take a look at who the team MVP is through the first five games of the season. Given the injury status of JT Daniels, the group also takes a look at the future of the quarterback position. Cover 4 Live airs every Thursday at 7:30 p.m. on DawgNation.com
Before Terminus takes a brief break to catch up on the day jobs we've been ignoring for months, we have a shorter, diamond-hard episode for you split in two distinct halves- wandering, melodic, and unusual one-man black metal versus two very different takes on modern war metal. We'll be back week after next, but hopefully this keeps the shakes away long enough to survive your detox. Our first record of the evening comes as a personal submission from Floris of Asgrauw and Meslamtaea with a new one-man project that appears to concentrate on... trees? Gallows? Dutch is hard. Anyway, Schavot represents an effort by one of Holland's MVPs to create full-spectrum, 2nd wave-centered black metal with his own idiosyncratic presentation. Unsurprisingly, it's excellent- faithful to the past but employing modern musical technology that creates something both familiar and surprising to the seasoned listener. Next is the side project of Terminus alum Aarsland (of Devilgroth fame,) Monotonic Negativel. The airy, almost improvisational feel of Devilgroth shines through, but now brought back down to earth with intense inflections of industrial and DSBM. The result is something that can only come from Aarsland- dark, gloomy, and surprisingly beautiful with stabs of intense aggression and heaviness you don't typically see in the style. Our second half is a quick blast through two war metal records. The first is the debut EP by Azothyst, which attempts to wed the battering aggression of war metal with dissonant riff patterns from orthodox black metal and Ulcerate. This project has an all-star lineup of Canadian black/death legends, but does is it able to withstand the weight of its own ambitions and this style's natural pitfalls? We discuss. Wrapping up is Caveman Cult's new full-length from the beaches of Miami, playing a bludgeoning and unsophisticated style of war metal str8 outta 1995. There's a lot discussed in this section: are we sure this isn't just grindcore? How do you weave songs this blunt and primeval together in an elegant way? Just what the hell DOES "crust" mean, anyway? As always, there's plenty of excitement to find and intrigue to dig out, even on a record which operates with all the subtlety of a pool ball in a tube sock to the ribcage. Thanks for listening, Terminators- we'll see you in a couple weeks. 0:00:00 - Intro 0:08:27 - Schavot - Galgenbrok (Void Wanderer Productions/War Productions) 0:46:41 - Monotonic Negativel - The Silent Abyss (Independent) 1:25:42 - Interlude - Hæthen - “Amongst The Forlorn Larch,” fr. Shaped by Aeolian Winds (Fallen Empire - LP / Ars Magna - CD, 2015) 1:35:42 - Azothyst - Blood of Dead God (Vault of Dried Bones) 2:02:39 - Caveman Cult - Blood and Extinction (Nuclear War Now) 2:30:05 - Outro - Proclamation - “Altars of Mayhem” fr. Execration of Cruel Bestiality (Nuclear War Now, 2009) Terminus links: Terminus on Youtube Terminus on Patreon Terminus on Subscribestar Terminus on Instagram Terminus on Facebook firstname.lastname@example.org
On today's episode of Locked On Pirates, host Ethan Smith gives his thoughts on who the 2021 Pittsburgh Pirates MVPs were for the season, giving the award to a position player and a pitcher! Following that, Ethan recaps a wild NL Wild Card game between the Cardinals and Dodgers with a phenomenal ending from Chris Taylor and finally he previews the White Sox vs Astros and Rays vs Red Sox game ones in the ALDS! This episode is brought to you by Spotify Greenroom. Download the Spotify Greenroom app and find one of our Locked On rooms. Amazing selection. Reliably low prices. All the parts your car will ever need. Visit RockAuto.com and tell them Locked On sent you. Built Bar is a protein bar that tastes like a candy bar. Go to builtbar.com and use promo code “LOCKED15,” and you'll get 15% off your next order. There is only 1 place that has you covered and 1 place we trust. Betonline.ag! Sign up today for a free account at betonline.ag and use that promocode: LOCKEDON for your 50% welcome bonus. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Frank & James take you across the country, bringing you highlights from the most exciting Week 5 #d3fb games (including some OT action) in this episode of "In the Huddle." After bringing you highlights, scores, and "JB's MVPs," they bring on D3football's Greg Thomas ("Around the Nation") to discuss conference standings and Pool C implications for the 2021 Playoffs. You won't want to miss this episode, so please make sure to watch it and then to LIKE and SHARE it on your social media channels!
Episode 194 of the BatFlip Crazy fantasy baseball podcast is Edition 98 of the Bubba & The BatFlip pod featuring yours truly and Bubba (@bdentrek on Twitter) from the Benched with Bubba podcast. This week we recap the 2021 season, including lessons learned, fantasy MVPs, Cy Youngs, and surprises as well as answer listener questions. You can follow me on Twitter @BatFlipCrazy. Thanks for listening!
Sigmund Bloom and Paul Charchian (Guillotine Leagues) talk NFL and fantasy football. Topics Include: Should we be worried about Dalvin Cook, the new Dallas offense, our fantasy MVPs through four weeks, plus more!
Former major leaguer Doug Mientkiewicz joins the show to preview the 2021 MLB Playoffs, why he thinks the Dodgers are the team to beat and why he's rooting against the Tampa Bay Rays, who his 2021 MVPs are, and what it was like playing for 2004 Boston Red Sox during their 3-0 ALCS comeback against the Yankees. Sign up today at MyBookie.com and use promo code DRINKINBROS to get your first-ever deposit matched dollar-for-dollar. Ghostbed.com/DrinkinBros Kill Cliff is offering Drinkin' Bros an exclusive offer, 30% off, go to KillCliff.com and use promo code DRINKINBROS.
Sorry for the delay on this one. Zion & Caleb come together as they recap 7 of the NFL games from this past NFL Sunday. It's quick hitters and game MVPs as they go around the NFL to give you some insight on each of the NFL contests. As always, Theme music by The Riley Brothers Band. Find them at therileybrothersband.bandcamp.com. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/brodie-sports/message
Today we continue our four-part series called “Meet The Coaches!” I am being joined today by the Mindset King of the 10K Coaching Academy, Mr. Caleb Zysk! You know Caleb from Highjack Friday, where he and Jeffrey Eadon take over the podcast and drop juicy knowledge bombs right and left. But today, we're getting to know the man behind the legend. We're going to deep dive into Caleb's past to get to know him better, and learn how he became a successful online fitness coach. I've admired Caleb since he first joined the program. He saw that I was succeeding, and so he started following in my footsteps. If I went live five times a week, he went live five times a week. When I started my podcast, he started his own podcast. I went on TikTok, he went on TikTok. He saw a successful trend and started following it. As a consequence, his online fitness business grew, and he's become one of PT-Domination's MVPs. Caleb was born and raised on a farm outside of Allendale, a small town in Michigan. He struggled from a very young age with leukemia as well as developmental issues with his legs. (Listen to episode #496 and learn how Caleb overcame his early struggles to become the Mindset King of the Academy!) I've Been There. I've Done That. Now Learn with Me. I know all the ins and outs of online fitness coaching. I've made mistakes and I've had successes. But I've never given up. That's how I was able to open my own gym and start an online coaching business that has not only brought me success, but also benefited over 600 other online fitness coaches. I love to share my knowledge. So, when you work with me, you learn with me. I'm ready to help you shed those 9-5 shackles and enjoy the freedom, satisfaction, and yes, money, you'll get from being an online fitness coach. If you got value from this podcast and would like to work closely with me and my team to scale your fitness business and learn how to go online, go to my Instagram account @bmarkfit and DM me with the words “Change Lives.” We can start a conversation about our amazing Online Trainer Escape Plan, that allows you to make $10,000 plus a month by helping people transform their lives through health and fitness. Follow Me. I'll Help You Succeed. While you're here, be sure to subscribe to my podcast Change Lives Make Money: The Podcast For Online Trainers. It's a great source for free advice and info. Rate and review too. It helps me know whether or not I'm giving you the kind of content you want and need. And don't forget to follow and subscribe to my social media accounts. TikTokInstagramFacebookYoutube My DM is always open. Let's keep talking! I want to hear from you! You can contact me any time through my social media accounts or email. Tell me about your latest successes. Ask me questions. Give me ideas for future podcasts. I've always felt a successful business is built on two pillars: Persistence and Communication. If you're looking for a little bit of help with your online coaching business, click here to shoot me a message
The guys are back with another episode "The Pre-Season". In this episode the guys cover current topics around the NBA including COVID-19 vaccines, Ben Simmons and much more. Looking forward to the 2021-2022 NBA season, Predictions for the Champions, MVPs and much more. Join the squad on Social Media @Bronationhoops and check out the video version on YouTube. Don't forget to like, share and subscribe. Thanks for tuning in, until next time PEACE.
