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(2127)

Housing Trends w/ David Greene (BiggerPockets Real Estate)

Housing Trends w/ David Greene (BiggerPockets Real Estate)

If you're interested in real estate then David Greene, host of the BiggerPockets Real Estate podcast, is probably a familiar voice. He weighs in on: - The current state of the housing market - Real es...

17 Jul 202223min

Dividends 201: The Payout Continues

Dividends 201: The Payout Continues

There are plenty of reasons to love a stock with a high dividend, and plenty of questions for investors to ask. Matt Argersinger, Anthony Schiavone, and Ricky Mulvey continue their conversation about ...

16 Jul 202221min

Fintech's Future, Underrated Investing Metrics

Fintech's Future, Underrated Investing Metrics

Earnings season has begun! (0:30) Emily Flippen and Jason Moser discuss: - Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon - Pinterest shares rising on an activist buy...

15 Jul 202240min

Microsoft Wins Netflix Ad Biz

Microsoft Wins Netflix Ad Biz

Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business. (0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google ...

14 Jul 202223min

Investors Shrug Off Inflation Fears

Investors Shrug Off Inflation Fears

You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off. (0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Op...

13 Jul 202222min

Former FDIC Chair on Crypto, The Fed, and Student Debt

Former FDIC Chair on Crypto, The Fed, and Student Debt

Pepsi is not an obvious candidate if you're looking for companies with pricing power, but the latest quarter proves Pepsi's got it. (0:21) Asit Sharma discusses: - Pepsi's strong quarterly results in...

12 Jul 202223min

Twitter in Limbo, Amazon in the Spotlight

Twitter in Limbo, Amazon in the Spotlight

Elon Musk and Twitter are headed to a Delaware courtroom. (0:21) Jason Moser discusses: - How messy the current situation is for Twitter's employees and shareholders - The potential for another compa...

11 Jul 202226min

Tech Trends with Qualcomm’s CFO

Tech Trends with Qualcomm’s CFO

Cars and cameras are getting smarter, and that trend isn’t stopping any time soon. Billions more devices are going to connect to the cloud, and that's just one trend driving tech giant Qualcomm. The c...

10 Jul 202224min

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