Winner Take All
A Podcast by Applico
Roblox IPO ๐ฎ: February Date Direct Listing Confirmed – New $30B Valuation!
Roblox IPO: Roblox has announced that the company will go public via direct listing instead of a traditional IPO. Additionally, the company announced it has raised $520 million in new Series H funding at a valuation of $29.5 billion ($45.00…
Facebook and Google Form Anticompetitive “Jedi Blue” Alliance
A new lawsuit, led by Texas Attorney General Ken Paxton, has exposed an alleged agreement between Google and Facebook in which Facebook would limit competitive actions in the online ad space in exchange for special treatment in Google ad auctions….
Can Platforms Fuel a Resurgence in U.S. Manufacturing? ๐ญ๐จโ๐ญ
Alex discusses what the United States can do to compete with China and bring manufacturing back stateside. He breaks down the increasing number of Amazon products coming direct from Chinese manufacturers to consumers in the U.S.. Moazed highlights some U.S….
Peloton Acquires U.S. Fitness Manufacturer Precor
Peloton has announced that it has entered into an agreement to acquire Precor, one of the largest global commercial fitness equipment providers with a significant U.S. manufacturing presence, in a transaction valued at $420 million. Alex discusses how this deal…
Online Free Speech: Poland Announces Bill to Combat Platform Censorship
Polish Justice Minister Zbigniew Ziobro has announced a new bill aimed at protecting online freedom of speech. Alex discusses the proposed new bill that the Polish government hopes will address censorship from platforms like Twitter and YouTube, and explains why…
Porch SPAC IPO: Lowe’s Dumps 16M Shares – Should $PRCH Be Bankrupt?
Porch, a platform that that connects homeowners with local home improvement contractors, has gone public through a SPAC merger with PropTech Acquisition Corp.. Alex discusses Porch’s poor financials including the CEO’s $240 MM windfall after a fire sale of shares…
Will Chinese Stocks Delist to Avoid Audits From U.S. Regulators?
The new Holding Foreign Companies Accountable Act, signed by President Trump on 12/18, will require foreign companies to submit audits to the U.S. Public Accounting Oversight Board as well as establish that they are not controlled by a foreign government….
Google Threatens IAC Over Chrome Extension “Policy Violations”
Google has announced that they may bring penalties against IAC for using deceptive marketing practices in browser extensions. Alex discusses Google potentially penalizing IAC and explains why he thinks this move by Google could bring unwanted scrutiny to their own…
CCP Regulators: 30% of Alibaba’s Value Wiped Out, How Far Will They Go?
Alex recaps and expands upon the comments he made earlier in the day on Fox Business, detailing why he thinks actions taken by Chinese Communist Party regulators are absurd and childish. After watching an excerpt from his appearance on Mornings…
iBuyer Real Estate: Opendoor SPAC IPO Completed
Opendoor, an iBuyer online real estate company based in San Francisco, has completed their IPO via merger with SPAC Social Capital Hedosophia II and is now trading under the symbol $OPEN on the Nasdaq stock exchange. Alex discusses Opendoor’s business…
Ant Group Break Up๐, Alibaba Monopoly Probe, 2021 Platform Stocks๐ – Fox Business Applico Interview
๏ปฟ Alex joins Mornings with Maria on Fox Business to discuss Jack Maโs tumultuous relations with China and the effects this has had on Alibaba and Ant Group. Alex also gives his outlook on 2021 for big tech and what…
Roblox IPO Postponed! ๐ฎ: $RBLX Stock Not Going Public Until 2021 ๐ฅ
Roblox has announced that the company will postpone plans to become a publicly traded entity until 2021. In a memo, Roblox Chief Executive David Baszucki noted “Based on everything we have learned to date, we feel there is an opportunity…
