The Wrong Side of The Learning Curve
Chips, and the companies that make and use them, dominate the business news. (0:25) Bill Mann discusses: - Micron Technology cutting guidance while also announcing a $40 billion investment in the U...
9 Aug 202223min
Shopify: Bull vs. Bear
What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's lon...
8 Aug 202222min
The War for Your Wallet
"We want a cashless society." That's what Bank of America CEO Brian Moynihan said in 2019. And while the war on cash may be a strong trend for investors, it's also important to understand the implica...
7 Aug 202232min
Do CEOs Need Term Limits?
What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s t...
6 Aug 202231min
Time to Buy Industrial REITs?
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's...
4 Aug 202223min
"A horrible use of $2 billion."
Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why? (0:25) Tim Beyers discusses: - Airbnb's highly questionable decision to allocate $2 billion for a share buyb...
3 Aug 202226min
Cybersecurity, Heavy Equipment, Social Media
What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports! (0:25) Bill Mann discusses: - Global supply chain issues (understandably) affecting Caterpillar's res...
2 Aug 202227min
