East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world
205 episodes - English - Latest episode: 8 months ago -Welcome to the East Meets Podcast, where we explore the world of technology and innovation across Asia. Join us as we dive into the latest trends, insights and breakthroughs that are shaping tech, content and SaaS from Asia to the rest of the world . From the bustling tech hubs of China and India to the emerging startup scenes in Southeast Asia and beyond. Whether you're a tech enthusiast, a business leader or simply curious, this podcast is for you. So sit back, relax and get ready to discover the exciting world of Asia Tech.
Check us out at https://freshcapital.show/
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Episodes
What is a Platform Business? | Explained in the Simple Sprouts Series
December 29, 2021 20:00 - 6 minutes - 6.09 MBWhat is a platform business? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a platform business How shopping malls are the original platform business The difference between platform businesses offering short and long term relationships How Atlassian and Shopify are platform businesses Listening to us on Spotify? Rate us 5-stars! It...
How does Amazon Deliver for Investors? | Breaking Down Amazon (NASDAQ: AMZN)
December 25, 2021 20:22 - 47 minutes - 44.1 MBIn this episode, Dan and Albert break down Amazon. Amazon is a leading online retailer and one of the highest-grossing e-commerce aggregators, with $386 billion in net sales in 2020. Retail related revenue represented approximately 83% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (12%), and advertising services and cobranded credit cards (6%). International segments constituted 27% of Amazon's non-AWS sales in 2020, led by Germany, the Un...
How does Amazon Deliver for Investors? | Breaking Down Amazon (NASDAQ: AMXN)
December 25, 2021 20:22 - 47 minutes - 44.1 MBIn this episode, Dan and Albert break down Amazon. Amazon is a leading online retailer and one of the highest-grossing e-commerce aggregators, with $386 billion in net sales in 2020. Retail related revenue represented approximately 83% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (12%), and advertising services and cobranded credit cards (6%). International segments constituted 27% of Amazon's non-AWS sales in 2020, led by Germany, the Un...
What is a Managed Fund? | What's Happening to Magellan? | Explained in the Simple Sprouts Series
December 22, 2021 20:00 - 7 minutes - 7.04 MBWhat is a managed fund? And, why is Magellan in the news? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a managed fund How managed funds differ from ETF's How to rate a managed fund Why Magellan is in the headlines for its performance Interested in starting your own podcast? Use our promo code with Zencastr to get yourself started...
Why Sea is Blizzard, Amazon and Square Rolled into One? | Breaking Down Sea Limited (NASDAQ: SE)
December 18, 2021 20:00 - 48 minutes - 45.1 MBIn this episode, Dan and Albert break down Sea Limited. Sea is an internet company that operates through three segments namely Digital entertainment (Garena), E-commerce (Shopee), and Digital financial services (SeaMoney). Geographically, it derives a majority of revenue from Southeast Asia and also has a presence in Latin America. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening ...
Why Sea is Blizzard, Amazon and Square Rolled into One? | Breaking Down Sea Limited (NYSE: SE)
December 18, 2021 20:00 - 48 minutes - 45.1 MBIn this episode, Dan and Albert break down Sea Limited. Sea is an internet company that operates through three segments namely Digital entertainment (Garena), E-commerce (Shopee), and Digital financial services (SeaMoney). Geographically, it derives a majority of revenue from Southeast Asia and also has a presence in Latin America. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening ...
What is Strategy? | Explained in the Simple Sprouts Series
December 15, 2021 20:00 - 6 minutes - 6.35 MBWhat is strategy? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is strategy How consultants determine strategy What is Ikea's strategy What is Lululemon's strategy Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes. Leave us a Review! If you enjoy listenin...
Is Cettire the Next Kogan for Luxury Goods? | Breaking Down Cettire (ASX: CTT)
December 11, 2021 19:54 - 49 minutes - 46 MBIn this episode, Dan and Albert break down Cettire Limited. Cettire is a global online retailer, offering a selection of in demand personal luxury goods via its website, cettire.com. Its catalogue of over 1,700 luxury brands and over 200,000 products of clothing, shoes, bags and accessories is underpinned by a large, diversified network of suppliers who send orders directly from suppliers to purchasers. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read...
