The War on Checks

The War on Checks

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves. Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2095)

“A Salesperson’s Dream”

“A Salesperson’s Dream”

Growth comes easy when the product speaks for itself. At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage. Then, at (17:08), Asit Sharma catch...

5 Juni 202428min

Hindenburg Targets Real Estate Lender

Hindenburg Targets Real Estate Lender

A juicy short report goes up against business fundamentals. (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should co...

4 Juni 202431min

Waste Management Goes Dumpster Diving

Waste Management Goes Dumpster Diving

The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.   (0:25) Bill Barker and Dylan Le...

3 Juni 202428min

Kyla Scanlon on Inflation, Economic Vibes, and Pizza

Kyla Scanlon on Inflation, Economic Vibes, and Pizza

Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect? Kyla Scanlon is an economic commentator and educator. Her ne...

2 Juni 202425min

What a CEO Learned from Warren Buffett

What a CEO Learned from Warren Buffett

… and other legendary leaders. David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky ...

1 Juni 202425min

Mall Retailers are Alive and Well

Mall Retailers are Alive and Well

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop. (00:21) Jaso...

31 Maj 202440min

Salesforce = Less of a Force?

Salesforce = Less of a Force?

Sales slow for the software company. But is that the end of the growth story? At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, ...

30 Maj 202428min

529s for 5/29

529s for 5/29

On May 29, there is one investing account that deserves a celebration. First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA. Then, (16:16) R...

29 Maj 202429min

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