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, Shopify's price increase, and the effectiveness of TikTok as a marketing platform. They analyze the financial performance and growth potential of Tapestry, a well-run business in the accessories industry. The Operators also share their thoughts on Amer Sports' house of brands and the challenges of being an outdoor brand in a recession. They debate the impact of Shopify's price increase on businesses and the value it provides compared to other platforms. Finally, they discuss the view-through nature of TikTok and its potential as a search engine. The conversation covers topics such as overspending on Amazon advertising, the evaluation of TikTok as an advertising platform, assessing audience trust on TikTok, the complexity and uncertainty in geopolitics, and handling the unknown in business.
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