Podcasts about Ulta

Placer.ai's Chief Marketing Officer Ethan Chernofsky delivers his highly anticipated retail grades for the first half of 2024! Discover which retailers are crushing it (Walmart, Trader Joe's, Sprouts) and which ones need improvement (Target, Lululemon). This data-driven analysis uses real foot traffic and location analytics to reveal surprising retail trends, from the movie theater comeback to department store resurgences. Essential insights for retail professionals, investors, and anyone interested in consumer behavior and retail performance trends. 0:00 – Introduction: Omni Talk hosts welcome Placer AI's newly promoted CMO Ethan Chernowski for summer retail grades 1:50 – What is Placer.ai: Location data company tracking tens of millions of devices to analyze retail foot traffic 3:25 – “A's As Expected”: Top performers including Walmart, Trader Joe's, Sprouts, TJX/Marshalls – retailers with clear reason for being 8:30 – “Holding Onto Newfound Momentum”: Chili's remarkable turnaround through menu simplification and value focus, plus department store recovery (Nordstrom, Bloomingdale's) 17:10 – “Blockbuster Mindset”: Movie theaters showing improvement when big films release, but need year-round merchandising strategy 25:00 – “Shaky But Promising”: Hobby Lobby benefiting from Jo-Ann closures, Home Depot tariff impact, Ulta recovery, and B-class mall resurgence 33:00 – “Needs Improvement”: Lululemon facing saturation challenges, Target's operational issues beyond DEI controversy, Dave & Busters pricing problems 40:00 – Key takeaway: Success comes from knowing your “reason for being” and focusing on retail fundamentals over flashy technology Music by hooksounds.com #retailanalytics #retailtrends #walmart #target #lululemon #consumerbehavior #retailstrategy #omnitalk #locationdata Sponsored Content

Abena Boamah-Acheampong is the founder + CEO of Hanahana Beauty, a consciously clean skin care, beauty + wellness brand. As a former 7th grade math teacher and therapist, Abena launched her brand with humanity and intention in mind. Now being sold in stores like Ulta, Hanahana Beauty is quickly on its way to becoming a household name.In this episode Abena shares:How she was able to pay the Ghanaian women who produce the raw materials twice their asking priceThe skills she learned from being a teacher and therapist that she uses now as a full time entrepreneurHow she's scaled the brand while staying true to her core valuesWatch episode 471 on YouTube and listen on all podcast appsLinks mentioned in this episodeHanahana Beauty's Website: https://ww.hanahanabeauty.comHanahana Beauty's Instagram: https://www.instagram.com/hanahana_beauty/?hl=enAbena's Instagram: https://www.instagram.com/beanieboamah/?hl=enA16z START Grant: https://a16z.com/programs-a16z-start/Hello Alice Grants: https://helloalice.com/Shopify Loans Program: https://www.shopify.com/capitalClick here to subscribe via RSS feed (non-iTunes feed): http://sidehustlepro.libsyn.com/rssAnnouncementsJoin our Facebook CommunityIf you're looking for a community of supportive side hustlers who are all working to take our businesses to the next level, join us here: http://sidehustlepro.co/facebookGuest Social Media InfoHanahana Beauty's Instagram: https://www.instagram.com/hanahana_beauty/?hl=enAbena's Instagram: https://www.instagram.com/beanieboamah/?hl=en Hosted on Acast. See acast.com/privacy for more information.

Shakira BioSnap a weekly updated Biography.The past week has been a significant one for Shakira, marked by both setbacks and milestones, underscoring her resilience and ongoing global influence. The biggest headline, reported by AOL and USA TODAY, is the cancellation of two key North American shows back in May—the Boston and Washington, D.C., dates of her highly anticipated Las Mujeres Ya No Lloran World Tour—due to logistical and production complications, notably structural issues at Fenway Park. As a result, the D.C. show, part of WorldPride DC 2025's Welcome Concert, was axed at the last minute, with Shakira expressing heartbreak on social media and promising to return as soon as possible. Despite this, the tour's North American leg continued, with a major upcoming stadium show now slated for August 4 at SoFi Stadium in Inglewood, California, a venue change and date shift from the original June scheduling, according to JamBase. The Las Mujeres Ya No Lloran tour is notable for being her first world tour since 2018, featuring a massive production with 145 crew members, 13 costume changes, and new music created specifically for the show, reflecting her ambition to deliver a career-defining experience for fans.Beyond music, Shakira is making business moves. On Instagram, she celebrated the expansion of her hair care brand, Isima, now available at Ulta Beauty stores across America. She personally thanked Ulta and fans in a dedicated post, highlighting the brand's growth as a significant step in her entrepreneurial portfolio. This kind of direct engagement with both fans and business news is a hallmark of her personal brand, as is her continued openness about her personal life; she recently spoke to GQ about how music became a healing process for her following her high-profile split from Gerard Piqué, sharing that her perspective on love has changed but she's now focused on her children and creative endeavors.Socially, Shakira is not in the news for dramatic relationships, but for more positive, everyday moments—like being photographed drawing along New York's High Line after a tattoo session and sharing behind-the-scenes glimpses of her birthday rehearsals for the Grammy's, where she's nominated for Best Latin Pop Album. Her willingness to show both polished and candid sides continues to endear her to millions.As for future touring, while there is much speculation and excitement among fans—the UK's Hospitality Centre reports rumors of a possible 2025 UK leg—there are no official announcements yet. Shakira herself posted on Instagram that after returning to South America at year's end, European and Asian dates may follow, so fans should keep an eye out for official news. In the meantime, the star's ability to juggle global tours, brand growth, and authentic fan engagement keeps her in the spotlight, even on weeks without a single scandal—just Shakira being Shakira.Get the best deals https://amzn.to/3ODvOta