In This Episode: Sigmund Bloom and Matthew Berry (ESPN) talk NFL and Fantasy Football. Topics Include: Is James Robinson Back, fantasy MVPs through three games, what we wish we knew in August, and more! Save Time, Worry Less and Win More with Footballguys: https://www.footballguys.com Join our FREE Daily Email Update for the Fantasy news you need to know: https://join.footballguys.com/couch Follow our hosts on Twitter! Sigmund Bloom: https://twitter.com/SigmundBloom Footballguys Instagram: https://www.instagram.com/fbgfantasy/ Footballguys Facebook: https://www.facebook.com/footballguys/ Footballguys Twitter: https://www.twitter.com/fbgnews Watch on YouTube -> https://youtu.be/66jajrTDtw4
In this episode we cover some of the best players of the last week, streamers to target as you finish your fantasy playoffs, and which players we think should be the Fantasy Baseball MVPs this year. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/taylor-tarter/support
Jason Smith and Mike Harmon explain the one way where Bill Belichick can beat Tom Brady this weekend, and it involves great conspiracy. The Yankees have discovered their rally monkey, and they have may have produced co-MVPs in the American League over the last few weeks. Sean McVay is the happiest man in the NFL right now. MLB Insider Jon Paul Morosi joins the guys to talk the American League Wild Card race, Shohei Ohtani wanting to win, and not knowing a thing about the NFL right now! Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Jason Smith tells Mike Harmon why a pair of Yankees should be in major consideration for co-AL MVPs. There is only one way where Bill Belichick can beat Tom Brady this weekend, and it involves major conspiracy. Plus, LA Times NBA Insider Dan Woike joins the guys to talk he biggest storylines from NBA media days and gives his thoughts on where Ben Simmons will end up. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
In this episode of Data Exposed: MVP Edition, Javier Villegas will describe the concept of SQL Server Failover Cluster Instances (FCI) covering how we can use them for High Availability purposes using Azure Virtual Machines and the different Azure Storage options. Recently introduced in Azure VMs, SQL FCIs allows to easily migrate HA workload from on-premises environments to the cloud with the added benefit of application compatibility.[00:30] About Javier Villegas[01:20] Failover cluster overview[05:36] SQL Server Failover Cluster Instances in Azure[09:09] Demo: Created shared disc in Azure portal[11:42] Getting startedAbout Javier Villegas:Javier Villegas is IT Director (DBA & BI Services) at Mediterranean Shipping Company with more than 20 years of experience working with SQL Server, Including Azure SQL.His specialization is Administration, Performance Tuning, High Availability and Disaster Recovery.Javier is a Microsoft MVP Data Platform since 2016 and MCT.He is a frequent speaker in technical conferences and events such as SQL Saturdays, PASS Virtual Groups, PASS Marathons, 24 Hours SQL PASS , vOpen , GroupBy ,DataPlatformGeeks , Data Saturdays and Azure Global Bootcamps.He is one of the group leaders of SQL Argentina Community and Microsoft Azure Data Advisory Board Member.About MVPs:Microsoft Most Valuable Professionals, or MVPs, are technology experts who passionately share their knowledge with the community. They are always on the "bleeding edge" and have an unstoppable urge to get their hands on new, exciting technologies. They have a very deep knowledge of Microsoft products and services, while also being able to bring together diverse platforms, products, and solutions, to solve real-world problems. MVPs make up a global community of over 4,000 technical experts and community leaders across 90 countries/regions and are driven by their passion, community spirit, and the quest for knowledge. Above all and in addition to their amazing technical abilities, MVPs are always willing to help others - that's what sets them apart. Learn more: https://aka.ms/mvpprogram
Florida is now a third of the way through the regular season, so Swamp247 stops to take a look at some of the early-season highlights. Blake Alderman and Thomas Goldkamp discuss the most pleasant surprises and unexpected disappointments so far on the team. They also talk about what areas have given greater cause for optimism than previously thought and what key concerns could slow the Gators down as the season continues. They also hand out awards for early-season MVPs on both sides of the ball and discuss what the expectations for the rest of the season should be at this point. Learn more about your ad choices. Visit megaphone.fm/adchoices
Caleb and Zion are back together as they record the Week 3 NFL Recap through most of Sunday aka Brodie Sports Talk Jr. Zion will give you the scores and his game MVPs as they go through the list of 7 games from this past NFL Sunday. As always, Theme music by The Riley Brothers Band. Find them at therileybrothersband.bandcamp.com. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/brodie-sports/message
100 wins and a second place finish? This will undoubtedly be the fate of one of the NL West teams, but who will it be? Join us on this episode as we round up this final week of the MLB regular season and discuss home run leaders, MVPs, the 30-30 club, trivia, and everything in between. Contact Us:Email: email@example.comTwitter: @WestCoastBiasBB
Week 2 of the NFL season is here and Marco and Tim preview the fantasy football landscape highlighting their start/sit choices for the final 8 games. Talking Week 2 streamers, who to start and sit plus potential fantasy MVPs. #FantasyFootball #Week2Streamers Support this podcast
Week 2 of the NFL season is here and Marco and Justin preview the fantasy football landscape highlighting their start/sit choices for the first 8 games. Talking Week 2 streamers, who to start and sit plus potential fantasy MVPs. Support this podcast
Aidan recaps his trip to Atlanta for the Eagles vs Falcons. SPOILER: it was great and awesome and his mom is probably disappointed with him. Moving on to the Cowboys. Kmess is kind of happy with how the Cowboys looked against the Bucs but NOT happy about La'el Collins getting suspended for no reason and Demarcus Lawrence breaking his foot. How will the Cowboys nonexistent D Line hold up against a very good Chargers O Line and Rashawn Slater. Is Aidan optimistic about Eagles vs 49ers in the Birds home opener? What is the deal with the 49ers? The Manning's MNF broadcast was awesome. The guys give their gambling locks for Week 2 of the NFL. Make your picks with the OddsCrowd App. We have two TikToks tonight. Week 1 MVPs and Week 1 top team performers. SUBSCRIBE RATE AND REVIEW!!!!!! OddsCrowd: https://oddscrowd.com/ VigIt: https://vigit.page.link/gJw6 MERCH: https://dsgntree.com/collections/branded-sports/products/birds-vs-boys?variant=38313770483887 STATESIDE VODKA: https://statesidevodka.com/delivery/ Intro music: https://youtu.be/vkrPc0cp4a0
Millard Thomas recaps Luke Weaver's most recent start before diving into a bleacher report article on the three MVPs for every team. Support Us By Supporting Our Sponsors!Built Bar Built Bar is a protein bar that tastes like a candy bar. Go to builtbar.com and use promo code “LOCKED15,” and you'll get 15% off your next order. BetOnline AG There is only 1 place that has you covered and 1 place we trust. Betonline.ag! Sign up today for a free account at betonline.ag and use that promocode: LOCKEDON for your 50% welcome bonus. Rock Auto Amazing selection. Reliably low prices. All the parts your car will ever need. Visit RockAuto.com and tell them Locked On sent you. Molecule Mattress Visit OnMolecule.com and save twenty percent with promo code LOCKEDON. NetSuite NetSuite is offering a one-of-a-kind financing program only for those ready to switch today! Head to NetSuite.com/LockedOn StatHero StatHero, the FIRST Ever Daily Fantasy Sportsbook that gives the PLAYER the ADVANTAGE. Go to StatHero.com/LockedOn for 300% back on your first play. Learn more about your ad choices. Visit podcastchoices.com/adchoices
00:00 - Opening; 03:00 - Voicemail; 20:35 - Thursday Night Football recap; 44:08 - Week 1 Predictions... Don't forget to hit us up Tuesday with your week 1 MVPs, your week 2 predictions, and the takes you have on any game or any player. (816)654-6883. Thanks for listening. --- Send in a voice message: https://anchor.fm/themikeandupodcast/message
Joe Praino and Andy Lazarus discuss Mets' owner Steve Cohen attacking his players via Twitter, Mets' players attacking their own fans with thumbs-down and whether or not Puerto Rican players are especially soft. They then discuss Laz's Giants being the best team in baseball, who are the league MVPs and Derek Jeter's Hall of Fame induction.
