Expectations Over Results
The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. (00:55) Jason Moser and Emily Flippen discuss: - How Walmart is th...
22 Nov 202441min
Comcast Spins Out Cable Networks
Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14) Bill Barker and Ricky Mulvey discuss: -...
21 Nov 202430min
Target Misses the Mark
The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus: - The state o...
20 Nov 202428min
Walmart’s Flywheel Keeps Spinning
But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter. - What shoppers want from mac and cheese. - Why nico...
19 Nov 202431min
Netflix: Show Me the Ad Money
Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization mo...
18 Nov 202427min
Charles Duhigg on How Silicon Valley Learned to Lobby
Campaign contributions are just table stakes for companies trying to make legislation in their favor. Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and ...
17 Nov 202429min
Valuation 101
Price matters. But how do you build a case for what the right price is? Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky...
16 Nov 202437min
Subscribers Drive Spotify and Disney
It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. (00:15) Andy Cross and Ma...
15 Nov 202441min
