“A Salesperson’s Dream”
Growth comes easy when the product speaks for itself. At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage. Then, at (17:08), Asit Sharma catch...
5 Jun 202428min
Hindenburg Targets Real Estate Lender
A juicy short report goes up against business fundamentals. (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should co...
4 Jun 202431min
Waste Management Goes Dumpster Diving
The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle. (0:25) Bill Barker and Dylan Le...
3 Jun 202428min
Kyla Scanlon on Inflation, Economic Vibes, and Pizza
Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect? Kyla Scanlon is an economic commentator and educator. Her ne...
2 Jun 202425min
What a CEO Learned from Warren Buffett
… and other legendary leaders. David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky ...
1 Jun 202425min
Mall Retailers are Alive and Well
Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop. (00:21) Jaso...
31 Mai 202440min
Salesforce = Less of a Force?
Sales slow for the software company. But is that the end of the growth story? At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, ...
30 Mai 202428min
529s for 5/29
On May 29, there is one investing account that deserves a celebration. First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA. Then, (16:16) R...
29 Mai 202429min
