E043: Shopify's price increase, Tapestry's earnings, TikTok as a marketing platform & more

Operators · Feb 14, 2024 · 1h 6m

00:00 Introduction and Random Conversations

06:00 Review of Tapestry's Earnings

20:16 Discussion on Amer Sports IPO

28:17 Analysis of Shopify's Price Increase

42:16 Exploring TikTok as a Marketing Platform

46:34 Sean's Bearish View on TikTok

48:29 Overspending on Amazon Advertising

53:24 Evaluation of TikTok

57:13 Assessing TikTok's Audience Trust

59:07 Complexity and Uncertainty in Geopolitics

01:04:43 Handling the Unknown in Business

01:05:38 Geopolitical Considerations

Summary:

In this episode, the Operators discuss various topics including Tapestry's earnings, the Amer Sports IPO…