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OPERATORS

E043: Shopify's price increase, Tapestry's earnings, TikTok as a marketing platform & more

Feb 14, 2024
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, share their thoughts on Amer Sports' brands, debate the impact of Shopify's price increase, and explore the view-through nature of TikTok. The conversation also covers overspending on Amazon advertising, evaluating TikTok as an advertising platform, assessing audience trust on TikTok, the complexity of geopolitics, and handling the unknown in business.
01:06:44

Podcast summary created with Snipd AI

Quick takeaways

  • TikTok should be seen as a view-through platform with a unique user experience for advertisers to consider
  • TikTok may overcharge for ad space and potentially inflate user numbers with deleted bot accounts, affecting advertising effectiveness and value

Deep dives

TickTock as a View-Through Platform

TickTock is seen as a view-through platform rather than a direct competitor to other social media platforms. It has a different user experience, and advertisers should consider this when determining their investment in the platform.

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