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(2138)

Inflation Cooling, SBF Arrested

Inflation Cooling, SBF Arrested

November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized...

13 Des 202227min

London Calling Microsoft

London Calling Microsoft

A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS ar...

12 Des 202226min

The ROI of Design

The ROI of Design

Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of ...

11 Des 202228min

REITs, Homebuilders, and the Return of Las Vegas

REITs, Homebuilders, and the Return of Las Vegas

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting ...

10 Des 202227min

USA vs. Microsoft

USA vs. Microsoft

It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive ...

9 Des 202239min

Gas, China, Food & Beverage Stocks

Gas, China, Food & Beverage Stocks

Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of gas being lower than it was a year ago - Ripple eff...

8 Des 202224min

Another New Trend from Robinhood?

Another New Trend from Robinhood?

After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. (0:21) Jason Moser discusses: - Whether Robinhood's 1% match on new IRA accounts will force other...

7 Des 202224min

Getting Kids to Invest

Getting Kids to Invest

You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished. (0:44) Deidre Woollard and Jim Gillies discuss: - Europe's e...

6 Des 202231min

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