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(2117)

A Shift to Hard Assets

A Shift to Hard Assets

Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there. Lawrence McDonald is a risk consultant, the founder of The Bear Traps Repor...

21 Apr 202425min

Before You Open an Investment Account

Before You Open an Investment Account

You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss: - The ...

20 Apr 202426min

Strong Earnings Results, Mixed Reactions

Strong Earnings Results, Mixed Reactions

Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions. (00:21)...

19 Apr 202439min

The Treasure Hunt Economy

The Treasure Hunt Economy

Are little luxuries are still scoring with consumers? (00:21) Sanmeet Deo and Deidre Woollard discuss: - How smartphone and EV demand are impacting Taiwan Semiconductor. - Japan’s place in the tech r...

18 Apr 202426min

Reminder: The Chip Biz is Cyclical

Reminder: The Chip Biz is Cyclical

The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.  (00:21) Tim Beyers and Dylan Lew...

17 Apr 202426min

Big Banks and Big Screens

Big Banks and Big Screens

Dealmaking is back, and the banks are loving it. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors. - A long comeback ...

16 Apr 202430min

The Treat Yourself Economy Rolls On

The Treat Yourself Economy Rolls On

Retail numbers tell the story of a strong consumer. (00:21) Bill Barker and Deidre Woollard discuss: - Retail sales numbers and what people are and aren’t buying. - What drives good numbers for Goldm...

15 Apr 202424min

Braze Blazes Ahead

Braze Blazes Ahead

You know the saying: keep your friends close, keep your … customers … closer.   Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Busi...

14 Apr 202435min

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