Big Tech Bets on “Overinvesting”
Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. (00:21) Ron Gro...
2 Aug 202440min
Chips, Glorious Chips!
Someone’s gotta make ‘em, and someone’s gotta buy ‘em. (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you shoul...
1 Aug 202430min
“Here’s Your Unicorn Drink. Now Get Out.”
Is efficiency everything? Starbucks certainly seems to think so. (00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain. Then...
31 Juli 202427min
The Madden Curse for Investors
When you get to be a famous investor, it is harder to generate market-beating returns. (00:21) Jason Hall and Ricky Mulvey discuss - Earnings from PayPal. - Cooled expectations for Bill Ackman’s late...
30 Juli 202429min
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
