Penn National Gaming Buys Into Barstool Sports ? | Winner Take All
Reports have come out that Penn National Gaming has purchased a 36% stake in Barstool Sports for $163 million. Alex talks about Penn National's deal to become Barstool's exclusive gaming partner and breaks down what could be a huge P2P platform opportunity in sports betting.
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF. ... https://www.youtube.com/watch?v=6Zu-Kwp250U
A recent Bloomberg article details how leading European food delivery platform Delivery Hero plans to add buy now pay later capabilities for consumers and B2B financing options for partner restaurants. Alex discusses this melding of food delivery and fintech, explaining why he thinks B2B financing could be a huge unlock for delivery platforms who have historically struggled to reach profitability. He goes on to highlight how introducing finance offerings is a growing trend and big opportunity across the B2B industry.
Delivery Hero Eyes Advertising, Buy-Now-Pay-Later to Grow Sales: https://www.bloomberg.com/news/articles/2022-01-11/delivery-hero-eyes-advertising-buy-now-pay-later-to-grow-sales
Originally Aired: 01/14/21
#Finance #B2B #FoodDelivery
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=NDkspBU7W68
Apple is working with Veteran Affairs to make health records accessible through Apple Health. Alex talks about the benefits of pairing an individual's health record with user data from monitoring devices and explains why he thinks this possible new app ecosystem should be targeted towards physicians.
This is an excerpt from episode 46 of Winner Take All. Watch the full episode here: https://youtu.be/bZzECnA7ibI
Empower your patients with Health Records on iPhone: https://www.apple.com/healthcare/health-records/
? Grab a copy of the Amazon Best Seller "Modern Monopolies": https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=U_sW6dKSPsw
In this clip of Winner Take All, host Alex Moazed interviews economist and former managing director at Soros Fund Management, Rob Johnson, on the potential collapse of the Hong Kong banking sector after the collapse of Silicon Valley Bank (SVB) and its international effects. The conversation explores the possibility of a global recession and the potential consequences for China's financial sector, including the decoupling of the Chinese economy from the United States and the Western financial system. Johnson and Moazed also discuss China's challenges such as a decelerating real estate boom and growth challenges, and how they could impact the Chinese population as owners of real estate or people seeking employment in a stagnant economy. Tune in to hear Johnson's insights on the Chinese dynamic and his recommendations for paying attention to experts like Stephen Roach and Jim Chanos.
#HongKong #SVB #Economy2023
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=kORoIpVxBNU
Alex talks with Fritz Demopoulos about co-founding Qunar.com, China's largest travel internet company. Demopoulos recounts the journey from inception to the company's eventual $4.4 billion acquisition.
See the full interview with Fritz here: https://youtu.be/Uadfbzoks9o
? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=4gHp_7rzcnI
Walmart has announced they will discontinue Jet black, their experimental $50 per month subscription personal shopping service. Alex discusses Jet black's value proposition, some history on the company's founder, Jenny Fleiss, and why he thinks Walmart decided to shutter the service.
Walmart to phase out Jetblack online shopping service: https://www.supermarketnews.com/online-retail/walmart-phase-out-jetblack-online-shopping-service
Walmart is reportedly looking to sell its exclusive personal-shopping service that's said to be losing $15,000 per member each year: https://www.businessinsider.com/walmart-wants-to-sell-jetblack-personal-shopping-service-report-2019-10
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=uDlTQyT9E-o
Nick Johnson, Co-author of Modern Monopolies, joins Alex to discuss the M&A landscape for tech giants with a focus on acquisitions that are platform businesses or accretive to platforms already being operated by the acquirer. Additionally, Johnson points out that while M&A is the dominate method we see big tech using to achieve platform conglomerate status, examples like Amazon's B2B marketplace, Amazon Business, showcase that tech giants can still spin out viable tech businesses using a build-from-scratch approach.
This is an excerpt from episode 148 of Winner Take All. Watch the full episode here: https://youtu.be/Zt3h4zb9sck
Visualizing Tech Giants’ Billion-Dollar Acquisitions: https://www.cbinsights.com/research/tech-giants-billion-dollar-acquisitions-infographic/
Originally Aired: 03/12/21
#B2B #BigTech #M&A
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=yAcAcRmOwQk
Eugene Volokh is founder and coauthor of The Volokh Conspiracy, a leading legal blog. His law review articles have been cited by opinions in eight Supreme Court cases and several hundred court opinions in total, as well as several thousand scholarly articles. Eugene sits down with Alex and Nick to discuss his recent article in the Journal of Free Speech Law that looks at the pros and cons that could occur if the U.S. were to treat social media platforms as common carriers. Companies distinguished as common carriers are generally required to provide service to the public without discrimination.
? READ ? SOCIAL MEDIA PLATFORMS AS COMMON CARRIERS?: https://www2.law.ucla.edu/volokh/carrier.pdf
Originally Aired: 08/12/21
#FreeSpeech #Interview #Podcast
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=ts1DIv2xzjI
Alex and Nick discuss Facebooks acquisition of Packagd, a startup focused on new mobile shopping experiences. They look at what kinds of social commerce we've seen from tech platforms so far and the moves incumbents like QVC and HSN have made in response to this shift in consumer behavior.
Facebook Buys Video Shopping Startup For Marketplace: https://www.pymnts.com/facebook/2019/facebook-buys-video-shopping-startup-for-marketplace/
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=UbX2D-7iYG0
There's roughly a $40 billion differential in value between Uber and Lyft currently. Alex and Nick dig into some ride sharing platform financials and break down why they think Uber is not priced correctly.
This is an excerpt from episode 25 of Winner Take All. Watch the full episode here: https://youtu.be/fJkkVKigVNk
Uber Investor Relations: https://investor.uber.com/home/default.aspx
Lyft Investor Relations: https://investor.lyft.com/investor-relations
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https://www.youtube.com/watch?v=PtYuXn1_jzE