Acquisition Mindset

Acquisition Mindset

2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business? (0:20) Jason Moser discusses: - How Teladoc Health's stellar acquisition of BetterHelp is paying off - Why the jury is still out on its purchase of Livongo - (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year - The company's status as a dividend aristocrat - How Lowe's is effectively dealing with inflation (15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms. Stocks discussed: TDOC, LOW, HD, ABNB Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Makarand Mody Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2121)

Carvana’s Bet on Debt Restructuring

Carvana’s Bet on Debt Restructuring

Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.  (00:21) Bill Mann and Dylan Lewis discuss: - Why Goldman Sachs is struggling in the c...

19 Jul 202327min

Schwab Is Not SVB

Schwab Is Not SVB

When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. (00:21) Ricky Mulvey and Asit Shar...

18 Jul 202326min

The EV Truck War Is Officially On

The EV Truck War Is Officially On

Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning. (00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compare...

17 Jul 202330min

A Marketplace of Ideas

A Marketplace of Ideas

So, you’ve got an idea. But how do you get the backing to make your big dream a reality? Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs...

16 Jul 202327min

Hand-Wavy Finance

Hand-Wavy Finance

S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techn...

15 Jul 202323min

Big Banks Cash In

Big Banks Cash In

If you bank with the one of the giants, you might be helping pad their bottom line.  (00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earning...

14 Jul 202339min

Travel Is Still Flying High

Travel Is Still Flying High

Another positive sign for the travel industry as Delta raises guidance. (00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could ...

13 Jul 202325min

One Step Closer to a $69B Deal

One Step Closer to a $69B Deal

The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline.  (00:21) Bi...

12 Jul 202325min

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