
Is Peloton the Next Chipotle? (No, seriously)
In one announcement Peloton announced layoffs, cut its investment in a new factory, and replaced its CEO. Are these the moves of a company preparing itself to be sold or retooling for the long haul. B...
8 Helmi 202228min

Why We're Not Sweating the Fed's Next Move
Is someone going to buy Peloton? And if so, will it be Apple, Amazon, Nike, or a player to be named later? Jason Moser shares why Nike's track record of success make it the more logical candidate. Als...
7 Helmi 202224min

Diving Into 5G
Greater speeds. More capacity. Jason Moser and Matthew Frankel, CFP, discuss the wide ranging implications of 5G technology, and how investors should think about the rollout. Because it’s not just fas...
6 Helmi 202233min

Investing When You’re Down
Some of your stocks getting stung? Ours too. Tim Beyers and Robert "Bro" Brokamp offer some mindset help and historical perspective on this Saturday classroom. They discuss how you can be opportunisti...
5 Helmi 202232min

“This is why we invest the way we do.”
The last few weeks have been particularly head-spinning for investors. We've seen stocks setting records (both good and bad) as volatility seems like it's becoming the norm. It's sometimes difficult b...
4 Helmi 202239min

2 Companies Testing Investors' Patience
This is one of those times when almost no company is going to get the benefit of the doubt from Wall Street and investors in general. Meta Platforms and Spotify are two timely examples. Meta Platforms...
3 Helmi 202233min

Investing in Great Leadership
Sundar Pichai (Alphabet), Dan Schulman (PayPal), and Kevin Johnson (Starbucks) have been running their respective companies for years, giving investors a track record by which to judge them. While all...
2 Helmi 202229min

Bellwether Stocks, Managing Your Investment Risk, Alphabet Preview
UPS is the largest delivery company in the world. It's also frequently mentioned as a "bellwether stock". Bill Mann analyzes the recent strength in their business, why he thinks it's already priced in...
1 Helmi 202227min





















