Jan 8
Databricks: From Data to Decisions - [Business Breakdowns, EP.238]
Today we’re breaking down Databricks, a $130B private company that helps companies collect, store, and process very large amounts of data, and then use that data to run analytics and train machine learning models. Databricks sits in the middle of modern data systems, connecting r ... Show More
1h 14m
Dec 12
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]
Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's technology—though most of what they do happens behind the scenes in airline operatio ... Show More
47m 49s
Dec 5
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]
Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair Asset Management, helped explain exactly how Doximity works as a business. Jim ge ... Show More
32m 36s
May 2024
Episode 150: 1 Chip Stock Ready For A New Data Center Power Bull Market? Texas Instruments (TXN) Stock
<p>Welcome back to Chip Stock Investor! In this special episode, we are joined by Jason Hall from Investing Unscripted. We discuss Texas Instruments (TXN), its recent stock price rally, manufacturing innovations, and future prospects. Learn about the key factors impacting TI, inc ... Show More
28m 42s
Jan 2025
Stocks That Could Soar with Trump in Office
Welcome back to another insightful clip of Market Mondays! In this engaging clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down the stocks that are poised to benefit from Donald Trump's tenure in office. This detailed discussion covers several sectors and highlights key ... Show More
3m 57s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Dec 2024
121. The Skinny On...Mondelez's Failed Bid for Hershey, Kroger's Failed Bid for Albertsons, & Hawk Meme Coin
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>On this episode of 'The Wall Street Skinny' we delve into two failed acquisitions, starting first with the failed Mondelez-Hershey deal. We get into th ... Show More
32m 44s
We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, enacted by Congress in 2022, which aimed at boosting the US's semiconductor manufacturing capabilities to better compete with East Asia.
America had been depend ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>This week, we break down the tension between Jerome Powell and Donald Trump—and what it <em>actually</em> means for monetary policy. If you listened to Powell’s ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In this episode of 'The Wall Street Skinny,' Jen and Kristen dive deep into the finance-heavy intricacies of HBO Max's hit show 'Industry,&ap ... Show More