Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation. Deidre Woollard, Mary Long, and Ricky Mulvey got together to talk about companies that could...

We break down two IPOs on today’s show, one for your phone and one for your toes.  (00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of Apple’s latest iPhone release. - The...

It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles. (00:26) Bill Barker and Deidre Woollard discuss: - The demands of the United Auto Workers. - The fading allure of auto...

Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade.  (00:21) Tim Beyers and Dylan Lewis discuss: - Apple’s fall update and the details on the iPhone 15 and 15...

Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus....

The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers. (00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instacart’s valuation dropped. - Kroger’s push to make...

“The essence of investing is not maximizing returns, but rather maximizing odds of success.”  William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a...

What does an investor have to believe for today’s share price to make sense?  Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They...

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.  Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere...

How can you use a company’s stock price to give you a window into the future? (00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being...

New York City cracked down on short-term rentals, but is it a big deal for Airbnb?  (00:21) Ricky Mulvey and Jason Moser discuss:  - How restrictions on short-term rentals could impact Airbnb’s growth story.  - Why investors are sour...

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney. (00:21) Ricky Mulvey and Jim Gillies discuss:  - Charter Communications’ problem with the streaming economy.  - DoorDash’s battle...

NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?     (00:41) Ricky Mulvey and Dylan Lewis discuss:   - Why stadium sponsors generally don’t outperform their peers or...

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it....

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.  (00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How...

It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off. (00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s...

We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of.  (00:12) Bill Mann and Dylan Lewis discuss: - Grayscale Bitcoin Trust’s path to a...

Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:  - Macy’s and Nordstrom charging 32% APRs for retail cards.  -...

Instacart is profitable and it’s growing, Is that enough to spark investor interest? (00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO...

Real estate is always a tough business to be in, but especially right now.  Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes.  Glenn Kelman has been CEO of Redfin since 2005...

Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators.  Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is...

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI.  (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other...

Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. (00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips....

Abercrombie is back in vogue, but be careful chasing this cyclical business.  (00:21) Jason Moser and Dylan Lewis discuss: - The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions.  - At...

Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.  (00:21) Asit Sharma and Dylan Lewis discuss: - Zoom’s customer-driven approach to AI and how the company’s cash hoard...