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IPH #88: $SPOT Rips After Layoffs; Alaska Air Acquiring Hawaiian Air; $25 Bil Goodwill Impairment???

Dec 10, 2023
Bitcoin losing allure, Hawaiian Airlines acquisition, credit card industry competitiveness, potential airline merger challenges and benefits, Spotify layoffs, discussion on job security, skepticism towards IBM and AWS ads, Salesforce and AWS strategies contrasted, analysis of stock performance
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Episode notes
1
Introduction
00:00 • 2min
2
Bitcoin Losing Allure and Hawaiian Airlines Acquisition
02:29 • 8min
3
Discussion on Credit Card Industry, Mergers, and Potential Acquisition
10:21 • 4min
4
The Potential Merger of Two Airlines
14:00 • 16min
5
Spotify Layoffs and Two Sponsor Ads
30:07 • 2min
6
Layoffs and Job Security
31:43 • 8min
7
Discussion on IBM and AWS Ads, Salesforce Profitability, and AI Cross-sells
39:19 • 1min
8
Salesforce vs AWS: Contrasting Strategies
40:44 • 18min
9
Replacing Assets and Analyzing Stock Performance
58:25 • 9min