Topics & People

An SEC filing required when an investor acquires a significant stake and plans to actively engage with management.

An investment strategy where investors buy significant stakes to enact operational changes.

Predictable, stable revenue generation from consistent customer purchases like pet food.

A financial metric representing operational efficiency and liquidity generation, utilized successfully at Chewy.

An online pet food retailer founded by Ryan Cohen, built to compete with Amazon, and sold for $3.35 billion.

An advertising and e-commerce platform that sponsored the podcast episode.

A mediated agreement aimed at ending conflict, lifting sanctions, and halting Iran's nuclear enrichment.

South Korean telecom company that had access to Anthropic's Mythos model, causing US national security concerns.

A controversial practice involving the mass collection of mail-in ballots.

A California law legalizing the practice of ballot harvesting.

The central bank for the euro area.

A measure of inflation reflecting wholesale goods and raw materials.