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Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe
Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe

Season 1 Episode 227

Our big interview with PagerDuty CEO Jenn Tejada (PD) as the digital operations management company wrestles with a slowdown in tech spending.  Also G…

2 years, 7 months ago

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Ep. 226:  Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun
Ep. 226: Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun

Episode 226

Our big interview with Wix founder and CEO Avishai Abrahami (WIX). Also Carmax (KMX) can’t deliver, Blackberry (BB) strangely expects government and …

2 years, 7 months ago

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Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology
Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology

Season 1 Episode 225

Our big interview with Box CEO Aaron Levie (Box). Also Carnival (CCL) cruises on, Costco Wholesale (COST) refuses to raise prices, and Micron Technol…

2 years, 7 months ago

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Ep. 224:  Informatica CEO Amit Walia, Netflix, Steelcase and Autozone
Ep. 224: Informatica CEO Amit Walia, Netflix, Steelcase and Autozone

Season 1 Episode 224

Artificial intelligence boosts the data information demands at Informatica, with CEO Amit Walia (INFA). Also new information suggests Netflix (NFLX) …

2 years, 7 months ago

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Ep. 223:  Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH
Ep. 223: Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH

Season 1 Episode 223

Our big interview with Genco Shipping and Trading CEO John Wobensmith (GNK). Also is Oracle’s (ORCL) slowing growth mean a slowdown in AI? Smith & We…

2 years, 8 months ago

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Ep. 222:  Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab
Ep. 222: Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab

Season 1 Episode 222

Our big interview with that target of short sellers Allegro Microsystems CEO Vineet Nargolwala (ALGM). Also EOG Resources’ (EOG) surprising clean ene…

2 years, 8 months ago

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Ep. 221:  Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box
Ep. 221: Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box

Season 1 Episode 221

Walkme CEO Dan Adika (WKME) from Tel Aviv. He has the preposterous, but kinda believable story, that the key to software bloat is one more piece of s…

2 years, 8 months ago

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Ep. 220:  VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac
Ep. 220: VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac

Season 1 Episode 220

A payroll processor hits the wall, Macy's customers choking on credit card debt and accounting shenanigans at Lovesac. Plus our exclusive interview –…

2 years, 8 months ago

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Ep. 219:  FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy
Ep. 219: FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy

Season 1 Episode 219

Did TenCent (TCEHY) just tell us that China’s real estate woes are nothing to worry about? Agilon (AGL) Health’s medical practice struggles with Medi…

2 years, 9 months ago

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Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean.
Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean.

Season 1 Episode 217

Is Fisker (FSR) left as road kill in the electric car race? Why is solar maker Array Technologies (ARRY) seeing its share price soar while cutting gr…

2 years, 9 months ago

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