Apple Bites Into Healthcare
The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing. (00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, a...
31 Maalis 202529min
Right Trend, Wrong Stock
Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong? Patr...
29 Maalis 202546min
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Be...
28 Maalis 202540min
The Future of Google Search
The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. (00:21) Jason Moser and Ricky Mulvey discuss: - The 25% tariffs that the Trump administration announ...
27 Maalis 202529min
Chewy Fetches Growth
A discount retailer sheds some branches; a pet supply store picks up a few extra treats. (00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings. Then, (...
26 Maalis 202531min
Looking Back on Berkshire’s Outperformance
Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. (00:21) Jim Gillies and Ricky Mulvey di...
25 Maalis 202528min
How To Tune Out Market Noise
Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23a...
24 Maalis 202531min
“Uncertainty is Winning”
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chie...
22 Maalis 202534min
