The GameStop Guy Has Returned… (And Has A New $210M Bet)
Synopsis
Reaction to Roaring Kitty's $200M GameStop position and Ryan Cohen's activist history, then a pivot into the booming run-club trend and the opportunity in 'suburban Iron Man' endurance events. Side tangents on paternity leave and Run Club culture.
Ideas in this episode
- Endurance / marathon / obstacle events
The run-club discussion points to suburban Iron Man-style events as a trend-driven local opportunity.
- Deal aggregator / marketplaces-for-X
Suburban Iron Man endurance events and a run-club aggregation thesis riding the GameStop-era run-club trend.