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(2107)

Stop! Please Sign In Again

Stop! Please Sign In Again

Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings and the future of logging in - Marc Benioff’s ability...

4 Des 202426min

Who Won Black Friday, Cyber Monday?

Who Won Black Friday, Cyber Monday?

More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data from the holiday weekend and what retailers should...

3 Des 202429min

Intel: 3rd in a Two-Horse Race

Intel: 3rd in a Two-Horse Race

Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?   (00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsi...

2 Des 202434min

Dirty Words: Election, Tariffs, Spatchcock

Dirty Words: Election, Tariffs, Spatchcock

It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent o...

29 Nov 202440min

Many Thanks, Mr. Buffett

Many Thanks, Mr. Buffett

Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.   (00:14) Asit Sh...

27 Nov 202426min

Stock Floats, Lemonade Flies

Stock Floats, Lemonade Flies

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shoppin...

26 Nov 202432min

Oops! $132 Million Disappeared

Oops! $132 Million Disappeared

Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors. (00:14) Jason Moser and Ricky Mulvey discuss: - How more than a hundred mil...

25 Nov 202429min

Fast Fashion’s Unknowns

Fast Fashion’s Unknowns

Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how...

24 Nov 202427min

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