Episodes
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Walmart’s Flywheel Keeps Spinning
Walmart's earnings show strong consumer demand and effective retail strategies, positioning it well against inflation.
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Netflix: Show Me the Ad Money
Netflix’s venture into live sports shows potential but is hindered by technical glitches; their hybrid monetization model could be key to future offerings.
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Charles Duhigg on How Silicon Valley Learned to Lobby
Silicon Valley's interaction with politics has shifted from indifference to active lobbying and voter mobilization.
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Valuation 101
Valuation starts with understanding P/E ratios but should go beyond simple metrics like these.
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Subscribers Drive Spotify and Disney
Disney's streaming business is showing strong signs of profitability and growth.
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Is ESPN Undisruptable?
Disney's revenue and adjusted earnings reflect operational improvements and a strong push in the streaming space.
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1 Restaurant = $51 Million
Cava's stock surge is tied to its strong same-store sales and ambitious growth plans, but its high valuation raises questions about sustainable growth.
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Shopify’s Comeback Story
Shopify's recent earnings report shows impressive growth, signaling a strong rebound from previous lows and demonstrating the potential for future profitability.
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The Antidote to Euphoria? Normal.
Bitcoin's recent rally is influenced by potential deregulatory measures from the new administration, but investors should remain cautious and consider market normalization.
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“Pretty soon we’ll all be trillionaires, or whatever.”
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What’s Exciting About Superintelligence?
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The Election, The Fed, and What’s Next
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Two Growth Stocks Hit a Snag
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Markets Love Certainty
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Smart Money ≠ High Returns
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Breaking Down Berkshire Earnings
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Sweetgreen Cofounder on Infinite Kitchens and Food Innovation
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Stocks To Buy No Matter Who Is President
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Big Tech's AI Spending Spree
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The Overlooked, Obscure, and... Undervalued?
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