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 economy. - DoorDash’s battle with restaurants over pricing. - Why investors may want to look at Canadian banks. Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates. Companies discussed: CHRT, DIS, DASH Host: Ricky Mulvey Guests: Jim Gillies, Deidre Woollard, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Sep 202330min
Stadium Sponsors – Buy or Sell?
NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums? (00:41) Ricky Mulvey and Dylan Lewis discuss: - Why stadium sponsors generally don’t outperform their peers or the market. - When major sponsorships do and don’t make sense as part of a marketing budget. - Monster Energy’s brilliance in focusing on extreme sports. Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL Host: Dylan Lewis Guests: Ricky Mulvey Engineers: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Sep 202323min
A Homebuyer's Dilemma Might Be A Homebuilder's Delight
Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it. - Why homebuilders are in a good position right now. - If renting will become permanent for more Americans and which companies might benefit. Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Sep 202326min
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
