Podcast Episodes

Philip Morris is DELETING the Map: Q4 2025 earnings - 2.6.2026 (057)

Susie and Miro unpack a quarter that looks like a disaster on paper but traded like a victory. Why did the stock rally despite EPS plunging 38% and o…

5 months, 3 weeks ago

Alaska Air's premium seats are effectively SOLD OUT: Q4 2025 earnings - 1.23.2026 (056)

Despite a government shutdown, seasonal winter slumps, and the chaos of merging with Hawaiian Airlines, Alaska Air Group just pulled off a massive ea…

5 months, 3 weeks ago

Barrick's record profits & killed buybacks: Q4 2025 earnings - 2.5.2026 (055)

Barrick Gold just posted a dream quarter on paper: revenue is up 45% to $6B, gold prices are clearing $4,100/oz, and cash is pouring in. So why did t…

5 months, 3 weeks ago

Roblox is gentrifying: Q4 2025 earnings - 2.5.2026 (054)

Roblox just delivered a quarter of massive contradictions. On paper, the money looks great-Bookings surged 16% to over $2.2 billion. But for the firs…

5 months, 3 weeks ago

Amazon’s $200 Billion CAPEX Shock: Q4 2025 earnings - 2.5.2026 (053)

On paper, Amazon just delivered a monster holiday quarter. Revenue hit a record $213.4 billion, Operating Income is up 44%, and AWS growth is acceler…

5 months, 3 weeks ago

Sony's Snoopy, Sensors, and a Trillion Yen Illusion: Q3 FY2025 earnings - 2.5.2026 (052)

You would be forgiven for panicking after seeing "Net Loss: 1 Trillion Yen" on Sony’s earnings print. But before you sell, tune in. In this episode o…

5 months, 3 weeks ago

Space Rockets & Severance Checks: Linde Q4 2025 earnings - 2.5.2026 (051)

Linde (LIN) is supposed to be the most boring, reliable stock in your portfolio-the ultimate inflation hedge. But this quarter, the industrial giant …

5 months, 3 weeks ago

AbbVie buys a Political Fortress: Q4 2025 earnings - 2.04.2026 (050)

For years, investors feared the "Humira Cliff"—the moment AbbVie’s top-selling drug lost patent protection. Well, Q4 2025 is in, and it looks like th…

5 months, 3 weeks ago

The "Moat of Sprawl": Uber Q4 2025 earnings - 2.4.2026 (049)

If you glanced at the headlines this morning, you probably saw that Uber’s Net Income crashed 95% quarter-over-quarter.

It looks terrifying, but don’…

5 months, 3 weeks ago

Taco Bell is CARRYING the team: Yum! Q4 2025 earnings - 2.4.2026 (048)

In this episode, Susie and Miro dissect a truly bipolar quarter for Yum! Brands. On the surface, the earnings beat looks healthy, but under the hood,…

5 months, 3 weeks ago