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#892. Tayler Byrd joins Kaitlyn on Off the Vine for a candid, unfiltered conversation about life after reality TV. She dives into her experience on Netflix's Temptation Island, why she knew her relationship wasn't going to last, the drama on set, and what she learned about love, boundaries, and authenticity.Beyond reality TV, Tayler opens up about her fitness and wellness journey, sharing her weekly workout routines, recovery tips, morning coffee habits, favorite wellness hacks, and how she built her platform SOAR (Strength Overcomes All Resistance) to help women take a holistic approach to health. Packed with laughs, embarrassing stories, and practical advice, this episode is a mix of real talk, inspiration, and Tayler's signature honesty.Tune in to hear Tayler's story, from reality TV drama to fitness guru, and why authenticity is her ultimate superpower!If you're LOVING this podcast, please follow and leave a rating and review below! PLUS, FOLLOW OUR PODCAST INSTAGRAM HERE!Thank you to our Sponsors! Check out these deals!Booking.com: Head over to booking.com and start your listing today! Get Seen. Get Booked on Booking.com!Dime: Head to DimeBeauty.com and get 20% off your first order with code PODCAST20 – or shop DIME at Amazon and Ulta! Bombas: Head over to Bombas.com/vine and use code vine for 20% off your first purchase.Quince: Go to Quince.com/vine for free shipping on your order and 365-day returns. Now available in Canada, too! Progressive: Visit Progressive.com to see if you could save on car insurance!EPISODE HIGHLIGHTS: (2:39) Tayler spills the behind-the-scenes drama from Temptation Island and why she knew her relationship wasn't going to last.(11:12) Hear how Tayler navigates modern dating, sets boundaries, and deals with the public eye after a reality show.(37:12) Get her top fitness and wellness tips, including weekly workouts, recovery, morning coffee rituals, and favorite health hacks.(59:51) Laugh along with Tayler's hilarious gym mishap in our Confession segment!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Julia and Drew are back to discuss Season 7, Episode 3 of The Kardashians. The girls slurp down some Erewhon smoothies and dish about Glenn Close overdosing on Valium in front of Michael Douglas, Khloe's rancid protein popcorn, feeling othered at Ulta for being a boy even though James Charles said it was ok, Rob's alarming tales of cookies and printer cartridges, and Kris' 70th birthday bash serving as a backdoor retcon of the James Bond universe. Konspiracies abound. XOXO, Girls Room.Follow Girls Room on TikTok.Follow Drew on Twitter and Instagram.Follow Julia on Twitter and Instagram.
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:40 - How Robinhood disrupted the entire brokerage industry 00:32:05 - How Robinhood can offer commission-free trading 00:05:34 - Why Robinhood Gold may be the financial services equivalent of Amazon Prime 00:46:55 - What makes Robinhood so well-positioned to capitalize on the passing down of wealth from Baby Boomers to Millennials and Gen Z 00:28:10 - How the company is revolutionizing finance again with prediction markets, fractionalized shares, 24/5 trading, stock tokens, crypto, and more 00:50:40 - What to make of Robinhood's controversial CEO and co-founder, Vlad Tenev 01:30:03 - How to think about modeling HOOD's intrinsic value 01:38:16 - Whether Shawn and Daniel add HOOD to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! How Robinhood revolutionized retail investing (Quartr article) Vlad Tenev's 2025 interview with Barron's on the future of Robinhood Vlad Tenev's interview describing the Robinhood super app to Ark Invest Robinhood's 2024 Investor Day Vlad Tenev's All-In podcast interview on stock tokenization and the future of fintech Derek Pilecki's interview on We Study Billionaires discussing Robinhood Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
When you think about transformation in beauty, few stories are as fascinating as the one unfolding at Rodan + Fields. In this episode, Rose Hamilton, CEO of Compass Rose Ventures, sits down with Anncy Rowe, Chief Commercial Officer, who is leading the company through one of the most ambitious reinventions in the industry — evolving from a billion-dollar direct-selling brand into a modern omni-channel powerhouse. Anncy's background includes some of the most iconic names in beauty — Maybelline, Garnier, and IT Cosmetics — and she's now using that experience to bridge legacy and innovation at Rodan + Fields. What struck me most about Anncy's leadership is her ability to balance conviction and curiosity. She's fiercely protective of the brand's DNA — its female-founded roots, dermatology-driven credibility, and loyal consultant community — while introducing fresh storytelling, modern retail partnerships, and a bold "Love What You See" campaign that redefines clinical luxury for today's consumer. Here are a few highlights from our conversation: * Purpose Meets Reinvention: How Rodan + Fields is blending its heritage of women-led dermatology with a new omni-channel model that meets consumers wherever they shop — from consultants to DTC to Ulta. * Clinical Luxury, Redefined: The brand's unique formulation philosophy — "no more, no less" — and why restraint, not volume, is the most powerful form of innovation. * Storytelling with Conviction: Anncy's approach to brand transformation is rooted in founder DNA, purpose, and authenticity rather than chasing trends. * Female-Founded Advantage: How being the #1 female dermatologist-founded skincare brand is both a point of pride and a call to elevate more women in science and leadership. * Culture as the Growth Engine: Inside the company's transformation — from hiring and leadership mindset shifts to building agility, clarity, and confidence across teams. Join us in listening to this episode to hear how Anncy Rowe and the Rodan + Fields team are proving that legacy and reinvention can coexist beautifully — and that true transformation starts with purpose, people, and belief. For more on Rodan & Fields, visit: https://www.rodanandfields.com/en-us/ If you enjoyed this episode, please leave The Story of a Brand Show a rating and review. Plus, don't forget to follow us on Apple and Spotify. Your support helps us bring you more content like this!
We've got practical advice on how much to save for unexpected life events, where to keep the money, and why it matters far beyond simple budgeting. Today's Stocks & Topics: Ulta Beauty, Inc. (ULTA), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), SSR Mining Inc. (SSRM), Emergency Savings: More Than Just a Cushion, Relative Strength, Lumen Technologies, Inc. (LUMN), Best Market Performance, Bitcoin, PureCycle Technologies, Inc. (PCT), Sentiment.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
ULTA Beauty, the largest beauty retailer in the United States, will open its first Middle East store in Kuwait later this week. The company has been on a trajectory of global expansion since its international debut earlier this year, with the opening of the first stores in Mexico and the major acquisition of the leading British beauty retailer SpaceNK. CEO Kecia Steelman sat down with Fortune's Diane Brady and Kristin Stoller to discuss what her first months as CEO have been like, her leadership style, and how social media has charted the way for doing business overseas.