This episode is about the psychology of excellence. Michael Gervais is a high performance psychologist working in the trenches of high-stakes environments with some of the best in the world, training the mindset skills and practices essential to pursuing and revealing one's potential. His clients include world record holders, Olympians, internationally acclaimed artists and musicians, MVPs from every major sport and Fortune 100 CEOs. He was part of the team for the Red Bull Stratos mission to transcend human limits. This is where Felix Baumgertner made a freefall jump from 128,100 feet being the first human to break the sound barrier without a capsule! He recently returned from the Tokyo Olympics where he was part of the USA Surfing team and Carissa Moore brought home the Gold medal! For Entrepreneurs on a Mission! FREE Training - How to get your own TEDx Talk http://talkXcelerator.com/Masterclass Watch Adam's "Awaken Your Alpha" TEDx Talk here: www.bit.ly/TEDxALW This quest takes me across the globe to interview the world's most successful minds and sharing my own insights along the way. As I continue to learn and implement the “Hacks” to life, I share the best through the podcast and in the Facebook group "Awaken Your Alpha" Search & Join us in the pursuit of high performance. The podcast is now also a bestselling book! TALES & TACTICS TO THRIVE www.AYAlpha.com/book Get all the resources from each shows spotlighted guest, get your support and your questions answered. Connect across social media @AwakenYourAlpha @AdamLewisWalker to join the conversation.
In this throwback episode Mara is joined by the skincare MVPs, celebrity dermatologist Dr. Whitney Bowe and star makeup artist Merrell Hollis, with their advice for getting rid of dark circles, fine lines and bags...including the full rundown on injectable options, and specific makeup product recommendations. Shop the Show! https://www.amazon.com/shop/influencer-c8bddf4c Follow Mara on Instagram: www.instagram.com/marascampo Check out Mara's YouTube channel for tutorials and more: www.youtube.com/marascampo Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
The Joes discuss the 2021 NFL season and give their picks for MVPs, division winners, the Super Bowl, and more. Also, the Joes predict fantasy MVPs, discuss the 2021 late round rookies that will make a fantasy impact, and share the players they think will be highest risers in dynasty by the end of the 2021 season. All this, and more, on this episode of the Fantasy Joes! You can find the Fantasy Joes on Twitter: Jake is @TakeswithJake, Will is @fantasyjoe_will, and Ryan is @RotoLibrarian. You can also follow the show on Twitter @ffjoes. Help us make the show better by becoming a Patreon patron for as little as $1.99 a month at https://www.patreon.com/fantasyjoes. Patreon supporters get access to a bonus episode twice a month! Outro music is “Welcome to Zombie Coast" by The Zombie Dandies. A new episode of The Fantasy Joes drops (almost) every Thursday morning during the 2021 season. Please subscribe, rate, and review!
The realms of real estate can be appealing especially in the aspect of monetary gain. In reality, there is more to it than that - it is not simply about acquiring low and selling at a high price. To experience more rewards, we must be willing to do the hard work and give value to our product. In this talk, Josh Cantwell stresses the importance of not relying on the “MVP”, recognizing that money is king, and breaking down the dangers of merely getting a deal done. And all the while acknowledging the goal of the hustle - financial freedom - and ultimately, satisfaction in life.[00:01 - 03:52] Opening Segment I welcome today's guest, Josh CantwellHow he got into real estate[03:53 - 14:51] Realities of Attaining Financial FreedomThe meaning of financial freedom and its challenges for entrepreneursJosh talks about his deals and the threat of COVID-19The considerations in building a solid business model[14:52 - 28:48] Dangers of Rushing the DealThe real MVP in real estate investingWhat tenants truly care aboutWhy being on time yet going over budget is better [28:49 - 34:45] Closing SegmentThe truth about business - money is kingFinal wordsTweetable Quotes:“And the big challenge for every entrepreneur in today's market is to sit and think about what they're really trying to do, and realize that yesterday is gone. .” - Josh Cantwell“ You do the hard work. That's where the MVPs are at… Why is somebody gonna pay you more rent, if you're not giving them a better product? Simple as that.” - Josh Cantwell“I was passionate about what I was doing. I was loving it. So if I literally had my number calling, I was off the face of the earth that year, I would have been okay with that. Because I was doing what I love. I was having fun with it.” - Josh CantwellLearn more about Myers Methods of Multifamily Investing: http://bit.ly/37u6oK3Register for Myers Methods Multifamily Investing Course: https://bit.ly/37iozkBLearn more about the Mid-Atlantic Multifamily Conference: https://bit.ly/2V7SlCC Support the show (https://www.facebook.com/groups/157335752156211/)
The season is right around the corner, and what better way to kick-off the NFL season than with some hot takes and fantasy MVPs. @NastyNeutz and @DynastyOasis both bring some bold takes and give some actionable advice on players that can still be acquired at cost in dynasty. We finish the show with a dynasty superflex rookie redo; featuring a combination of the 2020 and 2021 rookie classes. Where does your favorite young superstar fall? Join us for the start of the NFL season, and twice a week moving forward throughout the season. Thanks for listening, please rate and subscribe.
EP274 - Warby Parker and AllBirds IPOs Warby Parker and AllBirds filed their S-1 registrations with the SEC in preparation of making an initial public offering. In this episode we deep dive into all the information revealed in the fillings. Surprising Learnings From Warby Parker And AllBirds IPO Filings (forbes.com) Episode 274 of the Jason & Scot show was recorded on Wednesday September 1st, 2021. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:24] Welcome to the Jason and Scot show this is episode 274 being recorded on Wednesday September first 2021 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scott Wingo. Scot: [0:40] Hey Jason and welcome back Jason and Scot show listeners Jason we have a lot of favorite things on this podcast but you know it's even cooler than some fresh Amazon quarterly results hot new Gadget. Even some exciting Star Wars news. Jason: [0:55] No what's God. Scot: [0:57] A fresh delicious hot out of the oven S1 and you know it's better than S1. Jason: [1:02] I'm guessing to S ones. Scot: [1:04] You are right that is right we have we're very excited this week because not only do we have one s one but we have two s ones so I don't know if that's an S 1 squared or S2 or how we talked about that I guess 2's ones, and what's really exciting is one of our favorite topics on the show is digitally native vertical brands also called dnv B's and we have two of them that filed within a week of each other so that's pretty exciting so the two are Warby Parker and allbirds and before we do a deep dive into those S ones and highlight some of the things that we found that were interesting for listeners I wanted to give everyone just kind of a reminder of a great way to read an s-1, so an s-1 is. [1:52] Haven't haven't done a gone public before it's kind of like a sandwich so you have three parts you have this kind of first part where there's all this introductory stuff and you're kind of like CIA in that part and then you get into the delicious sandwich part of the the meat and potatoes of this one which is commonly called management discussion and Analysis they called em DNA and that's the best part because really management actually writes that now they have a lot of guidance from lawyers and investment bankers and PR firm in all this Jazz but it's really most of the times it is the founders you know putting pen to paper and describing the business and their words then after that you have the lawyers kick in and then you have a pretty good chunk of risk factors and then the accountants kick in and you've got your your your Gap financials and all that stuff and all that's interesting but if you're going to I always start a nest one from the middle out so I like to read that mdna first because it's the best way to hear about the company from the founders. [2:54] Now Warren Buffett and his Charlie Munger they always kind of famously start at the back of this one and they like to start at the audited financials and that's kind of how they look at a business and that's important but especially for these I think it's pretty interesting because you know it tells us why the founders do this dnv be thing how's it going how do they think about their business what are the key metrics they're looking at inside of there and I think that's particularly relevant for listeners of this show because you can learn a lot you know these businesses may be there ahead of you or behind you and your scale but it I always learned a ton about. [3:34] You know what other operators are doing and thinking about their business and you pick up a lot of interesting new tidbits there may be things you like and don't like that you can add to your repertoire. Jason how do you how do you peel into a delicious yummy new S1. Jason: [3:49] Yeah well I mostly take your advice that I guess to two alternative views is just skip the s-1 entirely and wait for the retail Roadshow and so you can kind of watch a movie instead of have to do all this math and read. Scot: [4:02] Yeah I like the retail Roadshow too but sadly it comes weeks after this one so this one is like an appetizer before you get to the movie. Jason: [4:10] Yeah and II may be uniquely odd in this regard but I do find it amusing and humorous to read the risk factors. I know they have nothing to do with the business and weren't written by anyone that has anything to do with the business but I feel like. They're increasingly more creative in the voluminous wig west of apocalypses that could. Could strike the Earth and I want to say like of the hundred seventy one page Warby Parker S1 about a hundred pages of it is the risk factors. Scot: [4:42] Yeah, yeah and I mean it is fun to read but you're taking the right approach at it what drives me crazy is actually went through and looked at a bunch of the headlines for both these companies and I would say about 1/3 to 25 percent of the. Press that covers you things you know to be and I don't know if this is just lack of understanding or clickbait or some combination of those things but they always pull out the risk factors so you'll see you know allbirds is worried about Nike as a competitor and you know and then you're like what did they read about that and they've just pulled out a the competitor list of the risk factors well the lawyers are saying you know if anyone has ever sold a