#131 - The Companies We Would Buy and Fix and A Multi-Million Dollar Rapper Snack Business artwork

#131 - The Companies We Would Buy and Fix and A Multi-Million Dollar Rapper Snack Business

My First Million

November 25, 2020

Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) discuss: - Shaan finds Internet gold in the Twitter replies from followers of Chamath (1:45) - Sam explains why Casper mattress company should be in the midwest instead of Brooklyn (3:35) - Sam thinks one company that is ripe for innovation is Subway...
Speakers: Sam Parr, Shaan Puri
**Sam Parr** (0:00)
All right, everyone, we have a quick ad for HubSpot. Sales super teams aren't built overnight. They require unicorn-level talent, endless training, huge budgets, and lots of luck.
Or you could just use Sales Hub from HubSpot. It's an all-in-one platform built with all the tools for your success. Smarter prospecting, check. Faster revenue, yup. Scales with your team, sure does. But in Sam's speak, I'm gonna put it way simpler. Just go to hubspot.com/sales, and it will make selling easier, faster, and more efficient.
We live, we live.

**Shaan Puri** (0:56)
What's up, Sam? Bray, what did you say Sam looks like? Looks like the male Elizabeth Holmes.
He's got a very, very nice black turtleneck looking thing on.

**Sam Parr** (1:08)
No, it's just a-

**Shaan Puri** (1:09)
It's a collar.

**Sam Parr** (1:10)
I'm just being preppy today.

**Shaan Puri** (1:13)
All right, what up, man? What do you want to talk about?

**Sam Parr** (1:16)
I'm sitting here in my office. You know Jack Butcher from Visualize Value? Yep.
I went to his house in Nashville, and him and my wife and his wife all became buddies, and now he just arrived in Austin. He's gonna be celebrating Thanksgiving with us. He's right in the other room here.

**Shaan Puri** (1:33)
Amazing.

**Sam Parr** (1:34)
So I'm happy he's here.

**Shaan Puri** (1:35)
Love it. Buddies.

**Sam Parr** (1:37)
We became buddies fast. By the way, do you like this new little studio setup?

**Shaan Puri** (1:41)
Yeah, looks very slick.

**Sam Parr** (1:43)
Does it look good?

**Shaan Puri** (1:43)
Every day is getting better, yeah.

**Sam Parr** (1:45)
All right, good.
Let's get into it. You-

**Shaan Puri** (1:48)
By the way, I love how much time you spend improving the visual of your podcast video, given that no one can see it.

**Sam Parr** (1:56)
That's, I didn't really think about that. Does it sound good at least?

**Shaan Puri** (2:03)
It does sound good, yeah.

**Sam Parr** (2:04)
Because I put, like, we put carpet and stuff in here to make it sound good, before it sounded like so echoey. So hopefully it sounds good.
Okay, you want to talk about some of the stuff? Can we talk about the first thing being your, the Chamath, or what's his name? Chamath?

**Shaan Puri** (2:20)
Yeah, let's do it. Yeah, Chamath's tweet.

**Sam Parr** (2:23)
Yeah, go ahead.

**Shaan Puri** (2:24)
So he put out a tweet the other day, and Chamath's probably one of the five to ten people I have Twitter notifications on for. So I get, like, a text message basically whenever they tweet, which is pretty annoying. But it's like, you know, you get all the good stuff. So for some people who are very, putting out high signal and low noise, it's good. So he put out a tweet that said, what's an interesting cash flowing public company that could be supercharged if I could get ahold of it and help revamp its technology and go to market? Basically, what's a public company that's got good cash flows that I could buy and I could use technology to supercharge the growth? And so good question. And then because he's Chamath, he gets a bunch of replies, people doing sort of free homework for him.
You know, they're his free associates. And so I thought this thread was great. And I spent like, you know, 45 minutes in this one thread, just learning different stuff and looking at these different companies.
And, you know, I think somebody could easily spend 12 hours in this thread and learn a whole bunch and publish what you learned and probably get, you know, a job with Chamath if you wanted to. But what did you think of this?

**Sam Parr** (3:30)
Yeah, so I only saw the tweet. I didn't read any of the replies. By the way, on Twitter, do your replies sort by most popular?

**Shaan Puri** (3:37)
Yeah, I think so.

**Sam Parr** (3:39)
Mine don't.

**Shaan Puri** (3:40)
It's not exactly most popular, but it's some algorithm for sure.

**Sam Parr** (3:43)
I don't have that. So I don't really, I didn't sort through the comments.
But how about this? Let's go back and forth and we'll name one and then I'll name one, you name one and we'll go back and forth. And it's OK if yours are stolen. None of mine are stolen. But that also means none of mine are maybe that good.

**Shaan Puri** (3:57)
So all of mine are stolen. But what it means is that I didn't do the homework. So I'm going to know pretty much nothing more than just what they said in the tweet. I'll just read their tweet essentially as my own.

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