We're starting this episode with a quick check-in for our California listeners about Prop 50 and a look at how the government shutdown is impacting SNAP recipients — plus real, actionable ways to help. Then we dive into a packed news rundown: Ulta's invite-only marketplace and why more K-beauty is popping up, reports that LVMH may sell its stake in Fenty Beauty (and what that could mean for Kendo), MAC heading into select Sephora locations, the “clean”/Conscious Beauty lawsuit aimed at Ulta, and the FDA's new communication on RF microneedling and why provider experience really matters. And before we get to all the beauty… can we talk about the wild amount of product placement in this season of Nobody Wants This?!Watch our episodes!CALL or TEXT US: 424-341-0426Instagram: @glossangelspod, @kirbiejohnson, @saratanTwitter: @glossangelespod, @kirbiejohnson, @saratanEmail: glossangelespodcast@gmail.com Hosted on Acast. See acast.com/privacy for more information.
Daniel Mahncke and Shawn O'Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world's #1 CRM provider, powering customer relationships for over 90% of the Fortune 500. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:43 - What exactly Salesforce does? 00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents 00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks 00:44:06 - How the management and executives are compensated and incentivized 00:47:08 - Where Salesforce's moat comes from and whether it's sustainable 00:53:29 - Where Salesforce invests its money 01:01:24 - Whether Salesforce is fairly valued 01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Dreamforce Conference 2024. Dreamforce Main Keynote 2025. Marc Benioff Interview at Lenny's Podcast. VIC Article on Salesforce. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Vidcast: https://www.instagram.com/p/DQdsbpcDA3S/The barrel can snap and detach creating a burn hazard. Affected is model number LXT-CL-1.0 with date codes between 0722 and 1223 etched on the plug prongs. About 357,000 curling irons were sold in the US and about 3,000 in Canada online through Amazon and Bioionic.com and in-store and online at Salon Centric, Ulta, Sephora, Nordstrom, and various salons and beauty supply stores nationwide between August 2022 and July 2024.Stop using and unplug these recalled curling irons. Contact Bio Ionic at 1-877-853-9627 or via email at longbarrelsupport@bbicompany.com to register for a free replacement. You must cut off the plug and return it using a prepaid shipping label provided by the company.https://www.cpsc.gov/Recalls/2026/J-D-Brush-Recalls-Bio-Ionic-Hair-Curling-Irons-Due-to-Burn-Hazard#bioIonic #curlingion #burns #recall
#901: Sit down with Dee Ocleppo Hilfiger – former model, visionary designer, entrepreneur, & philanthropist. Known for her effortlessly sophisticated style & attention to luxurious detail, Dee creates designs that empower confidence & individuality. In this episode, she shares her journey from modeling & Wall Street to leading as a creative director & entrepreneur, including revitalizing Judith Lieber with viral designs & launching her own brand, DO by Dee Ocleppo. Plus, get an exclusive look at the iconic Hilfiger Homes, her secrets to a thriving marriage, & how she collaborates with Tommy Hilfiger on design & vision. To Watch the Show click HERE For Detailed Show Notes visit TSCPODCAST.COM To connect with Dee Ocleppo Hilfiger click HERE To connect with Lauryn Bosstick click HERE To connect with Michael Bosstick click HERE Read More on The Skinny Confidential HERE Head to our ShopMy page HERE and LTK page HERE to find all of the products mentioned in each episode. Get your burning questions featured on the show! Leave the Him & Her Show a voicemail at +1 (512) 537-7194. To learn more about Dee and shop DO by Dee Ocleppo visit https://deeocleppo.com. This episode is sponsored by The Skinny Confidential For a limited time shop 20% off our non-toxic clean candle at http://bit.ly/4nuyHLZ. This episode is sponsored by SYNERGY Ready to get started on your very own gut health journey? Visit http://SYNERGYDRINKS.com to find your SYNERGY flavor today. This episode is sponsored by Branch Basics Shop Branch Basics in 600+ Target stores nationwide, or http://Target.com. You can also use my code SKINNY15 to get 15% off at https://branchbasics.com/SKINNY15. This episode is sponsored by Clarins Available at Ulta, Sephora and on http://Clarins.com. This episode is sponsored by Just Thrive Visit https://justthrivehealth.com/discount/TSC and use promo code TSC for 20% off your first order. This episode is sponsored by Bon Charge Just head to http://boncharge.com and your 25% off code will be automatically added to your order. This episode is sponsored by Square Get up to $200 off Square hardware when you sign up at http://square.com/go/skinny! Produced by Dear Media
This week's Quickie proves that spooky season hits different when you're a mom, a workaholic, and apparently… the only one going to a Halloween party. Becca kicks things off with a hilarious story about Ford's firm refusal to be “cute” — because nothing says independence like a toddler rejecting your Pinterest dreams. Meanwhile, Keltie faces a terrifying truth: she might be the only ladygang memeber dressing up and going out on Halloween night. Are we in a reverse universe? We have SPOOKY deals for YOU!!Origins: Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm! Available now at Origins.com and ULTA!Macys: Check out Macy's Friends and Family Sale from 10/27 thru 11/3! Shop at Macys.com or in-store!Apretude: Prevent HIV! Talk to your doctor and learn more at Apretude.com or call 1-888-240-0340See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Entrepreneur Barbie (vintage… from 2014), and her sidekick Bratz bring you the second annual Gal-oween! These aren't last-minute looks; they're planned, perfected, and deeply researched (by Brooke, obviously). We all have our dolls. Maybe you're Bratz, maybe you're Barbie, maybe you're Polly Pocket. The gals don't do spooky, but they DO love nostalgia. We dive into old toys, iconic commercials, big dolls, tiny dolls, and… chewing Polly Pocket clothes?? No? Just us? Brooke reads the new Hunger Games book (throwback to high school) literally all of the time, like 5 a.m. all of the time, and can't put it down. Danielle checks in on Brooke's sports era (yes, we have two official GOTG football fans) before the gals toy with the idea of an improv class intensive and plot future GOTG community events. A retreat? Maybe. Look, in this episode, we laugh, we cry, we Bratz, we Barbie.Please support the show by checking out our sponsors!Origins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.Squarespace: Check out squarespace.com/GALS to save 10% off your first purchase of a website or domain using code GALSWayfair: Get organized, refreshed, and ready for the holidays for way less. Head to Wayfair.com right now to shop all things home. GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: GalsOnTheGoGroup@caa.comDanielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Just in time for the Sephora Savings Event (October 31st - November 10th), we're sitting down with finance‑savvy beauty creator Rachel Wiseman — the brain behind the viral “Beauty