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

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Mid-Year Review, Stocks with Upside Potential

Mid-Year Review, Stocks with Upside Potential

Halfway through 2022 it's time for investors to see where we've been and what to look for in the 2nd half of the year. (0:30) Ron Gross and Jason Moser discuss: - Investing headlines for the 1st half ...

1 Juli 202239min

Powell and Inflation, Shopify's Stock Split

Powell and Inflation, Shopify's Stock Split

Inflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean.   (0:14) Dylan Lewis and John Rotonti discuss: - Fe...

30 Juni 202229min

CEO Shakeups

CEO Shakeups

CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning. (0:31) Deidre Woollard and Tim Beyers discuss: - Where Pinterest has room to grow. - How sto...

29 Juni 202230min

“There’s Always Money in the Banana Stand!”

“There’s Always Money in the Banana Stand!”

It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up. (:21) Deidre Woollard and Jason Moser discuss: - Stocks that could be prime acquisit...

28 Juni 202228min

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 cycl...

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Money Laundering 101

Money Laundering 101

Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Mone...

26 Juni 202228min

5 Stay-at-Home Stocks Revisited

5 Stay-at-Home Stocks Revisited

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ...

25 Juni 202229min

Welcome to the "Larry David Gif" Stock Market!

Welcome to the "Larry David Gif" Stock Market!

Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the momen...

24 Juni 202239min

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