About this episode
Yesterday
Turnaround Stories and Shorting Stocks
Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it’s not that bad”, but that turnaround strategy has taken much longer than expected. Lou, Matt, and Tyler all look at the sta ... Show More
24m 48s
Jun 1
Nvidia’s Next Big Growth Lever?
Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway’s homebuilder ... Show More
25m 8s
May 31
The AI Buildout Is Just Getting Started
Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's ... Show More
19m 54s
Jun 2022
20VC: The Memo: Bill Gurley, Doug Leone, Keith Rabois; Investing Lessons from Prior Busts, How Their Investor Psychology Changed, What Can Be Applied To Today's Market
26m 32s
Jan 2023
Goldman Misses on Earnings, Morgan Stanley Beats, Disney Fires Back At Peltz 1/17/23
Jim Cramer and David Faber delved deeper into another set of big bank earnings, discussing what to make of Goldman Sachs posting weaker-than-expected quarterly results while Morgan Stanley beats
on profits and revenue. Breaking news on the Disney-Nelson Peltz proxy fight: Disney ... Show More
45m 38s
Aug 2022
20VC: Fintech OG Sheel Mohnot on Lessons from Investing in Flexport and ChipperCash and Missing Robinhood and Chime, Why Overly Large GP Commits are Dangerous, Biggest Mistakes Managers Make with Fund I and Emerging Markets; Which Survive?
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/pitdesi">Sheel Mohnot</a> is a Co-Founder and General Partner @ Better Tomorrow Ventures, a $225M fund that leads rounds in pre-seed and seed-stage fintech companies globally. Sheel and Jake (his co-founder) invested fo ... Show More
43m 24s
Oct 2023
20VC Roundtable: Are IPOs Back? Is Growth Dead? What Does it Take to Raise a Growth Round Today? How Do VCs Solve The Liquidity Challenge? Will We See a Massive Resetting of Valuations? AI Hype Growth Rounds?
50m 42s
Feb 2024
Berkshire's Operating Units Holding Up Well
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weak ... Show More
38m 52s
Feb 2024
The Deal Room: The sobering of SPACs and the IPO market heats up
34m 41s
Feb 2024
Strategies for Effective Leadership in Accounting Firms
Can a business really create a balance between value for the company and value for the staff? In light of mass company layoffs, social media chatter, and several published articles it appears that many organizations are struggling with doing what is right for the business vs doin ... Show More
27m 23s
Feb 2024
Why DEI Matters Behind The Numbers
In this episode, hosts Ian Dunlap, Troy Millings, and Rashad Bilal sit down with Rick Wade, Vice President of Strategic Alliances and Outreach at the U.S. Chamber of Commerce, to discuss the current landscape of diversity, equity, and inclusion (DEI) in the corporate world. Rick ... Show More
8m 34s
Feb 2024
Andrew Slimmon on Quantitative Factors in Markets
Bloomberg Radio host Barry Ritholtz speaks to Andrew Slimmon, managing director at Morgan Stanley Investment Management. He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Weal ... Show More
51m 45s
Just because a stock is down 50% doesn’t mean that the business is broken. (Or does it?)
Ricky Mulvey caught up with Motley Fool Senior Analyst Yasser El-Shimy to talk about some higher growth companies whose stocks have taken a hit. They discuss: - How investors can approach growth stocks with a venture capital lens. - Profitability questions for a strea ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/bgurley">Bill Gurley</a> is a General Partner @ <a href= "http://www.benchmark.com/">Benchmark Capital</a>, Bill, is widely recognized as one of the greats of our time having worked with the likes of GrubHub, NextDoor, ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/djparekh">Deven Parekh</a> is a Managing Director at <a href= "https://www.insightpartners.com/">Insight Partners</a>, one of the leading investing franchises of the last 25 years. Deven has made more than 90 investment ... Show More
<p>In this week's episode, we unpack the following four stories in the world of corporate finance.</p><p><br></p><ul><li>Will new SEC rules mean that SPACs (Special Purpose Acquisition Companies) can be more than a bubble-market phenomenon?</li></ul><p><br></p><ul><li>The IPO mar ... Show More
