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

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Powell Stays Put, For Now

Powell Stays Put, For Now

Interest rates are paused but the hikes may not be over yet. (00:21) Bill Mann and Deidre Woollard discuss: - What metrics the Fed is looking at before its next meeting. - How FedEx’s business has ev...

21 Sep 202325min

“Good Discipline” From IPOs and Investors

“Good Discipline” From IPOs and Investors

There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves.  (00:21) Tim Beyers and Dylan Lewis discuss: - The market’s reaction to Instacart...

20 Sep 202330min

Three Strikes

Three Strikes

The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss:  - How investors can measure an automaker’s profits.  - A long...

19 Sep 202329min

The Battle For Breakfast

The Battle For Breakfast

Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market. (00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snac...

18 Sep 202329min

Number Go Up

Number Go Up

“I’d pull back the curtain and there was nothing there.” The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative rep...

17 Sep 202328min

Back-to-School Stocks

Back-to-School Stocks

Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation. Deidre Woollard, Mary Long, and Ricky Mu...

16 Sep 202319min

A 1700s Cobbler Is Going Public

A 1700s Cobbler Is Going Public

We break down two IPOs on today’s show, one for your phone and one for your toes.  (00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of ...

15 Sep 202341min

Deadline In Detroit

Deadline In Detroit

It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles. (00:26) Bill Barker and Deidre Woollard discuss: - The demands of the Unit...

14 Sep 202327min

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