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(2094)

Is Peloton the Next Chipotle? (No, seriously)

Is Peloton the Next Chipotle? (No, seriously)

In one announcement Peloton announced layoffs, cut its investment in a new factory, and replaced its CEO. Are these the moves of a company preparing itself to be sold or retooling for the long haul. B...

8 Feb 202228min

Why We're Not Sweating the Fed's Next Move

Why We're Not Sweating the Fed's Next Move

Is someone going to buy Peloton? And if so, will it be Apple, Amazon, Nike, or a player to be named later? Jason Moser shares why Nike's track record of success make it the more logical candidate. Als...

7 Feb 202224min

Diving Into 5G

Diving Into 5G

Greater speeds. More capacity. Jason Moser and Matthew Frankel, CFP, discuss the wide ranging implications of 5G technology, and how investors should think about the rollout. Because it’s not just fas...

6 Feb 202233min

Investing When You’re Down

Investing When You’re Down

Some of your stocks getting stung? Ours too. Tim Beyers and Robert "Bro" Brokamp offer some mindset help and historical perspective on this Saturday classroom. They discuss how you can be opportunisti...

5 Feb 202232min

“This is why we invest the way we do.”

“This is why we invest the way we do.”

The last few weeks have been particularly head-spinning for investors. We've seen stocks setting records (both good and bad) as volatility seems like it's becoming the norm. It's sometimes difficult b...

4 Feb 202239min

2 Companies Testing Investors' Patience

2 Companies Testing Investors' Patience

This is one of those times when almost no company is going to get the benefit of the doubt from Wall Street and investors in general. Meta Platforms and Spotify are two timely examples. Meta Platforms...

3 Feb 202233min

Investing in Great Leadership

Investing in Great Leadership

Sundar Pichai (Alphabet), Dan Schulman (PayPal), and Kevin Johnson (Starbucks) have been running their respective companies for years, giving investors a track record by which to judge them. While all...

2 Feb 202229min

Bellwether Stocks, Managing Your Investment Risk, Alphabet Preview

Bellwether Stocks, Managing Your Investment Risk, Alphabet Preview

UPS is the largest delivery company in the world. It's also frequently mentioned as a "bellwether stock". Bill Mann analyzes the recent strength in their business, why he thinks it's already priced in...

1 Feb 202227min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
okonomiamatorene
morgenkaffen-med-finansavisen
lederpodden
finansredaksjonen
rss-markedspuls-2
flypodden
rss-finansforum-2
rss-kantsonen