Podcast Episodes
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Activist Fit-Checks Lululemon & Longhorn’s Earnings Are Well Done
Episode 87: Today, Ann checks out Lululemon and the activist investor taking a billion dollar stake in the company with the goal of getting the athle…
9 months, 2 weeks ago
Warner Bros Has Words With Paramount & Turning Losses into Tax Advantages
Episode 86: Today, Ann analyzes Warner Bro’s scathing letter to shareholders - the board doesn’t mince words about why it rejected an offer from Para…
9 months, 3 weeks ago
Inside Today’s Delayed Jobs Data & Retail Investing’s Agile Advantage
Episode 85: Today, Ann sits down with Howard Lindzon - the founder of Stocktwits - to discuss his 2026 outlook: from small-cap momentum to the psycho…
9 months, 3 weeks ago
Roomba Hits the Dustbin & Will Spinning Off Cable Nets Reignite Comcast?
Episode 84: Today, Ann looks at Roomba-maker iRobot’s decline and recent filing for bankruptcy and what it says about the health of public companies……
9 months, 3 weeks ago
The Right Stuff: Build-A-Bear’s CEO & Lululemon's Rebirth of Cool
Episode 83: Today, Ann examines the challenges of turning around a public company with Build-A-Bear’s President and CEO Sharon Price John. They disc…
9 months, 3 weeks ago
Disney: When You Wish Upon AI & Oracle Loses $100B in Market Cap
Episode 82: Today, Ann examines Walt Disney Company’s $1 Billion landmark agreement to bring Disney characters to OpenAI’s movie generator Sora… can…
9 months, 3 weeks ago
A Divided and Data-Blind Fed Decision & Cracker Barrel Reheats the Brand
Episode 81: Today, Ann examines the Fed’s data-blind decision to cut rates by a quarter percent - was it just a gift to the market and what might it …
9 months, 4 weeks ago
NVIDIA’s Kickback: Don’t Call It an Export Tax & AutoZone’s Muffled Earnings
Episode 80: Today, Ann explores President Trump’s decision allowing NVIDIA to ship H200 chips to China and why the 25% cut to U.S. coffers can’t cons…
9 months, 4 weeks ago
Paramount Gets Hostile Over Netflix-WBD Deal & Ulta: Beauty's Beast is Back
Episode 79: Today, Ann examines the turnaround happening at Ulta that recently sent its share price to an all-time high - how has management executed…
10 months ago
Trust Issues: Wikipedia’s Founder on Big Tech, Social Media and AI & Are Malls Back?
Episode 78: Today, Ann is joined in-studio by the founder of Wikipedia - Jimmy Wales - to discuss trust in social media, the prospects of using AI to…
10 months ago