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)

S&P 500 Shakes Liberation Day Loss

S&P 500 Shakes Liberation Day Loss

For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressi...

8 Mai 202532min

Uber Hits Gas on Autonomous Vehicles

Uber Hits Gas on Autonomous Vehicles

Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings from Disney and Uber. Then, (15:22), Ricky Mulvey ta...

7 Mai 202531min

Palantir’s Valuation Question

Palantir’s Valuation Question

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business resul...

6 Mai 202527min

Warren Buffett Passes the Torch

Warren Buffett Passes the Torch

After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. (00:21) Jim Gillies and Dylan Lewis discuss: - Warren Buffett’s plan to step down as CEO of Berks...

5 Mai 202527min

Friendshore First, Trade War Second

Friendshore First, Trade War Second

Economic interdependence is unraveling. What comes next? Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School ...

3 Mai 202543min

Taking the Market's Weight

Taking the Market's Weight

The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is...

2 Mai 202541min

The Best Company in Big Tech?

The Best Company in Big Tech?

Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put ...

1 Mai 202529min

Is Starbucks Serving Up Promise or Peril?

Is Starbucks Serving Up Promise or Peril?

Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet. (00:21) Asit Sharma and Mary Long discuss: - What to do with two minutes’ extra time....

30 Apr 202531min

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