What's Your Favorite Chinese Stock?

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Yame: It's just amazing how these chinese companies grow so fast. I would never play in a rigged casino. Like, you don't know what you're up against. The other seven players in the game could be playing from one chipstack. So at seven versus one, like itis a really bad idea. Look at luck and coffee. They were claiming they had twice as manyomyh twice as much coffee being sold. And that thing became one of the fastest growing unicorns thereever....

0:51 Jason intros Zach Coelius & Sam Parr
2:28 Barstool Sports vs. Call Her Daddy
6:49 Penn National Gaming stock soaring, Dave Portnoy winning this controversy
13:17 SoftBank reports $17.7B annual loss, worst figures in 39-year history
17:19 Does SoftBank's involvement typically include a loss of focus for the founder?
21:43 TikTok’s parent co. Bytedance trades at a $140B valuation, poaches Disney’s former Head of Streaming as new CEO of TikTok
25:08 Was Kevin Mayer wrong to take this role? Are TikTok's recommendation algorithms the best in the world?
28:52 How do Chinese companies grow so rapidly?
32:06 Facebook launches Shops, is Zuck trying to kill e-commerce giants? Zach on his experience with Facebook slowly killing his business
40:06 How does Facebook's product organization work?
47:13 Jason on the future of social networks
49:56 Amazon potentially acquiring AMC Theatres, could this be an Amazon Prime upsell?
53:52 Everyone gives their best idea for Amazon's first move after buying AMC
59:59 Zach on his quarantine deal flow