Why IPO?
Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How in...
12 Sep 202331min
Twinkies Find A New Home
The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers. (00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instac...
11 Sep 202328min
The Four Pillars of Investing with William Bernstein
“The essence of investing is not maximizing returns, but rather maximizing odds of success.” William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars ...
10 Sep 202331min
Expectations Investing Part 2: General Motors to Nvidia
What does an investor have to believe for today’s share price to make sense? Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four com...
9 Sep 202332min
Disney’s Lost Decade and Next Act
The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to m...
8 Sep 202339min
Expectations Investing Part 1
How can you use a company’s stock price to give you a window into the future? (00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash un...
7 Sep 202332min
Airbnb Leaves NYC, Joins S&P 500
New York City cracked down on short-term rentals, but is it a big deal for Airbnb? (00:21) Ricky Mulvey and Jason Moser discuss: - How restrictions on short-term rentals could impact Airbnb’s growt...
6 Sep 202327min
Cable Takes on The Mouse
If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney. (00:21) Ricky Mulvey and Jim Gillies discuss: - Charter Communications’ problem with the streaming...
5 Sep 202330min
