1. Retail Ecosystem

Prof G Markets: Carvana and Corporate Governance, Hollywood vs. Microsoft, and Oddity’s IPO

This week on Prof G Markets, Scott shares his thoughts on Carvana’s questionable governance in light of its recent debt restructuring. He then explains why Hollywood writers and actors should be picketing outside of Microsoft instead of the studios. Scott also discusses the successful public debut of Oddity, a beauty AI company, and why he tends to hold onto stocks for at least a year, even if they seem like momentum trades.

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