Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future

Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future

Intel plunges on chip delays. Microsoft declines despite a record quarter. Twitter pops on strong user growth. Chipotle serves up strong digital growth but slips on closed restaurants. Coca-Cola’s CEO says the worst is over. Intuitive Surgical surprises. Boston Beer surges. Tesla slides. Disney delays Mulan indefinitely. And Slack goes to war with Microsoft. Analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Equinix and Qorvo. Plus, MercadoLibre’s Head of Investor Relations Federico Sandler talks online retail, online payments, and the future of the e-commerce giant. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2104)

New Flavors of FIRE

New Flavors of FIRE

The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE. (0:21) Bill Mann discusses: - The market's reaction to Chairman Powell's testim...

7 Mar 202327min

What's Your Investing Thesis?

What's Your Investing Thesis?

It's always a good idea to know why you're about to invest in a business. (0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of...

6 Mar 202322min

Paramount: The House of Redstone

Paramount: The House of Redstone

It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic partners in one afternoon. James B. Stewart and Rachel...

5 Mar 202327min

Michelle Singletary on Investing, Retirement, and the Lies We Tell Ourselves About Money

Michelle Singletary on Investing, Retirement, and the Lies We Tell Ourselves About Money

Michelle Singletary is a best-selling author and Loeb Award-winning writer. She also pens “The Color of Money,” a nationally syndicated personal finance column which appears in The Washington Post. Ro...

4 Mar 202330min

Software, Retail, and Trex CEO Bryan Fairbanks

Software, Retail, and Trex CEO Bryan Fairbanks

When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan.  (0:21) Jaso...

3 Mar 202339min

Salesforce Increases Its Focus (and Buybacks)

Salesforce Increases Its Focus (and Buybacks)

(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition  - The doubling of the...

2 Mar 202326min

4 Stocks We Just Bought

4 Stocks We Just Bought

Lowe's continues a recent trend from major retailers. (0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that ...

1 Mar 202321min

Target's Improving Inventory

Target's Improving Inventory

After a particularly rough 2022, Target is getting back to basics.  (0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger co...

28 Feb 202321min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-fa-makro
lydartikler-fra-aftenposten
boligbobla
rss-andelige-tanker-med-camillo