00:00 Overview
02:00 Amazon New Bull Case
16:50 Salesforce
24:22 Duolingo
36:00 Lululemon
38:00 Elon Musk Pay Package
Published on 14 hours ago
00:00 Overview
02:00 Google Valuation Breakdown
15:00 Investing In September
20:00 Kraft Heinz Split
Published on 3 days, 15 hours ago
00:00 Intro
02:00 Nvidia Earnings
11:42 ChatGPT Legal Dispute
24:15 Google Case May Hurt Apple More
26:15 Cracker Barrel Rebrand Reversal
28:10 American Eagle Marketing
Published on 1 week, 2 days ago
00:00 Intro
02:00 Investors Are Nervous
11:50 US Buys 10% of Intel
20:00 Google Hits All-Time Highs
26:10 Netflix Stock Movie Hit
29:20 Uber CEO on Tesla & Waymo
31:16 TikTok Solves America Debt
Published on 1 week, 4 days ago
00:00 Intro
02:05 Interest Rates Lowered
05:00 FICO & Equifax
17:30 Google Keeps Winning
24:24 Intuit Earnings
26:30 Cracker Barrel Rebranding
Published on 2 weeks ago
00:00 Overview
04:48 Duolingo
09:20 Netflix
12:47 Amazon
14:42 S&P Global
16:22 Microsoft
18:49 Mastercard
20:33 Google
26:10 Costco
27:53 Intuit
29:32 Texas Roadhouse
31:12 Booking Holdings
33:22 Moody's
35:00 S…
Published on 2 weeks, 2 days ago
00:00 Intro
01:55 Warren Buffett
06:00 Bill Ackman
11:21 Dev Kantesaria
15:30 Chris Hohn
18:00 AltaRock
20:00 Michael Burry
21:30 Terry Smith
24:30 ValueAct Capital
25:16 Tiger Global
Published on 2 weeks, 4 days ago
00:00 Overview
01:00 Trimming Texas Roadhouse
07:00 AI Eating Software
20:00 Apple's Robotics Play
23:00 Perplexity Offers To Buy Chrome
26:50 Mark Mahaney On Duolingo
30:26 Amazon Pushes Into Grocery
33:3…
Published on 3 weeks, 1 day ago
00:00 Overview
01:00 Duolingo Review
13:38 Responding To Comments
23:10 Texas Roadhouse
26:00 Uber and Waymo
Published on 4 weeks, 1 day ago
00:00 Microsoft
14:20 Meta
22:40 S&P Global
25:00 FICO
30:00 Mastercard
31:30 Spotify
Published on 1 month ago
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