Rhode is officially landing at Sephora — but what does that mean for other brands at the retail store? Kirbie and Sara dive into Rachel Strugatz's report on Puck and unpack how Hailey Bieber's buzzy brand could disrupt the Sephora ecosystem. Plus, Ulta Beauty has acquired beloved UK beauty retailer Space NK — is this the first step toward UK expansion, or a move to solidify Ulta Beauty's luxury ambitions stateside? Tune in as we explore what's next in the beauty retail landscape.Shop this episodeWatch 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 take a closer look at Estée Lauder's turbulent turnaround, tracing the beauty giant's fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China's daigou shopping channel, and a broader slowdown in its most important market. In this episode, they explore whether the “Beauty Reimagined” strategy and the arrival of new CEO Stéphane de La Faverie can reignite growth through cost savings, better channel mix, and stronger appeal to younger consumers. Daniel and Shawn debate how realistic a turnaround is, whether the risk/reward resembles Nike's recent playbook, and what needs to go right for Estée Lauder to reclaim its former strength. They also touch on wider beauty industry trends, the role of R&D as a competitive moat, internal tensions within the Lauder family, and the growing strategic weight of China for global fashion and cosmetics brands. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:29 - How Estée Lauder built the beauty giant 13:42 - Why Estée Lauder's business and stock fell so dramatically 27:22 - How Social Media and personal brands changed the beauty industry 14:03 - Why China played a major part in the company's rise and fall 42:23 - How the family drama caused a management crisis 46:26 - How Estée Lauder plans to rise to the industry's top again 55:08 - Whether Estée Lauder is attractively valued at its current levels 1:00:08 - Whether Shawn & Daniel add EL 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.⁠⁠⁠⁠⁠ Book on Estée Lauder: The Company I Keep – My Life in Beauty. Estée Lauder's Investor Relations. 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.⁠ SPONSORSSupport our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Shakira BioSnap a weekly updated Biography.Shakira has commanded headlines over the past few days with a blend of compassion, business savvy, and continued global superstardom. Following the devastating floods in Kerr County, Texas, she landed in San Antonio for a sold-out concert as part of her blockbuster Las Mujeres Ya No Lloran World Tour, which is already lauded as the most successful of her career. Shakira took to Instagram and X to express heartfelt condolences to affected families, saying she was “devastated to hear the news of the flooding, the deaths, and the girls still missing,” and offering her prayers. What set her actions apart was her decision to donate a portion of her San Antonio concert proceeds to disaster relief funds through Catholic Charities, making headlines in Fox San Antonio and Fierce by Mitú for turning the show into “a moment of healing.”Fan accounts and music magazines, including The Heart Sounds, captured the energy outside the Alamodome as fans raved about her performance and her commitment to the community. According to Wikipedia, fundraising was not a one-off gesture—her pledge and outreach were widely praised as an example of a megastar leveraging her platform for urgent humanitarian causes.Business-wise, Shakira has been busy expanding her brand footprint. She made waves on Instagram and in entertainment news by highlighting her new haircare line, Isima, now available nationwide at Ulta Beauty locations. She personally thanked Ulta on Instagram and gushed about the product's look and scent, fueling buzz among her fanbase and beauty followers. According to Geo TV, her recent posts also reflect a spirit of gratitude and personal growth, with Shakira openly sharing reflections on healing after her widely publicized split from Gerard Piqué. She told GQ and Us Weekly that writing music has been her lifeline and that “the healing process is long,” though she's now embracing new beginnings with her sons.Tour-wise, demand continues to surge. Shakira recently announced additional dates in Mexico and the US—including new shows at SoFi Stadium in Los Angeles and in Fresno, fueled by overwhelming ticket sales—according to her official Instagram and press outlets. Anticipation is also building over speculation about a UK tour, with industry sources suggesting negotiations are underway for Shakira's first major UK return since 2018.As July unfolds, Shakira stands at the intersection of music, philanthropy, and entrepreneurship, generating headlines for both her onstage triumphs and her offstage empathy.Get the best deals https://amzn.to/3ODvOta

Today on the show, we're focusing on the topic of style with author, body-acceptance advocate, and founder of Megababe Katie Sturino. Sturino began her career in fashion and built her own PR agency when she was just 25 years old. While rising to the top in her field behind the scenes, she also began gaining traction as a creator herself, making meaningful change in the fashion industry with her social media series “Make My Size” and “Supersize the Look.” In 2017, Sturino launched her bodycare brand, Megababe, which is now sold worldwide in retailers including Walmart, Target, and Ulta. On top of everything, this June, she released her debut novel, Sunny Side Up. Today on the show, she reflects on how the fashion industry has changed over the years in regard to size inclusivity, shares her favorite brands that make summer staples in plus sizes, and advises on how to battle the noise of SkinnyTok.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Omni Talk's Retail Daily Minute, sponsored by RetailClub and Mirakl. In today's Retail Daily Minute:Prime Day breaks records as July 8th sees $7.9B in online sales — topping Thanksgiving 2024 — with mobile accounting for 50% of spend and luxury purchases spiking across categories.Sam's Club partners with Spot Pet Insurance to launch a pet care program offering discounted insurance and pharmacy services, extending its simplified healthcare approach to furry family members.New data shows marketplaces drove 40% of e-commerce growth in 2024, as traditional retailers like Nordstrom, Walmart, and Ulta expand marketplace strategies to compete with Amazon and TikTok Shop.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Rinne Stoirm Eowyn scrios mór ar na tithe gloine atá ag Lárionad Acmhainní Nádúrtha i gCill Ulta níos luaithe i mbliana agus rinne Eithne cur síos ar an obair atá déanta ó shin agus tograí eile atá idir lámha acu san am i láthair.

Shawn O'Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It's a powerful conglomerate built by one of the world's richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless consolidation of power in the luxury industry. In this episode, you'll learn how Arnault built the LVMH empire, what makes “true luxury” so special and different from other types of businesses, the parallels between LVMH and Berkshire Hathaway, what the backbone of this conglomerate is, whether there's actually a backdoor way to buy LVMH shares at a 20% discount, whether the stock is currently fairly valued, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 15:57 - How Arnault got his start and took control of LVMH. 20:56 - What inspired Arnault to build a luxury conglomerate. 24:05 - How LVMH benefits from economies of scale. 30:31 - Which brands drive business the most. 51:59 - What factors matter most in luxury purchases. 56:07 - What are the most important markets for luxury goods? 01:00:59 - Whether the backdoor way to buy LVMH shares at a discount is too good to be true. 01:08:03 - Whether LVMH is fairly valued and whether it's added 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.⁠⁠⁠⁠ LVMH's rich history of tradition and desirability. Business Breakdowns' 2022 episode on LVMH. Acquired's podcast on LVMH. Financial Times' profile of Bernard Arnault. WSB645: The King of Luxury with Christian Billinger. WSB643: The Luxury Strategy with Christian Billinger. Bernard Arnault's 2024 interview with CNBC. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

This week, the unmedicated Meghan is planning a spontaneous birthday trip, while Melisa recounts her "un-cécred" experience at Ulta and a family outing to Solvang. Later, Melisa shares her disturbance after watching Love Island, but Meghan jumps to the show's defense. Plus, Meghan is hyped for the new Jurassic Park movie, and Melisa tries to convince her to finally watch The Social Network. Listen to Full Episodes: https://podcasts.apple.com/us/podcast/dont-blame-me-but-am-i-wrong/id1223800566 Join our Patreon: https://www.patreon.com/dontblameme Buy Our Merch https://crowdmade.com/collections/sister-sign Call In for DBM - 310-694-0976 (3 minutes or less) Write In for DBM - meghanpodcast@gmail.com (300 words or less) Write in for BAIW - butamiwrongpod@gmail.com DBM Submission Form BAIW Submission Form Follow Us! instagram.com/meghanandmelisa @meghanrienks instagram.com/meghanrienks https://twitter.com/meghanrienks @sheisnotmelissa instagram.com/sheisnotmelissa instagram.com/diamondmprint.productions Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's market, trust isn't just a differentiator — it's a requirement. But proving your brand lives up to its claims? That's where things get complicated.In this episode of Retail Remix, host Nicole Silberstein sits down with Kimberly Shenk, Co-founder and CEO of Novi Connect, to explore how consumer trust is evolving. Drawing from her unique background as a U.S. Air Force data scientist, Kimberly shares how Novi is helping brands and retailers like Amazon, Target, Sephora and Ulta back up products' health, safety and sustainability claims with real data — and why it matters more now than ever. Together, they discuss:Why traditional brand trust is no longer enough — and what's replacing it;What consumers today actually care about when it comes to ESG — and how to communicate it;The measurable impact of verified product claims on discovery, conversion and loyalty; andHow AI and large-language models are reshaping online merchandising in the digital age.RELATED LINKSLearn more about Novi Connect's work with retailersCheck out the NYU Stern Sustainable Market Share IndexRead more about shifting trust dynamics in the article from McKinsey: Consumers care about sustainability—and back it up with their walletsExplore trends in values-based commerce from Retail TouchPointsCheck out past episodes of Retail Remix

Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what's changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber's cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet's latest earnings measure up against the growing threat of AI-native search; and why Reddit may succeed where Snapchat struggled, turning engagement into monetisation. You'll hear updates on Q1 earnings, commentary on management execution, and discussions on whether current valuations still offer upside or warrant trimming. They re-evaluate Airbnb's evolving strategy as it expands into services and experiences, break down Ulta Beauty's standout results, and revisit early convictions in new names like Nubank. They also debate the long-term outlook for consumer brands like Nike. Along the way, they reflect on where they've been right, where they've been early, and how to think about sizing, patience, and risk-reward in a concentrated portfolio. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:14 - Why the Ulta Beauty position was being trimmed 17:47 - How Alphabet is holding up against AI competition 28:10 - Why Uber could benefit from autonomous vehicles 58:57 - How Airbnb overcomes regulatory hurdles and expands into experiences 1:06:17 - How Adobe used the AI revolution to strengthen its ecosystem 1:10:10 - Why Reddit might become more of a second Meta than a second Snapchat 1:20:46 - How Nike could overcome the recent headwinds 1:27:39 - Why initiating a position in Nubank is worth the risks *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.⁠⁠⁠ Ulta Beauty: Check out the Podcast and Newsletter. Alphabet: Check the Podcast & Newsletter. Airbnb: Check the Podcast & Newsletter. Adobe: Check the Podcast & Newsletter. Reddit: Check the Podcast & Newsletter. Uber: Check the Podcast & Newsletter. Nike: Check the Podcast & Newsletter. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠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: • ⁠Airbnb Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Forget the kid swiping candy. This is organized, high-stakes theft costing retailers $45 billion a year. Serial shoplifters hitting Ulta for $80K. Cartels cleaning out Walmart shelves across states. A professional thief tells us how it works—and why some now justify it as “social justice.”From beauty heists to Whole Foods raids, this isn't petty crime—it's a nationwide epidemic hiding in plain sight. This is The Real Story. Thank you to our sponsor! Balance of Nature: Visit: https://balanceofnature.com/ or call 1.800.246.8751 and get this special offer by using Discount Code: “DRPHIL”. Get a FREE Fiber & Spice supplement, plus 35% OFF your first preferred set as a new Preferred Customer, with free shipping and our money-back guarantee. Start your journey with Balance of Nature.

If you follow entreprenurial business news, you may have seen that Drybar founder, Alli Webb launched a new "anti-blowout" product line this week... and we at the Gratitudeology Podcast are here for the disruptive pivot!! We love Alli, so check out our replay of her episode today...*****Original Episode: If you love the look of a big, bouncy blowout... chances are you've heard of Drybar, the salon that revolutionized the industry with its exclusive focus on blowouts. Loved not only by women across America, but also by celebrities like Julia Roberts, Zooey Deschanel and Jennifer Garner, Drybar became a sensation.But the story behind this $255 million idea might surprise you…Alli Webb, Drybar founder, recounts her path from starting out having no clue what she wanted to do to twisting-and-turning her way through various job possibilities to embarking on the journey to launch this ground-breaking business.(Lest you feel like you should have it "all figured out" right away... think again!)The part of her story you may have heard before is the "female founder finds the white space, builds an empire, and makes an epic $255m exit" story. The part you may not know.... underneath it all, there was the realization that her marriage was failing and her teenage son was battling drug addiction.Alli shares her story, including the dark, messy truth about the parts that didn't look "perfectly coiffed." If you're struggling with life feeling less-than-perfect these days and wondering where to find the strength to keep going... tune in to hear Alli's gems, including: her advice for other entrepreneurs, how she overcame challenges like imposter syndrome, and how to find gratitude for both the obstacles and wins you're bound to face.IN THIS EPISODE:[00:09] Jamie introduces Alli Webb. [04:02] Alli begins to talk about her childhood and feeling like a late-bloomer.[05:43] Alli shares her experience moving and living in New York City to finding her way to beauty school. [07:59] Alli talks about motherhood and the itch to do something for herself.[09:57] Alli recounts how her business started and developed which led her to address a hole in the marketplace.[14:48] Alli describes where some of the defining details of Drybar were inspired by. [17:03] Alli talks about what drew celebrities like Zooey Deschanel, Julia Roberts, and Jennifer Garner to Drybar.[23:04] Alli opens up about her marriage and the realization that it wasn't going to last forever. [26:04] Alli shares her teenage son, Grant's, experimentation with drugs and her reckoning with how to parent him. [31:29] Alli describes Grant's turnaround and reveals her biggest lesson as a mother.[32:23] Alli explains her identity crisis during her second marriage and divorce. [35:28] Alli talks about what's next: new projects, mentorship, and dating. KEY TAKEAWAYS:[14:58] Alli shares her advice for all entrepreneurs to “build something that you want.”[31:50] Alli reveals the shift in her parenting approach, crediting “getting curious” to her and her son's healthy relationship. [36:50] Alli describes her gratitude for the little things, such as no longer being heartbroken or in pain from grief.************Make sure to follow Jamie @jamiehess on Instagram for news & updates, and visit our companion Instagram account @gratitudeology for a sneak peek into the personal moments discussed on the show.************Thank you to Alli Webb for sharing your truth with us today. Follow Alli on Instagram @alliwebb.Check out more about Alli: https://www.alliwebb.com/************The Gratitudeology Podcast theme music is by HYLLS, performed by Nadia Ali @thenadiaali ************Alli's Bio:Alli Webb is the Founder of Drybar, N.Y. Times Bestselling Author, Co-Founder Squeeze, Brightside and Becket + Quill. After spending 15 years as a professional hair stylist, Webb left the hair industry in 2005 to start a family, but after being a stay-at-home mom for 5 years, Webb decided to find a way to continue pursuing the creative side of hairstyling at a new-mom pace. She began offering affordable in-home blowout services to her mommy friends, which quickly expanded into a mobile operation by 2009. In 2010, Webb opened the first Drybar in Brentwood, CA. 10 years later and over 150+ locations across the U.S., Webb's Drybar has exploded into a nationally recognized and highly sought-after brand. Webb diversified the Drybar brand, creating a line of products and tools sold at popular retailers such as Nordstrom, Sephora, and Ulta, recently selling this product division to Helen of Troy for $255 million. Webb has been on the cover of Inc Magazine's “How I Did This” issue, named the “100 Most Creative People in Business” by Fast Company, featured on Fortune magazine's “40 Under 40” list, Marie Claire's “Most Fascinating Women” and recently Inc. magazine recognized her as one of “The 100 Women Building America's Most Innovative and Ambitious Businesses.” Webb appeared on season 10 of ABC's Emmy nominated hit show “Shark Tank” as a guest shark in 2019. Webb currently serves as an Advisor and Investor in The Feel-Good Company's newest brand, Brightside - A brighter take on infrared yoga & saunas. Brightside brings the well-researched benefits of infrared yoga & saunas. Brightside combines the well-researched benefits of infrared yoga and sauna, and modernizes them with thoughtful technology in just the right places. The gorgeous custom space will teleport you to the brightside, the moment you walk through the door, and the incredible services make every interaction personal and meaningful. Brightside's flagship location is now open in Culver City, CA.Advertising Inquiries: https://redcircle.com/brands