shoe put them in the risk factors you know it's not like it's not like the founders in their own words are staying up late at night worried about Nike but maybe they are but. Most of that stuff is not the founders words it's lawyers kind of saying you know here's a checklist list everyone that you've ever think you thought you've competed with now that's their guidance. Jason: [5:42] Yeah I mean the list of competitors isn't remotely shocking it's more of the zombie apocalypse that makes me chuckle. Scot: [5:48] Yeah and now there's all these, yes every time new legislation comes out you have to add a risk factors know it's like you know GDP our cyber security we use cloud computing that could go down we it's kind of like you have to think of everything that's ever happened and you want to cover it so that if you do get sued you can say well it was a risk factor you should have known we warned you. Cool so we flipped a coin and you are going to kick us off with a deep dive into or be. Jason: [6:21] Yeah yeah so we'll jump right into it and we'll start with some of the financial metrics per your point is pretty interesting because these are. Private companies they don't necessarily disclose a lot of this and so you kind of go from like a pretty vague view of these companies to a pretty detailed View and if you're some other DMV be that still private like there's great benchmarking data in here so Warby Parker. [6:48] 20/20 in this is all complicated because of course 2020 was an anomalous year 2020 revenue for Warby Parker was just under 400 million in sales so 393 million and kind of to give you a progression they were 272 million in 2018 then they jumped up, 370 million in 2019 and then you know a much smaller jump up to three hundred and ninety-three million in 2020. The more eye-popping number is they have six months of data from 20 21 and they're already at 270 million in 2021 so if you kind of compare first six months of this year to first six months of last year. Last year there were 176 million this year there are 270 so they're definitely seeing a nice clip of growth. And obviously as you grow bigger you would hope that that scale would help you with profitability when you're you know small and still you know in growth mode it's sometimes hard to make a profit, and in this case. It doesn't appear like they've achieved that escape velocity where they're starting to turn a profit yet like the gross margins are. [8:00] Are in a reasonable ballpark they're pretty consistent in the kind of 658 to 60% range and so they are generating. Net positive ebit has but they basically have had a net loss every year except 2019 when they broke even. So what's a little worrisome about that is. [8:26] You know you like if you look at 2018 you said hey they sold 270 million and they lost 22 million on it in 2019 they sold 370 million and they broke even. Like that's looking like a pretty good Trend that scale starting to help them with their profitability but then in 2020 where they had a lot of extra costs from covid and as we'll talk about in a bit they're somewhat store. They were even bigger 393 and they had their biggest loss ever 55 million, and they're doing better this year but they're not on a path to profitability this year either so they're the on the 270 million they've sold this year they've lost 7.3 million. Um before I jump further does any of that financial news sort of surprise you at all Scott or does that. Scot: [9:17] Now I have a different opinion but well we're going to do a little kind of analysis again. Jason: [9:22] I like it cliffhanger. Scot: [9:23] Yeah yeah. Jason: [9:24] So one of the interesting things well a all these digital native Brands you start off by like generating some buzz and selling some stuff to people that are already friendly to you and it's super easy sales and and cost to get those sales is very low but then pretty quickly all these companies go into digital advertising mode and they buy ads on Google and buy ads on. [9:47] To grow quickly and the first ads they buy a relatively cheap because, that they can you know Target a very specific audience and there aren't a lot of other people buying that exact same audience so the, the cost per ad is low and so the the customer acquisition cost can be pretty reasonable but as you get bigger. [10:06] You have to buy a bigger chunk of audience from Facebook and more people are competing for that same audience and it's a reverse auction so you have to pay the most to get the ad and so growing purely on this digital ad business. Pretty challenging particularly when Google and Facebook are so good at optimizing the the the maximum cost per ad and so. For almost every DMV be we've ever talked about they they have trouble scaling and they almost always Implement some new tactics later in their evolution to kind of scale beyond the digital ad phase and so in war Beast Partners case they were one of the first retailers to say, the MVPs to say hey we need to open a bunch of stores and stores can be really profitable billboard to help dramatically improve our customer acquisition costs so by 2018 they already had 88 stores, and right now they have a hundred and twenty-six or a hundred forty five stores so so they have a reasonable Fleet of stores that has grown pretty pretty quickly. Obviously there's a lot of extra costs for running those stores and obviously those stores didn't do particularly well in covid. [11:21] So some of the interesting things about the stores is that like in 2018 sixty percent of the revenue came from e-commerce forty percent of the revenue came from retail about the same in 2019 but as they jumped up there store counts and 2020 that. So in 2020 sixty percent of the revenue came from these retail stores 40 percent came from ecom's so the store is really are becoming the primary acquisition Channel. It's super interesting to look at the. [11:54] The unit economics of a customer how expensive it is to acquire a customer how much money they make on each customer has sticky each customer is and different s ones you know give, different granularity in case of Ori Parker they reported a customer acquisition cost so they said that in 2018 they spent $26 per customer to acquire customers. In 2019 they said they spent $27 to acquire customers and in 2020 and the pandemic influenced year they had to spend more they spent $40 per customer to acquire customers now put a big Asterix on that there's some controversy will get to in a minute but. If you take those numbers on face value those are pretty darn good customer acquisition cost for this kind of business other. [12:42] Kind of did you a native vertical brands that have have done it s one have disclosed some kind of eye-watering Lee expensive customer acquisition costs and so famously like Blue Apron was paying $400 a customer to acquire customers so so even $40 a customer it's pretty reasonable to kind of put that in perspective in 2020 they were getting about 218 dollars in sales per customer which is a little over two orders, um so the the the unit economics are potentially viable. Except for that sgna line and all the expensive advertising that they're having to do which is ultimately driving that those those net losses. So those were kind of my big. [13:31] Takeaways and I alluded to a controversy friend of the show and former guests Dan McCarthy who's a assistant professor Emery and one of the true gurus and in clv um he looked at this as one and at first he was like wow that's a really good customer acquisition cost they should be commended and then he like started reading the fine print and they've used a novel definition of customer acquisition costs they've divided all of their expenses by all of their customers and. About sixty percent of their customers are returning customers so in theory. You shouldn't be dividing all of your digital marketing by your total number of active customers you should be dividing it by the new active customers and that's kind of the traditional definition that Dan and most of the rest of the world use we don't know what that number is for Warby but it's probably a lot higher than the. Forty dollars that would be disclosed based on this kind of unique definition of customer acquisition costs. Scot: [14:39] They did they kind of elaborate on that or. Jason: [14:44] No they didn't at all. Scot: [14:45] And easier he just kind of picked it apart and like there was no. Jason: [14:48] Yeah like they like there's not enough data in the s-1 to try to estimate a. Revised customer acquisition cost now what Dan has done in the past is he's gone a hold of credit card panel data. And kind of backed into like customer acquisition cost by looking at the the. The spend from you know the from customers I haven't you know I don't know that he's done that analysis yet for these guys are the even has access to the data to try but. Yeah so at the moment we don't know what their khakis I have to be honest you like even if. You you kind of like double it because you say like oh they should have only been chart you know counting all these costs against the 40% new customers and not against the hundred percent active customers. You're still at like 80 dollars which is expensive you you can't make money spending $80 for a customer that you only sell $180 to. It's still better than a lot of these other companies that we've looked at. Scot: [15:58] The worse is Casper were the cactus a good couple hundred dollars higher than the mattress. Jason: [16:04] Yeah and I would say. Like these guys have about the most mature store model of any of these companies like Casper's up there too but the next company will talk about allbirds has a lot less stores so, you know if the opening your own stores is the way to lower kak then you would expect to see it in Warby Parker's S1. And my my takeaway from this is. Either you have to get to a much bigger and you're going to say something in a minute that potentially disagrees but either where we Partners hypothesis is you have to get to a much bigger number to get profitable. And so maybe you know instead of one or million run rate I need a billion dollar run rate. Or you need an alternative customer acquisition strategy beyond your own stores and digital ads which are the two tools warble uses and I would also argue where B is. About as good as it gets at sort of organic demand generation and they do they do great like social they do gritty like they do all the other guerrilla marketing tactics so like. [17:15] Um I would you know if they're not profitable on 390 million with their type of product it seems hard to imagine that someone else with the same type of product. Is going to do much better because they seem like a externally they seem like a darn good execute. Scot: [17:37] Yeah isn't in the die where category is dominated by the luxacore Oslo Exotica and they own like everything right so they do they have you know they have a licensed almost every frame like. Jason: [17:50] Yeah almost every designer