
Carvana's Surprising Comeback
In this episode, we review the shockingly positive developments in used car dealership company Carvana's business and stock price results, and examine whether it's recent success can be sustained.
15 Mai 202411min

The XL Fleet Disaster
In this episode we go over the failed SPAC business of XL Fleet.
9 Mai 202410min

The Tough Business of EV Charging
In this episode, we take a look at the emerging EV charging station industry, and see why it may not be as promising as it first seems.
3 Mai 202410min

C3ai: Smoke and Mirrors?
In this episode we dive deep into the AI company C3ai, and whether or not the hype around it is justified by it's business and technological fundamentals.
26 Apr 202413min

Tesla's "Musk Liability"
In this episode, we take a deep dive into the increasingly bizarre antics of Tesla CEO and world's richest man Elon Musk.
24 Apr 202421min

NIO's Harsh Reality
In this episode, we peel back the economic reality facing EV giant NIO.
19 Apr 202413min

The FTC Versus Amazon
In this episode, we examine antitrust case the FTC recently brought against the ecommerce giant Amazon.
11 Apr 202415min

A Dubious Genomics Stock
In this episode, we examine Twist Bioscience, a genomics company with a questionable business model.
5 Apr 202411min



