In this episode, Alex Quin sits down with Alicia Grande, founder and CEO of Grande Cosmetics—a beauty powerhouse known for its iconic GrandeLASH-MD serum. Alicia shares how she turned a single product into a $100 million+ brand without outside investors. From grassroots trade shows to landing shelf space at retailers like Sephora, Ulta, and beyond, she breaks down the branding, grit, and customer obsession that fueled her success. Alicia also opens up about the challenges of scaling while staying authentic in a competitive industry.Episode Outline[00:00:03] Introduction and welcome by Alex Quin[00:01:45] Alicia's media background and shift to beauty[00:04:12] The creation of GrandeLASH-MD[00:07:00] Leveraging trade shows for grassroots marketing[00:09:30] The power of before-and-after images[00:12:20] Early business struggles and breakthroughs[00:15:05] Building credibility in the beauty industry[00:17:40] Scaling with Sephora and e-commerce growth[00:21:10] Staying innovative and customer-focused[00:24:30] Key challenges and advice for entrepreneurs[00:27:45] Alex Quin's final thoughts and wrap-upWisdom NuggetsStart Where You Are: Alicia leveraged her radio background to connect authentically with potential customers at trade shows. Your current skills can translate into unexpected successes.Proof Sells Products: Real customer results, showcased through authentic before-and-after photos, helped build trust and credibility. Visual evidence trumps flashy ads.Bootstrapping Builds Grit: Without outside investment, Alicia learned to be scrappy and disciplined. She emphasizes the strength that comes from doing more with less.Evolve With Feedback: Customer feedback directly informed product development at Grande Cosmetics. Listening isn't just polite—it's profitable.Growth Requires Risk: Alicia took major steps by expanding into Sephora and doubling down on e-commerce. Calculated risks are often the bridge to the next level.Power Quotes:“I started with one product and a passion for helping women feel beautiful.” - Alicia Grande“Don't rush into partnerships. Vet them like your brand depends on it—because it does.” - Alicia GrandeConnect With Alicia :Instagram: (https://www.instagram.com/ceoaliciagrande)Grande Cosmetics Instagram: (https://www.instagram.com/grandecosmetics/)Website (https://grandecosmetics.com/)Connect With the Podcast Host Alex Quin:Instagram: (https://www.instagram.com/alexquin)Twitter: (https://twitter.com/mralexquin)LinkedIn: (https://www.linkedin.com/in/mralexquin)Website: (https://alexquin.com)TikTok: (https://www.tiktok.com/@mralexquin)Our CommunityInstagram:(https://www.instagram.com/hustleinspireshustle)Twitter: (https://twitter.com/HustleInspires)LinkedIn: (https://www.linkedin.com/company/hustle-inspires-hustle)Website: (https://hustleinspireshustle.com)*This page may contain affiliate links or sponsored content. When you click on these links or engage with the sponsored content and make a purchase or take some other action, we may receive a commission or compensation at no additional cost to you. We only promote products or services that we genuinely believe will add value to our readers & listeners.*See 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 Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It's an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you'll learn how Smith & Wesson has navigated the volatile sales cycle in firearms, what factors can drive the biggest swings in firearms sales, whether Smith & Wesson's juicy dividend is sustainable, the biggest political and legal risks facing this company, what famous investor owns the stock, how Smith & Wesson shares can help an investor hedge societal disruptions, and whether Smith & Wesson is attractively valued on a normalized earnings basis plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:47 - The historic origins behind this company that predates the Civil War. 06:12 - Why “Sin” stocks can offer attractive returns from discounted valuations. 10:54 - What drives Smith & Wesson's business. 23:17 - How the company navigates a range of factors that can impact it, from regulation to litigation, that are largely beyond its control. 35:17 - How the company's relocation of its headquarters has added to its financial stress. 46:11 - The biggest challenges of investing in a “mean reversion” bet like Smith & Wesson. 01:01:15 - Whether Shawn & Daniel add SWBI to The Intrinsic Value Portfolio. 01:05:38 - Why Smith & Wesson may be a hedge against societal disruptions. And much, much more! *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.⁠⁠ 2022 Value Investors' Club Pitch of Smith & Wesson. Link to Smith & Wesson's 2024 annual filing. Chit Chat Stocks' coverage of Smith & Wesson Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠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: Airbnb Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TOP STORIES - Florida Panthers win Stanley Cup, Florida poised to make lawmakers' addresses secret in wake of Minnesota shootings, Florida Congressman Tours ICE Facility, woman uses stolen credit card to buy $1,600+ of cosmetics at Ulta, Pentagon authorizes up to 700 troops to support ICE in Louisiana, Florida and Texas; TaxWatch calls for DeSantis line-item vetoes in $115B state budget; Florida ranks as 46th-most patriotic state, according to WalletHub study.

Shannon Sharpe and Iso Joe Johnson react to the New York Knicks trying to get Jason Kidd as their head coach, Iso Joe drops 30 in the most recent big 3 game, and the Mavericks accidentally leaked plans for the NBA draft and much more!01:47 - Possibility that J.Kidd could still join the Knicks04:22 - Iso Drops 30 pts for Detroit Amps14:10 - Mavs accidentally leak plans for NBA draft pick16:00 - Lavar Ball pushing Clippers to trade20:41 - Wife tricks husband for Ulta shopping spree23:10 - Q & Ayyyy(Timestamps may vary based on advertisements.)#Volume #ClubSee omnystudio.com/listener for privacy information.

Dorian Morris built Undefined Beauty into a national retail brand without investors, relying on her industry expertise, community insight, and bold pivots. By staying self-funded and mission-driven, she proved that inclusivity and smart strategy can scale on her own terms.For more on Undefined Beauty and show notes click here. Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.

In the latest episode of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc return with Part Two of “The Analysts," which featues three of the retail industry's most respected thought leaders—Sucharita Kodali (VP & Principal Analyst, Forrester Research), Neil Saunders (Managing Director, GlobalData Retail), and Simeon Siegel (Managing Director, BMO Capital Markets).But first, Michael and Steve unpack a news cycle packed with volatility. They begin by exploring the ripple effects of renewed Middle East conflict and its impact on oil prices, inflation, and economic sentiment. From there, the duo tackle the Trump administration's intensifying immigration enforcement and its chilling effect on the U.S. labor force—particularly in agriculture, hospitality, and retail. Shoppers are anxious, workers are disappearing, and companies are bracing for cost spikes.The episode then zooms into earnings season, with fresh data from RH (Restoration Hardware), Inditex (Zara), and Victoria's Secret. RH defies expectations with revenue gains despite a sluggish home goods sector, while Zara and Victoria's Secret warn of tariff-related turbulence ahead. Steve and Michael also sound the alarm on a string of cyberattacks, including the Victoria's Secret hack and a Whole Foods supplier breach, painting a stark picture of retail's digital vulnerabilities.Then it's time for “The Analysts” segment. Sucharita Kodali explains the hype—and the misunderstanding—around Agentic AI, warning retailers of its disintermediating potential if shopping bots take hold. The panel weigh in on the future of department stores, urging traditional retailers to rethink their value proposition, especially as beauty shifts to standalone players like Sephora, Blue Mercury, and Ulta.From TikTok's uncertain future to retail media network fatigue, the lightning round keeps the insights flowing with wit and depth. The panel also lifts up up-and-coming remarkable brands like Vuori, Alo Yoga, and Eleventy as ones to watch. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

