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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Are College Bowl Sponsorships Worth It?

Are College Bowl Sponsorships Worth It?

With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl game sponsorship - Why local businesses may have an e...

15 Dec 202225min

Tesla Shareholders Are Nervous (They Should Be)

Tesla Shareholders Are Nervous (They Should Be)

Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moder...

14 Dec 202219min

Inflation Cooling, SBF Arrested

Inflation Cooling, SBF Arrested

November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized...

13 Dec 202227min

London Calling Microsoft

London Calling Microsoft

A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS ar...

12 Dec 202226min

The ROI of Design

The ROI of Design

Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of ...

11 Dec 202228min

REITs, Homebuilders, and the Return of Las Vegas

REITs, Homebuilders, and the Return of Las Vegas

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting ...

10 Dec 202227min

USA vs. Microsoft

USA vs. Microsoft

It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive ...

9 Dec 202239min

Gas, China, Food & Beverage Stocks

Gas, China, Food & Beverage Stocks

Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of gas being lower than it was a year ago - Ripple eff...

8 Dec 202224min

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