Math” series — to decode the real cost of beauty products and the smartest ways to shop the season. Listen in to discover why beauty math literacy matters and how it can prevent you from feeling like you “got robbed” whenever you leave the store.Subscribe and watch this episode on YouTube!In this episode you'll discover:How do sneakflation and shrinkflation apply in the beauty industry? The way brands shrink their product sizes or inflate “deal” prices while selling the same product.What “anchor price” means and how it affects your purchase decisions.The 2025 version of the “Lipstick Index” – does it still hold?How tariffs and loyalty programs are influencing beauty pricing and whether refill products truly save you money.Her category‑by‑category cheat sheets: the best value skincare, eyeshadow palettes, multi‑use makeup, and packaging that gives you the most bang for your buck, explained.Holiday shopping tips you'll want to bookmark: mini vs jumbo sizes, Advent calendars, and what deals are genuinely worth it.For any products or links mentioned in this episode, check out our website: https://breakingbeautypodcast.com/episode-recaps/ Get social with us and let us know what you think of the episode! Find us on Instagram, Tiktok,X, Threads. Join our private Facebook group. Or give us a call and leave us a voicemail at 1-844-227-0302. Subscribe to our Sign up for our Substack here. Related episodes like this: The #DamnGood Loyalty Shopping Guide! From Sephora to Ulta, Drugstores and MoreIt's Our #DamnGood Haul of Fame Update! Fave New Finds That Stand the Test of Time#DamnGood Under $20 Budget Beauty Special! PROMO CODES: When you support our sponsors, you support the creation of Breaking Beauty Podcast! Medik8Medik8's new Advanced Pro-Collagen+ Peptide Cream is an anti-wrinkle moisturizer, clinically proven to visibly improve skin firmness, elasticity, and reduce the appearance of deep-set wrinkles. Visit Medik8.us to discover more and use code BREAKING20 to save 20% off your order.QuinceFind your fall staples at Quince. Go to Quince.com/breakingbeauty for free shipping on your order and 365-day returns. Now available in Canada, too. NutrafolSee thicker, stronger, faster-growing hair with less shedding in just 3–6 months with Nutrafol. For a limited time, Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code BREAKING. CanopyGo to getcanopy.co to save $25 on your Canopy Humidifier purchase today with Canopy's filter subscription. And look for other Canopy products such as the Canopy Bath and Shower Filter. Even better, use code BEAUTY at checkout to save an additional 10% off your Canopy purchase. Your skin will thank you! *Disclaimer: Unless otherwise stated, all products reviewed are gratis media samples submitted for editorial consideration.* Hosts: Carlene Higgins and Jill Dunn Theme song, used with permission: Cherry Bomb by Saya Produced by Dear Media Studio See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jac and Keltie have officially lived out every Hot Topic teen's fantasy, they went to the When We Were Young festival and saw their entire emo adolescence come alive on stage. From eyeliner nostalgia to screaming along with their old crushes in studded belts, it's pure scene-kid serotonin. But of course, it wouldn't be a LadyGang episode without Keltie managing to humiliate herself both on the internet and in person (yes, there's photographic evidence). Meanwhile,a brand-new LadyGang baby is on the way!We have SPOOKY deals for YOU!!Hers: Are you dealing with perimenopause? Visit ForHers.com/lady for a personalized treatment plan!Origins: Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm! Available now at Origins.com and ULTA!Macys: Check out Macy's Friends and Family Sale from 10/27 thru 11/3! Shop at Macys.com or in-store!Peloton: Explore the new Peloton Cross Training Tread+ at OnePeloton.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
It's officially cozy girl season, and the LadyGang is wrapping themselves (and their trauma) in a throw blanket.
Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm. Available now at origins.com and ULTA! Get 20% OFF your first order and FREE SHIPPING by using checkout code BASIC at naturessunshine.com Shop my favorite bras and underwear at https://www.skims.com/basic #skimspartner After you place your order, be sure to let them know we sent you! Select "podcast" in the survey and be sure to select our show in the dropdown menu that follows.
Ulta Beauty officially launches its marketplace powered by Mirakl! Sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. The beauty retailer is taking a curated, invitation-only approach to third-party sellers, integrating marketplace listings with unified search, shopping carts, and checkout. Customers can earn Ulta Beauty rewards points on marketplace purchases but can't redeem them on marketplace items... a interesting twist that sparked debate among our panel. Manola Soler shares her expertise on what Ulta needs to get right, balancing breadth of assortment with curation, and how to scale faster without sacrificing brand integrity. We also discuss the challenges of the loyalty program integration and why beauty marketplaces require a different approach than mass retail.
Does anyone else still have Taylor's new album on repeat? The gals are Taylor OBSESSED this week (as is… literally everyone) as they learn all about her wedding plans and discover she has her own *little voices*, just like the gals!! HoLy CoW (new bit alert)…Danielle comes in with allll of the ACL tea + Brooke recaps her Universal trip with the family! AND WARNING: if you live in the penthouse of their buildings, they are nosy and WILL find your place on StreetEasy. Grab a snack (we recommend an apple…iykyk), sit back, and dive into this TMI-packed episode!!Please support the show by checking out our sponsors!Baked by Melissa: Our listeners get 20% off your order at Bakedbymelissa.com/GALSONTHEGOFunction Health: Our first 1000 listeners get a $100 credit toward their membership. Visit www.functionhealth.com/GALS or use gift code GALS100 at sign-up to own your health.Origins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.Nutrafol: Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code GALSSkims: Shop the SKIMS Ultimate Bra Collection and more at SKIMS.com. After you place your order, select "podcast" in the survey and be sure to select our show in the dropdown menu that follows. GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: GalsOnTheGoGroup@caa.comDanielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this OmniTalk Retail Fast Five episode, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, hosts Chris Walton and Anne Mezzenga are joined by Alvarez & Marsal's Lisa Collier and Manola Soler to separate retail fact from fiction across five major headlines transforming the industry. From Walmart's groundbreaking partnership with ChatGPT to Ulta's curated marketplace launch, autonomous deliveries via Waymo, and the future of luxury retail, this episode covers it all. Plus, former Walmart EVP Marybeth Hays stops by for Five Insightful Minutes on how merchandising is evolving with AI, real-time shelf intelligence, and cross-functional collaboration.
Why the hell are we buying so many special-event dresses?!
