Podcast Episodes

Brookfield (BN) earnings: $11.6B in shadow revenue and the BNT merger

Brookfield is defying the commercial real estate crisis while finally collapsing its complex structure to unlock hidden value.

In ~10 minutes:

- Revenu…

5 months, 2 weeks ago

Airbnb (ABNB) earnings: The $1B seasonal profit drop and the pivot to hotels

Airbnb posted a massive sequential decline in profitability due to severe seasonality, yet management insists the business is finally pivoting back t…

5 months, 2 weeks ago

Hilton (HLT) earnings: The "AI complex" construction bet

Hilton’s CEO just reframed the hotel giant as a derivative bet on physical AI infrastructure, effectively swapping white-collar consultants for data …

5 months, 2 weeks ago

Kraft Heinz (KHC) earnings: The $600M bill for "unearned" prices

Kraft Heinz stock rallied 5% despite a double-digit profit cut guidance and a candid admission from the CEO that recent price hikes "were not earned.…

5 months, 2 weeks ago

Cisco (CSCO) earnings: The tax bill that hid a $2.1B AI boom

Cisco just posted its strongest order growth in years, yet the stock slid ~8% after hours on a cash flow scare that isn’t what it seems.

In ~10 minute…

5 months, 2 weeks ago

Shopify earnings (SHOP): The $124B record quarter the market hated

Shopify delivered its first-ever quarter with over $100 billion in merchandise volume, yet the stock plummeted 14% as investors grappled with its tra…

5 months, 2 weeks ago

McDonald's (MCD) earnings: Record traffic, flat revenue, and the CosMc's pivot

McDonald's posted its highest single sales day in history via the "Grinch" campaign, yet revenue remained flat as the company traded margin for volum…

5 months, 2 weeks ago

Ferrari (RACE) earnings: Selling fewer cars to make more money

Ferrari defied the laws of economic gravity in Q4 by shipping 7% fewer cars while pushing revenue and profits to new highs, though a sharp drop in Am…

5 months, 2 weeks ago

Robinhood (HOOD) earnings: The $9B asset drop inside a record quarter

Robinhood posted record earnings per share for Q4 2025, yet the stock dropped 8% as total platform assets shrank and the company redefined key user m…

5 months, 2 weeks ago

Ford (F) earnings: The $11B loss and the supply chain fire

Ford utilized a massive "kitchen sink" quarter to write off failed EV bets, but a single supplier fire is now causing immediate cash flow havoc.

In th…

5 months, 2 weeks ago