Macy's
A department store used as an example in the retail markup chain (made for $25, sold to Macy's for $50, sold to customer for $100).
Common Themes
Videos Mentioning Macy's

Tony Fadell — On Building the iPod, iPhone, Nest, and a Life of Curiosity | The Tim Ferriss Show
Tim Ferriss
A department store mentioned as a hypothetical retailer where Tony Fadell's father might have had sales meetings.

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In Podcast
Macy's is cited as an example of traditional commerce companies that would be part of a basket to short against a long Amazon position in a spread trade.

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
All-In Podcast
Used as an example of a company that could have been precisely analyzed but ultimately was an inaccurate investment due to missing the broader trend of e-commerce adoption.

My Billion Dollar Shark Tank Investment: Daymond John
BigDeal by Codie Sanchez
A department store used as an example in the retail markup chain (made for $25, sold to Macy's for $50, sold to customer for $100).

Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
All-In Podcast
Cited as a company that successfully transitioned during the internet revolution.

Bill Ackman: Dealing with Haters, My Largest Trade Ever, and Sounding the Alarm for the Government
The Knowledge Project Podcast
Referenced as an 'old-line department store' that hasn't sufficiently innovated, contributing to the challenges faced by malls.

Michael Malice: Anarchy, Democracy, Libertarianism, Love, and Trolling | Lex Fridman Podcast #128
Lex Fridman
A department store used to contrast the power of a sociopath leading a private company versus a sociopath leading a government.