What is a Business Model? | Explained in the Simple Sprouts Series
December 08, 2021 20:00 - 7 minutes - 6.76 MBWhat is a business model? And why are business models important? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a business model How business models are different from strategy What is Walmart's business model What are the direct to consumer and razor-razorblade business models What is a growth stock Check out our new Substack...
Does Roku Control the Future of Netflix and Apple TV? | Breaking Down Roku (NASDAQ: ROKU)
December 04, 2021 20:03 - 45 minutes - 42 MBIn this episode, Dan and Albert break down Roku. Roku allows you to watch streaming services like Netflix, Amazon Prime Video and Apple TV on your TV, similar to how apps load onto smartphones. Roku offers both hardware that plugs into TVs and software that comes pre-installed on select TV brands. Roku has more than 55 million active accounts, and has been the leader among all streaming platforms in the U.S. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to...
Why are Growth Stocks Down? | Explained in the Simple Sprouts Series
December 01, 2021 20:00 - 5 minutes - 4.81 MBWhy are growth and tech stocks down? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a growth stock How inflation affects growth stocks How high interest rates affect interest in growth stocks Factors that may indicate changes to inflation and interest rates in the future Check out our new Substack Newsletter! Sent straight to your ...
How is Peloton Disrupting Fitness and Ending Your Gym Memberships? | Breaking Down Peloton (NASDAQ: PTON)
November 27, 2021 20:00 - 44 minutes - 41.2 MBIn this episode, Dan and Albert break down Peloton. Peloton is best known as a digital or connected fitness platform – its main product is an internet-connected stationary bicycles that enable monthly subscribers to participate in instructor-led classes via streaming media. Peloton has 5.9 million members and is using bricks-and-mortar stores to build brand awareness, increase traffic to its website and turn online window shoppers into paying customers. Check out our Substack Newsletter! Se...
What is Hydrogen? | Explained in the Simple Sprouts Series
November 24, 2021 20:00 - 5 minutes - 4.94 MBWhat is hydrogen? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is hydrogen Why hydrogen energy is an important investment trend The three factors driving hydrogen adoption How to invest in hydrogen Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes. Leave...
Fintech, Blockchain and Semiconductors | In Conversation with Kanish Chugh of ETF Securities
November 22, 2021 20:38 - 44 minutes - 41.5 MBIn this episode, Dan and Albert talk with Kanish Chugh, Head of Distribution at ETF Securities Australia. ETF Securities Australia is the independent champion of specialist ETF solutions. They offer a range of cost-effective and innovation-led ETFs to help investors achieve better investment outcomes. We talk about two of their specific ETFs: Fintech & Blockchain: (ASX: FTEC) offers investors exposure to the world’s leading financial technology and blockchain companies. Fintech companies ar...
Is Roblox a Passing Fad? | Breaking Down Roblox | In Conversation with Matt Berry of Platinum Asset Management
November 20, 2021 20:14 - 52 minutes - 48.3 MBIn this episode, Dan and Albert break down Roblox with Matt Berry, an investment analyst at Platinum Asset Management. Roblox is an online gaming platform where you can play games designed by other users and create and share your own games using Roblox's proprietary game-developing tool. Once you sign up, you can play an infinite number of games, build and share creations, and chat with other users. Roblox is more than a game; Roblox is a global platform where millions of people gather toget...
Why Invest in EV's (Electric Vehicles)? | Explained in the Simple Sprouts Series
November 17, 2021 20:00 - 5 minutes - 4.88 MBWhy invest in Electric Vehicles or EVs? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What are electric vehicles Why investors should understand the 'S-Curve' for innovations Where electric vehicles are on the S-Curve How car manufacturers will be electric by 2040 Check out our new Substack Newsletter! Sent straight to your inbox, it's a ...
