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Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly
Season 1 Episode 27
Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a…
4 years, 11 months ago
Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure
Season 1 Episode 26
Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen …
4 years, 11 months ago
Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC
Season 1 Episode 25
VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (…
4 years, 11 months ago
Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei
Season 1 Episode 24
Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself i…
4 years, 11 months ago
Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies
Season 1 Episode 23
Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Ril…
4 years, 11 months ago
Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin
Season 1 Episode 22
The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is b…
4 years, 11 months ago
Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet
Season 1 Episode 21
Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ…
4 years, 11 months ago
Ep. 20: Freeport-McMoRan with Global X Fund’s Jay Jacobs, Okta, Workday, Owens & Minor, General Motors
Season 1 Episode 20
The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). …
4 years, 11 months ago
Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters
Season 1 Episode 19
Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero t…
4 years, 11 months ago
Ep. 18: eHealth with Villere's Lamar Villere, Vimeo, IAC, Amazon, Citi Trends, Lordstown Motors
Season 1 Episode 18
IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping gro…
4 years, 11 months ago