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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.
Tá post mar Oifigeach Teagmhála agus Tacaíochta Pobail a thairiscint ag Lárionad Acmhainní Nádúrtha i gCill Ulta dírithe ar chúrsaí timpeallachta agus fuinnimh.
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.
“Riverdale” Actress Lili Reinhart & Personal Day CEO Shelagh Wong discuss the Tik-Tok viral beauty brand (6x award-winning, acne-safe, dermatologist developed) which just rolled out nationwide in ULTA. Reinhart and Wong spoke with Bloomberg's Romaine Bostick and Katie Greifeld.See omnystudio.com/listener for privacy information.
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 on Gloss Angeles, we're covering everything from the bizarrely real Shart Survival Kit to the launch of Sincerely Yours, a tween skincare brand now at Sephora. We also break down Ulta's new birthday party offerings — complete with mini-makeovers, $100+ goodie bags, and hair tinsel add-ons. Plus, we clarify the EU's ban on TPO in gel polish (spoiler: gel manis aren't banned) and unpack the resurfaced allegations and controversies surrounding celebrity esthetician Sonya Dakar.Shop this episode 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.
There's a reason pose reels and tiktoks exist - a lot of us don't know what to do with our hands. Even more uncomfortable? Shooting a campaign for Ulta or taking off (most of) your clothes for a boudoir shoot. Getting in front of the camera isn't easy for a lot of us. The reality is, nobody is scrutinizing your pics as hard as you are, but it's still uncomfortable even though a lot of our lives are pictures on the internet. We get into what our experiences were like and how we've dealt with the discomfort that happens when we're immediately in front of a lens. Follow us on Instagram @imuncomfortable.podcast
Daniel Mahncke and Shawn O'Malley dive into Dell Technologies, the legacy PC giant that's quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, Meta, and Microsoft. With a growing AI backlog, enterprise trust, and deep global reach, Dell might be one of the most overlooked players in today's AI cycle. IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 01:09 - How Dell became a global PC behemoth. 5:27 - Why Dell managed to outcompete IBM. 10:56 - How Dell's business is structured. 14:30 - Why the PC Market is struggling to grow. 20:36 - What role AI Servers play in Dell's future. 47:23 - Whether Dell has a moat. 54:09 - How profitable Dell is and how it allocates capital. 01:11:15 - Why hardware is such a tough business. 01:14:11 - Whether Dell is attractively valued at its current levels. 01:14:11 - Whether Shawn & Daniel add DELL 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. Norges Bank Interviews with Michael Dell. Dell Presentation on the AI PC Revolution. Jensen Huang, Michael Dell Interview on Nvidia and Dell Partnership 3rd Party Report on Dell's Moat. Explore our previous Intrinsic Value breakdowns: 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 Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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.
She faced COVID, cancer, and closing the biggest deal of her life… all at once. Alicia Grande, founder and CEO of Grande Cosmetics, built her beauty empire with grit, fearlessness, and a touch of scrappy brilliance. In this episode of Superwomen, Alicia shares the story behind GrandeLASH, how she turned her postpartum struggle into a category-defining product. From bootstrapping trade shows to landing Sephora and Ulta, Alicia's journey is an example of perseverance. Tune in to hear how she stayed fearless in the face of overwhelming challenges, what she's learned about balancing ambition with family, and the advice she wants every aspiring founder to know. Episode Guide: (00:00) Cozy up with Macy's (02:39) Meet Alicia Grande, CEO of Grande Cosmetics (05:48) Her lash serum “aha” moment at a trade show (09:11) What it really means to bootstrap a business (10:11) The childhood survival skills that gave her grit (12:40) The work ethic of today's generation (19:08) The moment she knew she made it (20:32) Creating a whole new category at Sephora (25:37) Surviving cancer, COVID, and a company sale Learn more about your ad choices. Visit megaphone.fm/adchoices
Crain's residential real estate reporter Dennis Rodkin and host Amy Guth discuss the latest news from the local housing market, including a suburb ranked as the safest and wealthiest town in the U.S. for the second year in a row and the rehab of an East Garfield Park mansion aiming to spotlight to city's West Side.Plus: Pritzker says Texas Guard is prepping for Chicago posting as Trump vows federal action, Ulta raises sales outlook in signal of consumer strength, Advocate becomes latest health system to halt gender-affirming care for minors and McDonald's CEO says American brands' reputations have "dimmed."