Why Invest in EVs (Electric Vehicles)? | Explained in the Simple Sprouts Series
November 17, 2021 20:00 - 5 minutes - 4.88 MBWhy invest in Electric Vehicles or EVs? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What are electric vehicles Why investors should understand the 'S-Curve' for innovations Where electric vehicles are on the S-Curve How car manufacturers will be electric by 2040 Check out our new Substack Newsletter! Sent straight to your inbox, it's a ...
End of Year Round-up: Facebook, Tesla, Beyond Meat, Netflix & More | Breaking Down One Year of Fresh Capital
November 13, 2021 20:00 - 38 minutes - 35.7 MBIn this episode, Dan and Albert break down one year of Fresh Capital episodes. Last week we released our 52nd company breakdown, so as a change of pace we're looking back on some of our top episodes an re-examine how our verdicts and analysis is tracking. We also get personal to give the listeners a look at our journey as hosts, and what it means to us to have so many listeners week after week. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our brea...
What is a SPAC? (Special Purpose Acquisition Company) | Explained in the Simple Sprouts Series
November 10, 2021 20:00 - 6 minutes - 5.69 MBWhat is a SPAC or Special Purpose Acquisition Company? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a SPAC The recent trend in SPACs The steps for a SPAC to acquire a company Why companies choose to be acquired by a SPAC rather than IPO Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read o...
Is Allbirds Going to Fly After IPO? | Breaking Down Allbirds (NASDAQ: BIRD)
November 06, 2021 20:45 - 49 minutes - 45.5 MBIn this episode, Dan and Albert break down Allbirds. Allbirds calls itself a global lifestyle brand "that innovates with naturally derived materials to make better footwear and apparel products in a better way." The San Francisco-based and New Zealand-founded company says its footwear has a 30% lower carbon footprint than standard sneakers. Since it was founded in 2015, the company has sold more than 8 million pairs of shoes to over 4 million customers globally. Last year, 89% of sales came ...
What is Facebook Meta? | Explained in the Simple Sprouts Series
November 03, 2021 20:00 - 6 minutes - 5.67 MBWhat is Meta? Why is Facebook now Meta? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: Facebook's announcement to go Meta Why does Meta affect Facebook's business What is the metaverse Is Meta just a corporate re-brand What does Meta mean for the future direction of Facebook Check out our new Substack Newsletter! Sent straight to your inb...
Is Coinbase Worth the Coin? | Breaking Down Coinbase (NASDAQ: COIN)
October 30, 2021 19:58 - 49 minutes - 45.6 MBIn this episode, Dan and Albert break down Coinbase. Coinbase is an online cryptocurrency exchange, allowing buyers and sellers to buy and sell cryptocurrencies online. For more experienced users, Coinbase offers a robust trading platform—called Coinbase Pro—with a full set of features and charts to help you plumb the depths of the crypto market. It also offers a free wallet service that allows users to safely store their cryptocurrencies. Check out our Substack Newsletter! Sent straight to...
What is Expectations Investing? | Explained in the Simple Sprouts Series
October 27, 2021 19:59 - 6 minutes - 6.02 MBWhat is Expectations Investing? Can it explain why Tesla stock is so high? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is expectations investing? The weaknesses to metric driven valuation models (e.g. discounted cash flow) Why Tesla stock is priced so highly Why investors should consider expectations embedded in a company's stock pr...
Is Duolingo the Future of Online Education? | Breaking Down Duolingo (NASDAQ: DUOL)
October 23, 2021 20:00 - 47 minutes - 43.9 MBIn this episode, Dan and Albert break down Duolingo. Duolingo is the leading mobile learning platform globally. Duolingo offers courses in 40 languages to approximately 40 million monthly active users. The company uses a freemium model: the app and the website are accessible without charge, although Duolingo also offers a premium service for a fee. The company also offers the Duolingo English Test, an online, on-demand assessment of English proficiency. Check out our Substack Newsletter! S...
What are Computer Chips? | Explained in the Simple Sprouts Series
October 20, 2021 20:00 - 6 minutes - 5.99 MBWhat are Computer Chips or Semiconductors? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What are computer chips and how they are made Why computer chips get better each year What's causing the global computer chip shortage How computer chip factories work Check out our new Substack Newsletter! Sent straight to your inbox, it's a great w...
