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Coinbase's mutable messaging, Revitalizing Peloton and High-growth companies poised for a comeback | E1391
First, we cover Coinbase CEO Brian Armstrong potentially taking credit for an idea generated by a creative firm (2:09). Then, we cover Peloton’s new CEO Barry McCarthy's vision for a revitalized Peloton (15:29). To wrap, we break down a dozen growth stocks that are down over 60% off their 52-week highs. We forecast two winners, one with the highest upside and one with the lowest downside (27:53).
(0:00) Jason and Molly tee up today’s topics: Coinbase CEO gets called out by ad agency, Peloton’s new CEO hints at a platform play, drafting beat up tech stocks, and Molly’s Startup of the Day!
(2:03) Coinbase CEO Brian Armstrong gets called out for not crediting an ad agency in his Twitter thread
(14:20) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(15:290 Peloton CEO Barry McCarthy hints at creating an open platform for fitness creators
(26:30) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(27:53) Tech stock pullback draft: $HOOD, $TWLO, $ZM, $SQ
(39:25) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(40:29) Tech stock pullback draft cont’d: $OPEN, $ROKU, $CRSP, $RBLX, final selections
(59:34) Molly reflects on her week and gives a climate-focused Startup of the Day!
(1:18:31) Jason takes a few questions from the noti gang
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
The Brian Armstrong Thread: https://twitter.com/brian_armstrong/status/1495635907801923584?s=20&t=iFNMbAcau5ZV2FH-ZtavHg
NYT with Barry McCarthy: https://www.nytimes.com/2022/02/19/business/dealbook/barry-mccarthy-interview-peloton.html
View all episodes
By Jason Calacanis
4.2
12441,244 ratings
First, we cover Coinbase CEO Brian Armstrong potentially taking credit for an idea generated by a creative firm (2:09). Then, we cover Peloton’s new CEO Barry McCarthy's vision for a revitalized Peloton (15:29). To wrap, we break down a dozen growth stocks that are down over 60% off their 52-week highs. We forecast two winners, one with the highest upside and one with the lowest downside (27:53).
(0:00) Jason and Molly tee up today’s topics: Coinbase CEO gets called out by ad agency, Peloton’s new CEO hints at a platform play, drafting beat up tech stocks, and Molly’s Startup of the Day!
(2:03) Coinbase CEO Brian Armstrong gets called out for not crediting an ad agency in his Twitter thread
(14:20) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(15:290 Peloton CEO Barry McCarthy hints at creating an open platform for fitness creators
(26:30) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(27:53) Tech stock pullback draft: $HOOD, $TWLO, $ZM, $SQ
(39:25) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(40:29) Tech stock pullback draft cont’d: $OPEN, $ROKU, $CRSP, $RBLX, final selections
(59:34) Molly reflects on her week and gives a climate-focused Startup of the Day!
(1:18:31) Jason takes a few questions from the noti gang
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
The Brian Armstrong Thread: https://twitter.com/brian_armstrong/status/1495635907801923584?s=20&t=iFNMbAcau5ZV2FH-ZtavHg
NYT with Barry McCarthy: https://www.nytimes.com/2022/02/19/business/dealbook/barry-mccarthy-interview-peloton.html
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