Companies We’re Watching: Affirm, Patagonia, ...

Revisit some of Felix and Mihir’s recommendations. Hosted on Acast. See acast.com/privacy for more information. 

Revisit Felix and Mihir’s discussion about TikTok bans and why sports have become so valuable. Hosted on Acast. See acast.com/privacy for more information. 

Premium analyst Joey Solitro comes on the show to give listeners three software companies he owns and is very excited about -- Yext, Elastic, and PagerDuty. We break down the space each company operates in, the big numbers that have us excited about each, and some things to keep ...  Show more

Episode 497: Shaan Puri ( https://twitter.com/ShaanVP) and Sam Parr ( https://twitter.com/theSamParr) share 4 businesses that are crushing it — from airport security to Etsy store-owner’s favorite machine to well-branded women’s products. Plus, Shaan shares a dating app idea that‘s ...  Show more

Our thoughts on audio only voice app Clubhouse, Elon Musk's ability to sway markets, and Super Bowl 2021 commercials. Also check out our Podcast YouTube channel here: https://youtu.be/a1UVrUnrf5k Learn more about your ad choices. Visit megaphone.fm/adchoices 

We've got quarterly updates from companies we've talked about plenty on the show -- Squarespace, Wix, and The Trade Desk.In the show, we explore the stellar results from each business, and why they didn't seem to matter to the market. Stocks: TTD, SQSP, WIX Check out more of our ...  Show more