What is the Future of Apple? | Breaking Down Apple (NASDAQ: AAPL)
October 16, 2021 20:00 - 51 minutes - 47.4 MBIn this episode, Dan and Albert break down Apple. Apple designs a wide variety of consumer electronic devices, including smartphones (iPhone), tablets (iPad), PCs (Mac), smartwatches (Apple Watch), AirPods, and TV boxes (Apple TV), among others. The iPhone makes up the majority of Apple’s total revenue. Apple's products run internally developed software and semiconductors, and the firm is well known for its integration of hardware, software and services. The company generates roughly 40% of ...
What is Net Promoter Score? | Explained in the Simple Sprouts Series
October 13, 2021 20:00 - 6 minutes - 6.44 MBWhat is NPS or Net Promoter Score? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is Net Promoter Score and how it is calculated Why companies use Net Promoter Score How to use Net Promoter Score to compare similar companies Why Net Promoter Score may be flawed Check out our new Substack Newsletter! Sent straight to your inbox, it's ...
How is Starbucks Rebounding after the Pandemic? | Breaking Down Starbucks (NASDAQ: SBUX)
October 09, 2021 20:00 - 51 minutes - 47.3 MBIn this episode, Dan and Albert break down Starbucks. Starbucks is one of the most widely recognized restaurant brands in the world, operating 33,300 stores across 83 countries as of June 2021. The firm operates in three segments: the Americas, international markets, and through retail channels via channel development. Starbucks primarily generates revenue from company-operated stores, with additional sales coming from royalties, sales of equipment and products to license partners, ready-to-...
What's on an Income Statement? | Explained in the Simple Sprouts Series
October 06, 2021 20:00 - 6 minutes - 5.99 MBWhat is on an Income Statement? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: Where do you find an income statement? What is revenue and how do companies report it (e.g. Spotify and Adore Beauty)? What is costs of goods sold? (e.g. Spotify)? What is gross margin or gross profit? (e.g. Microsoft)? Check out our new Substack Newsletter! Se...
Is Adore Beauty Disrupting Online Retail? | Breaking Down Adore Beauty (ASX: ABY)
October 02, 2021 20:00 - 44 minutes - 40.9 MBIn this episode, Dan and Albert break down Adore Beauty. Adore Beauty Group Limited (ABY) is a pureplay online beauty retailer. The Company is an integrated content, marketing and e-commerce retail platform that partners with beauty and personal care brands to introduce customers to a range of products to suit a variety of needs and preferences. Almost 60% of Australian consumers recognise the Adore Beauty brand, and it now has over 818,000 customers who have made an order in the last 12 mon...
What is a Store of Value? | Explained in the Simple Sprouts Series
September 29, 2021 21:00 - 5 minutes - 5.22 MBWhat is a Store of Value? And, why is Bitcoin or gold a store of value? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a store of value? What are examples of good and bad stores of value? (e.g. food, gold, currency) Why is Bitcoin considered a store of value? Why is it important to know if something is a good or bad store of value? ...
Is Airbnb set to take off after the pandemic? | Breaking Down Airbnb (NASDAQ: ABNB)
September 25, 2021 21:00 - 47 minutes - 43.7 MBIn this episode, Dan and Albert break down Airbnb. Airbnb was born in 2007 when two Hosts welcomed three guests to their San Francisco home, and has since grown to 4 million Hosts who have welcomed more than 1 billion guest arrivals across over 220 countries and regions. Every day, Airbnb offers unique stays and one-of-a-kind activities that make it possible for guests to live anywhere on a global scale. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to rea...
Is Airbnb set to take off after the pandemic? | Breaking Down Airbnb (NYSE: ABNB)
September 25, 2021 21:00 - 47 minutes - 43.7 MBIn this episode, Dan and Albert break down Airbnb. Airbnb was born in 2007 when two Hosts welcomed three guests to their San Francisco home, and has since grown to 4 million Hosts who have welcomed more than 1 billion guest arrivals across over 220 countries and regions. Every day, Airbnb offers unique stays and one-of-a-kind activities that make it possible for guests to live anywhere on a global scale. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to rea...