As you know, Taylor Swift just got engaged (!!!) but we can't help ourselves — we're already thinking about what her wedding glam could look like. Will it be her signature red lip or something totally unexpected? Kirbie has thoughts! Plus, we share the products we're eyeing during Ulta's 21 Days of Beauty sale and dissect Pinterest's Fall 2025 predictions, from clean grunge to 90s-esque pixie cuts. Shop this episode 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.
The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China's AI surge—Alibaba's blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek's disruptive “Sputnik moment.” Add in September's seasonal headwinds, a packed “Stock It or Drop It” lineup (Ulta, Snowflake, CrowdStrike, Dick's, Wheaton, Delta, Citi), plus Coaches Corner on covered calls, tariffs, and trading setups—and you've got a can't-miss episode.
New Alpha Pick at noon today and here are some ideas for surviving what might be a bad September. Don't miss the Trendspider sale - up to 52 training sessions per year - learn with weekly 1-1 zoom sessions. Here are the links to all the sales: SAVE BIG - HUGE LABOR DAY SALE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM OR TRY IT for $7
Glam & Grow - Fashion, Beauty, and Lifestyle Brand Interviews
Dolce Glow, founded by celebrity tanning artist Isabel Alysa, is a clean, luxury self-tanning line that blends beauty with wellness. Isabel's journey began with her own confidence boost after her first spray tan, which inspired her to dedicate her career to helping others feel radiant in their skin. Raised in foster care and leaving home at 17 with only a backpack, she turned resilience into a driving force, eventually working with stars like Kim Kardashian, Jennifer Lopez, and Selena Gomez. In 2021, she launched Dolce Glow, which has since expanded into Nordstrom, Ulta, and QVC. Most recently, she introduced Sunnee BaeSkin in 2025—a skincare-first tanning line infused with marine-powered ingredients and designed to be more accessible to a younger audience. Beyond her brands, Isabel created the Dolce Glow & Grow Summit to mentor and empower aspiring beauty entrepreneurs. Her story is one of grit, vision, and the belief that beauty can transform both confidence and lives.In this episode, Isabel also discusses:Surviving neglect, overcoming abuse, and finding strengthThe importance of mental health in achieving successFrom instagram DM's to spray tanning Kylie JennerThe power of organic product promotionBuilding two brands and doubling her customer baseThe confidence a great spray tan can build (and no, you don't have to be orange)Spray tan education and continuing to teach across the USWe hope you enjoy this episode and gain valuable insights into Isabel's journey and the growth of Dolce Glow & Sunnee BaeSkin. Don't forget to subscribe to the Glam & Grow podcast for more in-depth conversations with the most incredible brands, founders, and more.Be sure to check out Dolce Glow & Sunnee BAEskin at www.dolceglow.com, www.sunneebaeskin.com and on Instagram at @dolceglow & @sunneebaeskinRated #1 Best Beauty Business Podcast on FeedPostThis episode is brought to you by WavebreakLeading direct-to-consumer brands hire Wavebreak to turn email marketing into a top revenue driver.Most eCommerce brands don't email right... and it costs them. At Wavebreak, our eCommerce email marketing agency helps qualified brands recapture 7+ figures of lost revenue each year.From abandoned cart emails to Black Friday campaigns, our best-in-class team manage the entire process: strategy, design, copywriting, coding, and testing. All aimed at driving growth, profit, brand recognition, and most importantly, ROI.Curious if Wavebreak is right for you? Reach out at Wavebreak.co
Shawn O'Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles. By global automotive standards, Ferrari hardly has any sales volumes, selling about 14,000 cars a year, yet these vehicles come with such premium price tags that the company can reasonably command a $90 billion market valuation still. IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 09:27 - Why Ferrari obsesses over keeping supply below demand. 11:45 - Why Ferrari is more like Hérmes than Porsche. 16:27 - Ferrari's response to the hybrid and EV movements. 30:35 - What makes Ferrari special amongst even other ultra-luxury vehicle makers. 33:53 - What it actually takes to buy a Ferrari, and how Ferrari chooses its customers. 42:40 - How Ferrari has created a long-term ownership culture amongst its clients, similar to the mindset among shareholders of Berkshire Hathaway. 48:05 - How to think about modeling RACE's intrinsic value. 57:45 - The creative ways Ferrari has leveraged its IP to sell cars at higher and higher prices. 01:04:28 - Whether Shawn and Daniel add RACE 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. Quartr Edge's breakdown of Ferrari. Business Breakdowns' podcast on Ferrari. Related episode: TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim. Guy Spier on Ferrari. K500 Classic Car Index. Explore our previous Intrinsic Value breakdowns: 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 Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email 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 Beautiful and Bothered, Johnny and Kevin share their top picks for the upcoming Ulta Beauty 21 Days of Beauty Event! 50% off the best makeup, skincare, fragrance and haircare!
