What Really Drives Stocks Higher?
Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession. Richard Bernstein ...
27 Nov 202224min
Hidden Moats
Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies...
26 Nov 202226min
4 Stocks We're Thankful For
Cue the sound effect, it's time for our Thanksgiving Special! (0:21) Ron Gross and Jason Moser discuss: - Humble Pie (aka, stocks we were wrong about) - Stocks we're thankful for - Turkey stocks t...
25 Nov 202239min
Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions
Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense! (1:45) Chris Hill, Bill Barker, and Bill Mann discuss: - Wh...
24 Nov 202257min
“$5 Billion Feels Like Overkill”
Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: - Questions about Autodesk’s capital allocation strategy. - No...
23 Nov 202226min
Is Zoom Video an Acquisition Target?
Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target. (0:21) Bill Mann discusses: - Bob Iger's second day back as CEO - Best Buy, and CEO Corie Barry, defying exp...
22 Nov 202228min
Bob Iger 2: Return of the CEO!
Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger. (0:21) Jason Moser discusses: - The board's sudden reversal on Chapek - Expected change...
21 Nov 202223min
Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos
The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hi...
20 Nov 202219min