In this episode of More to Say, host Amber Venz Box sits down with Dani Austin — digital creator, community builder, and founder of Divi, the haircare brand that started with one scalp serum and grew into a multi-million-dollar line now sold at Ulta nationwide.Dani shares how she went from secretly filming “Things I Wish a Sister Taught Me” in her dorm to building an audience of 2.5M+ followers, opening up about the vulnerability that built her community, sharing hair loss struggles, and turning personal hardship into product innovation. She and Amber talk candidly about monetizing early, launching a hero product, turning “haters” into valuable feedback, balancing motherhood and business, and what's next for Divi.Whether you're a creator, entrepreneur, or just curious how a dorm-room vlog became an 8-figure brand — Dani's story is one you won't want to miss.WE DISCUSS:(00:16): Filming her first YouTube videos in secret.(01:39): How LTK gave her control and built audience trust.(04:20): Using vulnerability to deepen connections.(11:49): Creating Divi's first scalp serum from DIY to best-seller.(14:40): Saying no to bad deals early on.(15:39): Growing Divi from one SKU to a community-led brand.(18:51): Turning harsh reviews into product improvements.(34:21): Focusing on audience depth before virality.(36:00): Why LTK is still core to her business.(43:35): Putting “trashy” family moments before work.LTK for CreatorsLTK for BrandsLearn more about More To SayWatch on YouTubeFollow and shop Amber's LTKFollow Amber on InstagramConnect with Amber on LinkedInFollow and shop Dani's LTKFollow Dani on TikTokFollow Dani on InstagramConnect with Dani on LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Daniel Mahncke and Shawn O'Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world's leading-edge chip production, fabricating Apple's A- and M-series processors, Nvidia's AI GPUs, and virtually every 3nm part on the planet. In this episode, you'll learn how Morris Chang's radical bet rewired the semiconductor industry, why extreme scale and EUV mastery give TSMC a moat rival chipmakers can't cross, how its Arizona and Japan fabs fit into a strategy shaped by China-Taiwan tension, and how wafer volumes, node mix, and multi-billion-dollar capex translate into free-cash-flow and ROIIC. Daniel and Shawn also debate the right way to price the ever-present geopolitical “wipe-out” tail risk, and ask whether today's market price offers a margin of safety on what could be the most important company in the world. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 07:39 - How TSMC evolved from a government-backed project to a trillion-dollar company 07:45 - How the semiconductor industry works 16:10 - Where TSMC's dominance comes from 31:27 - What moat protects TSMC's business 39:54 - What the competitive landscape looks like 43:55 - Where future growth is coming from 49:45 - How geopolitical risk is impacting TSMC 1:03:25 - Whether TSMC is attractively valued at its current levels 1:09:18 - Whether Shawn & Daniel add TSM to The Intrinsic Value Portfolio And much, much more! *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.⁠ Interview with TSMC Founder Morris Chang Quartr's Overview of TSMC NZS Semiconductor Whitepaper Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠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: • Airbnb⁠ Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

She's a 41-year-old mom of three boys, works full-time, and has exactly five minutes in the morning to deal with her skin. Sound familiar? In this live skincare coaching session, I'm helping one of our real listeners build a routine that actually fits her life—and budget. From dark under-eye circles and oily T-zones to products from Amazon, Target, or Ulta—nothing is off the table. You'll hear:

She didn't plan to build a Shopify brand. But a personal problem led to a product, and a product led to an 8-figure company — featured on Shark Tank.Yve-Car Momperousse created Kreyol Essence out of necessity — and scaled it with pure hustle, purpose, and community. From importing castor oil in rum bottles to landing deals with Ulta and Whole Foods, this is a masterclass in bootstrapped brand building.In this episode, Jim dives into the exact moments that helped Kreyol Essence break out — from scrappy product-market fit testing to the growth inflection Shark Tank created. If you're growing a Shopify brand, this one's a blueprint.Topics We Cover:The “hair loss” moment that launched Kreyol EssenceHow to get traction with zero ad budgetCommunity-first growth: what actually worksWhat a Shark Tank feature does for traffic, retail, and teamNavigating growth when your brand outpaces your opsResources:Yve-Car MomperousseYve-Car on InstagramKreyol EssenceJim Huffman websiteJim's TwitterGrowthHitThe Growth Marketer's Playbook

Shawn O'Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil's adult population using one of the company's products. Nubank's success is a true David vs.Goliath story, overcoming a powerful banking oligopoly in Brazil to provide more accessible and lower-fee digital banking services to the masses, who had long been neglected by traditional banks. In this episode, you'll learn how Nubank grew to become one of Latin America's largest companies with over 100 million users in just over a decade, how being a digital-first bank has given them huge operating cost advantages, why Nubank's unit economics are so attractive, what key metrics to focus on when evaluating a banking business, and whether Nubank is attractively valued given its incredible growth prospects, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 13:42 - Nubank's inspiring David vs. Goliath origin story. 19:17 - How Nubank's first credit card product spread like wildfire. 23:20 - Why the customer experience with Nubank is fundamentally different than with competitors. 25:00 - What makes David Velez such a special founder and CEO. 29:30 - How Nubank has used its low-cost moat to compound the advantages of its business structure and built customer loyalty by sharing those rewards with customers. 41:17 - Why Nubank's growth story may only be just starting. 01:20:14 - Whether Shawn & Daniel add NU to The Intrinsic Value Portfolio. And much, much more! *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. Nubank: Business Breakdowns Podcast. Is Nubank Disrupting Traditional Banking? Substack Article. Article on Nubank's late payments jumping. Aswath Damodaran's resources on equity & country risk premiums. Nubank's CEO on the Crucible Moments Podcast. Long-form investment thesis on NU. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠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: Airbnb Connect with Shawn: ⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Ulta Darakht (without last 2 pages) | Krishan Chander | 34 Voices**Curator: IrfanJoin the Art of Reading:Share Your Story on Listen with IrfanDo you have a passion for reading literature or narrating captivating prose? Here's your chance to shine! I'm thrilled to announce a new collaborative series, Art of Reading, on my podcast channel, Listen with Irfan.If you love bringing stories to life, I'm offering you a platform to showcase your talent.Record a short story of your choice (maximum 8 minutes) and share it with a community of like-minded narrators and listeners. This is a free, non-commercial initiative to connect aspiring narrators, promote storytelling, and build a creative community. No monetization, just pure love for the art of narration.How to Participate:- Choose a short story or piece of prose you're passionate about.- Record it with clear audio using a mobile phone or audio recorder. Do not include your name or the story's title in the recording.- Background music is optional, but avoid copyrighted tracks to prevent hosting issues.- Send your recording via email to ramrotiaaloo@gmail.com or WhatsApp at +91 9818098790.Submission Guidelines- -Submit only MP3 files. - Include:1. Name2. Current City3. Profession4. Brief bio (max 80 words)5. Photograph (if requested after review)  Full credit to the writer and narrator will be given on the Listen with Irfan podcast channel. Join us to share your voice, connect with an audience, and celebrate the art of storytelling!Let's create something beautiful together!Cover: IrfanWe respect creative ownership. If you believe this is your work or if appropriate credit hasn't been given, kindly get in touch at ramrotiaaloo@gmail.comBECOME A PATRON : Work on Listen with Irfan takes time, money and hard work to produce. As of now it is being done voluntarily with the family, friends and listeners who came forward for hand holding from its inception.  If you like the Podcasts, admire it, and benefit from its content, please consider awarding us an honorarium to make the future of this Podcast Channel robust and assured.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠यहाँ आपको मिलती हैं वो दुर्लभ आवाज़ें खुद बोलती, गाती और बहस करती। मनोहर श्याम जोशी, कमलेश्वर, कृष्णा सोबती, बी वी कारंत, शमशेर बहादुर सिंह, बलराज साहनी, अज्ञेय, रसूलन बाई, निर्मल वर्मा, मंगलेश डबराल, राजेंद्र यादव, चंद्रकांत देवताले, भवानी प्रसाद मिश्र, इस्मत चुग़ताई, सत्यदेव दुबे, त्रिलोचन, अमरीश पुरी, इब्राहीम अल्क़ाज़ी, मोहन उप्रेती, गोरख पांडेय, नैना देवी, वीरेन डंगवाल, मन्नू भंडारी, भीष्म साहनी, देवकी नंदन पांडे आदि के अलावा अनगिनत भारतीय और विदेशी समकालीन विचारक, कलाकार, लेखक, कवि और सांस्कृतिक लड़ाके। किताबों पर चर्चा के पॉडकास्ट, संगीत, फिल्म रिव्यू और स्ट्रीट रिकॉर्डिंग्स का एकमात्र पॉडकास्ट मंच। Details to support this Podcast Channel i.e. ⁠⁠⁠⁠⁠⁠⁠⁠Listen with Irfan⁠⁠⁠⁠⁠⁠⁠⁠ :-Bank Name: State Bank Of IndiaName: SYED MOHD IRFANAccount No:32188719331Branch: State Bank of India, Vaishali Sec 4, GhaziabadIFSC–SBIN0013238UPI/Gpay ID irfan.rstv-2@oksbiPayPal ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠paypal.me/farah121116⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠RazorPay etc ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://irfaniyat.stck.me/⁠⁠⁠