brand you've ever heard of is a is actually like license to Exotica. Scot: [17:58] Yeah then they own the. Jason: [18:00] And they own a bunch of the chains of retail stores. But they also do wholesale so Exotica like both sell all those license frames to the third parties. And they sell through their own stores, and they sell at a way higher price point than Warby Parker so they have way more margin like you know part of the premise of Warby Parker is the eyewear should be affordable so their average per glasses is $95 whereas. Like that the aov firm exotic is going to be much higher. Scot: [18:33] Yeah I do I'm not a customer but I knew I do know people that are and they do tend to buy more I've heard him say is anecdotal but I've heard him say especially women they'll say you know the prices are low enough I can buy a two or three different pairs that kind of they almost become accessories at that just kind of interesting. Jason: [18:48] So that's what I was hoping to see right like you go man I've been part of a frame cost $500 I can't own that many frames but if they cost a hundred dollars I might have different ones for different outfits right or. Right and so yeah like. Could their average order value be much higher but on average they're only selling 2.14 pair of frames per customer. So they're like again frame is $95 their average revenue per orders $184. Um so they're not necessarily like seeing a huge kit I'm sure their customers like you describe but they're not there are apparently are not enough of those customers that that's. [19:28] Change dramatically changing the economics also where we park our his kind of expanded to be a vision care company rather than just eyeglasses so they launched contacts they have optometrist services in all the stores and you might go oh wow I wonder how those things are contributing and at the moment / this one they're not, like the the all the non glasses products cumulatively are about one percent of Revenue and all the Professional Services are one percent of Revenue so these the the eyeglasses are 98% of their business now maybe that means there's a lot more growth there. [20:05] But like my so my overall take away. These numbers did not surprise me in terms of Revenue it was about exactly where I would have expected I wasn't sure they would be profitable by now it wouldn't have surprised me if they were so it's a little concerning to me. That they're that they're not. Again if a ton of this loss in 2020 is because of the pandemic and they really did break even on 370 and if they find a way to end up profitable in 2021. Um I'm their biggest Revenue year ever then you know that that probably looks pretty good but I can tell you a ton of people were shocked by these numbers a ton of people thought Warby Parker was much bigger a lot of people were speculating that they were near or over a billion dollars in annual sales which I did not view is very likely and so I think this is kind of a. [21:01] Glass of cold water in the face of a lot of the DMV be Fanboys and d2c Fanboys that like these guys are, are basically the poster child for that whole segment and they're better than most of the other ones and you know even they do not have. Home run financials and so you know frankly like this this bodes poorly for the financials of a lot of other like apparel DMV bees that we haven't seen yet. Scot: [21:33] Well I guess my seemingly controversial take is when. You know when you talk to these investment bankers there's all of this data that indicates that you should really focus on growth and not profitability if you're if you're if you're in a category like this which you know the pitch is there's this new way to build a brand it's direct-to-consumer it's digitally native yeah we're having some stores so by focusing on ibadah you're essentially saying we were making profit and we, need this we don't have anything to spend it in essentially because it's just going to kind of move over to your balance sheet especially when do an IPO you're in a load of the balance sheet with presumably at least a hundred million maybe more so. When you when you look at the data especially at this scale it's much better to lose money or to not get profitable for years because. You want to pump all that into growth so every dollar you can drive into growth gets a much bigger multiple than a dollar that goes to the bottom line. [22:42] So yeah so that's that's why and then the other challenges once you're profitable. It's kind of hard to undo it the classic example is Amazon in our retail world you know how many times have you and I heard retailers complained that Amazon is a profitable this is when they weren't profitable today they are only say they're not profitable, eventually Amazon got to the point where they just couldn't not be profitable so but you know for a good kind of like, I don't know 20-year run their they weren't profitable so they were the extreme example of this and it gave them much more leverage over like a Walmart who had been printing ibadah never got used to it and got valued off eBay doc then you can't go in and say, there's a new disruptor and hey everyone we're going to we're going to stop being ibadah positive and growing even on we're going to focus on the top line to you know our spend. 500 billion on some fulfillment centers so it yeah I think it's appropriate and I'm sure you know the risk factors that's going to be probably one of the first ones is we. I don't plan to make money and we may never make money so yeah so I think it's actually. I would almost expecting to be losing more you know if I look at kind of 21 so a lot of these. [24:04] S ones they do a six-month view because they don't want to update it every quarter its kind of pain wdesk one while you're in process so they'll do it like a six-month you and I believe their six-month view was 270 million Revenue so that put them in a 540 anyone's is that what it was the okay. Yeah and then loss is 20 that's even a lost that loss of seven so losing 14 on that that's. Jason: [24:31] The well the even has our positive by the way the it's only the net loss that like so like they have they made 20 20 million ibadah on 270 million in sales in the first six months of this year so that's. Scot: [24:43] That must be the way you're some accounting the other thing that's really frustrating is a. Jason: [24:48] They have all sgna below that you badal line which is weird to me at least I don't like. Scot: [24:54] Yeah that is weird. Jason: [24:56] That's that's why you got from this yeah that's why you got get from this positive ebitda to this negative net loss. Scot: [25:06] Yeah this is one of the ways Amazon lost money for so long is they would capitalize the leases on now it's become an SEC rule I think this gets kind of the edge of my accounting knowledge. Jason: [25:16] Yeah and they didn't there was not like detailed disclosure about the real estate so I that is an interesting question how they finance these stores and do they own them and all that stuff but. Scot: [25:25] So I would almost say. As in a potential investor I'd rather get to a billion dollars faster and have a negative ebitda a light you know at a 500 million they had like a hundred million ebitda law side. I actually kind of think that's okay especially if they could grow faster. Jason: [25:44] Yeah and so I'll just say I generally agree with you and I certainly get the argument about profitability the the bigger concern for me is there an 11 year old company that's executed about as well as you can execute done all the things that the talking headset are smart to do and they only got two with a super compelling value proposition and very high MPS scores and they still only got to 390 million so I like my biggest cautionary take away from this whole thing is it's way harder to get to a billion dollars then people realize and none of these companies have done it not one have them have gotten to a billion dollars in run rate unless you call like white cloth digitally native vertical brand. So I do think scaling is hard and if it's hard for these guys it's going to be a heck of a lot harder for these why you know companies that want to be super Capital light and not have stores and and all of those things and I well I. Don't over worry about the profitability I will tell you the unit economics are mildly concerning their making a custom product like they have to you know make those lenses for each customer and if they're having to spend $80 to acquire a customer that only half their customers are buying a second time they're only getting a hundred and or 218 dollars in revenue from each customer and they have to make a custom product in that it just like. [27:13] I'm not saying they can't get to profitability at a billion dollars but it's. It doesn't look like a home run business I could it still could be a good investment right and I mean as long as there's someone that's willing to pay more for your stock after you own it not saying the stock won't do well at all but it doesn't look like. A company that's likely to just you know generate like obscene free cash flow like Amazon does. Scot: [27:40] Yeah I bet if you looked at a kind of store cohort you'd be happier with the profitability and maybe that was something. Jason: [27:49] Yeah I would have loved to see that in this one and obviously they didn't put it in there. Scot: [27:53] Yeah you know and and yes so they must have been advised that the institutional investors aren't going to be that concerned that I think. I think they're actually close enough with the lines are the lines are converging so you know you can kind of see if you just kind of. Plot them out you can see they'll cross no get profitable because they're already been up positive So eventually they'll get to that net loss off when the lines are diverging like Lyft and Uber when they went public they had to spend a lot of time in there s one talking about well we know our lines are diverging but it's because we're if you take our cities that are over a year old they're very profitable and the reason our losses are growing faster than revenue is because we're opening city so fast and that's how investors got comfort in that example. Jason: [28:37] Yeah and their lines are diverging from 19 to 20 now they're going to say well but that's covid-19. Scot: [28:43] Yeah yeah that's project I could see that. Jason: [28:44] No I'm sure does yeah and especially again because stores. So Scott what did you learn from the allbirds S1. Scot: [28:56] Yeah allbirds was it was a good read I enjoyed it it was different you know so I kind of appreciate that having read a lot of these it was less dry of any S1 especially the mdna section was felt like the founders had definitely put their heart and soul into it I don't know if you do you listen to the podcast how I built this they. A really good episode on there and you know the thing another thing I appreciate about allbirds is there's consistency there every time you every time I