Different Customers, Different Retail Results
The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. (00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too. (19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan (30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara. Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Sep 202339min
Salesforce Rights The Ship
It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off. (00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth. (21:12) Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth. Companies discussed: CRM, CRWD, MSFT, ZS, TDUP Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
31 Aug 202332min
Buffett Quotes Under the Microscope
We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of. (00:12) Bill Mann and Dylan Lewis discuss: - Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company. (15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes. Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Aug 202329min
"When in Doubt, Zoom Out"
Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss: - Macy’s and Nordstrom charging 32% APRs for retail cards. - Historical context on rising delinquencies. - Best Buy’s quarter, and sales slowdown. Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive. Companies discussed: BBY, M, JWN, DFS Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Aug 202328min
Instacart Is IPO Ready
Instacart is profitable and it’s growing, Is that enough to spark investor interest? (00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market. (17:31) Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours. Companies discussed: LYV, DASH, UBER Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Aug 202333min
Redfin On The Attack
Real estate is always a tough business to be in, but especially right now. Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes. Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way. Deidre Woollard sat down with Glenn to discuss: - The challenges of the current real estate market. - How Redfin plans to take share in the luxury space. - What value two recent acquisitions have added to the business. Companies discussed: RDFN Host: Deidre Woollard Guest: Glenn Kelman Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Aug 202329min
Companies Going on Offense
Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss: - Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem. - Lisa Su’s “David and Goliath” story at Advanced Micro Devices Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Aug 202330min
Earnings Buzzwords: AI and Shrink
Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. (19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. (33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Aug 202339min
