Why WMT's Instacart Partnership is Huge! ? - Walmart eCommerce | Winner Take All
Walmart has announced a new partnership with grocery delivery platform Instacart that will bring same-day delivery to four test markets. Alex discusses the new partnership and explains how Instacart could be a great acquisition target for Walmart.
This is an excerpt from episode 107 of Winner Take All. Watch the full episode here: https://youtu.be/pD_oOOcM_mQ
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF. ... https://www.youtube.com/watch?v=cxOQohB7n40
Reports have come out that the U.S. Justice Department plans to file an antitrust case against Google by the end of September, despite lawyers on the case insisting the deadline does not give them enough time to build a case. Alex discusses the continued failings of the U.S. when it comes to regulating big tech and explains why he doesn't have much hope for this antitrust case against Alphabet Inc.
Justice Dept. Plans to File Antitrust Charges Against Google in Coming Weeks: https://www.nytimes.com/2020/09/03/us/politics/google-antitrust-justice-department.html
This is an excerpt from episode 114 of Winner Take All. Watch the full episode here: https://youtu.be/Ke8lJZGZgsc
Originally Aired: 09/04/20
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=kELjbWpVGr0
Alex looks at an article from The Information detailing an aggressive decline in venture capital funds raised for investment into China. Both U.S. based firms specializing in foreign investment and domestic entities deploying Chinese yuan into early stage startups in China have seen an over 60% drop in capital raised. Moazed goes on to explain why he thinks this decline is occurring and why this could be a boost for the U.S. early stage investing landscape.
This is an excerpt from episode 190 of Winner Take All. Watch the full episode here: https://youtu.be/HGo_FynLOyg
China’s Venture Investors See 65% Drop in Fundraising: https://www.theinformation.com/articles/chinas-venture-investors-see-65-drop-in-fundraising-for-startups?rc=gt7xxj
Originally Aired: 11/30/21
#VentureCapital #China #Startups
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=kj7alNfom8Q
Marketplace Pulse has released data recapping the first year of Target's marketplace initiative Target Plus™ and the numbers are not promising for the retail giant's platform future. Alex explains what Target is getting wrong and looks at how Walmart's marketplace has astronomical numbers by comparison.
Target Marketplace One Year Later: https://www.marketplacepulse.com/articles/target-marketplace-one-year-later
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=MPl99plVqmI
The Federal Reserve has broken our American economy and I sit down with Chris Leonard to discuss his new book that details how our monetary system ended up here teetering on ruin. Chris is a New York Times best selling author and his new book The Lords of Easy Money: How the Federal Reserve Broke the American Economy is a "fascinating and propulsive story about the Federal Reserve" and how quantitative easing and political posturing have put America's monetary system in peril.
I talked to Chris about how the United States Federal Reserve has printed an astronomical amount of money under FED Chairs Ben S. Bernanke, Janet Yellen, and Jerome Powell. We dig into why the Federal Reserve was originally created and how the institution has changed over the years to become, as meme lords would put it, the folks who make the "money printer go brrr". Chris offers his insights into why a crash is all but imminent for the American economy and what role inflation plays in accelerating this in 2022.
See more ? of our interviews with founders, economists, scholars, and business mavens on this playlist: https://www.youtube.com/playlist?list=PL_K104J9GHJaQENCpllXso5Rf-t-Uc_x5
00:00 - Subscribe and Fight Big Tech
00:39 - How has the FEDs money printing recently been unprecedented?
03:19 - How the FED has jumped the shark from its original thesis
06:56 - Becoming a lender of last resort to everyone
09:32 - How the FED does quantitative easing
16:14 - Purchasing corporate junk debt
19:20 - The Federal Reserve is now a backstop for the Federal Deficit? How does that work?!
24:37 - Is it even possible to avoid a crash now?
30:32 - The FEDs failed attempts to normalize the economy
32:33 - Have Americans lost confidence in the FED?
37:27 - Has the FED lied and set us up for ruin with its short term actions?
46:19 - When will the U.S. economy crash happen?
48:24 - What should Americans do with their money?
50:16 - Is China's manipulation of its monetary system worse than the U.S.?
53:56 - Closing remarks
#FederalReserve #Inflation2022 #MoneyPrinting
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=w5XUvjnd3EY
A new U.S. government executive order has barred investment in 31 companies identified by the Department of Defense as “Communist Chinese military companies”. The ban, taking effect January 11, 2021, aims to curb American investment aid in China’s military. Alex discusses large market index providers, including S&P Dow Jones and MSCI, removing these stocks from global investable market indexes and breaks down why he thinks the U.S. is making this move.
Originally Aired: 12/12/20
#StockMarket #Defense #CCP
DOD Releases List of Additional Companies, in Accordance with Section 1237 of FY99 NDAA: https://www.defense.gov/Newsroom/Releases/Release/Article/2328894/dod-releases-list-of-additional-companies-in-accordance-with-section-1237-of-fy/
—
? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=T9oNMaGXd4M
The increasingly crowded video streaming service provider space is about to enter a new chapter as the COVID pandemic (hopefully!) winds down. Alex, bearish on Netflix's overall business model, gives an update on how the "steaming wars" have progressed and whether or not new entrants like Disney Plus, HBO Max, and Apple TV+ have been able to capture market share from Netflix.
This is an excerpt from episode 166 of Winner Take All. Watch the full episode here: https://youtu.be/GmGYJ7af-Pc
Originally Aired: 07/10/21
#StreamingWars #Neflix #DisneyPlus
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=W5r7w5MMwOw
The show opens with a look at LIV, a new professional golf tour funded by the sovereign wealth fund of Saudi Arabia. LIV has quickly become a challenger to the PGA via a marquee strategy. I do some analysis on how sports leagues can be considered platforms and what strategies are being employed in this new battle for the top spot. Next, a look at how members of congress trade stocks and a bill that may put a stop to lucrative trading on insider information. We close out with a look at some updated analysis on Amazon's efforts in B2B markets.
#AmazonB2B #StockTrading #Podcast
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=e4Z9JsNFCvE
Walmart has revealed a 97% increase in U.S. eCommerce sales as part of their FY 2021 Q2 earnings report. Alex details Walmart's investment in eCom and digital grocery while pondering what percent of overall revenue eCommerce might be for the retail giant.
This is an excerpt from episode 108 of Winner Take All. Watch the full episode here: https://youtu.be/osaQRoDYe_E
Originally Aired: 08/18/20
Walmart second-quarter results crush estimates, as e-commerce sales jump 97%: https://www.cnbc.com/2020/08/18/walmart-wmt-q2-2021-earnings.html
—
? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=XvezPValjB8
Expedia and Trip Advisor both cited a decrease in Google search results rankings as a reason for their gloomy earnings reports. Alex talks about how Google is unfairly tweaking their search algorithm to favor their own products and forcing competitors to spend massively on ads.
This is an excerpt from episode 45 of Winner Take All. Watch the full episode here: https://youtu.be/adiLIoB6yFM
Expedia, TripAdvisor fall more than 20% after blaming poor earnings on decrease in Google search results: https://www.cnbc.com/2019/11/07/expedia-and-tripadvisor-stocks-tank-after-poor-third-quarter-earnings.html
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https://www.youtube.com/watch?v=T9wGsVkB3nw