Industry Focus

Latest Episodes:

Tech: What About Spotify, Uber, and Lyft? Dec 08, 2017

Show notes

These tech unicorns have long been the subject of IPO speculation. But for all that buzz, are any of them actually good businesses to own long-term?

Energy: Can UPS and FedEx Deliver for Retailers and Investors This Holiday Season Dec 07, 2017

Show notes

UPS, FedEx, and USPS will deliver an estimated two billion packages during the holiday season. We discuss how they make this happen, their past and current struggles to do so profitably, and what this all means for retailers, consumers, and investors.

Healthcare: Tax Reform Takes a Bite Out of Biotech Dec 06, 2017

Show notes

The tax bill includes fine print that could make biopharma companies pay more in taxes than expected. Plus, CVS Health cozies up to Aetna and Apple takes aim at heart disease.

CG: The 3G Capital Playbook Falls Short for Kraft Heinz Dec 05, 2017

Show notes

Cut costs, streamline operations, and acquire growth. That has been the recipe for success for 3G Capital (and frequent partner Warren Buffett), but as headwinds mount for packaged food and beverages, Kraft Heinz needs to find other avenues for growth. The cast also looks at Etsy and its trajectory under new CEO Josh Silverman.

Financials: BofI Holding: A Closer Look At This Online-Only Bank Dec 04, 2017

Show notes

Financials takes a deep dive into BofI Holding’s business model, competitive advantages, valuation, and potential future growth catalysts.

Tech: Hot gadgets, hot stocks? Dec 01, 2017

Show notes

We take a look at a few tech products on holiday shopping lists -- Nintendo Switch, Fitbit Ionic, and Xbox One S/X -- and talk about what their popularity really means for the companies that make them.

Energy: TransCanada’s Keystone Approval and OPEC Notes Nov 30, 2017

Show notes

Nebraska Public Service Commission voted 3-2 to approve an alternative route for the Keystone XL pipeline through the state. We discuss potential implications of Keystones operator TransCanada, and what the decision might mean for investors. Ahead of the OPEC meeting in Vienna, we debate the rumors and conjecture around the assembly.

Healthcare: Meet the CEO of the Largest Pot Stock in the World Nov 29, 2017

Show notes

Canopy Growth co-founder Bruce Linton is interviewed about the company’s strategy for medicinal and recreational marijuana in Canada and beyond.

CG: Black Friday Brings Optimism to Department Stores for the Holiday Season Nov 28, 2017

Show notes

Early numbers are in for the Black Friday weekend with strong growth over last year. That momentum has even extended to brick-and-mortar retailers, which saw only small traffic declines during the busy period. Find out why department stores are feeling confident about the quarter, and what investors should watch as they head into the final month of the year.

Slack: Where work happens. Find out why at slack.com.

Financials: 5 of the Most Pervasive Money Myths – Debunked! Nov 27, 2017

Show notes

Financials sets the record straight on common money myths involving topics ranging from investing in stocks to using credit cards.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected