Disney’s Lost Decade and Next Act
The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals. (31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo. Stocks discussed: DIS, NFLX, ABNB, UBER Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Syys 202339min
Expectations Investing Part 1
How can you use a company’s stock price to give you a window into the future? (00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies. (18:20) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies. Companies discussed: PATH, AI, ASAN, NVDA Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Syys 202332min
Airbnb Leaves NYC, Joins S&P 500
New York City cracked down on short-term rentals, but is it a big deal for Airbnb? (00:21) Ricky Mulvey and Jason Moser discuss: - How restrictions on short-term rentals could impact Airbnb’s growth story. - Why investors are sour about AMC’s new share issuance. - One company managing its share count well. Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”. Companies discussed: ABNB, EXPE, AMC, LOW Hosts: Ricky Mulvey, Deidre Woollard Guests: Jason Moser, Oliver Franklin-Wallis Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Syys 202327min
Cable Takes on The Mouse
If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney. (00:21) Ricky Mulvey and Jim Gillies discuss: - Charter Communications’ problem with the streaming economy. - DoorDash’s battle with restaurants over pricing. - Why investors may want to look at Canadian banks. Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates. Companies discussed: CHRT, DIS, DASH Host: Ricky Mulvey Guests: Jim Gillies, Deidre Woollard, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Syys 202330min
Stadium Sponsors – Buy or Sell?
NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums? (00:41) Ricky Mulvey and Dylan Lewis discuss: - Why stadium sponsors generally don’t outperform their peers or the market. - When major sponsorships do and don’t make sense as part of a marketing budget. - Monster Energy’s brilliance in focusing on extreme sports. Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL Host: Dylan Lewis Guests: Ricky Mulvey Engineers: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Syys 202323min
A Homebuyer's Dilemma Might Be A Homebuilder's Delight
Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it. - Why homebuilders are in a good position right now. - If renting will become permanent for more Americans and which companies might benefit. Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Syys 202326min
Different Customers, Different Retail Results
The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. (00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too. (19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan (30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara. Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Syys 202339min
Salesforce Rights The Ship
It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off. (00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth. (21:12) Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth. Companies discussed: CRM, CRWD, MSFT, ZS, TDUP Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
31 Elo 202332min
