CVS Gets an Activist Check-Up

CVS Gets an Activist Check-Up

Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track? (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion. - How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax. (15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app. Companies discussed: CVS, KBH, KMX Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Jason Moser Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2112)

Your 2025 Stock Market Preview

Your 2025 Stock Market Preview

New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.   (00:33) Ron Gross and Asit Sharma discuss: - The ...

27 Des 202439min

The Other Business Stories Catching our Attention

The Other Business Stories Catching our Attention

See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught their attention over 2024. They discuss: - The ris...

24 Des 202429min

Everyday Low Prices > Treasure Hunting

Everyday Low Prices > Treasure Hunting

If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why luxury department stores are struggling. - Disney spen...

23 Des 202426min

Best-of Interview: Tom Vice, CEO of Sierra Space

Best-of Interview: Tom Vice, CEO of Sierra Space

Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats. Ricky Mulv...

22 Des 202430min

Space Internet Comes to Earth

Space Internet Comes to Earth

For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it take to close that final 5% gap? Scott Wisniewski is the President ...

21 Des 202432min

AI & You, AI & Reddit

AI & You, AI & Reddit

For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can put the technology to use, and how companies are ...

20 Des 202440min

The Market Takes a Breather

The Market Takes a Breather

The S&P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are sour about the recent Fed meeting, and what long-t...

19 Des 202427min

Nissan = Cars with Baggage

Nissan = Cars with Baggage

Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about Nissan’s business. - How retailers are leaning into the...

18 Des 202428min

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