If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory.
(00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's earnings report - Why he's paying close attention to inventory levels
(11:23) It's Tax Season! Robert Brokamp an ... Show More
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
May 2023
Everything’s Coming up AI!
Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.
47m 15s
Jul 2025
MB251: Earnings Season Insights: What to Expect
In this episode, Sam and Josh discuss the current state of the market, focusing on the ongoing earnings season and its implications for investors. They analyse key earnings reports from major companies like Tesla and Google, exploring their performance and future outlook. The con ... Show More
28m 54s
Jul 2022
What you don’t know about this year’s tax filing season
It is tax filing season and while people look forward to tax season because they can get a rebate, for many of us it can feel a bit overwhelming. In this podcast Maya speaks to tax expert Reinert van Rensburg, Tax Legal Specialist at Leap Group, about everything you need to know ... Show More
24m 34s