Investing in the Future of Food

Investing in the Future of Food

Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers. (:21) Asit Sharma and Maria Gallagher discuss: - Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores. A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food. Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2110)

Valentines Day: Love, Money, and Stocks

Valentines Day: Love, Money, and Stocks

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come. (00:21) ...

14 Feb 202540min

Cyclical Stocks Cycle

Cyclical Stocks Cycle

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expect...

13 Feb 202528min

Musk Applies For New Job

Musk Applies For New Job

Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk’s bid for OpenAI - What BYD’s rollout of self-driving technology means for Tesla - Revitalized interest in Upstart’s ...

12 Feb 202528min

A Shopify Takeover

A Shopify Takeover

We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss: - Shopify as a 100-year company. - What a change in de ...

11 Feb 202528min

Dunkin', Kendrick on Offense at Super Bowl

Dunkin', Kendrick on Offense at Super Bowl

The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime. (00:14) David Meier and Dylan Lewis discuss: - HIMS taking a big swing at the...

10 Feb 202530min

What Great Investors Do

What Great Investors Do

The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Market...

8 Feb 202548min

Big Tech’s $300B Spending Spree

Big Tech’s $300B Spending Spree

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon...

7 Feb 202540min

Americans Take Weight-Loss Drugs, Eat Salty Snacks

Americans Take Weight-Loss Drugs, Eat Salty Snacks

Two things can be true. (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, and what it reveals about American eating habits. - ...

6 Feb 202528min

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