S1E2: Disney & Uber

Send us Fan MailBain told Jenny Rae on day 1 she'd be pushed out if she didn't perform. What they conveniently left out: almost everybody meets the bar.Up or out isn't the brutal filter most people fear. In the early years, it's a deliberate scare tactic. The real pressure comes ...  عرض المزيد

Send us Fan MailKunal ran the numbers. Modern pizza wins on absolute profit and payback period.Then he flagged it: you're projecting nearly 200 pizzas a day for a restaurant that hasn't opened yet. That's the instinct that separates good from great.This is a full McKinsey case in ...  عرض المزيد

Disney shares hit an all-time high after the unveiling of Disney+, a streaming service that’s less expensive than Netflix’s. Uber gets ready for its Wall Street debut. Delta takes off. JetBlue plans for a trip to Europe. And Rite Aid extinguishes its e-cigarette business. Analyst ...  عرض المزيد

This is Jesse Pujji and today we’re breaking down The Walt Disney Company. Disney needs no introduction. We have all interacted with the entertainment empire in some capacity. It was founded 100 years ago as the Disney Brothers Cartoon Studio and over the ensuing century, the bus ...  عرض المزيد

Today, we’re breaking down Uber. Despite a corporate history that spans just over a decade, the ink spilled on Uber could have its own wing in a library. So rather than record with our typical Breakdown format, we decided to host two portfolio managers and familiar guests on the ...  عرض المزيد

Uber stock tumbles after reporting a $5.2 billion loss. Disney announces a Netflix-priced streaming bundle. Kraft Heinz hits a new low. Roku connects. And Chipotle serves up new queso. Analysts Aaron Bush, Ron Gross, and Jim Mueller discuss these stories and weigh in on the lates ...  عرض المزيد