Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.
(:21) Asit Sharma and Maria Gallagher discuss:
- Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores.
A growing world population means more mouths to feed. (12:16) ... Show More
Yesterday
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ... Show More
20m 27s
Jul 28
Paypal to Stripe: You’re Going to Have to Do Better Than That
Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. ... Show More
25m 5s
Dec 2024
2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ... Show More
26m 36s
Jun 2025
The Week in M&A: Disney Buys Hulu, Meta’s $15bn AI Bet & Billion-Dollar Chicken
From a $33 billion family tie-up at Toyota to Japan’s 400% surge in M&A activity, Anthony and Stephen break down the latest investment banking scorecard and why dealmakers are suddenly flocking East.They also dig into Disney’s final takeover of Hulu, the $15 billion Meta bet on A ... Show More
31m 12s
Aug 2024
#221: Are We in An AI Bubble?
<p>Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.</p><br><p>We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ... Show More
52m 7s
<p>In this episode of the Canadian Investor Podcast, we talk about:</p> <ul> <li aria-level="1">Google delaying the removal or tracking cookies and the impact on The Trade Desk</li> <li aria-level="1">Visa acquiring open banking platform Tink</li> <li aria-level="1">Etsy acquirin ... Show More
