Podcast Episodes

Different Customers, Different Retail Results

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: - Tr…

2 years, 4 months ago

Salesforce Rights The Ship

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 Sales…

2 years, 4 months ago

Buffett Quotes Under the Microscope

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 o…

2 years, 4 months ago

"When in Doubt, Zoom Out"

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 inv…

2 years, 4 months ago

Instacart Is IPO Ready

Instacart is profitable and it’s growing, Is that enough to spark investor interest?

(00:21) Jason Moser and Deidre Woollard discuss: - How Instacart…

2 years, 4 months ago

Redfin On The Attack

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 apartme…

2 years, 4 months ago

Companies Going on Offense

Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. 

Behnam Tabrizi is a transformation ex…

2 years, 4 months ago

Earnings Buzzwords: AI and Shrink

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 epi…

2 years, 4 months ago

Nvidia Shoots For The Stars

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 qua…

2 years, 4 months ago

Not Your Older Cousin’s Abercrombie

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…

2 years, 4 months ago