The Prof G Pod with Scott Galloway Prof G Markets: Is Target a Leveraged Buyout Candidate? + Comcast Cuts the Cord
26 snips
Nov 25, 2024 The discussion kicks off with the Justice Department's push for a Google Chrome sale and Microstrategy's Bitcoin investments. Target's struggle against Walmart surfaces, highlighting it as a potential leveraged buyout target. Meanwhile, Walmart's success through automation and e-commerce is examined. Comcast's spin-off of its cable networks raises questions about brand valuation and investment in distressed assets. The episode wraps up with insights on future market predictions and investment strategies involving tech giants like Dell and CrowdStrike.
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Focus on Real Work
- When refreshing a brand, focus on customer acquisition and digital platforms.
- Avoid costly logo redesigns that don't improve these areas.
MicroStrategy's Leveraged Bet
MicroStrategy's stock is outperforming Bitcoin due to its leveraged bet on the cryptocurrency. It acts like a levered ETF, amplifying Bitcoin's gains.
Missed Bitcoin Opportunity
Scott Galloway recounts his missed opportunity to invest in Bitcoin despite recognizing Michael Saylor's vision. He prioritized corporate governance over the potential gains.