McDonald’s Returns to Value
Eaters and investors are both happy to see the $5 value meal on the menu. (00:21) Asit Sharma and Dylan Lewis discuss: - 2024’s largest IPO – cold storage company Lineage – and whether the REIT is w...
29 Juli 202433min
Morgan Housel on Market History and Wild Minds
Every stock market valuation is a number from today multiplied by a story about tomorrow. Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp intervi...
28 Juli 202428min
The Investing Mosaic
How do you determine what a company’s worth? You pull a lot of information from a lot of different places. Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also...
27 Juli 202432min
Billions in Lost Business
We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap. (00:21) Jason Mos...
26 Juli 202440min
This Seat Is Taken
Open seating is coming to an end on Southwest flights. (00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors. Then (11:04) A...
25 Juli 202427min
What Alphabet Wants
…and it’s not getting from Wiz. (00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla. Then, (17:53) Matt Frankel a...
24 Juli 202428min
A Slow, Expensive Housing Market
Housing supply is slowly rising. So are prices. (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify. Then, (14:52) Alison Southwick and Brian Ferol...
23 Juli 202425min
:( Your PC Ran Into a Problem
CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will ha...
22 Juli 202432min