Lauren and Josh recap the key takeaways from The Information's "Future of Influence" conference. They explore the evolving landscape of creator monetization, discussing Snap's strategy for helping creators earn money and the innovative trend of brands hiring their own customers as authentic influencers.Then: a surprising survey that reveals two-thirds of US consumers now see YouTube as a go-to destination for movies and TV shows. Finally, in Uploads & Downloads: scientists turning to YouTube to share research and fundraise in the face of government budget cuts, and discussion on the growing potential of Substack as a creator platform.00:00 Intro & Future of Influence Conference Recap03:25 Snap's Approach to Creator Monetization12:15 Are Your Favorite YouTubers Now Working at Top Brands?16:10 Brands Hiring Their Customers as Influencers22:48 Is YouTube the New Netflix?26:30 The Rise of Niche Communities30:15 Uploads of the Week: Substack & Scientists on YouTubeCreator Upload is your creator economy podcast, hosted by Lauren Schnipper and Joshua Cohen.Follow Lauren: https://www.linkedin.com/in/schnipper/Follow Josh: https://www.linkedin.com/in/joshuajcohen/Original music by London Bridge: https://www.instagram.com/londonbridgemusic/Edited and produced by Adam Conner: https://www.linkedin.com/in/adamonbrand

RJ Larese is Vice President of Talent and Influencer Marketing for Paramount Global. He works with digital creators and unscripted talent for all the iconic Paramount brands and franchises, finding them opportunities within scripted and unscripted content, brand partnerships, consumer marketing, events, and more. Prior to joining Paramount, he was a talent, casting, and development executive with over a decade of experience at networks, production companies, and publishers, including ABC, ATTN:, Endemol, ITV America, and PopSugar. RJ has also cast and developed shows for Bravo, E!, Lifetime, MTV, NBC, TLC, TruTV, and VH1. He's worked with brands ranging from Abercrombie and Fitch, Banana Republic, Delta, General Mills, H&M, Invisalign, Moose Akedo, Sephora, Target, and Ulta. In 2021, RJ was named an AdWeek Young Influential. In 2022, he was on the Variety Power of Pride list for his contributions empowering the LGBTQUIA+ community in the entertainment space. In 2023, he was named on LA TV Week's 40 Under 40 honoree list, backed by Broadcasting and Cable.

The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? (00:21) Andy Cross and Asit Sharma discuss May's market bounce, plus earnings from ZScaler and Ulta Beauty. Companies discussed: ZS, NOW, ULTA, ELF Host: Andy Cross Guest: Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Daniel Mahncke and Shawn O'Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Amazon has changed the way the world shops and interacts with technology — and it's not slowing down.  In this episode, you'll learn how Amazon evolved from a retail disruptor into a multi-engine platform business, how AWS and advertising became its primary profit drivers, how the company is navigating massive AI investments and expanding into satellite internet with Project Kuiper, and whether the current valuation reflects the next leg of growth — plus plenty more along the way. Prefer to watch? Click ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:20 - How Bezos built Amazon and its Culture 13:32 - How Amazon's Flywheel works 18:46 - How Amazon built one of the largest Advertising businesses in the world 27:19 - What AWS is and what role it plays for Amazon 39:09 - The Dynamics of the e-commerce business and competition 43:44 - Whether Amazon Devices can turn into a success story after all 51:01 - What position Amazon is taking in AI 58:20 - What impact Kuiper could have on Amazon's business 1:08:46 - How Amazon performed in times of tariffs and immense capex spend 1:27:56 - Whether Amazon is attractively valued at its current levels 1:29:29 - Whether Shawn & Daniel add AMZN 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. The Investor's Podcast on Amazon's Story. Quartr's Overview of Amazon. The Shareholder Letters of Jeff Bezos. Clayton Christensen's The Innovator's Dilemma. Amazon CEO Andy Jassy Interview at the Harvard Business Review. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠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: • CFI Education • Airbnb Connect with Shawn: ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Think about everything that's changed in social since 2015. If you make a list, influencer marketing would be pretty high on it.  This episode's guest, Robyn Nissim, has seen the influencer marketing space grow since then. From building Ulta's first influencer program to working as the Head of Social Media at brands like Alo and Anastasia Beverly Hills, it's all about connection. Who is your influencer connecting with? Where would you like to drive them to? Who is the IT girl of the moment, and could we possibly work together? It's all about working with what you have, your budget, and optimizing from there.  And, a large part of influencer marketing is alignment. It's more than just showing a fitness influencer wearing a matching set: you have to look at the content they've already posted and if it aligns with your mission. If not, you could set yourself up for disaster.  Plus, what's the best way to build an influencer campaign? There is no right way, according to Robyn. What role does paid media have? Turns out, it can be a gamble. While it's a pay-to-play entity, it can't guarantee lifetime value or even purchases from your ICP.  If you're a marketer who wants to learn more about the inner workings of influencer marketing, this is the episode for you.  Let's face it—consumers don't trust ads, but they do trust their favorite creator, that go-to review site, or a friend's recommendation. That's where impact.com comes in. As the leading partnership management platform, impact.com helps brands turn creators, affiliates, and even loyal customers into powerful growth channels. Because in today's world, the real buyer's journey isn't a funnel—it's a group chat. Visit impact.com/millennial and take your marketing to the next level! Follow Robyn: LinkedIn: https://www.linkedin.com/in/rnissim/ Follow Daniel: YouTube: https://www.youtube.com/@themarketingmillennials/featured Twitter: https://www.twitter.com/Dmurr68 LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

