McKinsey’s Hidden Influence
One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKi...
6 Nov 202227min
Buybacks Done Well (and Not-So-Well)
Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made som...
5 Nov 202224min
Surprising Earnings and Portfolio Protection
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's c...
4 Nov 202239min
"The clock is ticking."
Some companies have bright futures, while others simply run out of time. (0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower in...
3 Nov 202224min
Airbnb's Record Quarter, Nikola's Early Days
If you think this is a market that will automatically reward a stock because the company posted record revenue, think again. (0:17) Asit Sharma discusses: - Why today's announcement from the Federal...
2 Nov 202218min
A "Shock and Awe" Acquisition
A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it. (0:17) Bill Mann discusses: - Why he believes a "shock and awe" price was ...
1 Nov 202226min
4 Stocks We Just Bought
October turned out to be the best month for the Dow Jones Industrial Average in a long time. (0:17) Jason Moser discusses: - The importance of staying invested through bear markets - JPMorgan Chase g...
31 Okt 202224min
Industrial Companies with Moats
“When the party is happening in the penthouse, this is a sector that’s in the basement.” Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just hav...
30 Okt 202229min