Send us a textJoanne Murphy, Senior Conference Producer at Kisaco Research, joins Lara Schmoisman on Coffee Nº5 to pull back the curtain on Beauty Connect LA—one of the industry's most strategic gatherings for founders, investors, and innovators. From retail readiness and AI-powered insights to the evolution of “clinical credibility,” Joanne breaks down what's really shaping the beauty ecosystem in 2025 and how connection drives every deal.We'll talk about:How Beauty Connect LA intentionally brings together founders, investors, retailers, and creators to drive real growth—not just visibilityWhy AI and e-commerce are reshaping beauty's playbook, from distribution to dataThe “Retail Ready” mindset: what brands must have in place before pitching to Sephora, Ulta, or TargetHow today's consumer demands efficacy, education, and evidence—and what that means for product storytellingWhy sponsors and tech partners need to teach, not just sell—and how connection fuels collaborationThe rise of social commerce and how founders are becoming their own media channelsBehind the scenes of Beauty Connect's one-on-one meetings and how the right conversation can lead to real partnershipsVisit the Beauty Connect website and register for your pass:https://www.kisacoresearch.com/events/beauty-connect-la-2025 Follow them on Instagram and LinkedIn for the latest event updates, reports, and more.Subscribe to Lara's newsletter.Also, follow our host Lara Schmoisman on social media:Instagram: @laraschmoismanFacebook: @LaraSchmoismanSupport the show
Daniel Mahncke and Shawn O'Malley dive into Copart, the salvage auction company that's quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global online marketplace that sells more than three million vehicles a year. With sellers ranging from major insurers and rental fleets to car dealers and finance companies, and buyers spanning over 190 countries, Copart has built a platform that turns totaled cars into a surprisingly durable business. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 Intro 00:01:12 How was Copart founded and what's so special about the culture? 00:12:19 How does the competitive landscape look? 00:26:10 What are Copart's competitive advantages? 00:36:48 What risks does Copart face through AVs and EVs? 00:52:48 What makes Copart's management best in class. 00:58:47 What are the growth drivers and future business opportunities? 01:06:54 Whether Copart is attractively valued at its current levels. 01:11:03 Whether Shawn & Daniel add CPRT to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Related episode: Copart Deep Dive w/ Leandro and Clay. Related episode: Junk to Gold Summary on We Study Billionaires. Rijnberk Invest Article. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this USA edition of Five Things Friday, Alex Rezvan and Jill Dvorak, SVP of Content at NRF, decode the five major stories shaping the retail landscape—from Target's nostalgic fashion comeback to Walmart's partnership with OpenAI. A rapid-fire discussion of innovation, curation, and AI's growing role in everyday retail.Topics Covered:• Target x Woolrich collaboration• Ulta Beauty + Mirakl's curated marketplace• Walmart + OpenAI partnership for AI-first shopping• Levi's strong Q3 and store expansion• Amazon's QuickSuite and AI “employee teammate”Hosts:Alex Rezvan, Founder & Host, The Retail PodcastJill Dvorak, SVP of Content, National Retail FederationReferenced Articles:Target x Woolrich: Target PressUlta Beauty Marketplace: Ulta Investor RelationsWalmart + OpenAI: Walmart Corporate NewsLevi's Store Expansion: Retail DiveAmazon QuickSuite: Chain Store Age
Buckle up, because we're taking you behind the glitter curtain for a full inside look at LadyWorld—and trust us, it's as chaotic, emotional, and iconic as you imagined.
Go to nuuly.com and enter the code basic and sign up to get $28 OFF your first month! Order now at drinkwillies.com and use code BASIC for 20% OFF of your first order + FREE SHIPPING on orders over $95! Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm. Available now at origins.com and ULTA! 0:00 – Half Birthdays & Age Mix-Ups 3:18 – KFC, Bunt Cakes & Mashed Potato Bowls 4:54 – Editing the Podcast & Early Episode Struggles 5:42 – Podcast Intro & Travel Talk 7:14 – Virtual Podcasting & Green Screen Ideas 9:04 – Wardrobe Rules & Filming Fashion 9:36 – Glenn Powell Acting Gig & On-Set Stories 12:26 – Acting Practice & Oreo Candy Tangent 13:08 – Candy Boundaries & Monologue Practice 14:49 – Script Details & On-Set Performance 15:53 – Trailer Concept & Hulu Release Timing 19:01 – Halloween Costumes & Past Favorites 20:43 – Group Costume & Surprise Episode Plans 22:27 – Shipping Delays & Furniture Assembly 23:32 – IKEA Build Challenge Idea 24:36 – Patreon Halloween Content & Fall Videos 26:24 – House Tour Plans & Sabrina Carpenter Bit 27:28 – Sabrina Carpenter Phone Number Story 28:10 – ACL Handcuff Rumor & Joe Keery 29:42 – Encore Culture & Concert Critiques 36:18 – Relationship Gossip & Breadcrumbing 42:26 – Pop Stars, Drama & K-Pop Demon Hunters 43:21 – BTS Military Service Explained 45:55 – Skincare Procedures & Micro-Needling 49:14 – Wedding Dress Shopping & Engagement Talk
Carol's back with another Retail Heat Map episode as we head into sink or swim season, and the riptides are relentless. From tariff tremors exposing who's agile (and who's adrift) to Target's continuing identity crisis and chaos to Lululemon finding that "special" isn't a permanent condition, these are more than random retail headlines — they're proof that the margin for error has evaporated.Drawing from her latest media commentary and client conversations, Carol Spieckerman, president of Spieckerman Retail, reveals what's separating the swimmers from the sinkers. Walmart's visionary tech investments and masterful high-low game that's keeping everyone happy. Target's leadership transition and ongoing execution disasters. Macy's surprising turnaround showing signs of life. And Lululemon's premium squeeze as competitors grab their piece of the premium pie.Retailers can't afford to tread water anymore. Those coasting on past success are getting swept away, while others are building muscle swimming against the current.Key takeaways:Tariff arbitrage is a thing – Mid-sized companies are proving surprisingly scrappy, while shrewd players like TJX can pivot to whatever's profitable and securely sourced.Walmart's high/low game is unmatched – From SNAP strategy to tech investments to business model diversification, Walmart's proving there's Amazon, Walmart, and everyone else.Target's crisis is cascading – Ulta's exit, (still) long checkout queues, and hot mess brand boutiques are eroding brand cachet, retail media mojo, and ultimately customer loyalty.The pedestal problem is real – Lululemon's spiral proves that imitation may be the sincerest form of flattery, but it can kill the bottom line.Macy's bold new chapter is a page turner – Clean, curated stores with knowledgeable associates and efficient checkout? Macy's holistic reinvention is making headway.In sink or swim season, waiting for calmer waters is a losing bet. Have the agility to navigate choppy waters and the humility to admit when your old playbook isn't working (or send an SOS).Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.comCheck out more of Carol's retail insights and updates Follow Carol on LinkedInFollow Carol on Twitter
Shawn O'Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit scores, which are used in everything in the U.S., from applying for a mortgage, credit cards, apartments, to even job applications and more. FICO has incredible market penetration and earnings leverage, as almost all of its price increases trickle down to the bottom line, even though the cost of credit checks is typically a very small portion of the mortgage origination process, for example. In this episode, you'll learn about how FICO came to dominate credit scoring in the U.S., how credit scores have made it possible for millions of people to access financing, why FICO's industry-leading position is so rock-solid, whether FICO can still be a “compunder” going forward, and whether FICO's stock is attractively priced, plus so much more! IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 15:35 - How credit scores helped to democratize access to credit 25:47 - What actually goes into a FICO score 29:08 - Why FICO has become the industry standard for credit scores 29:49 - About FICO's relationship with the three major credit bureaus — Experian, Equifax, and TransUnion 30:19 - How the government helped solidify FICO's moat, and whether that's changing 55:12 - What makes FICO one of the most profitable businesses we've ever looked at 01:03:04 - How to think about modeling FICO's intrinsic value 01:11:26 - Whether Shawn and Daniel add FICO to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Business Breakdowns coverage of FICO. Check out the Value Investors' Club Pitch for FICO. FICO's investor relations page. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shop at REVOLVE.com/BASIC and use code BASIC for 15% OFF your first order!#REVOLVEpartner Everyone gets a FREE CHANCE AT FIVE THOUSAND IN CASINO CREDITS EVERY DAY with new Daily Rewards Rocket! Just log in, launch your rocket, and claim FREE rewards daily! Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm. Available now at origins.com and ULTA!
