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Rachel Warren

šŸ‘¤ Speaker
See mentions of this person in podcasts
1419 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

Yes, there's this presence of Kelsey, but they also, the hedge funds brought in experienced executives from consumer and tech industries to advise on improving marketing, the guest experience technology.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

This is very needed by Six Flags right now.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

They are reporting steep net losses.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

They have over $5 billion in debt.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

A lot of that's tied to the Cedar Fair merger.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

They had a roughly 9% drop in attendance in the second quarter.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

And their CEO that had come in from Cedar Fair as part of the merger, he announced he's stepping down by the end of 2025.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

So there's a real role here for Janna Partners to play.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

And I think that's one of the key takeaways.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

I think it's too soon to tell.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

As a Mac user myself, I'm very curious to try this one out.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

I haven't had a chance yet.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

I do think that there is an element of open AI is trying all sorts of different things to see what sticks.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

But I also think that they are very strategically trying to build out their ecosystem.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

And I think one of the biggest things that I'm curious about right now is what would the business model be, right, for this browser?

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

I mean, there's kind of this idea that there could be a bit of a hybrid approach where they could make some money from some

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

subscriptions, from sort of a new type of advertising network.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

So the browser allows- We talked about payments a couple of weeks ago, too.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

I think so.

Motley Fool Hidden Gems Investing
Travis Kelce’s Six Flags Activist Role & the Rise of Celebrity Investors

Well, and you think about how the browser allows OpenAI to embed their AI right into the user's web experience.