U.S.
also referred to as: the u.s.
30 statements across 29 episodes · 12 bullish · 2 bearish · 20 people on the record · first statement Feb 13, 2017 by John Zimmer · across every show →
Everything said about U.S., oldest first
Feb 13, 2017
Jul 17, 2017
Oct 30, 2017 positive
Dec 28, 2017 positive
Jun 25, 2018
Nov 12, 2018 bullish
May 13, 2019 positive
Pairing domestic and offshore manufacturing gave Belkin an early competitive advantage
“We were still doing the bulk of the manufacturing in the U.S., and that gave us very rapid turnaround, but now we could also do high volume things at as low a cost as anyone else was doing anywhere. So, because we were a little bit early there, it was an advan…”
Jun 17, 2019 neutral
China lacked domestic home fragrance and chemical compounding facilities in the 1990s
“I was frustrated because at that time, China did not have a home fragrance industry. To produce that kind of oil, you need a chemical compounding facility, and they were not used to that. They used to sell their cinnamons and their jasms overseas. The French a…”
Aug 19, 2019 positive
May 25, 2020
Mar 15, 2021 positive
Jul 5, 2021 positive
Jul 5, 2021 neutral
Jul 22, 2021 bullish
Chen predicts corporate governance will become the primary differentiator for companies
“I mean, at the organizational governance level, the corporate governance level, I think that's a big thing that people are going to start paying more and more attention to. We've been running so much on this kind of totally profit-centric system in the U.S., a…”
Jan 24, 2022
Aug 11, 2022 bullish
Oct 6, 2022 neutral
Nov 14, 2022 neutral
Dec 8, 2022 negative
Mar 16, 2023
May 15, 2023 positive
Jul 6, 2023
Oct 23, 2023
Jan 22, 2024 negative
Cessario: Liquid Death Transatlantic Shipping Costs Surged From $3,500 to $12,000
“Literally over the course of two months, ocean freight costs went up like five X or something insane. And all of a sudden we started getting killed on ocean freight costs in the back half of 2021 where, you know, we might have been spending You know, 3500 doll…”
Mar 11, 2024
Nov 17, 2025 positive
Feb 5, 2026 positive
May 18, 2026 neutral
Huang is less concerned than most about a hot conflict over Taiwan
“If you ask me, am I concerned about a hot conflict? I'm less concerned than most. But depending on the actions of the leaders, We may cause the hot conflict, and so I am of the opinion that we all must be more long-term minded if we can. We ought to have a mor…”
Jun 29, 2026
e.l.f. shipped 192,000 direct-to-consumer orders from China to fulfill 2006 spike
“And it took about six to eight weeks, and I, we shipped a 192,000 orders from China, direct to customers in the U.S., and then that really, you know, that year we were projected to do two million dollars for the year.”