Danielle turns 27 and no longer feels much, much younger than Brooke. As fall kicks into gear, Brooke learns the art of shutting up (moving in silence, if you will). She dives into self-improvement: builds her morning routine, hits the gym, and practices acting with confidence. Meanwhile, Danielle stays confident she's getting ghosted…by her THERAPIST?! It's a classic Gals episode as Brooke takes her running era to the next level (this time it's more than a block) and hits another John Summit concert. She insists she isn't obsessed, but we let you be the judge. And of course Danielle plots a prank, and what starts as a ‘small' birthday gathering quickly becomes a full-blown party!!Please support the show by checking out our sponsors!Cowboy Colostrum: For a limited time, our listeners are getting 25% off their entire order. Just head to CowboyColostrum.comand use code Gals at checkout.BetterHelp: This show is sponsored by BetterHelp. Our listeners get 10% off their first month at BetterHelp.com/GALSOrigins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.Nutrafol: Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code GALSSkims: Shop the SKIMS Ultimate Bra Collection and more at SKIMS.com. After you place your order, select "podcast" in the survey and be sure to select our show in the dropdown menu that follows. GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: GalsOnTheGoGroup@caa.comDanielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
#882. She came, she played, she lawyered her way to $750,000. Fresh off her Big Brother 27 win, Ashley Hollis joins Kaitlyn to spill all the secrets from inside the house — the lies, the alliances, the chaos, and the strategy that made her the newest reality TV queen! From hiding her career as an attorney to surviving multiple nominations and delivering a game-winning final speech, Ashley breaks down every move that led to her victory.Plus, Kaitlyn gets her to open up about the behind-the-scenes moments fans never saw, her most cringe-worthy house memory, and what life is really like after 24/7 cameras.This one's for ALL the Big Brother fans!If you're LOVING this podcast, please follow and leave a rating and review below! PLUS, FOLLOW OUR PODCAST INSTAGRAM HERE!Thank you to our Sponsors! Check out these deals!Audible: Your first great love story is free when you sign up for a free 30-day trial at Audible.com/vine.Bombas: Head over to Bombas.com/vine and use code vine for 20% off your first purchase.Dime Beauty: Head to DimeBeauty.com and get 20% off your first order with code PODCAST20 – or shop DIME at Amazon and Ulta!Progressive: Visit Progressive.com to see if you could save on car insurance.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Daniel Mahncke and Shawn O'Malley dive into Manchester United, the legendary football club that's grown from a 19th-century railway team into one of the most recognized sports brands on the planet. With revenue pillars in commercial sponsorships, broadcasting rights, and matchday income, plus a fanbase that spans every continent, United is often described as one of the biggest franchises in global sports. To frame the economics of the club, Daniel and Shawn also unpack the key differences between Europe's open football leagues and the closed, franchise-based model of U.S. sports. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 06:04 - How Manchester United was founded 07:50 - What role investors play in European football leagues 11:55 - The differences between U.S. leagues and European leagues 37:19 - What role on-pitch performance plays for finances 43:39 - How Manchester United's business model works 46:56 - What catalysts could close the valuation gap 51:02 - Whether Manchester United is attractively valued at its current levels 53:45 - Why sport franchises become increasingly valuable 01:01:51 - Whether Shawn & Daniel add MANU to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Deloitte Football Money League. Annual Review of Football Finance. Interview with Todd Boehly. Madison Square Garden Sports Podcast. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On this week's Modern Retail Podcast, co-hosts Gabriela Barkho and Melissa Daniels discuss the rollout of ChatGPT's new Instant Checkout feature that will initially support single-item purchases from Etsy sellers, and how brands are increasingly looking at third-party AI tools as a sales channel. Then they chat about Walmart's announcement that it's removing more artificial dyes and additives from its private label food products amid a growing drumbeat of customer demand for transparency and clean ingredients. Then on the featured segment (16:40), the hosts are joined by Taylor Capuano and Casey Sarai, who co-founded Cakes Body in 2021. Their discussion focuses on the company benefits they've rolled out to improve company performance, and how emerging brands can redefine corporate culture. The company blew up on TikTok and has now surpassed $100 million in revenue. This summer they also made their national retail debut in Ulta stores. Behind the scenes, though, Cakes offers benefits to employees like child care reimbursement and unlimited PTO that the founders say increases company performance in the long run. Their conversation dives into not only why Cakes offers such benefits but how it is adhering to this company culture as it scales, including: the importance of a $3,000 per month child care benefit that is used by around 20% of their team, how Cakes employees schedule and plan to accommodate week-long companywide quiet periods, even during the fourth quarter, and the advantages of being a bootstrapped company when it comes to deciding operational expenses.
Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm. Available now at origins.com and ULTA! Go to kachava.com and use code BASIC for 15% off your next order! Visit gemini.google/students to learn more and sign up! Terms apply.
The crew addresses a difficult Homie Helpline query from Tina, whose husband, a plumber, refuses to wear his wedding ring, making her question if he wants to appear single or if he's avoiding the ring ending up down the drain.... This episode also covers why Matthew McConaughey ceased speaking to his mother for eight years due to her being a "chismosa" and sharing their private conversations with the news, alongside the results of the guys' 30-second push-up contest and the affordability of Ulta birthday parties for tweens. [Edited by @iamdyre]See omnystudio.com/listener for privacy information.