hear one of the founders I go in a store have an online experience Packaging. They're very purposeful and brand message is very very tight in and until you try to do that it's hard to appreciate how hard it is to execute on that so, so I just really felt like that was interesting that even this one kind of landed on me as if you know the same vibe that I got from the store and the product and everything so that was really cool and kudos to them on that probably the most interesting thing about the allbirds S1 is they try to kind of tilt it and they say look we're not going to do an IPO we're going to do an S peo and what they're essentially doing is saying we want to elevate the discussion and talk a lot about sustainability and so they call it a sustainable public Equity offering and spe now I'll get into more of that but I wanted to go into some of the numbers first. [30:26] So on the number side there 2019 Revenue was a hundred ninety-three million and then in 2020 they did 219 million so so that's 13 percent year-over-year growth. [30:38] So that was interesting to me and then they it has accelerated from 20 22 21 looking at the six month period to 27 percent, they unfortunately there they've got a fair amount of international business you've got this kind of no Financial impact of currency conversion the FX is what they call it so do their 25 or 27 depend on depending on the currency situation but let's call it mid-20s and. So that's interesting so they've got accelerating Revenue growth which Wall Street loves to call that ARG ARG and then they broke out digital and said that it was 89 percent of their business and in 2020 that was a hundred ninety-four did you see that going down because part of their use of proceeds is opening a lot more stores they have 27 stores as of the IPO so June. [31:33] June 20 and then I've been 21 and then they have the pretty much say you know one of the we're going to open a lot more stores and it's gonna be a big push for us they also are losing money they're losing about 40 million a year so kind of twenty percent of Revenue is being lost which kind of feels you're going to lose money you might as well lose you know twenty Thirty forty percent of of Revenue to accelerate so that felt more in line with kind of what I've seen is public-private kind of vc-backed company coming into the public markets couple highlights on the other metrics they talk a lot about how their nudging gross margins up they in 2018 gross margins were at 47% and then moving up to 51% and a good expansion there on the margin side that's pretty typical as you scale and you start to nail down with any kind of manufactured product there's definitely margin benefits of scale right because you're buying more pallets of wool I don't know what we'll comes in sheep's of wool and you're getting more you know your. Paying off your fulfillment centers and you're taking a lot of these fixed costs you just putting more stuff through them so on a unit basis it drives in Crete drives down your unit cost just driving up your gross margins. [33:00] They were they were much more silent on cackle TV than what you saw with Laura B and so some of the data they had was they try to repeat customers and that number has gone up and. 2019 it was 46 percent of their revenues from repeat customers and then that was up in twenty twenty two fifty three percent they last raised a hundred million on 1.7 billion and I'll come back to that and then let's see the biggest thing about their IPO I hinted at the top with this spe oh is there all about sustainability and it's pretty interesting because some people they just kind of throw that in there in the hopes that there's the public markets there are increasingly large number of either, purposely built vehicles for investors that want to focus on this area or. [33:55] There's a big investors that are moving this way one of the biggest public investors is called Black Rock and they run out, huge massive amount of capital most of it in mutual funds but I think they have some hedge funds and whatnot and their CEO is basically put a Line in the Sand and said by can't remember the year but let's call it 20 30 or something like that they are going to shed any investment it doesn't really have kind of a framework around sustainability and you know. What people uses This Acronym ESG so environmental social and governance in essentially everyone wants companies to to self report what they want to do across those three dimensions and even the SEC is started kind of hinting and recommending that companies that they're going to start doing some things here and requiring them in things like us ones and then, the thing that's really interesting in a public company that I didn't learn until I was kind of deep inside of one a lot of these mutual funds so you go public and you have this new set of shareholders that are largely got mutual funds you've got index funds and you've got hedge funds and then retail which would be individual people like buying to their Charles Schwab well the mutual funds in the index funds when you. [35:17] When every year you put out these different things that you want your shareholders to vote on well they they don't like to vote on those things they like to defer that to a third party and there's several of these third parties once called ISS and the other ones called, glass Lewis or something like that and these third parties therefore become very powerful because they aggregate a lot of the, you know because these decisions are referred to them they thus aggregate a lot of power from your shareholders and they are really starting to get where they are they're saying you know even that's going to be kind of the first Domino to fall I think where they're going to say hey the recommendations we make on your board and comp and all these things that they have to opine on to the, to to the shareholders that have Outsource that to them they're going to really focus in on ESG so so it's a big movement and there's a lot of even CNBC runs like a every other day segment on this topic because it's become such a big big deal and you know I actually think it's good I think you know you would as a as you know. [36:24] Public means transparency and I think companies should be transparent about this stuff and if if they say you know I don't know where we're a liquor company and we're not really focused on this that's fine or if they say we're all birds and this is going to be a huge differentiator for us that's fine too it just you know at least let potential shareholders know where you are on the spectrum of things okay so that's the background the. [36:51] So these guys say look we we think this is so important we want to put a stake in the ground and we've come up with 19 criteria that we hope we're going to be the first we're going to kind of self rate ourselves against these criteria and they fall against, cross effectively two categories for each of the es and the D environmental societal and governance so it's things like you know they want to be carbon neutral they're going to like an environmental they're going to favor vendors that that kind of have a similar carbon neutrality and sustainability mindset to them and on the governance side they're going to have more diversity on their board and those kinds of things. [37:31] One of the interesting things they do explicitly State and this caused a lot of noise on Wall Street is they when you go public you get all these people there's kind of this this literal they call it the book so let's say you're going to sell a hundred million worth of shares you do your Roadshow and then you typically end up with maybe a more orders than you have shares she'll get 300 million so one way to you have an allocation problem so one thing you can do is you can just cut everyone back to a third and you can say well you want to 10 million now we're give you three that's how you could Jam 300 million of demand into a hundred million dollar opportunity well these guys have said is we're actually going to your allocation is going to depend on where you are as an investor as it relates to ESG so essentially they're saying if you're like one of these companies like BlackRock that that is really kind of pushing the foundation there we may give you your full allocation but if you're this kind of hedge fund that doesn't really even have a website and no statement on this then you may get no allocation or a smaller size allocation so that was pretty interesting that's the first time that's been done and that that was kind of. [38:37] Pretty interesting on that so encountered an actually mentioned sustainability in the s-1 over 200 times which is it just shows how important it is to them and you know a lot of companies. Tried this out but allbirds was founded with this right the whole idea of allbirds was could you find sustainable products to make a shoe with and they started with the wool even the soul is made from a plant-based material, if it was obvious like she shows her something to remember what it is. Jason: [39:07] I Scot: [39:09] But it's not rubber it you know it's not a you know there's two types of rubber there is a plant-based rubber from a rubber tree but most rubber is obviously from a petroleum-based so the other thing I thought was interesting is the essentially layout they have five pillars essentially and they basically say hey here's our five pillars we're going to be product Innovative platform Purpose Driven brand with an inspired voice. [39:38] Connections with our repeat customers around the globe so so Global and repeat customers are important to them vertical retail distribution strategy robust infrastructure creating a platform for scale the sequence of those is pretty interesting because again the first one is product Innovation and then second one is purpose-driven and that's where they capture a lot of the ESG stuff. [40:00] The I thought for listeners this would be the most interesting one is vertical retail distribution strategies I just wanted to add one will highlight here are digitally LED vertical retail distribution strategy combines our digital offerings with our stores so we can meet customers where they are delivering value and convenience with our store serving as brand begins our company was born online from the outset we developed a direct convenient digital platform for our customers we opened our first store and 2017 have since been expanding yada yada so and then they wrap up and say in 20 as of June 30 we 20:21 we had the ability to reach up to 2.5 billion consumers in 35 countries across our digital and Retail platforms so I thought that was pretty interesting where they're basically saying this D and B, be thing even though we're at a relatively small scale we think it's still important part of our future and stores are really more of a brand, front face to the digital back and so I thought that was interesting, let's see that some data on repeat analysis but you know the. [41:10] Those are the