S&P Futures are moving slightly lower this morning as the markets await a key inflation report. Trade talks are said to be continuing, with possible announcements in June. Trump tariffs while temporarily reinstated during the appeals process, are unlikely to receive a favorable ruling. The admin has already started to pivot to different provisions of the Trade Act in an effort to retain its tariff restrictions.  President Trump will be holding a press conference today at 1:30 pm as Elon Musk steps down from his role. On the economic front today are reports on PCE & Consumer Sentiment are due out. Earnings will be a key focus today. DELL, ULTA, DELL and SCHL are higher after their reports. Next week's earnings announcements include, SAIC, SIG, DG, HPE, CRWD, DLTR, PVH, FIVE, CIEN, DOCU, LULU & AVGO

Dell Technologies (DELL) saw A.I. demand help drive a 5% revenue gain and drive an increase in its backlog, Marvell (MRVL) shares are slumping despite an earnings beat, and Ulta Beauty (ULTA) rises after boosting its 2025 guidance.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Ulta Beauty (ULTA) continued strong industry trends by beating earnings and raising guidance. Dell Technologies (DELL) didn't have as strong a showing in its earnings despite demand for its A.I. systems staying intact. ZScaler (ZS) muscled a win for tech thanks to a strong move in its billings. Diane King Hall gives investors a closer look into the some of the biggest earnings movers to close the week. ======== 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

Mish Schneider's picks include silver (/SI), e.l.f. Beauty (ELF), Ulta Beauty (ULTA), and Novo-Nordisk (NVO). She explains why she thinks the “vanity trade” is becoming a megatrend, noting that Michael Burry invested heavily in Estee Lauder (EL). For silver, she's watching the gold/silver ratio reversing and notes its industrial uses.======== 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

The market spoke - it hates tariffs. Plus here are some GREAT opportunities in stocks. When should you sell? ⁠SAVE ON TRENDSPIDER ⁠

In this episode of "IR in Focus," host Carmen Lilly welcomes Kiley Rawlins, Senior Vice President of Investor Relations at Ulta Beauty. The discussion explores the intersection of investor relations, corporate strategy, and messaging, particularly in the dynamic beauty retail market. More S&P Global Content: It All Starts With Data Webinar: The Expanding Reach of Investor Relations S&P Global Research and Insights: Trade Tensions Credits: ·       Host/Author: Carmen Lilly ·       Guest: Kiley Rawlins ·       Producer: Carmen Lilly www.spglobal.com www.spglobal.com/market-intelligence

Stocks closing higher after a Federal repeals court temporarily reinstating President Trump's tariffs. What the back and forth means for equities, and how our traders are navigating the volatility. Plus Costco, Gap, Ulta, and more retailers reporting results. The details from those quarters, and what one outlet mall CEO has to say about the consumer and the broader retail space.Fast Money Disclaimer

S&P Futures are displaying strong gains this morning after a federal court struck down President Trump's tariff agenda. The Court of International Trade ruled that Trump had overstepped his authority by imposing broad, across-the-board duties and issued a permanent injunction blocking enforcement of the contested tariffs.  Trump retains legal options to try to reimpose tariffs, though these alternatives may face their own legal and political hurdles.  The Trump administration has ordered chip-design software makers to stop selling to China. On the economic front today are reports on GDP & Jobless Claims. Earnings will be a key focus today. NVDA, CRM, A, ELF, BURL & FUTU are higher after their reports. This afternoon, COST, DELL, MRVL, XS, ULTA and GAP will be reporting.

"People want to look good," says Raul Shah in arguing that the beauty industry is less discretionary than many realize. He points to strong price action in companies like Ulta Beauty (ULTA) and e.l.f. Beauty (ELF) despite economic uncertainties. Raul believes these companies actually have the power to raise prices and maintain their audience. Alex Coffey offers neutral to bullish example options trades for Ulta and e.l.f.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Is it too early to buy the retail stocks? (0:30) - Finding Strong Investments Within The Retail Sector For Your Portfolio (6:30) - Tracey's Top Stock Picks  (34:45) - Episode Roundup: LEVI, LE, ULTA, TGT, DECK Podcast@Zacks.com

S&P Futures are displaying strong move higher this morning in reaction to President Trumps announcement that he will be pausing the pending EU tariff hikes until July 9th. There are two important economic reports due out today, the Durable Goods & Consumer Confidence reports which are both expected to come in weak. The U.S. & Iranian talks ended with both sides agreeing to continue discussions. M&A action is heating up, CRM is back in in talks to acquire INFA & President Trump indicated he will support Nippon's offer to buy U.S. Steel. On the earning front there are a host of key earnings announcements due out this week from M, DKS, HPQ, A, CRM, NVDA, BBY, BURL, ULTA, ZS, MRVL, DELL & COST.

Erin is fresh off of baking a cake and mentally preparing for a secret LA trip. Erin conquers her fear of Ulta. A cereal brand uses a tricky but legal way to market their brand. We discuss the World Shot Put Series, Sydney McLaughlin Levrone's 100 meter sprint debut at the Grand Slam, and a runner who nabbed $285 in freebies using his wife's London Marathon medal. Erin spills the tea on a TikTok Pilates instructor's controversial rant against overweight clients and an update on a paternity fraud case with a shocking jail twist. Our “How About We Just Die” segment covers toxic chemicals in store receipts. The “No Bad” story highlights a toddler's heartwarming friendship with a wild crow named Russell. We announce plans to attend the Grand Slam, credentials or not. Also Erin is posting on Snapchat Follow us on Snapchat (@ImMrsSpaceCadet, @ScrapTownUSA).

Stuck on podcast episode ideas and have no idea what to record next? In this episode, I'm breaking down my fool proof method to get TONS of related, aligned podcast episode ideas that your audience actually wants to hear about using market research!Take My Market Research Survey: https://pamelakrista.com/survey/*You'll be entered to win a gift card of your choice! Choose from Ulta, Sephora, Amazon, or Starbucks! 2 winners will be chosen on June 6th! Ready to launch your podcast? https://pamelakrista.com/podcast-launch/Need a podcast manager (me!) to help you edit, upload and schedule your podcast episodes: https://pamelakrista.com/podcast-managementConnect with Pamela:Website: https://www.pamelakrista.comInstagram: @pamelakrista Email: hello@pamelakrista.com