Have you found yourself jealous when someone else gets engaged? Upset when someone doesn't follow you back? Caught in comparison to “that girl” online, who seems to have it ALL and somehow also appears put together? Wondering how we ACTUALLY discover ourselves? The ICONIC Mel Robbins enters the GOTG studio to answer the questions every 20-something NEEDS to hear. From spotting the signs that the person you're with is the one, to blocking unapologetically and escaping the cycle of people pleasing. Brooke and Danielle get vulnerable about jealousy, comparison, and connecting with new people at events. Going beyond the ‘Let Them Theory,' Mel doesn't sugarcoat a thing while offering the girls personal advice, and it's giving the best therapy session ever! Consider this your ultimate guide to navigating your 20s - with some tough love included.Please support the show by checking out our sponsors!Quince: Go to Quince.com/gals for free shipping on your order and 365 day returnsGoogle Gemini: Visit gemini.google/students to learn more and sign up. Terms apply.Origins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.Mel's Instagram https://www.instagram.com/melrobbins/ Mel's TikTok https://www.tiktok.com/@melrobbins?lang=en Mel's YouTube https://www.youtube.com/@melrobbins Let Them Theory Book https://www.melrobbins.com/book/the-let-them-theory/ GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: brookeanddaniellepodcast@gmail.com Danielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Shawn O'Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the world's music in an oligopolistic industry also dominated by Sony and Warner Music Group. Universal has incredibly high-quality earnings, with a very stable business and excess returns on capital — a recipe that is very appealing to investors at the right price. In this episode, you'll learn about the economics of the music industry, how Universal creates value for artists, what the company is doing in response to AI, the mutually dependent relationship between labels and music streaming platforms, and whether Universal Music Group's stock is attractively priced, plus so much more! IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 05:00 - Why royalties from the music industry are so stable 07:57 - How Universal Music Group makes money and supports artists 11:12 - How Universal operates as an oligopoly alongside Sony and Warner Music Group 20:24 - The economics of digital streaming 43:48 - Why Universal's leading market share position reinforces its advantages 01:04:48 - About UMG's unique business model as a serial acquirer of music catalogs 01:10:35 - How to think about modeling UMG's intrinsic value 01:21:27 - Whether Shawn and Daniel add UMG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Shawn's 2024 Millennial Investing episode on Universal Music Group. Shawn's 2024 Millennial Investing episode on Spotify. Check out the Music Royalties 101 article. Bill Ackman's presentation on Universal Music Group. Dive into Shawn's past podcast on Disney for more on the power of beloved IP. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
We are witnessing GOTG history as both moms take the mic for the very first time! They are answering your questions from slightly parallel, but totally Adina and totally Michelle, perspectives. We dive into friendships, from finding your forever friends to handling hate comments about the gals. Adina may or may not have a hit list, and she's ready to lay out the haters like it's her full-time job! The moms reveal their go-to hype-up tactics during stressful moments and pull back the curtain on what it's really like being the moms of our fave gals. And yes, they even share some iconic childhood moments (vote for Brooke, iykyk)! From life advice to behind-the-scenes stories, this episode is giving the motherly wisdom we all need.Please support the show by checking out our sponsors!BetterHelp: This show is sponsored by BetterHelp. Our listeners get 10% off their first month at BetterHelp.com/GALSNutrafol: Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code GALSGoogle Gemini: Visit gemini.google/students to learn more and sign up. Terms apply.Origins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: brookeanddaniellepodcast@gmail.com Danielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 SHOP GOTG MERCH!https://merch.galsonthegopodcast.com/ GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on LadyGang, we're tackling life's biggest mystery: why are we all full-blown adults who still don't understand… well, anything? From the terror of taxes to the enigma of rovers on Mars, why ketchup comes in glass bottles, how vinyl records even work, and—please don't even ask us about the cloud—we're airing out all the things that still make zero sense. The LadyGang (and you!) share the everyday head-scratchers that prove growing up doesn't mean having it all figured out.Check out our amazing sponsors!Macy's: Get 30% off all the best brands and 15% off beauty at Macy's Fall VIP Fashion Preview! Go to Macys.com or in-store!Origins: Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm! Available now at Origins.com and ULTA!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Daniel Mahncke and Shawn O'Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that's grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Berkshire is often seen as the ultimate compounding machine. Its decentralized structure, conservative balance sheet, and reputation for permanence make it unlike any other business in corporate America. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 06:15 - How Buffett took over Berkshire Hathaway 12:20 - How Buffett turned Berkshire Hathaway into an investment vehicle 20:22 - Why Buffett loves insurance businesses 26:22 - Why Buffett chose to invest in the energy business 47:51 - How Berkshire's manufacturing business is set up 57:16 - What Buffett's retirement will mean for Berkshire 01:00:08 - Whether Berkshire is attractively valued at its current levels 01:13:08 - Whether Shawn & Daniel add BRK to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. A Biography of Buffett: The Snowball. Semper Augustus Investment Letters. Warren Buffett Shareholder Letters. Adam Mead website. The Story of Berkshire Hathaway w/ Jacob McDonough. Berkshire Hathaway Discussion w/ Stig Brodersen and Chris Bloomstran. Clay and Kyle reflecting on the Berkshire Annual Meeting 2025. Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Picture this. You’re on a date or sitting in a job interview. Four minutes in, you know — this isn’t it. Do you cut your losses and walk, or sit there smiling politely for the next painful hour? Same with a conversation that's making you quietly die inside or reading a book that came highly recommended —do you carry on or quit? That, in essence, is the Lemon Law — and today, we’re breaking it down. Also on the docket: tween beauty. Why are 12-year-olds taking over Sephora, and is their influence driving up prices across the industry? And if that is the case, could they please stop? Like, now? Amelia, Jessie, and Mia unpack the tween takeover and what it means for the future of our beauty treats. And finally, our weekly recommendations: a book Amelia didn’t Lemon Law, an unhinged sheep story (from Mia, naturally), and the documentary Jessie couldn't stop watching. Support independent women's media Recommendations Amelia recommends Atmosphere by Taylor Jenkins Reid. Jessie recommends aka Charlie Sheen on Netflix. Mia recommends Kevin the Sheep on Instagram AND these gold hoops from the chemist. What To Listen To Next: Listen to our latest episode: Every Thought We Had After Watching Netflix's 'Unknown Number' Listen: A Breast Pump, An Airport Lounge & The Detail You Probably Missed Listen: Behind Closed Doors: Our Personal Tarot Readings Listen: So, We Sat Down With A Tarot Card Reader Listen: An Assassination In Broad Daylight. And What Happened Next. Listen: We Need To Talk About The Gwyneth Paltrow Biography Listen: PARENTING OUT LOUD: Unpacking The KPop Demon Hunters Obsession & A Tracking Tool Controversy Discover more Mamamia Podcasts here Watch Mamamia Out Loud: Mamamia Out Loud on YouTube What to read: 'I didn't understand why my date left after 5 minutes. Then I discovered the lemon law.' The 'Lemon Law' is the harsh but brilliant dating rule we all need to start doing. 'I surprised everyone.' Women showed us the tattoos they got after 40. If your teen's skincare stash is growing, here's what to keep (and what to toss). 19 of the best products for teens, according to a beauty expert. 'He brought a hooker to Thanksgiving.' Denise Richards and Charlie Sheen's tumultuous marriage. THE END BITS: Check out our merch at MamamiaOutLoud.com Mamamia studios are styled with furniture from Fenton and Fenton GET IN TOUCH: Feedback? We’re listening. Send us an email at outloud@mamamia.com.au Share your story, feedback, or dilemma! Send us a voice message. Join our Facebook group Mamamia Outlouders to talk about the show. Follow us on Instagram @mamamiaoutloud and on Tiktok @mamamiaoutloud CREDITS: Hosts: Mia Freedman, Jessie Stephens & Amelia Lester Group Executive Producer: Ruth Devine Executive Producer: Emeline Gazilas Audio Producer: Leah Porges Video Producer: Josh Green Junior Content Producers: Coco & Tessa Mamamia acknowledges the Traditional Owners of the Land we have recorded this podcast on, the Gadigal people of the Eora Nation. We pay our respects to their Elders past and present, and extend that respect to all Aboriginal and Torres Strait Islander cultures. Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.
