S01 E07 09/19/23

Podcast Episode Summary

Stock Gamblers

Date:* Tuesday, September 19, 2023

Hosts:* George Howell & Chris Carbonara

Recap

1. Arm Stock's Surprise Decline:** Despite Arm Holdings' stock declining below its IPO price, SoftBank, its majority owner, stands to gain a substantial $5.12 billion from the sale of a 10% stake. [Read more](https://www.barrons.com/articles/arm-stock-ipo-softbank-e8ae2fbb?mod=hp_DAY_Theme_1_2)

2. Instacart's IPO**: Instacart made headlines with its IPO, starting at $30 and experiencing notable volatility, ending with a 12.3% increase. [Details here](https://www.barrons.com/articles/instacart-ipo-stock-price-18556f27?st=xef68xno5xcoo3r)

3. Tensions in the Auto Industry:** UAW's strike negotiations intensify with major carmakers, demanding more substantial pay hikes. [Read the full story](https://www.barrons.com/articles/ford-gm-stock-uaw-strike-fca81e30?st=z0matbn0s6kj89k)

4. Lennar Corporation's Surprising Performance:** Despite a challenging housing market, Lennar Corporation reported a 37% YoY increase in net new orders, indicating a shift in housing preferences and establishing itself as a market leader. [Learn more](https://www.fool.com/premium/coverage/4056/coverage/2023/09/15/housing-crunch-benefits-lennar/)

Roll Them Dice

- Stock Analysis: Apache Corporation (APA), Hasbro Inc. (HAS), Molson Coors Beverage Company (TAP), Kimberly-Clark Corporation (KMB), and DexCom, Inc. (DXCM).

Patreon Shoutout: Acknowledging the importance of the Patreon community for supporting the show. Special benefits include access to virtual stock market competitions. [Support here](patreon.com/stockgamblers)

Expert Picks

- Motley Fool: Detailed analysis of stocks under $50, emphasizing the difference between share price and true value. Stocks mentioned include Redfin, Pinterest, Boston Omaha, Varonis Systems, and Editas Medicine. [Full analysis](https://www.fool.com/reports/our-5-favorite-stock-advisor-stocks-under-50/)

- Barron’s: Spotlight on Mercury Systems' potential for a turnaround after its stock stumble.

Stock Picks

- Carbo's Picks: Analysis of Take Two Interactive Software's potential after its acquisition of Zynga, and a discussion on Medtronic's dividend announcement and its implications.

- George's Picks: Disney's ambitious plan to invest $60 billion in theme parks and cruises, indicating a strategic shift from traditional cable TV. [Read more](https://www.wsj.com/business/media/disney-to-invest-60-billion-in-theme-parks-cruises-over-next-decade-6fc87426?mod=hp_lead_pos5)

Contact Us

- For any inquiries, feedback, or stock discussions, reach out at stockgamblersshow@gmail.com or visit [stockgamblers.net](stockgamblers.net).

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