Costco Cracks Down

Costco Cracks Down

Netflix isn’t the only company solving a sharing problem. (00:21) Bill Barker and Ricky Mulvey discuss: - Delta’s investor day and rosy profit guidance. - General Mills hitting a pricing power limit. - How Costco is solving its free rider problem. - AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story. Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play. Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE Host: Ricky Mulvey Guests: Bill Barker, Jason Moser, Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2130)

Friendship Breakup Costs Tesla

Friendship Breakup Costs Tesla

You can’t maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss: - Earnings from CrowdStrike, lululemon, and...

6 Jun 202540min

Nintendo’s Big Release

Nintendo’s Big Release

Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher? (00:21) Jason Moser and Mary Long discuss: - The disconnect ...

5 Jun 202521min

What Bonds, Dollar Stores Say About Economy

What Bonds, Dollar Stores Say About Economy

More investors are fretting about the stability of the U.S. economy, but are there better options out there? (00:14) Asit Sharma and Ricky Mulvey discuss: - Earnings from CrowdStrike, and the stock’...

4 Jun 202524min

The Stock of the Summer

The Stock of the Summer

Which stock will have the best ice cream and beach season? (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Jason’s and Matt’s picks for the stock of the summer. - “News or Noise...

3 Jun 202516min

Right Place, Right Time for Zscaler

Right Place, Right Time for Zscaler

The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? (00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and U...

2 Jun 202524min

The Next Gold Rush: Emerging Markets?

The Next Gold Rush: Emerging Markets?

Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about: The future of Social Security, de-dollarization, and demand for gold. ...

31 Mai 202530min

The Economic Mood Brightens

The Economic Mood Brightens

Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The head...

30 Mai 202541min

Nvidia’s Big Number

Nvidia’s Big Number

$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Mark...

29 Mai 202521min

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