A Denim Moat
Getting into the jeans business is harder than it may seem. (00:13) David Meier and Deidre Woollard discuss: - Chewy’s customer growth problem. - If Chewy is the future of veterinary care. - The pick...
21 Mar 202428min
Split Your Burrito and Your Stock
Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG. (00:13) Tim ...
20 Mar 202429min
Nvidia Sells Chips Like Pancakes
The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement. (00:21) Asit Sharma and Ricky Mulvey discuss: - The advancements in Nvidia’s n...
19 Mar 202429min
Meet The New Kids
Deckers Outdoor and Super Micro Computer enter the S&P 500. (00:21) Jason Moser and Deidre Woollard discuss: - What it means to join the S&P 500. - The brands driving Deckers Outdoor’s growth. - Why ...
18 Mar 202428min
As Luck Would Have It
In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans. Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream f...
17 Mar 202418min
The Power of Place
Younger generations want more experiences and less stuff. That’s a problem for retailers. Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irrepl...
16 Mar 202427min
AI Gives and AI Takes
AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe. (00:21) Andy Cross and Matt Argersinger discuss: - The National Association of Realtors agreeing ...
15 Mar 202439min
Under Armour CEO Walks The Plank
The old CEO is the new CEO at the athletic brand, but can he turn the ship around? (00:21) Jason Hall and Deidre Woollard discuss: - Why Kevin Plank is back in the CEO seat at Under Armour. - What ma...
14 Mar 202431min