S&P Futures are displaying weakness this morning as markets react to the latest round of earnings. This morning, markets are awaiting a key inflation report as the PCE data is due out before the bell. The Trump Administration is looking to expand the tariffs on steel and aluminum products. Fed Gov Cook is schedule to have a hearing this morning on her employment at the Fed. Fed Gov Waller and continue to push for lower rates due to the expectations of a weakening labor market. BABA announced the development of a new AI chip that is more versatile than its older chips. Seeing strong gains in BABA, AFRM, ADSK, ESTC & ULTA after earnings releases. Monday is a holiday, on Tuesday morning, ASO & SIG are expected to release quarterly updates.
Sam Vadas distributes a heavy dose of earnings updates ahead of the long Labor Day weekend. Affirm (AFRM) rallied more than 20% after crediting a "strong uptake" in 0% APR loans for its growth. Analysts swarmed Autodesk (ADSK) with price target hikes after seeing strong growth potential. Alibaba (BABA) added onto tech optimism through its cloud revenue. Sam later turns to the retail front with Ulta Beauty (ULTA) opening just short of a 52-week high before pulling back soon after the bell.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Kestra Investment Management CIO Kara Murphy and G Squared's Victoria Greene lead market analysis as earnings season roll on with major results from Dell, Affirm, Ulta, and Autodesk. Telsey Advisory Group CEO Dana Telsey breaks down retail earnings including Gap and Ulta's performance in the challenging consumer landscape. Bob Keiser, Co-CIO and Senior Market Strategist at Aspire Strategic Portfolios, weighs in on market direction while Fast Money's Dan Nathan provides his first look at key movers. Angelica Peebles reports on breaking CDC crisis news as White House fires new CDC Director Susan Monarez amid standoff with HHS Secretary Robert F. Kennedy Jr. Piper Sandler Chief Market Technician Craig Johnson closes with technical analysis and charts for the week ahead, including a bull case for small caps.
The beauty industry had an eventful summer marked by changing retailer strategies, stark revenue tumbles and a flurry of pricey acquisitions. In this special episode of The Glossy Beauty Podcast, reporters Lexy Lebsack, Emily Jensen and Sara Spruch-Feiner walk through the stories that defined the season. This includes strategy shifts within retailers like Sephora, Ulta Beauty and Target, plus a look at disappointing revenue at conglomerates Shiseido and Estée Lauder Companies. The team also discusses the biggest acquisitions of the season — including Rhode, Dr. Squatch, Space NK and Touchland — and the tariff-related topics we're watching as fall approaches. To start (0:53), Glossy's beauty team digs into the industry's biggest summer investments, led by E.l.f. Beauty's May purchase of Hailey Bieber's Rhode for $1 billion. The team also walks through CPG company Church & Dwight's $700 million purchase of trendy hand sanitizer brand Touchland in May and Unilever's June purchase of digitally-native men's care brand Dr. Squatch for $1.5 billion. Beauty's top specialty retailers also had big summers. Sephora (8:37) is leaning deeper into a tried-and-true brand launch playbook: the celebrity artist. In the past few weeks, the retailer has rolled out new lines from celebrity makeup artists Hung Vanngo and Mary Phillips, plus hairstylist Chris McMillian. Meanwhile, Ulta Beauty (18:17) had a whirlwind summer as new CEO Kecia Steelman executed her “Ulta Unleashed” comeback plan. Steelman, who was appointed CEO in January after more than a decade with the company, announced her plan in March as a response to the company's 1.9% year-over-year holiday sales tumble. Glossy's team unpacks all the changes, including the acquisition of U.K. retailer Space NK, international expansion into Mexico and the Middle East, and the end of Ulta's shop-in-shop with Target. Finally (25:37), Glossy's team walks through can't-miss beauty conglomerate news: LVMH's splashy Louis Vuitton Beauté launch and Shiseido's sales tumble caused by Drunk Elephant's poor performance, plus turbulence at Waldencast and Estée Lauder Companies. Finally (36:27), team Glossy ends with a few autumn tariff predictions.
