A One-Night Tenant

A One-Night Tenant

Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss: If Airbnb can take a greater share of the hospitality market. Why sports and the Sphere are a winning combination for Las Vegas. How large-group travel provides a safety net for Ryman Hospitality. Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard Guest: Matt Argersinger Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2119)

Big Retail, Big Deals, and 1 Big IPO

Big Retail, Big Deals, and 1 Big IPO

Target and Walmart rise on strong sales growth. Home Depot and Lowe’s slide. Bitcoin tumbles during a volatile week. AT&T’s WarnerMedia merges with Discovery to make a new entertainment juggernaut. Tw...

21 Mai 202139min

Amazon Unbound

Amazon Unbound

Disney+ subscriber growth falls short of Wall Street’s expectations. Marriott International and Airbnb find room for improvement. Roblox pops on strong revenue. DoorDash shares rev 20% on upbeat guida...

14 Mai 202139min

Peloton, PayPal, and Investing in Real Estate

Peloton, PayPal, and Investing in Real Estate

Peloton shares fall and its CEO apologizes for not recalling treadmills sooner. Activision Blizzard, Cloudflare, PayPal, and Square deliver stronger results than their stock movements indicate. Beyond...

7 Mai 202139min

Big Tech, Huge Earnings

Big Tech, Huge Earnings

Alphabet, Amazon, and Apple report record earnings. Microsoft reports its biggest revenue growth in three years. Shopify rises on a strong quarter. Shares of Crocs, Facebook, and Waste Management hit ...

30 Apr 202139min

Netflix Earnings and Oscars Preview

Netflix Earnings and Oscars Preview

Netflix slides on slowing growth. Boston Beer, Chipotle, and Intuitive Surgical serve up big earnings. MarketAxess slips. Johnson & Johnson reports surprising results but continues to deal with vaccin...

23 Apr 202139min

Microsoft’s Big Deal and Coinbase’s Big Debut

Microsoft’s Big Deal and Coinbase’s Big Debut

Microsoft buys Nuance Communications in a $16 billion deal. Coinbase makes an $86 billion Wall Street debut. FDA hits the pause button on Johnson & Johnson’s COVID-19 vaccine. Katrina Lake steps down ...

16 Apr 202139min

Are You $avvy?

Are You $avvy?

The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon ga...

9 Apr 202139min

Spring Cleaning for Investors

Spring Cleaning for Investors

Do you have stocks that need to be cleaned out of your portfolio? What about trimming the gains of your high-fliers? Does any stock in your portfolio spark joy in a way that would make Marie Kondo pro...

2 Apr 202139min

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