Podcast Episodes
Back to SearchChips, Glorious Chips!
Someone’s gotta make ‘em, and someone’s gotta buy ‘em.
(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spend…
2 years, 1 month ago
“Here’s Your Unicorn Drink. Now Get Out.”
Is efficiency everything? Starbucks certainly seems to think so.
(00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience”…
2 years, 1 month ago
The Madden Curse for Investors
When you get to be a famous investor, it is harder to generate market-beating returns.
(00:21) Jason Hall and Ricky Mulvey discuss
- Earnings from PayP…
2 years, 1 month ago
McDonald’s Returns to Value
Eaters and investors are both happy to see the $5 value meal on the menu.
(00:21) Asit Sharma and Dylan Lewis discuss:
- 2024’s largest IPO – cold stor…
2 years, 1 month ago
Morgan Housel on Market History and Wild Minds
Every stock market valuation is a number from today multiplied by a story about tomorrow.
Morgan Housel is the best-selling author of The Psychology …
2 years, 1 month ago
The Investing Mosaic
How do you determine what a company’s worth? You pull a lot of information from a lot of different places.
Jim Gillies joins Ricky Mulvey for a conve…
2 years, 1 month ago
Billions in Lost Business
We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shave…
2 years, 1 month ago
This Seat Is Taken
Open seating is coming to an end on Southwest flights.
(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ …
2 years, 1 month ago
What Alphabet Wants
…and it’s not getting from Wiz.
(00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from …
2 years, 1 month ago
A Slow, Expensive Housing Market
Housing supply is slowly rising. So are prices.
(00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify…
2 years, 1 month ago