Podcast Episodes

Apple's Compounding iPhone Iteration

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…

2 years, 3 months ago

Why IPO?

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. - Disne…

2 years, 3 months ago

Twinkies Find A New Home

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 s…

2 years, 3 months ago

The Four Pillars of Investing with William Bernstein

“The essence of investing is not maximizing returns, but rather maximizing odds of success.” 

William Bernstein is a financial theorist, neurologist,…

2 years, 4 months ago

Expectations Investing Part 2: General Motors to Nvidia

What does an investor have to believe for today’s share price to make sense? 

Ricky Mulvey and Asit Sharma continue their conversation about Expectat…

2 years, 4 months ago

Disney’s Lost Decade and Next Act

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. 

Jason Moser and Matt Argersinger discuss: …

2 years, 4 months ago

Expectations Investing Part 1

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 skeptici…

2 years, 4 months ago

Airbnb Leaves NYC, Joins S&P 500

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…

2 years, 4 months ago

Cable Takes on The Mouse

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:  - …

2 years, 4 months ago

Stadium Sponsors – Buy or Sell?

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 L…

2 years, 4 months ago