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Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
2025/3/10
Prof G Markets
S
Scott
通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。
Scott: 我认为迪士尼的裁员是资本主义的必然结果，公司需要整合资源，削减成本以应对线性电视广告收入的下降。迪士尼的IP和独特的家庭定位使其能够在竞争中生存。沃尔格林被私募股权公司收购也符合市场规律，但其管理不善导致现代化失败，尤其是在药房业务上。私募股权公司收购的公司破产率较高，但他们也能够提高效率和创造紧迫感。安大略省取消与Starlink的合同是正确的决定，未来会有更多类似的举动。
我认为，媒体行业正在发生剧烈变化，传统的线性电视模式正在衰落，公司需要适应新的环境。迪士尼的裁员虽然令人惋惜，但却是公司生存的必要措施。沃尔格林的私有化也反映了市场对公司经营状况的判断。安大略省的决定则显示出政府对国家利益的重视。
Ed: 我同意Scott的观点，迪士尼的裁员是无奈之举，公司需要控制成本以应对市场变化。沃尔格林的私有化也反映了其经营状况的困境。安大略省取消Starlink合同的举动，显示出政府在面对经济压力时的果断决策。
我认为，这些事件都反映了当前市场环境的复杂性和挑战性。公司需要不断适应变化，政府也需要采取相应的措施来维护国家利益。同时，我们也应该关注这些事件对员工和消费者带来的影响。
Deep Dive
The hosts discuss the arrest of Aspiration's co-founder for fraud, reflecting on their earlier skepticism about the company. They delve into the company's misleading practices and the broader implications of such financial frauds.
- Aspiration's co-founder was arrested for allegedly defrauding investors of $145 million.
- The company falsely marketed itself as a climate change solution while charging high fees.
- Aspiration attempted to go public via SPAC with a $2.3 billion valuation but failed.
- The company invested in non-ESG friendly businesses despite its claims.
- The term EBITDAM used by Aspiration was misleadingly promoting profitability.
Shownotes Transcript