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The Synopsis
Interview. Dollar Tree, Dating Apps, & Dynamics of Video Streaming Competition with The Science of Hitting Research
Jan 14, 2025
Alex Morris, founder of The Science of Hitting Research, delves into the fascinating dynamics of companies like Dollar Tree and Netflix. He discusses the shifting consumer preferences impacting retail and the competitive landscape of streaming services. Morris contrasts Netflix's strategies against those of Disney and reflects on investment philosophies, emphasizing the need for adaptability. He also sheds light on the dating app industry and Airbnb's future directions, while sharing valuable lessons from his own investment experiences with Spotify.
01:42:17
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Quick takeaways
- Dollar Tree faces competitive challenges due to changing consumer behaviors and inflation, impacting its value proposition and operational strategy.
- Netflix's ability to develop proprietary content and adapt to competition highlights the importance of strategic agility in the streaming industry.
Deep dives
The Launch and Evolution of TSOH Investment Research
TSOH Investment Research was launched by the speaker in early 2021, following a decade of experience as an equities analyst. Initially, the project began as a way to establish a network and share insights on investment strategies through written content. Over time, it developed into a platform that provides portfolio transparency, showcasing all investment decisions made by the founder. The service highlights a commitment to learning and sharing investment philosophies while fostering community engagement through open discourse.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode