Winner Take All
A Podcast by Applico
Tech IPO: Did You Miss This $19 Billion Marketplace’s Initial Public Offering Last Week?
Polish marketplace Allegro jumped 60% after their first day of trading on the Warsaw Stock Exchange, setting a new trading volume record of 4 billion zloty. Alex discusses the marketplace platform becoming the most valuable company on the Warsaw bourse…
Disney 2020 Reorganization: Is It Time to Sell $DIS?
Disney has announced they will be doing a business reorganizing in order to shift the company’s focus towards streaming. Alex discusses Disney’s new reorganized Media and Entertainment group and while he likes the increased focus on streaming, he finds some…
Adrien Nussenbaum | Mirakl Co-Founder and CEO
Mirakl is a French cloud-based eCommerce software company specializing in marketplace platforms. Adrien Nussenbaum, Co-Founder and CEO of Mirakl, joins Alex to discuss marketplaces, the platform future, and Mirakl’s own platform for marketplace sellers, partners, and operators, Mirakl Connect. Originally…
Subcommittee on Antitrust: Takeaways From The New 449 Page Report – October 2020
The House Judiciary Antitrust Subcommittee has released a 400+ page report detailing their findings on big tech antitrust law violations. Alex digs into the report, highlighting the subcommittee’s most impactful findings and going over their handful of policy recommendations. Originally…
Prime Day 2020: Is Amazon Falling Behind in eCommerce?!
Amazon’s Prime Day annual deal event officially kicked off October 13 with many analysts predicting that the tech monopoly will once again set sales records. Alex discusses the yearly record breaking event and discusses some of the areas where he…
Reliance is Making Moves to Take Over Retail + eCom In India
Reliance Retail has made an acquisition of Future Group’s retail businesses in a $3.4 billion deal that will result in Reliance controlling one-third of Indian brink and mortar retail. Alex discusses the deal and outlines what he thinks the next…
Walmart Sells Off U.K. Grocery Chain Asda
Walmart has sold their majority stake in U.K. grocer Asda to a private investment group at an $8.8 billion company value. Alex discusses the grocery landscape in the United Kingdom and explains why he sees this move as confirmation of…
Uber Sells $500 Million Stake in Freight Operation
Uber has agreed to sell a $500 million stake of their freight business to New York investment firm Greenbriar Equity Group in a Series A preferred stock financing. Alex talks about the new deal that values Uber’s freight business at…
Roblox $8 Billion Valuation: The Next Big Platform Opportunity in Gaming?!
Roblox, an online game platform and game creation system that allows users to program games and play games created by other users, is reportedly working with banks to prepare for an early 2021 U.S. stock market listing. Alex breaks down…
$IPOB: iBuyer Opendoor to Merge w/ Chamath Palihapitiya’s SPAC
News has broke that Opendoor will go public by merging with Chamath Palihapitiya’s SPAC Social Capital Hedosophia II in a deal valuing the linear iBuyer at $4.8 billion. Alex discusses the Opendoor deal and SPACs as a whole verses a…
Spotify Founder Commits €1 Billion to European Startups
Spotify founder and CEO Daniel Ek has pledged $1.2 billion to invest in moonshot projects to achieve a “new European dream” and level-up Europe against the US. Alex discusses Ek’s investment into Europe and explains why he thinks this is…
Mark Zuckerebrg Leak: Is Facebook Bad For Democracy?
16 new audio recordings of Mark Zuckerberg have leaked including audio of the tech monopoly CEO navigating the increasing censorship issues the platform has faced. Alex highlights some of the clips he found most interesting and breaks down why he…
