Answers from Airbnb, Questions for Upstart

Answers from Airbnb, Questions for Upstart

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock. (17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today. Companies discussed: ABNB, UPST, ADANIENT Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2110)

Big Banks Sure Are Quiet These Days

Big Banks Sure Are Quiet These Days

Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again. (0:21) Jason Mose...

13 Mars 202325min

Michael Lewis on Stock Market Overconfidence and Revisiting Moneyball

Michael Lewis on Stock Market Overconfidence and Revisiting Moneyball

One sign of a true expert is they often say “I don’t know”. Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rul...

12 Mars 202324min

Is Investing a Game?

Is Investing a Game?

In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done.  C. Thi Nguyen is a philosophy professor at University of Utah a...

11 Mars 202334min

Not Too Big To Fail

Not Too Big To Fail

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession. (0:21) Jason Moser and Matt Argersinger discuss: - February's jobs re...

10 Mars 202339min

"This one's gonna leave a mark."

"This one's gonna leave a mark."

(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary offering (15:24) Ricky Mulvey talks with investigat...

9 Mars 202327min

$30 Million Worth of Bobbleheads

$30 Million Worth of Bobbleheads

Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away. (0:21) Asit Sharma discusses: - Shares of Crowdstrike rising as the cybersecurity company closed out the ...

8 Mars 202322min

New Flavors of FIRE

New Flavors of FIRE

The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE. (0:21) Bill Mann discusses: - The market's reaction to Chairman Powell's testim...

7 Mars 202327min

What's Your Investing Thesis?

What's Your Investing Thesis?

It's always a good idea to know why you're about to invest in a business. (0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of...

6 Mars 202322min

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