highlights they that is really confusing table where people bought more than their repeat purchase rate went up. [41:19] I kind of get wrapped up in a chicken and egg thing there because like just by buying more haven't you already made your repeat purchase go up like I couldn't unpack that in my head but I need and up figure that one out for me look at a secret credit card data my analysis on this one so that those are the kind of highlights my analysis was this one was shockingly smaller than I would have thought you know I. I kind of backed in this because I had heard that valuation of 1.6 on their last they're kind of in this unicorn status here 1.6 billion in your like okay a lot of these Brands you look at kind of public comps you get 325 x as an e-commerce company so let's give them a generous valuation of 5x so they must be three or four hundred million and then. Turns out they're kind of in this lower 200 or 300 million scale so that was like well they must be growing at a crazy Pace because if you're going at a hundred percent then you can still get a really nice vault. A super-sized multiple like they must be that makes them hopefully even higher right so there like a times multiple but they're really not they were going 25% so it's kind of a bit of a head-scratcher for me and I'm really curious to see how the IPO does because I kind of assumed I'm not smarter than than all these investors have looked at this and put this price tag on it so I must be missing something so you know the things I think I may be missing. [42:43] You know there's there's a lot of talk they've partnered with Adidas and they're definitely going after the running category and so taking on Nike if you can build anything that's, no one 20th of a Nike that's a big brand so that could be people could be looking at this and seeing the optionality of that is this could be you know counter to Nike this ESG piece it could be that there is an supply-demand imbalance I think. [43:15] I think this is definitely the case where there's a lot more ESG aware dollars looking for places to invest than there are places to put them, so that could be a factor maybe there's some bullish bullishness on the store business where people have done models they say well if they're at, 25 stores and they go to 250 that's going to the growth is going to accelerate a tremendous base so you know I kind of swirl all those around and you know it is interesting so I then I kind of put myself and say well if I was going to be with Nike how would you go about them and Nike doesn't have a lot of weaknesses and yeah they're ten years ago you and I would have said while their weaknesses are not going direct to Consumers but they've largely fixed that right and you've got a lot of you've got a whole deck on that that's excellent so that's not a weakness anymore and but you know Nikes weakness is could be there is a, you know and I don't know any facts on this it's just there's a lot of noise out there right that there's these Chinese labor camps that their products are made in and these sweatshops and children making the shoes and then certainly so there's there's kind of that that they're kind of unclean sourcing if you will. [44:32] People claiming it I have no idea what's going on there and then you know there is an argument to be made that Nike to my knowledge hasn't done a lot to say wow our products are sustainable in these ways is just really isn't their thing so so it is a clever way to attack Nike and maybe it's actually a combination of all these things that investors see and they say we think this is a pretty clever way to attack Nike they're going to get some market share because we think it's important to Consumers it's important to us and they kind of scroll all that together and that's why it gets the bigger multiple so I may be curious to see how the IPO does to see if, that multiple holds up or in a there's definitely something going on there or maybe it was just an anomaly in the private Market. Jason: [45:20] Yeah and in both cases like the. The economics of the IPO aren't really revealed yet right like we're a ways away from from like Target prices and like understanding what the valuation is going to be for the IPO. Scot: [45:37] Yeah yeah you know these guys that could have effectively a Down Round where they essentially say hey we want. Jason: [45:42] Both have raised a lot of money at some like reasonably High valuations. Scot: [45:48] Yeah and you know they probably wouldn't be going public if the bankers weren't telling them they're going to get. Yeah I really nice mark up unless there was some desperation reason and I just don't they're not burning enough Capital that I don't think the existing investors couldn't sustain them for years so so mi bat is the bankers think that they're going to do really well and we'll see a big pop so it will say. Jason: [46:18] Yeah well if you think so a I would say like one of the things that encouraging so a one thing a few things to remember that are different between these two companies is allbirds is much younger than Warby Parker so I want to say Orbeez like 11 years old allbirds is like 5 years old so there earlier in their evolution that 27 stores versus a hundred forty five stores and that's a. A huge difference because a big expense in having stores is advertising to get people to your stores and you know. Beyond the digital advertising which is very expensive per customer like traditional advertising is much less expensive but you have to buy traditional advertising. Based on a metro area and when you only have 27 stores it means basically you're buying an ad to that getting amortized for a single store whereas when you have a hundred and forty-five stores you can have six stores in a a big Metro and that same ad is driving customers to six doors so my first thing I would say is. It seems like they're committed to a store strategy but they're early in the face like they could get an ice pop as they open more stores because all of the marketing and advertising that they're already doing spending money on, will work much harder when they get to a little bigger feet of stores and the. There are economies and scale of running a fleet of stores versus at 27 stores they're probably pretty inefficient. Scot: [47:48] Yeah they talked about how they've had they've invested in some distribution centers into the store so they're probably over distribution Centered for you know 25 stores. Jason: [47:58] So I do think the stores thing is encouraging, um I always am uncomfortable on the whole Purpose Driven thing so because I guess I'm going to mines and you didn't mention it but I think one of the novel things about them is they're one of the first companies to go public that's a certified B Corporation. Scot: [48:16] There's several others so there's that brand for girls nothing to you. Jason: [48:28] Okay well it's I mean regardless a hundred percent think as a marketing tactic that you're a hundred percent right like there is a cohort of customers that really care about a variety of these different missions and Nike doesn't particularly appeal to a lot of them right and so. Kind of providing a viable alternative you know is certainly a way to win a segment I do think. They're very credible like they've been talking about this this sustainability purpose since the very beginning they've invested in it the shoe is more expensive to make because of some of the sustainability choices that they've made so it's not just kind of. [49:12] Ecology washing on top of a you know a greedy brand and like I think their claim in their in their last one is that the the shoe has a like 30% less. Less ecological footprint than a traditional shoe and I think traditional she was code named for Nike by the way. So so I do think they are they are credible in their Purpose Driven thing and there's a. At the moment there are all these surveys of consumers that o gen Z is way more purpose-driven and and way more so than older cohorts they say that you know they really care about a brand that aligns with their goals and they care about the ecological issues and ethical issues in all of these different things and it feels like Auburn's is well positioned to cater to those customers so superficially you go oh nice it's a. It's a growing favorable Trend in there a strong executor at it and I think some of that is legitimate. [50:16] But in the back of my head there's this this famous academic paper from like 8 years ago called the myth of the ethical consumer and basically all young consumers have always said in surveys that they care about these various missions but when you look at their spending habits, there their convictions are a lot less strong than their stated preferences are and so I do I worry. [50:43] About completely hanging my hat on consumers doing the right thing when they're there. [50:50] Happily buying a lot of Nikes obviously I did also think it's interesting. Obviously the unit economics are wildly different than Warby Parker because of the nature of the product but they have 3.3 million us consumers worry Parker has two million consumers despite the fact where we Partners got this way bigger Fleet of stores and has been marketing for six more years so, so they are getting decent reach, both companies disclose their MPS scores their net promoter score and and they're both astronomically high and allbirds is even higher than Warby Parker so they. They're making their customers happy. They're doing well the one thing that jumped out at me as a opportunity is for allbirds that would be harder for worry Parker is. Okay you start out purely online and you're growing through digital ads and then you start opening stores and you invest a bunch in opening your own stores what other levers could you pull if you need to get your customer acquisition cost down. And it's not obvious to me what the big ones are for for Warby Parker, a play that some similar companies to allbirds have run is expanding in a wholesale once once they sort of reach a plateau and allbirds absolutely could do that as well and so it again my takeaway from both of these companies is. [52:17] Scaling is way harder than the the Twitter DTC Universe realizes they all want to imagine these companies are much bigger than they are because they've raised a bunch of money. It turns out raising a bunch of money doesn't equal winning a bunch of customers not saying these two companies can't be wildly successful in win a bunch of customers, I'm just saying it's really hard it's a huge competitive advantage to be a big company that already has a bunch of customers. And it's hard to start a new brand from scratch and catch up and these both of these are examples of that and it's going to be really interesting as they keep trying to grow to see what. What new things they try to accelerate that growth. Scot: [52:59] Yeah absolutely and I was curious I just looked it up allbirds is an 86 net promoter score and War B's latest measure is 83. Jason: [53:08] And those are both astronomical and side note there's some controversy about how people measure it in the inventors of the metric. Our kind of annoyed with how everyone's misusing it so it's not guaranteed that that's perfectly Apples to Apples but. That those numbers kind of fit with the consumer sentiment that I've experienced for both brands. Scot: [53:32] Yeah yeah we do a whole show on the purity of net promoter score. Jason: [53:37] That would be awesome. Scot: [53:40] But that in with some attribution man that's a party right there. Go well it wouldn't be a Jason and Scot show if we didn't have a little bit of. Jason: [53:52] Amazon news new your margin is there opportunity. Scot: [54:04] That's right we got a couple in lausanne news items the one I wanted to chat with you Jason is, Amazon announced they are partnering with buy now pay later firm a firm so that was an interesting one did that take you by surprise. Jason: [54:21] It did it totally did not it didn't surprise me at all that they're getting into buy now pay later it's a huge trend. In a way like I knew they didn't have one but it kind of when I heard it read it and I said it to myself out loud I was cut it's kind of shocking. That they're just now adding it now they have dabbled in the past. With with much earlier iterations of these sort of installment plans but what totally took me by surprise is that they chose a firm like a a firm is working with a lot of. Direct Amazon competitors that aren't going to be happy about this I'm thinking of for example Walmart. And so I'll be curious to see how that flushes out and have a firm can successfully keep both of those clients happy that would be impressive and frankly there's just so much money to be made in this space and an Amazon scale I'm somewhat surprised that they didn't do it themselves. Scot: [55:14] Yeah that shocked me to the thing is I've been digging into these being the combi and pills and it's really interesting so if you look at a firm karna and a bunch of these, you know what they're finding is the under 30 year old consumer, doesn't like the way credit card debt Works where you have this pool of you know that you can pull down and then it accumulates they much prefer to match it with a purchase and pay off the purchase and it's really interesting to read about that and then the the both the firms in there s ones they have a lot of data around us and increasingly even after they've gone public there's more data coming out about this trend so I was I was thinking. You know why Amazon has they if you're a seller though and you money you know they've got their own credit card there's got to be like. What is the larger Banks kind of effectively inside of Amazon that doesn't really Market itself as a bank because it doesn't want to be regulated like a bank maybe that's part of what. Triggers them not doing it. Jason: [56:16] Dress fear about yeah Fair. Scot: [56:18] Yeah there's any trust thing but it is funny you know we've been at this long enough I remember. I'm old enough to remember there was this startup called bill me later and they came on the scene and Amazon used it and you know loved it and was actually giving them quotes that conversions were up 20 percent and then eBay bot eBay / PayPal but Bill Me Later and Amazon ripped them off the site the next night it was controversial and we're all like holy cow I can't you know I think we're all shocked how quickly Amazon turned that off after seeing his praises so it is kind of funny to watch now Amazon jump back into it you know probably been 15 years at this point back into it and partner up with the firm so I almost kind of wondered if. Maybe there was an investment phase but also doesn't Shopify own a chunk of a firm like there's an alliance there too which is another it's unlike Amazon to lay down you kind of have connections into. Competitors even one degree away with a firm in the Middle With both Walmart and Shopify it all. Jason: [57:22] And there is Juicy data at play in this service so it is it is interesting. Scot: [57:28] Yeah days was famously he wouldn't ever he really didn't want to buy any Google ads because he didn't want them to see what they're up to. Jason: [57:36] No I mean part of me would almost suspect that Amazon is like trying to learn on a firm and that it wouldn't be a long-term deal but I entirely speculation. Scot: [57:46] I think both of our Spidey senses are tingling on this one and we'll keep an eye on it then there was a battle of press releases where Amazon Walmart said we're hiring 20,000 people and then Amazon du ha ha we're hiring 50,000 so that was that was the other Amazon news I saw. Jason: [58:02] Yeah I saw that too I got to be honest to me those were nothing Burgers it's super complicated both of those companies hire a ton of seasonal Labour way more than that right and. Sidenote like targets hiring a hundred and thirty thousand people for Christmas so those numbers just didn't seem that impressive and if I was if I was Walmart my press release would have said hey we've hired 500,000 people since covid-19 like that seems that's true and that seems a lot more impressive than than the 20,000 I guess what is interesting in both cases is, this is not seasonal labor these are full-time jobs just dedicated to fulfilling e-commerce orders so that's kind of interesting. [58:42] And two other tiny pieces of Walmart news in the the time that we don't have left Walmart did announce. An enhancement to their advertising echo system so they have a thing called the Amazon or Walmart connect and they launched a DSP for that. Demand-side platform it's a way to use Walmart data to Target segments and by ads both. On Walmart so walmart.com and in Walmart stores but also um across the the interweb using Walmart's first-party data and as we talked about in our privacy show as it's harder to use Google and Facebook targeting because of all these privacy concerns. It makes sense that that retailers are trying to maximize The Leverage they have with their 1p data Walmart has the most customers so they have the most wimpy data and so that that's kind of an interesting evolution of their ad platform and a potential competitive Advantage for Walmart. [59:47] And then another one that's just kind of interesting that I didn't necessarily expect Walmart launched a new delivery platform. Which is delivering goods for other retailers. So they call it Walmart Go Local and essentially you can be independent owner operator you know, in a town and sell stuff for home delivery and Walmart will use their network of owned delivery. People in vehicles to pick stuff up from your bakery and drive them to a customer for a fee. Scot: [1:00:19] Yeah we'll see how that goes I don't know if I want my bakery to be delivered by Walmart. Jason: [1:00:27] Yeah I mean there's a number of issues it just to me it's interesting because obviously Walmart used to be a pure retailer you know you're seeing them lean into a lot of services they it was a few weeks ago but they announced this deal with. With Adobe whether they're they're selling software to Adobe and now they're selling delivery services to you know Main Street when you know used to be the narrative was that Walmart was putting Main Street out of business so it just it's interesting to see the evolution of Walmart. Scot: [1:00:57] I've whenever Walmart talks about some of the services they show kind of a low WalMart delivery vehicle that looks a lot like an Amazon Prime van. Jason: [1:01:06] Yeah they have a lot of different they have kind of a patchwork Fleet of delivery services and some of them use different vehicles but you you maybe more expert in the Walmart delivery Fleet than I am. Scot: [1:01:20] I just see this picture and it I think a lot about Vans everyday and it resonates with me. [1:01:32] I appreciate it thanks for looking out for me well we are out of time and one of the topics we wanted to cover but what with all the juicy IPO news didn't get to this time but will dedicate neck so to it is there is a lot coming up we're kind of coming in to wear it the past the halfway point of Q3 and all eyes will turn to Q4 with the holiday season it's going to be really unique this year because we cut the covid thing we've got the Delta variant we've got all kinds of crazy weather going on with hurricanes so as a retailer it's a really wacky time and one of the things we want to talk about next show is ship again so we coined that here on the show last year and turned out to be probably bigger than even we anticipated what's going on with that and 2021 I see a lot of time thinking about Vanagon there's also chip again so which which caused Vanagon so with want to talk about all the geddens that we're seeing out there. And then also you know there's a lot of interesting things going on the supply chain we've been you know the team here at the Jason Scott show and our many analysts have been listening in to the quarterly results and and talking to retailers about this and we have a lot of information to share on that kind of T up what we think the holiday is going to look like from from those angles. Jason: [1:02:55] Wow that sounds like an awesome show I can't wait to hear it. Scot: [1:02:58] I know I cannot wait for us to make it. Jason: [1:03:01] Will Scott it's happen again we've totally used up our allotted time as always if this was valuable we sure would appreciate that five star review on iTunes and only takes a second it's easier than ever before to leave it jump over there give us a review and make sure you're subscribed to get that next podcast Scot teas. Scot: [1:03:21] Absolutely thanks everyone and until next time… Jason: [1:03:24] Happy commercing.
Let's run through some stuff before Ohio State kicks off the 2021 season. Doug Lesmerises, Nathan Baird and Stephen Means hit about 20 rapid fire questions from text subscribers on this Thursday Buckeye Talk before Ohio State's Thursday night opener vs. Minnesota. There are a few things about the game -- like predictions for game MVPs and signs the guys are looking for to show the Buckeyes might be special this year.But there are items of interest even if you listen after the Thursday night game, including questions about Quinn Ewers and NIL, how Ohio State could get the No. 1 seed for the playoff, and which Big Ten cities the guys like to visit the most.Thanks again for listening to Buckeye Talk from cleveland.com and don't miss the postgame pod after the game that will be up Friday morning. See acast.com/privacy for privacy and opt-out information.
In this episode, we make a number of key predictions for the Michigan football team's 2021 season. We look back on fall camp, go game-by-game through Michigan's schedule, then take a look at our picks to be Michigan's final record, biggest trap game, leading receiver, rusher, tackler, sack-generator, freshmen of the year, most improved players of the year and MVPs on both sides of the ball. Learn more about your ad choices. Visit megaphone.fm/adchoices