Episode 304 - Microsoft Just Won The Search Wars
I want to be clear about something, because I don't want this to get taken out of context when Google stock goes up in the future, which I fully expect it will. *I'm bullish on Google and currently ha...
14 Feb 202325min
Episode 303 - The Fed Is Bluffing, Time To Buy
The market believes the fed has pivoted and it's time to finally buy stocks.
2 Feb 202332min
Episode 302 - The Secret Microsoft Will Not Say
A monopoly will never talk about being a monopoly.
2 Feb 202328min
The Secret That Microsoft Will Not Say
In Episode 302 we discuss Microsoft's earnings report and the CEO, Satya Nadella pouring cold water on the future outlook of the company.
27 Jan 202330min
Episode 301 - A Major Change Has Happened
In Episode 301 we discuss Howard Marks predictions of a new reality for investors where the market has normalized. We've moved away from easy monetary policy and investors need to prepare.
25 Jan 202321min
Activist Investor Demands Google Fire 30,000 More Employees
Chris Hohn, an activist investor is demanding Google continue layoffs.
24 Jan 202318min
Netflix Is Back
Netflix stock surges 7% after beating subscriber numbers by a wide margin and posting 1.6 billion in free cash flow.
21 Jan 202310min
Disney's Terrible Response To Investors
Disney doesn't like the new activist investor.
21 Jan 202322min
