Acquisition Mindset

Acquisition Mindset

2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business? (0:20) Jason Moser discusses: - How Teladoc Health's stellar acquisition of BetterHelp is paying off - Why the jury is still out on its purchase of Livongo - (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year - The company's status as a dividend aristocrat - How Lowe's is effectively dealing with inflation (15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms. Stocks discussed: TDOC, LOW, HD, ABNB Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Makarand Mody Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2119)

EVs and Inside Elon Musk’s Mind

EVs and Inside Elon Musk’s Mind

BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge.  (00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card deli...

6 Okt 202340min

The Future Of The American Drinker

The Future Of The American Drinker

Beer continues to shine but will future generations be less likely to drink alcohol at all? (00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and...

5 Okt 202329min

A Pure Play Cereal Company?

A Pure Play Cereal Company?

(00:21) Asit Sharma and Dylan Lewis discuss: - How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg.  - Food service company Aramark spinning out its uniform business Vest...

4 Okt 202332min

All Eyes On the Sphere

All Eyes On the Sphere

The shiniest thing in Las Vegas is also a publicly traded company.  (00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefi...

3 Okt 202327min

The Game of the UAW Strikes

The Game of the UAW Strikes

If you want to know the reasons behind someone’s actions, it’s important to find out the incentives. (00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious ab...

2 Okt 202330min

In the Pilot’s Seat

In the Pilot’s Seat

The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit?  Ri...

1 Okt 202329min

Mobile Payments Around the World

Mobile Payments Around the World

Not everyone has a bank in the developing world, but mobile phones are everywhere. Mary Long and Asit Sharma discuss: The evolution of payments in India Micropayments versus credit cards How Merc...

30 Sep 202327min

The Latest Shut-Down

The Latest Shut-Down

Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market.  (00:21) Jason Moser and Andy Cr...

29 Sep 202340min

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