More Dealmaking On The Way?

More Dealmaking On The Way?

It’s not quite Merger Monday, but it’s close! (0:25) Jason Moser discusses: - Starbucks becoming the latest U.S. business to exit Russia - VMWare shares popping 20% on reports it will be acquired by Broadcom - The chances more companies with deep pockets will start buying companies at lower valuations (13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they’re feeling bullish about a company that makes bobbleheads. Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY Host: Chris Hill Guests: Jason Moser, Nick Sciple, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2108)

Welcome Back to Correction Territory

Welcome Back to Correction Territory

Volatility is the price of admission for long-term investing. (00:21) Anthony Schiavone and Ricky Mulvey discuss: - Investing mindset for market corrections. - Earnings results from Dollar General. -...

13 Mar 202529min

Fear, Greed, and Quiet Exuberance

Fear, Greed, and Quiet Exuberance

Wall Street is fearful. Should you be greedy? (00:21) David Meier and Mary Long discuss: - What’s changed and stayed the same since March 2020. - If cooling inflation data is enough to calm markets. ...

12 Mar 202533min

Should Investors Prepare for a Recession?

Should Investors Prepare for a Recession?

And what’s that mean for long-term stock investors? (00:21) Asit Sharma and Ricky Mulvey discuss: - The tech stock sell-off. - If the investing thesis for Tesla has fundamentally changed. - No more f...

11 Mar 202529min

Redfin is “Under Contract”

Redfin is “Under Contract”

Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks. (00:21) Tim Beyers and Dylan Lewis discuss: - Rocket Company’s plans to...

10 Mar 202531min

Marc Benioff on Agentic AI and Salesforce’s Next Chapter

Marc Benioff on Agentic AI and Salesforce’s Next Chapter

Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss: - Why Salesforce doesn’t plan to hire any software engineers this yea...

8 Mar 202531min

Tariffs Tangle Markets, Businesses, Investors

Tariffs Tangle Markets, Businesses, Investors

When uncertainty spikes, our ability to look out into the future shrinks. (00:21) Emily Flippen and Matt Argersinger discuss: - How the shifting tariff picture is driving uncertainty across markets...

7 Mar 202540min

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 invest...

6 Mar 202531min

Crypto's New Backer

Crypto's New Backer

BlackRock wants to buy ports; Trump wants to buy crypto. (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock’s latest acquisition. - The re...

5 Mar 202534min

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