Episode Mentions
InvestTalk · May 6, 2026
How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio
“Cosmetic company with strong historical growth (10x earnings since 2019) but declining earnings expectations for 2025-2026; relative strength at 7% with deteriorating chart”
Masters of Scale · Feb 26, 2026
Hailey Bieber, AI and fast launches: how e.l.f. Beauty is winning
“Main subject; publicly traded beauty company with 28 consecutive quarters of sales/market share gains, known for affordable products and diversity initiatives”
TBPN · Feb 5, 2026
Sam Altman on Codex 5.3 Launch, Anthropic's Sholto Douglas, Alphabet Beats Q4 Estimates | Sam Altman, Sholto Douglas, Daniel Barcelo, Mandy Fields, Ivan Burazin, Scott Rogowsky
“Reported 38% net sales growth, planning Super Bowl advertising, acquired Rhode skincare brand”
We Fixed It. You're Welcome. · Dec 30, 2025
REPLAY: American Eagle: Jeans, Genes, and Controversy
“Referenced as brand with strong inclusive mission and consistent year-over-year growth; CMO Corey cited as example”
We Fixed It. You're Welcome. · Aug 5, 2025
American Eagle: Jeans, Genes, and Controversy
“Success example: CMO Corey maintains inclusive mission ('every eyelid and face'), driving consistent year-over-year growth through authentic values alignment”