Shawn O'Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer. In this episode, you'll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠here⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:30 - Why the enterprise software market was ripe for disruption. 10:50 - Shopify's origin story as a simple snowboard website in Canada. 14:47 - How Shopify's value proposition differs from Amazon. 36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition. 42:42 - How Shopify has responded to Amazon encroaching on its turf. 01:01:38 - What to make of Shopify's share split and ownership structure. 01:12:28 - Why Shopify's growth story may only be just beginning. 01:16:32 - Whether Shawn & Daniel add SHOP to The Intrinsic Value Portfolio. And much, much more! *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. Business Breakdowns podcast on Shopify. Quartr's overview of Shopify. Clayton Christensen's The Innovator's Dilemma. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠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: CFI Education Airbnb Connect with Shawn: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Email⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Email⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Daniel Mahncke and Shawn O'Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn't issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether you're tapping your card for a coffee, shopping online, or sending money abroad, there's a good chance Visa is taking a small slice behind the scenes. Visa is to the global economy what highways are to cars — an essential infrastructure layer that makes modern commerce move. In this episode, you'll learn how Visa evolved from a consortium of banks to a dominant public company, how it defends its massive competitive moat, where growth will come from beyond traditional card payments, whether emerging technologies like account-to-account payments pose a real threat, how to think about Visa's valuation, plus so much more! Prefer to watch? Click ⁠⁠⁠here⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:04 - How Visa's business model works and how it earns money from transactions17:49 - Why every player in the payment process needs Visa26:54 - Visa's origin story and how BofA's BankAmericard changed banking forever55:36 - Where Visa's growth will come from in the future47:50 -  What are Visa's Value Added Services and New Flows57:44 - Why Visa's Moat is so impenetrable1:01:31 - Who are Visa's competitors and what are the overarching risks1:10:07 - Whether Visa is attractively valued at current levels1:19:10 - Whether Shawn & Daniel add V 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. Visa's latest Annual Report. Book to understand Payments: The Pay Off. The Acquired Podcast on Visa. Visa Investor Day 2025 Presentation. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠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: • CFI Education • ⁠Airbnb Connect with Shawn: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠ Connect with Daniel: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this powerful episode of Small Business PR with Gloria Chou, we're joined by the incredible Yve-Car Momperousse, founder and CEO of Kreyol Essence—the Haitian beauty brand seen on Shark Tank and now sold at Sephora, Ulta, Whole Foods, Amazon, and more.From a personal hair loss crisis to building a $50M clean beauty brand, Yve-Car shares the raw, real story of how she stayed true to her roots, served her community, and used her voice to break barriers in the natural haircare industry.This is a masterclass on mission-driven entrepreneurship, financial empowerment, inclusive leadership, and what it really takes to scale a brand from scratch.Key Lessons on Scaling a $50M Brand: Shark Tank Prep, Community-Led Growth, DEI, and Data-Driven Success for Purpose-Driven EntrepreneursHow Kreyol Essence went from humble beginnings to $50M+ in product salesWhat preparing for Shark Tank really looks like (hint: it took over a year!)The power of community-driven business and grassroots brand buildingWhy knowing your numbers is essential for BIPOC and women entrepreneursHow to measure impact and ROI beyond revenueHow Yve-Car approaches DEI, inclusion, and allyship in her businessWhy storytelling and getting “back to basics” is the future of marketingHow to turn preparation into opportunity—and opportunity into impactYve-Car Momperousse's journey—from a personal hair loss experience to building Kreyol Essence, a $50M+ natural haircare brand—is a blueprint for mission-driven entrepreneurship rooted in purpose, community, and preparation.This episode reminds us that success isn't about luck—it's about being prepared when the opportunity comes. Whether it's navigating Shark Tank, scaling in the face of supply chain chaos, or advocating for inclusive business practices, Yve-Car proves that knowing your numbers, loving your customers, and staying rooted in your culture are what truly drive sustainable growth.

We're gonna get people excited with this one (it's us. we're the ones who are getting excited). Back by popular demand, we're talking craft this week--digging deep into the third-act breakup, what it really means, why it's misunderstood, and why it really is essential to romance. Sarah suggests that every romance has one whether people like to admit it or not, Jen is, as always, ready to fight. Strap in! Also! It's that time of year again! Sarah has a new book out in July and is going on tour, and there is a real deal Fated Mates LIVE planned for July 8th in St. Louis, MO! Get tickets to any of these events (Jen will be at a bunch of them, and other pod friends will be popping up along the way) at sarahmaclean.net/tour!If you want more Fated Mates in your life, please join our Patreon, which comes with an extremely busy and fun Discord community! Join other magnificent firebirds to hang out, talk romance, and be cool together in a private group full of excellent people. Learn more at patreon.com.The BooksDreaming of You by Lisa KleypasSomething Wilder and Beautiful Stranger by Christina LaurenHidden Truths by Neva AltajMarrying Winterborne by Lisa KleypasForbidden by Beverly JenkinsThe Duke Who Didn't by Courtney MilanLead by Kylie ScottKiss an Angel by Susan Elizabeth PhillipsHow to End a Love Story by Yulin KangPainted Scars by Neva AltajMacRieve by Kresley ColeNotesWe love Sephora and Ulta, and Sarah has some faves from Dermatology Instagram, like dermangelo and drdrayzday.Sarah's on tour for These Summer Storms in July, and Fated Mates Live will be in St. Louis!! Tickets come with a copy of the book! Sarah recommends the audio of The Hero's 2 Journeys by Michael HaugeIn our discussion, we identified several types of third act break-ups: Going Home Again, Self-Sacrifice, Who am I?, and You Fucked All the Way Up. An SD card, for you youths.SponsorsDani Francis, author of Silver Elite, available in print or ebook, from Amazon,

Hide your makeup compact, 'cause Jillian Bell (Summer of 69, Kinda Pregnant) is here to help Laci give a primer on a group of criminals concealing concealer. Yup, we're talkin' cosmetics crime rings! Tune in to hear how Ulta, Sephora, and other makeup retailers have become hot targets for thieves looking to resell product. Plus, Jillian shares how she conned her high school prom limo driver. Stay schemin'! Be sure to check out Jillian's directorial debut, Summer of 69, available May 9 on Hulu! Keep the scams coming and snitch on your shady friends by emailing us at ScamGoddessPod@gmail.com.CON-gregation, catch Laci's TV Show Scam Goddess, now on Freeform and Hulu! Follow on Instagram:Scam Goddess Pod: @scamgoddesspodLaci Mosley: @divalaciJillian Bell: @jillianbell Research by Kathryn Doyle  SOURCEShttps://www.yahoo.com/news/southern-california-woman-charged-police-235537939.htmlhttps://ktla.com/news/local-news/southern-california-woman-charged-in-350000-retail-theft-bust/https://www.canyon-news.com/blanca-escobar-charged-with-organized-retail-theft/192275https://da.lacounty.gov/media/news/da-hochman-announces-charges-major-effort-combat-organized-retail-theft-macarthur-parkhttps://abc7.com/westlake-district-stolen-merchandise-raid-lapd/14183809/https://www.nbcsandiego.com/news/local/bonsall-ulta-sephora-retail-theft-ring/3719190/https://wwd.com/fashion-news/fashion-scoops/prada-fendi-ulta-organized-retail-theft-stolen-goods-1236737847/https://queensda.org/queens-husband-and-wife-charged-with-operating-international-stolen-merchandise-ring-out-of-kew-gardens-hills-home-and-storefront-in-dominican-republic/https://beautymatter.com/articles/ulta-and-target-address-organized-retail-theft Get access to all the podcasts you love, music channels and radio shows with the SiriusXM App! Get 3 months free using this show link: https://siriusxm.com/scam.