Capital Allocation: The Superpower of (Some) Public Companies
After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company d...
14 Touko 202228min
The Hidden Upside for Stock Investors
"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss: - Historic numbers to put the current market into perspective - D...
13 Touko 202239min
Future Consolidation in Gaming
If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses: - Sonos being "underrated" as a business - Revenue growth being Sonos' key metric to watch - ...
12 Touko 202225min
Metaverse, Streaming Ads, and The Biz of Freelancing
Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses: - Roblox shares rising despite (on the surface) a disappointing Q1 report - Developer exchang...
11 Touko 202228min
Economic Indicators: China, Men's Underwear Index
Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses: - Why he believes that "poor uses of capital have not been punished" - Anchoring to 52-week hi...
10 Touko 202229min
Uber's "Seismic Shift" and Farming's Future
More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses: - Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege - Meta Pl...
9 Touko 202228min
Metaverse: Unlimited Potential, Very Real Constraints
The future of the metaverse is murky, even if its present technical challenges are clear. But there may be a few trillion reasons why investors should keep their eyes on this new frontier. Venture cap...
8 Touko 202224min
Diving Into Hospitality
Ready for a vacation? You’re not the only one! Deidre Woollard talks with Matt Argersinger, lead investor for Millionacres, about the state of hospitality, and the companies and REITs that stand to be...
7 Touko 202226min
