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Adobe - Creative Paradise Continues and Expands
Episode 23
We're diving into the world of Adobe and the business segments that make this behemoth thrive. We also share perspectives on the looming Figma acquis…
3 years, 2 months ago
Broadcom - Hello, Free Cash Flow And Patent Control!
Episode 22
We're unpackaging Broadcom's history and what fuels the massive revenues and free cash flows of this incredible company. The guys also share their th…
3 years, 3 months ago
Can Tech Recover? With Alex King From Cestrian Capital Research
Episode 21
We're joined by Alex King from Cestrian Capital Research who runs the hit Seeking Alpha Marketplace service Growth Investor Pro. We discuss specific …
3 years, 3 months ago
Datadog - There's A Lot To Like Here
Episode 20
Daniel makes the case that Elon Musk listened to his idea for Twitter, Austin asks burning questions about Apple, and Austin and Daniel dig deep into…
3 years, 3 months ago
Bob Iger Is Back! + Austin Makes The Pitch on Hims and Hers Health (HIMS)
Episode 19
The mouse house (Disney) has its long-time leader back, Daniel got a hold of FTX's "balance sheet," and Austin is giving the pitch on Hims and Hers s…
3 years, 4 months ago
Dick's Sporting Goods Vs. Academy Sports and Outdoors
Episode 18
We're diving into Dick's Sporting Goods (DKS) vs Academy Sports and Outdoors (ASO). How do the companies match up on fundamentals, debt exposure, foo…
3 years, 4 months ago
Have You Seen These Charts?! With Bertrand Seguin (Mega Tech + Disney)
Episode 17
We're joined by Bertrand Seguin from App Economy Portfolio to recap the state of mega-tech companies + Disney post-earnings season. Plus, we play bul…
3 years, 4 months ago
Caterpillar, Inc. - Digging For Entry Levels
Episode 16
We're digging deep into Caterpillar stock. What's to like, what we should worry about, and what levels are appealing for entry or exit of a position.
3 years, 4 months ago
SentinelOne, Intel's Mobileye IPO, Exxon Mobil And More - With Special Guest Vladimir Dimitrov
Episode 15
We're diving into SentielOne, Inc., a well-funded cybersecurity stock Austin says is taking over the mid-market share, plus Vladimir Dimitrov joins u…
3 years, 5 months ago
Paypal vs Block (Square) - Which Is The Better Investment?
Episode 14
Paypal vs. Block: The showdown on Investing Experts Podcast! We're diving into whether either of these companies are worth your investment right now …
3 years, 5 months ago