We Can Fix You, Southwest
Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. (00:21) Asit Sharma and Dylan Lewis discuss: - Why Elliot Management is looking to shakeup lea...
10 Jun 202431min
Ozempic’s Unknowns
Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”? Johann Hari is the author of the book, “Magic Pill: The Extra...
9 Jun 202436min
Is Multifamily Overbuilt?
Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT i...
8 Jun 202420min
Cybersecurity Soars, Cyclical Stocks Cycle
Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves. (00:21) Bill Mann and Jaso...
7 Jun 202440min
The Big Three Drive All-Time Highs
If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lulule...
6 Jun 202427min
“A Salesperson’s Dream”
Growth comes easy when the product speaks for itself. At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage. Then, at (17:08), Asit Sharma catch...
5 Jun 202428min
Hindenburg Targets Real Estate Lender
A juicy short report goes up against business fundamentals. (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should co...
4 Jun 202431min
Waste Management Goes Dumpster Diving
The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle. (0:25) Bill Barker and Dylan Le...
3 Jun 202428min