S&P Futures are trading slightly positive this morning as markets digest the recent earnings report from NVDA.NVDA had a good quarter as AI demand remains strong. The White House removed CDC director Monarez after disagreements with RFK Jr. Two key economic data points before the bell today, Jobless Claims and the 2nd estimated of Q2 GDP. PCE data is scheduled for tomorrow. Markets continue to expect a rate cut at the September meeting. Seeing strong gains in PSTG, SNOW, TCOM and BURL after earnings releases. After the bell today DELL, ADSK, MRVL, AFRM, ULTA, ESTC will be reporting. Tomorrow morning, BABA is scheduled to report.
AT&T (T) secured a deal worth $23 billion with EchoStar (SATS) to buy spectrum licenses from the company. Eli Lilly (LLY) tacked on billions of dollars in market share after its experimental weight loss pill showed promise in its latest trial results. Three analysts dressed up Ulta Beauty (ULTA) price targets as they see a bounce back in the company. Diane King Hall discusses what's driving the biggest market moves Tuesday morning.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Daniel Mahncke and Shawn O'Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a post-IPO collapse and years of overextension, Crocs has staged one of the most impressive brand comebacks in recent retail history — now fueled by strong margins, loyal customers, and bold international expansion. But there are still some challenges and risks. The HEYDUDE acquisition wasn't successful yet, and the turnaround will still take time, and there are still reasonable doubts around the sustainability of the growth and fashion relevance of Crocs. In this episode, Shawn and Daniel unpack what's driving Crocs' profitability, why its turnaround worked, and whether its Asia strategy could be the next big unlock. They break down the brand's unique mix of comfort and cultural cachet, the economics of Jibbitz and limited-edition drops, and how Gen Z's shift toward athleisure might power a decade of demand. Along the way, they explore whether Crocs is a misunderstood compounder or a hype-driven value trap — and where the stock could go in a bull, bear, and base-case scenario. IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 04:59 – How Crocs was founded 13:38 – Why Crocs almost went bankrupt in 2008 and how it survived 25:44 – What started the second hype cycle 28:35 – What its highly customized designs mean from a business perspective 32:57 – What role social media plays in Crocs' success 41:31 – How the HEYDUDE acquisition hurt Crocs' business 50:28 – About Crocs' international strategy 01:04:23 – Whether Crocs is attractively valued at its current levels 01:09:18 – Whether Shawn & Daniel add CROX 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. Crocs 2025 Investor Presentation. Value Investor's Club Pitch. Baird 2025 Global Consumer Interview with CEO. Explore our previous Intrinsic Value breakdowns: 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 Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode of Business of the Beat, hosts Kendra Bracken-Ferguson and Leslie Roberson reflect on their latest wins, including a successful event in Martha's Vineyard. They dive into the shifting retail landscape with a candid discussion on the Ulta x Target partnership ending—what it means for emerging brands, the role of DEI in retail, and the future of the shop-in-shop model. Kendra and Leslie also share their vision for Lumina Cole, their venture dedicated to amplifying underrepresented brands. Plus, they drop a teaser for next week's episode featuring Bath & Body Works. ✨ Find more shows like this on the Mean Ole Lion app.
