The e-commerce giant is proving that growth can forgive past valuation sins.
(00:26) Jim Gillies and Ricky Mulvey discuss:
- Why investors are cheering Shopify’s latest results.
- An automotive supplier that can provide a ballast for portfolios.
- Why excitement about the market right now isn’t quite a mania.
Then, (16:24) Alison Southwick and Robert Brokamp ... Show More
Yesterday
SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?
Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast bre ... Show More
23m 6s
Oct 20
GE & GM Earnings and Deals, Deals, Deals
Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of Braze and Tradeweb Market’s Trumid acquisition. Plus, a mailbag about b ... Show More
23m 56s
Oct 19
Investors Shoot for the Moon
Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements regarding substantial progress in this area. Jon, Matt, and Tyler break down this ne ... Show More
24m 24s
Mar 2020
CoronaVirus Market Update, Robinhood meltdown and Q&A - WBW
<p>In this episode of Millionaire Mindcast, the dynamic duo is back, and with some great market update information. Tune-in as Ryan Breedwell and Matty A. discuss this last week's market update and what been happening with Robinhood. Also, they answer a few listener's submitted q ... Show More
35m 56s
Nov 2022
A Blockbuster Acquisition & Canadian Retail Giants
<p>In this episode, we talk about a blockbuster Canadian acquisition. We also discuss earnings from some well known Canadian stocks, the latest Canadian CPI numbers and some more FTX news.</p> <p>Tickers of stocks discussed: HCG.TO, DIS, L.TO, ATD.TO, ZM, DCBO.TO, ANF, CTC-A.TO</ ... Show More
54m 37s
Mar 2025
Prof G Markets: GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
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Apple Podcasts
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Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's decision to add bitcoin to its treasury reserves. Then they analyze Engine Capi ... Show More
1 h
Apr 2024
Prof G Markets: ByteDance’s Blowout Profit, Kalshi & Events Betting, and Dude Perfect’s Big Deal
Scott shares his thoughts on the latest financial figures from ByteDance and discusses if he would buy shares on the secondary market. He then takes a look at a platform for trading on event outcomes that just attracted a big market maker. Finally, Scott and Ed discuss one of the ... Show More
41m 28s
May 2025
Equity risks and alts opportunities
US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ... Show More
19m 11s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ... Show More
55m 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