This chapter explores the operations of a marine recreation company, focusing on the Freedom Boat Club's subscription model and its global expansion. It also examines the cyclical boating industry, revenue diversification strategies, and advancements in autonomous boating technology.
Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Canada’s tariffs on electric vehicles from China, and what it says about global production and adoption of EVs.
- Tesla’s diversified approach to manufacturing coming in handy as Canada, the U.S., Europe and China all craft trade policies.
- Peloton’s return to growth… kind of. And why we’re not buying the turnaround yet.
(15:15) Mary Long talks with David Foulkes, CEO of Brunswick Corporation, on the company’s subscription boating service and the latest in marine technology.
Companies discussed: BYDDY, TSLA, PTON, BC
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, David Foulkes
Producer: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Austin Morgan
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