The Best One Yet 👛 “The ROI on the IRS” — America’s 12x tax return. Alani Nu’s $2B hot girl drink. Alibaba’s new religion.
Feb 24, 2025
The $1.8 billion acquisition of Alani Nu sparks a lively discussion on valuing brands in the booming energy drink market. Meanwhile, Alibaba embraces AI as its 'new religion,' resulting in a stock surge. The return on investment from IRS contributions is surprisingly high—$12 for every $1 spent! In a quirky twist, Birkenstock argues its sandals should be considered art. The hosts balance these serious topics with humor and personal stories, making for an engaging and relatable conversation.
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Birkenstock as Art
- Birkenstock legally filed for its sandal to be classified as art to stop knockoffs.
- A German judge disagreed, but the hosts argue the sandal's components are artistic.
Women's Energy Drink Market
- Energy drinks are outpacing other beverages, with men currently being the primary consumers.
- Alani Nu's success with women demonstrates the potential of marketing energy drinks specifically to a female audience.
Acquisition Pricing
- Wall Street uses multiples to determine acquisition prices.
- Alani Nu's $1.8 billion price tag was likely determined by multiplying its $600 million sales by three, a common multiple in the food and beverage industry.