Intangible Greatness

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ...  Show more

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ...  Show more

Is kindness (and a little math) all it takes to save a company? James Rhee, professor of entrepreneurship, author, and impact investor, believes the answer is yes. This week he joins Anne and Frances to share lessons from his remarkable turnaround of Ashley Stewart — a retail com ...  Show more

James Rhee: Red Helicopter James Rhee is a former high school teacher and Harvard Law School graduate who became a private equity investor and unexpectedly an acclaimed CEO. He bridges math with emotions by marrying capital with purpose, while composing systems that bridge people ...  Show more

You went to Harvard undergrad, you went to Harvard Law, you became a hot-shot Private Equity guy. So your next move is obviously…? If you’re James Rhee, you walk away from all of it and discover what really makes a business grow: the intangibles. What started out as a six month p ...  Show more

Kindness can go a long way when it comes to reshaping a business. Having saved a fashion company from the brink of bankruptcy, entrepreneur James Rhee shares the value of investing in a culture of compassion at work -- and shows why we should all lead with our hearts. Hosted on A ...  Show more