Just found out my neighbor’s business sold for $450M

Synopsis

Sam and Shaan discuss the Muscle Milk story, hero timelines, social agendas, a business pitch from Shaan to Sam, FTX claims bought by Scott Galloway, the value of a too-hard pile, and Bill Ackman's $460M spend. The episode mixes consumer-brand case study, investing anecdotes, and one unspecified business pitch.

Ideas in this episode

• Consumer brand roll-up

  Sam and Shaan riff on the Muscle Milk $450M neighbour story, hero timelines, FTX claims bought by Scott Galloway, the value of a 'too-hard pile', Bill Ackman's $460M spend; consumer-brand case study mixed with investing anecdotes.