What is Evergrande? | Explained in the Simple Sprouts Series
September 22, 2021 21:00 - 5 minutes - 5.47 MBWhat is Evergrande? And, why is Evergrande's collapse potentially the next financial crisis? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is Evergrande What subsidiaries and assets are owned by Evergrande Why is Evergrande collapsing What is a global financial contagion How Evergrande will affect the market Check out our new Substa...
Why Cyber Security is Essential and Can Actually Make Your Internet Faster | Breaking Down Cloudflare (NYSE: NET)
September 18, 2021 21:00 - 52 minutes - 48.7 MBIn this episode, Dan and Albert break down Cloudflare. Cloudflare is a Content Delivery Network (CDN) composed of hundreds of data centers located in more than 100 countries. Founded by Matthew Prince in 2009, Cloudflare has grown to handle five to ten percent of the global internet traffic, making Cloudflare one of the largest CDNs in the world. Why should you care? Cloudflare provides protection against malicious web traffic and can increase the speed of data transfer between users. Check...
What is Shorting? | Explained in the Simple Sprouts Series
September 15, 2021 21:00 - 5 minutes - 5.47 MBWhat is Shorting or what is a short? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is shorting The mechanics behind a short investment When and why to make a short investment Why Gamestop was a short squeeze Why shorting is good for the investment market overall Check out our new Substack Newsletter! Sent straight to your inbox, it'...
Alibaba and China's E-Commerce Sector | Breaking Down Alibaba (NYSE: BABA)
September 11, 2021 21:00 - 50 minutes - 46.7 MBIn this episode, Dan and Albert breakdown Alibaba. Founded in 1999 by an English teacher named Jack Ma, China’s Alibaba is the world's largest online and mobile commerce company. It operates China's most-visited online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the podcast, we'd love f...
What is ESG? Environmental, Social and Governance Investments | Explained in the Simple Sprouts Series
September 08, 2021 21:00 - 6 minutes - 5.68 MBWhat is ESG? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is ESG (i.e. why it matters to investors) What factors are considered in assessing a companies environmental impact What factors are considered in assessing a companies social impact What factors are considered in assessing a companies governance processes How the ESG framew...
What's Driving Uber's Unprofitability and How Uber Eats is Perfect for the Pandemic | Breaking Down Uber (NYSE: UBER)
September 04, 2021 21:00 - 50 minutes - 46.9 MBIn this episode, Dan and Albert breakdown Uber. Uber is a platform where those who drive and deliver can connect with riders, eaters, and restaurants. But that's not all! Uber has stakes in several companies around its core business, including Aurora for self-driving cars, Didi, Grab and Yandex for ride-sharing in Asia and Eastern Europe and Lime for e-scooters. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a ...
What is Inflation? | Explained in the Simple Sprouts Series
September 01, 2021 21:00 - 6 minutes - 6.43 MBWhat is Inflation? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is inflation (e.g. how does it affect the price of food and property) Why does inflation occur? (e.g. increase in production costs or increased consumer demand) Why is inflation important to investors? How inflation isn't always a bad thing (i.e. wages also increase over...
How does Nintendo Stay on Top of the Video Game Console Industry? | Breaking Down Nintendo (7974:JP) (OTC: NTDOY)
August 28, 2021 21:00 - 48 minutes - 45.1 MBIn this episode, Dan and Albert breakdown Nintendo. Nintendo develops, manufactures and sells portable and console game machines. It's popular machines include the Gameboy, Wii, and Nintendo Switch. Nintendo not only makes game consoles, but also owns world-renowned IPs such as Super Mario, Pokemon, and Zelda. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the podcast, we'd l...
How does Nintendo Stay on Top of the Video Game Console Industry? | Breaking Down Nintendo (7974:JP) (OTC: NTDOY
August 28, 2021 21:00 - 48 minutes - 45.1 MBIn this episode, Dan and Albert breakdown Nintendo. Nintendo develops, manufactures and sells portable and console game machines. It's popular machines include the Gameboy, Wii, and Nintendo Switch. Nintendo not only makes game consoles, but also owns world-renowned IPs such as Super Mario, Pokemon, and Zelda. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the podcast, we'd l...
