my private podcast channel
This investor is not a cat, though.
Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029.
Companies discussed: CHWY, SIX, FUN, AMZN, WMT
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks
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Fujifilm’s old school cameras are surging for the first time since iPhone… because friction creates value.
The Supreme Court just slashed economic regulation by reversing “Chevron”… it’s a new era of laissez faire.
And Nike’s stock had its worst day Friday in over 20 years… but Nike’s pain is Adidas’ gain.
Plus, we just calculating the number of *Women* in Finance, blue eyes, trust fund, 6’5”... and we’ll tell you how many there actually are.
$NKE $ADDYY $CVX
About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today’s top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.
00:00 - intro
01:23 - Finance Girls
03:47 - Fujifilm’s camera revival
08:52 - The END of regulation.
13:43 - Nike’s pain is Adidas’ gain
18:42 - Takeaways
19:32 - OTHER NEWS
21:13 - Best Fact Yet
22:41 - Shout outs
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.Â
(00:21) Jim Gillies and Dylan Lewis discuss:
- How the TSX stacks up to the S&P 500 so far in 2024.
- Why investor apathy in Canada is creating some low valuations and great buying opportunities.
- Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear
Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS
Host: Dylan Lewis
Guests: Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd
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The NFL just lost an antitrust lawsuit over how you watch the NFL… so fans are getting paid.
Every dating app stock is down except for Grindr… because Grindr’s got an AI wingman.
And Billboards are back, baby… we’ll tell you how in an age of digital ads, Billboards are big.
Plus, if you’re looking for a man in finance, blue eyes, trust fund, 6’5”, we’ve found them… And there are only 215 of them in the entire country.
$GRND $MTCH $BMBL
About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today’s top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.
00:00 - intro
01:18 - Song of the Summer
04:02 - Grindr’s AI wingman
08:25 - NFL Ticket’s lawsuit loss
12:59 - The Return of the Billboard
18:23 - Takeaways
19:01 - OTHER NEWS
20:33 - Best Fact Yet
22:21 - Shout outs
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about:
- The cold chain and our economy.
- Finding investment opportunities inside of refrigerators.
- And one reason why Unilever gave up on ice cream.
- A new technology changing how we eat fruits and vegetables.
Companies mentioned: COLD, WMT, UL, YUMC
Host: Ricky Mulvey
Guest: Nicola Twilley
Producer: Mary Long
Engineers: Desiree Jones, Chace Pryzlepa
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What is it worth? Why?Â
Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss:
- The difference between price and value.
- What financial metrics can and can’t tell investors.
-Â The valuation case for a sporting goods retailer.
Companies mentioned: AAPL, OTC: WIPKF, MEDP, ASO, DKS, ADDYY, SFM
Host: Ricky Mulvey
Guest: Jim Gillies
Engineer: Tim SparksÂ
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Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?
(00:21) Jason Moser and Bill Mann discuss:
- Tips for playing the long game with the 2024 election cycle ramping up
- Amazon joining the $2T club, and which member is most likely to experience a big fall.
- Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.
(19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.
(31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.
Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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Laura answers three listeners’ questions about ways to reduce taxable income, cut taxes, and save more money.
Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.
Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.
Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.
Money Girl is a part of Quick and Dirty Tips.
Links:Â
https://www.quickanddirtytips.com/
https://www.quickanddirtytips.com/money-girl-newsletter
https://www.facebook.com/MoneyGirlQDT
This will be the 1st ever AI Olympics… because sports announcer Al Michaels will be an AI bot.
Zara & H&M are losing to Shein, so they’ve got a new turnaround plan… Sexy superstores.
And Walgreens’ stock has plummeted 90%... and it’s connected to last night’s Presidential Debate.
Plus, Summer Fridays are disappearing… The seasonal tradition has fallen 80% since 2019, so we need to Save Summer Fridays. Sign our petition here, on Instagram
$HNNMY $WBA $AMZN
About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today’s top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.
00:00 - intro
1:08 - Summer Fridays Petition
04:04 - The 1st AI-lympics
09:55 - Walgreens’ political debate.
14:04 - H&M’s makeover store.
18:21 - Takeaways
19:00 - OTHER NEWS
20:22 - Best Fact Yet
21:57 - Shout outs
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Welcome to the stock market in 2024.
When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month.
(00:21) Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company.
Then, William Cohan from Puck (16:13) joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media.
Companies discussed: CHWY, AMZN, PARA
Check out Puck’s newsletters: https://puck.news/newsletters/
Host: Ricky Mulvey
Guests: Tim Beyers, William Cohan
Producer: Dylan Lewis
Engineers: Dan Boyd, Tim Sparks
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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