Palantir’s Valuation Question
When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business resul...
6 Maj 202527min
Warren Buffett Passes the Torch
After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. (00:21) Jim Gillies and Dylan Lewis discuss: - Warren Buffett’s plan to step down as CEO of Berks...
5 Maj 202527min
Friendshore First, Trade War Second
Economic interdependence is unraveling. What comes next? Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School ...
3 Maj 202543min
Taking the Market's Weight
The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is...
2 Maj 202541min
The Best Company in Big Tech?
Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put ...
1 Maj 202529min
Is Starbucks Serving Up Promise or Peril?
Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet. (00:21) Asit Sharma and Mary Long discuss: - What to do with two minutes’ extra time....
30 Apr 202531min
A Steady Business During Uncertain Times
PayPal is not making noise, but standing firm on its earnings outlook. (00:21) Jason Moser and Ricky Mulvey discuss: - How trade disputes are impacting the Port of Los Angeles. - What PayPal’s ad...
29 Apr 202532min
The Compounding Consumer Crunch
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier and Dylan Lewis discuss: - Domino’s earnings s...
28 Apr 202529min