What is EBITDA? | Explained in the Simple Sprouts Series
August 25, 2021 21:00 - 6 minutes - 5.68 MBWhat is EBITDA? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is EBITDA (Earnings Before Interest, Tax, Depreciation and Amortisation) How to use EBITDA to measure a companies profitability When it is useful to use EBITDA How EBITDA can be manipulated by companies to cover problems with earnings Check out our new Substack Newsletter!...
Impact Investing and Generating Social & Environmental Benefits | In Conversation with Dana Halevi of Inspire Impact
August 23, 2021 21:00 - 47 minutes - 43.8 MBIn this episode, Dan and Albert talk with Dana Halevi. Dana is an Investment Analyst at Inspire Impact, a profit for purpose organisation that aims to direct capital to assets and companies that positively impact society and/or the environment. Inspire Impact is Liverpool Partners’ impact arm that connects capital with businesses that deliver both a social and financial return. They invest in and advise high-growth purpose-driven businesses, assisting them to generate meaningful return to in...
How is Beyond Meat changing the Food Industry and What We Eat? | Breaking Down Beyond Meat (NASDAQ: BYND)
August 21, 2021 21:00 - 47 minutes - 44.3 MBIn this episode, Dan and Albert breakdown Beyond Meat. Beyond Meat is a provider of plant-based meats, such as burgers, sausage, ground beef, and chicken. Unlike other vegetarian products, Beyond Meat seeks to replicate the look, cook, and taste of meat, is targeted to omnivores and vegetarians alike. The products are widely available across approximately 122,000 retail and foodservice outlets. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our brea...
What are Bonds? | Explained in the Simple Sprouts Series
August 18, 2021 21:00 - 6 minutes - 5.75 MBWhat are dividends? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What are bonds How banks buy and sell bonds The difference between government bonds and corporate bonds What determines the quality or rating of a bond Why bonds are reliable investments Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way t...
How is Lululemon Disrupting Nike and the Athletic Apparel Industry with its Sweat Collective? | Breaking Down Lululemon Athletica Inc (NASDAQ: LULU)
August 14, 2021 21:23 - 42 minutes - 39.4 MBIn this episode, Dan and Albert breakdown Lululemon. Lululemon Athletica is an athletic apparel retailer headquartered in Vancouver, Canada. It was founded in 1998 as a retailer of yoga pants and other yoga wear, and has expanded to sell athletic wear, lifestyle apparel, and accessories. Lululemon sells its products through more than 500 company-owned stores in 17 countries, e-commerce, outlets, and wholesale accounts. Check out our Substack Newsletter! Sent straight to your inbox, it's a g...
What makes a Bad Management Team? | Explained in the Simple Sprouts Series
August 11, 2021 21:00 - 6 minutes - 5.99 MBWhat makes a good or bad management team? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a company's management team (e.g. CEO, CFO, COO, and Board) Common signs of bad management How unreliable forecasts affect trust How good governance affects a company's profitability Why lack of Board oversight affects management Why founders ...
How is Square different from PayPal and Why the Cash App is a Gamechanger? | Breaking Down Square Inc (NYSE: SQ)
August 07, 2021 21:00 - 45 minutes - 42 MBIn this episode, Dan and Albert breakdown Square. Jack Dorsey and Jim McKelvey created Square, Inc. to create a technology capable of aggregating merchant services and mobile payments into a single, easy-to-use service. Square's product line includes Cash App, which allows users to send and receive money for free through a mobile application, and Square Point-of-Sale, a free application that lets merchants process payments via smartphone. In June 2021, Square's Cash App reached 40 million mo...
What are Dividends? | Explained in the Simple Sprouts Series
August 04, 2021 21:00 - 6 minutes - 5.73 MBWhat are dividends? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a dividend What companies you may invest in for a high dividend Why companies pay dividends Why companies don't pay dividends The trade-off between paying dividends and investing in growth as a company (e.g. Amazon) What to look for when investing in dividends Che...