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
Jobs, Rate Hike, Stocks on Sale
Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss: - Pitfalls and potential for st...
6 Touko 202239min
Nasdaq Pain Continues
The Nasdaq fell 5%, continuing a rough year for investors. (0:20) Andy Cross discusses: - The short-term pain being felt by all investors, including us - Shopify's 1st-quarter results looking similar ...
5 Touko 202231min