In this week's Omni Talk Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, Chris and Anne discussed: Amazon adding perishable foods to its same-day delivery offering across 1,000+ U.S. cities (Source) Starbucks abandoning its mobile order, pickup-only store format due to lack of “warmth and human connection” (Source) Warby Parker ending its home try-on program as most users live within 30 minutes of a store (Source) IKEA opening mini-showrooms inside select Best Buy locations in Florida and Texas (Source) The conclusion of Target and Ulta Beauty's shop-in-shop partnership in August 2026 (Source) Chris and Anne also handed out our monthly OmniStar award to Scott Casciato, VP of Global Logistics and Omnichannel Fulfillment at Dick's Sporting Goods, and Ben Miller from Shoptalk dropped by for 5 Insightful Minutes on what to expect at this year's Shoptalk Fall and Groceryshop conferences. There's all that, plus NFL Crocs, Harry Potter doughnuts, pawn shop back-to-school shopping, and whether Chris will ever upgrade from his OOFOS slides. P.S. Get your discounted admission now with Omni Talk! Retailers and brands save 20% with codes: - For Shoptalk Fall, use code RBOMNIT20 (Link: https://stfall25-registration.personatech.com/code?cId=cmJvbW5pdDIw) - For Groceryshop, use code RBOMNIT510 (Link: https://gs25-registration.personatech.com/code?cId=cmJvbW5pdDUxMA==) Or save 20% off General Admission with codes: - For Shoptalk Fall, use code GAOMNIT20 (Link: https://stfall25-registration.personatech.com/code?cId=Z2FvbW5pdDIw) - For Groceryshop, use code GAOMNIT799 (Link: https://gs25-registration.personatech.com/code?cId=Z2FvbW5pdDc5OQ==) Music by hooksounds.com #RetailNews #AmazonFresh #StarbucksStrategy #WarbyParker #IkeaBestBuy #TargetUlta #RetailPodcast #OmniTalk #SameDayDelivery #RetailInnovation #ShopInShop #RetailPartnerships
Shawn O'Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space, and very little need for discounting, if any. In this episode, you'll learn about why the market has soured on this powerful brand, despite incredible success growing internationally, leaving its P/E ratio at a relatively low 15-16x. You'll also learn about how Lululemon controls all of its touchpoints with customers, selling primarily DTC, as opposed to wholesale like Nike and Adidas do, as well as whether LULU is attractively valued today, plus so much more! IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 04:23 - Why Lululemon has such a cult-like following. 07:19 - What makes Lululemon products so special. 15:41 - How new competitors are challenging Lululemon on the margins. 20:59 - How the future of Lululemon may be defined by China and menswear. 26:48 - Why the setup for LULU stock may be even more attractive than Nike. 53:48 - What to know about possible yellow flags with the business, like its declining inventory turnover ratio and expanding cash conversion cycle. 01:01:57 - Why the company's acquisition of the sports-tech hardware company, Mirror, failed so miserably. 01:07:15 - How to think about modeling LULU's intrinsic value. 01:16:16 - Whether Shawn and Daniel add LULU 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. Clay Finck and Kyle Grieve's discussion of LULU on We Study Billionaires. How Vuori and Alo are taking on Lululemon. Explore our previous Intrinsic Value breakdowns: 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 Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Target and Ulta have announced an end to their partnership, effectively closing hundreds of Target-based Ulta locations opened since 2021. We look at how differing business models and clientele led to the breakup. Then, a report on the latest developments from the Trump-Putin summit in Alaska. And finally, we delve into a new report that explores why many hospital patients suffering from mental illness are discharged into nursing homes.
Target and Ulta have announced an end to their partnership, effectively closing hundreds of Target-based Ulta locations opened since 2021. We look at how differing business models and clientele led to the breakup. Then, a report on the latest developments from the Trump-Putin summit in Alaska. And finally, we delve into a new report that explores why many hospital patients suffering from mental illness are discharged into nursing homes.
Check out our sponsors: ✅ Birch Gold - Text CHAD to 989898 ✅ Allied Oil - https://alliedoilfield.com/ Episode Description: Join Chad Prather for a no-holds-barred episode diving into the shocking news of rock icon Ozzy Osbourne's passing, breaking down what it means for music and culture and was he really saved? Chad also exposes Bill Gates' latest moves in Washington, D.C., unpacking the tech mogul's lobbying agenda and its potential impact. Plus, a fiery rant on why ladies should rethink their shopping trips to Ulta—expect bold takes, sharp humor, and Chad's unfiltered perspective on today's hottest topics! Learn more about your ad choices. Visit megaphone.fm/adchoices
Check out the JVN Patreon for exclusive BTS content, extra interviews, and much much more - check it out here: www.patreon.com/jvn This week on The Monday Edit: JVN Hair Launches at Ulta, Birkin TikTokers, MAGA Whiplash, Taco Bell, Bleeding Love, and the multi-pronged attack on education. Follow us on Instagram @gettingbetterwithjvn Jonathan on Instagram @jvn and senior producer Chris @amomentlikechris New video episodes Getting Better on YouTube every Wednesday. Senior Producer, Chris McClure Producer, Editor & Engineer is Nathanael McClure Production support from Anne Currie, and Chad Hall Our theme music is also composed by Nathanael McClure. Curious about bringing your brand to life on the show? Email podcastadsales@sonymusic.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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