Becca and Keltie are taking center stage this week with a deep dive into the Every Little Step documentary, spilling why they're obsessed and why the world deserves way more Broadway content. From audition heartbreaks to the magic of musicals, the girls dish on their inner theater kids. Then, in a true LadyGang twist, we flip the script and meet a real-life fan from our community—you won't want to miss this spotlight moment.We have deals for YOU!!Origins: Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm! Available now at Origins.com and ULTA!Apretude: Prevent HIV! Talk to your doctor and learn more at Apretude.com or call 1-888-240-0340Old Navy: Need summer activewear? Shop in store OR online at OldNavy.comPura: Does your car stink?! Get 20% your Car Diffuser with code "Car20" at Pura.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Go to nuuly.com and sign up with code basic to get $28 OFF your first month! Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm. Available now at origins.com and ULTA! From comfy recliners to cozy bedding and autumn decor. Find it all for way less at Wayfair.com. Visit gemini.google/students to learn more and sign up! Terms apply.
After a whirlwind summer, the gals are dissociating on the mic. Back-to-school season is in full swing, and Danielle and Brooke are peeling back the curtain on all that is happening in the NYC scene! Brooke drops a hot take (and a rather sharp costume critique) after Tate McRae's concert, and Danielle reveals the truth about trying to meet her favorite celeb at a recent NYC event. Also, Brooke unpacks the lore of Ben's birthday dinner. They just want *all* of the breads…what's the big deal? Buckle up your babies - because the gals are making this an episode you don't want to miss!Please support the show by checking out our sponsors!Quince: Go to Quince.com/gals for free shipping on your order and 365 day returnsWayfair: Get organized, refreshed, and back to routine for way less. Head to Wayfair.com right now to shop all things home.Squarespace: Check out squarespace.com/GALS to save 10% off your first purchase of a website or domain using code GALSGoogle Gemini: Visit gemini.google/students to learn more and sign up. Terms apply.Origins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: brookeanddaniellepodcast@gmail.com Danielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 SHOP GOTG MERCH!https://merch.galsonthegopodcast.com/ GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Subscribe to the video podcast: https://www.youtube.com/@DrTazMD/podcastsWhat if the reason you feel drained, stressed, or out of balance isn't something your doctor can find on a lab test, but something deeper that Western medicine has overlooked for centuries?In this eye-opening episode of Hol+, Dr. Taz MD sits down with ninth-generation doctor of traditional oriental medicine Dr. Jenelle Kim to reveal the hidden truths about constitution, essence, and the vital forces that shape your health. Together, they uncover what modern science often ignores — how your unique constitution, your emotional state, and the balance of yin and yang influence everything from hormones to longevity.From the three pillars of medicine (medicine, movement, mindset) to the forgotten role of breath and energy, Dr. Kim shares the ancient frameworks that can transform how you see your body, your stress, and your path to healing. She explains why Western approaches treat symptoms but miss the root, and how simple, timeless practices can reset your energy and restore balance.If you've ever felt like something is missing from conventional medicine, this conversation will give you a powerful new lens on what health really means.Dr. Kim and Dr. Taz discuss:Why Western medicine ignores constitution and essenceHow yin and yang govern hormones and energy flowThe three pillars of medicine: medicine, movement, mindsetWhy emotions like anger show up in your organsThe overlooked role of breath and movement as medicineWhat adaptogens really do (and when they're dangerous)Why ginseng is powerful but not for everyoneHow to simplify beauty and longevity practicesThe Daoist wisdom that brings security in uncertain timesWhy honoring your constitution removes self-comparisonThis is more than a conversation about health — it's a call to rethink what medicine should really mean in your life.Topics Covered:Constitution and Eastern medicine explainedYin, yang, qi, and organ-emotion connectionsMedicine, movement, and mindset as pillars of healthHerbal medicine, adaptogens, and ginseng cautionWhy Western medicine misses the root causesLongevity, beauty, and balance practicesThe Dao and the future of integrative healingConnect further to Hol+ at https://holplus.co/- Don't forget to like, subscribe, and hit the notification bell to stay updated on future episodes of hol+.About Dr. Jenelle Kim:Dr. Jenelle Kim DACM, L.Ac., is a 9th generation Doctor of Traditional Oriental Medicine, practitioner of Qi Gong/Moving Meditation, board director for Meditation Organization and teacher of the 8 Keys of Living Meditation. She is a prolifically and internationally cited wellness expert who has been featured in Forbes, Allure, Meditation Magazine, Time, & Good Morning America.She is the founder & master formulator of her custom manufacturing labs - JBK Wellness Labs - where her and her team of experts have developed innovative products in the clean beauty (skin, body, hair) and nutraceutical (dietary supplements, nutritional powders, etc) categories for global and indie brands carried in high-end retailers, including Credo, Nordstrom, Sephora & Ulta, for over 20 years.Stay ConnectedSubscribe to the audio podcast: https://holplus.transistor.fm/subscribeSubscribe to the video podcast: https://www.youtube.com/@DrTazMD/podcastsFollow Dr. Taz on Instagram: https://www.instagram.com/drtazmd/https://www.instagram.com/liveholplus/Join the conversation on X: https://x.com/@drtazmdTikTok: https://www.tiktok.com/@drtazmdFacebook: https://www.facebook.com/drtazmd/Follow Dr. Kim on Instagram:https://www.instagram.com/drjenellemkim/Host & Production TeamHost: Dr. Taz; Produced by Rainbow Creative (Executive Producer: Matthew Jones; Lead Producer: Lauren Feighan; Editors: Jeremiah Schultz and Patrick Edwards)Don't forget to like, subscribe, and hit the notification bell to stay updated on future episodes of hol+CHAPTERS:00:00 Introduction to Ancient Medicine02:39 Dr. Jenelle's Lineage and Background09:10 The Three Pillars of Medicine12:58 Understanding Yin and Yang33:38 The Role of the Liver in Hormone Balance35:50 The Role of Kidneys and Liver in Health36:25 Importance of Digestive System38:51 Personalizing Wellness42:55 The Power of Herbal Medicine50:38 Navigating the Herbal Supplement Industry56:26 Korean Beauty Secrets59:16 Longevity and Stress Management01:07:33 Final Thoughts and Farewell
