Episode 21: Sweetgreen (SG), Mixed Greens

Dec 14

Written By Brian O'Neill

Pocket Casts (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Castro (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Goodpods (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Metacast (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

$15 salads, a 90% drawdown, and a very confused stock market. We explore Sweetgreen as a potential turnaround—what’s broken, what might work, and why demand alone doesn’t save a business. Sometimes the hardest investments aren’t the complex ones—they’re the obvious ones.

Get Email Updates

Brian O'Neill

Episode 21: Sweetgreen (SG), Mixed Greens

Episode 22: R2 - Rivian Reset?

Episode 20: IonQ Update, November 2025