E043: Shopify's price increase, Tapestry's earnings, TikTok as a marketing platform & more

00:00 Introduction and Random Conversations 06:00 Review of Tapestry's Earnings 20:16 Discussion on Amer Sports IPO 28:17 Analysis of Shopify's Price Increase 42:16 Exploring TikTok as a Marketing Platform 46:34 Sean's Bearish View on TikTok 48:29 Overspending on Amazon Advertising 53:24 Evaluation of TikTok 57:13 Assessing TikTok's Audience Trust 59:07 Complexity and Uncertainty in Geopolitics 01:04:43 Handling the Unknown in Business 01:05:38 Geopolitical Considerations Summary: In this episode, the Operators discuss various topics including Tapestry's earnings, the Amer Sports IPO, Shopify's price increase, and the effectiveness of TikTok as a marketing platform. They analyze the financial performance and growth potential of Tapestry, a well-run business in the accessories industry. The Operators also share their thoughts on Amer Sports' house of brands and the challenges of being an outdoor brand in a recession. They debate the impact of Shopify's price increase on businesses and the value it provides compared to other platforms. Finally, they discuss the view-through nature of TikTok and its potential as a search engine. The conversation covers topics such as overspending on Amazon advertising, the evaluation of TikTok as an advertising platform, assessing audience trust on TikTok, the complexity and uncertainty in geopolitics, and handling the unknown in business. Operators Exclusive Slack: https://join.slack.com/t/9operators/s... Powered By: Fulfil.io. https://bit.ly/3pAp2vu The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam. https://www.northbeam.io/ Sendlane. https://learn.sendlane.com/operators Visit Our Website: https://www.9operators.com/