Kroger CEO Kicked Out of Grocery Store

Kroger CEO Kicked Out of Grocery Store

On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard. (00:21) Nick Sciple and Ricky Mulvey discuss: - Kroger’s business results. - Why some investors are becoming more pessimistic about Abercrombie & Fitch. - A small-cap tobacco company playing in a fast-growing trend. Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical. Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2097)

PJ Vogt on AI, VR, and Tech Cycles

PJ Vogt on AI, VR, and Tech Cycles

Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him ...

19 Feb 202329min

iBuying, Real Estate Investing, Home Inventory

iBuying, Real Estate Investing, Home Inventory

When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesa...

18 Feb 202322min

The (Wall Street) Hits Keep On Coming

The (Wall Street) Hits Keep On Coming

It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Reco...

17 Feb 202339min

The Once & Future Zillow

The Once & Future Zillow

After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growi...

16 Feb 202321min

Answers from Airbnb, Questions for Upstart

Answers from Airbnb, Questions for Upstart

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15)  discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow ...

15 Feb 202330min

Big Macro & Big Red

Big Macro & Big Red

Once again the monthly CPI report got Wall Street's attention.  (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed -...

14 Feb 202323min

Twilio's Layoffs, Spotify's Strategy

Twilio's Layoffs, Spotify's Strategy

For the second time in five months, Twilio announces a round of layoffs.  (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on...

13 Feb 202328min

Beth Kindig on AI, Semiconductors, and Tech Cycles

Beth Kindig on AI, Semiconductors, and Tech Cycles

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard c...

12 Feb 202321min

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