Shawn O'Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a number of dating platforms, including Tinder, Match.com, Hinge, OkCupid, and more, with specialized platforms appealing to certain demographics and dating niches. During the Pandemic, the company was a popular growth stock, but as the number of paying users at Tinder has declined, the business has stagnated, and the market has punished it severely. Yet, the company is still quite profitable, yielding a seemingly attractive valuation. In this episode, you'll learn about the unique business behind online dating, why Match is having trouble resonating with Gen Z, how large the TAM is for online dating, the most important things the company is focusing on to reinvigorate Tinder, why Hinge may be the future of Match Group and online dating, and whether Match Group is attractively priced, plus so much more! IN THIS EPISODE, YOU'LL LEARN: 00:00 – Intro 07:24 - What advantages Match Group has in its favor as the world's largest online-dating company 29:05 - About Match's origin story as a spinoff and its executive turnover 35:59 - The biggest structural challenges weighing on Match Group's growth 44:44 - Why the senior dating market may be a growth engine for Match Group 46:50 - How Match Group operates and competes as part of a duopoly with Bumble 47:19 - Why investors are so weary of the online dating industry 01:03:18 - How to think about modeling MTCH's intrinsic value 01:07:28 - Whether Shawn and Daniel add MTCH to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Check out the Pew Research findings on online dating. Andrew Chen's article on why investors don't fund online dating. Gen Z dating and marriage stats. Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In a city like New York, thousands of restaurants line every block, and we often wrestle with deciding where to eat. Trending hotspots promise the world, but do they deliver or just sell an overpriced photo op? And that $94 steak, are we tasting flavor or paying for the hype? Carly and Madison of SisterSnacking are spilling the tea on the hottest NYC eats (and yes, they call out a few spots for being totally overrated). They uncover hidden gems in every borough, reveal insider hacks, and share secrets that change the way you eat in New York forever. The gals become honorary sisters for the day, asking all of their burning food questions and learning a few new things along the way (like what a momo is). Danielle's heart takes a hit when the sisters label a few of her favorite spots ‘overrated,' while Brooke discovers which lines are truly worth the wait, or worth hiring someone to tackle. Warning: this episode leaves you hungry! Listen now as the sisters guide you to the city's hottest bites.Please support the show by checking out our sponsors!Quince: Go to Quince.com/gals for free shipping on your order and 365 day returnsBetterHelp: This show is sponsored by BetterHelp. Our listeners get 10% off their first month at BetterHelp.com/GALSGoogle Gemini: Visit gemini.google/students to learn more and sign up. Terms apply.Origins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.Sistersnacking https://www.instagram.com/sistersnacking/ Sistersnacking Ultimate index https://www.sistersnackingllc.com/the-sistersnacking-ultimate-index Carly's Instagram https://www.instagram.com/carlyshap/ Madison's Instagram https://www.instagram.com/madi.snacks/ GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: brookeanddaniellepodcast@gmail.com Danielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 SHOP GOTG MERCH!https://merch.galsonthegopodcast.com/ GOTG YouTube Channel (watch full episodes with video!) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In today's chaotic installment of LadyGang, two-thirds of the crew misplace their keys and spiral into a full-blown detective mission that proves we'd all be terrible on CSI. Meanwhile, the third Lady doesn't lose her keys… but does lose her dignity in a spectacularly awkward way that might just top her all-time embarrassing moments list. From lockouts to laugh-outs, this episode is proof that no matter how put-together we pretend to be, we're always one step away from disaster.Check out our amazing sponsors!!Origins: Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm! Available now at Origins.com and ULTA!Old Navy: Need summer activewear? Shop in store OR online at OldNavy.comApretude: Prevent HIV! Talk to your doctor and learn more at Apretude.com or call 1-888-240-0340Progressive: Wanna save on car insurance? Visit Progressive.com to see how much you can save!Pura: Does your car stink?! Get 20% your Car Diffuser with code "Car20" at Pura.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week, we're continuing our special series A Week In Her Wallet, where we follow real women from our community as they track their spending for seven days — and reflect not just on what they spent, but why. Our guest is Kathi B, a 48-year-old school counselor from outside Philadelphia. She's a mom of two teenagers, wife to another educator, and (like many of us) trying to stay on top of both everyday expenses and life's little curveballs, especially during the summer. In this episode, Kathi opens up about: The “pink tax” and why her Ulta restock rang up to more than expected A sweet (and spendy) day out with her 6-year-old nephew Navigating credit card points, family budgets, and unexpected sports expenses How she and her husband manage shared expenses and prepare for the future If more financial confidence sounds good to you, then you might want to try… 4-Week Coaching Program: Identify and understand your spending, build a strategic plan, and take control of your money. 6-Week Pre-Retirement Program: We'll help you prepare financially and emotionally for this exciting milestone.
The LadyGang community has spoken—and wow, did you all deliver. In this episode, we're diving headfirst into your most unhinged, hilarious, and totally controversial unpopular opinions. From hot takes that will ruin your group chat to confessions that will have you questioning humanity (or at least your taste in snacks), no topic is off-limits. Becca, Jac, and Keltie read, react, and, of course, disagree in true LadyGang fashion. Buckle up—it's petty, it's bold, and it's absolutely iconic.Check out our amazing sponsors!!Origins: Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm! Available now at Origins.com and ULTA!Apretude: Prevent HIV! Talk to your doctor and learn more at Apretude.com or call 1-888-240-0340See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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