Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?
(00:13) Tim Beyers and Mary Long discuss:
- The difficulties in valuing Cava.
- Why the fast casual restaurant doesn’t want to lean too far into digital channels.
- How Toast is able to keep growing despite macro headwinds.
Then, (17:40) Fool Contributor Rick Munarri ... Show More
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
Aug 2023
Stocks to Watch: The Outlook for Growth Stocks
Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn talk with Blair Boyer, co-head of the large-cap growth equity team and a large-cap growth equity portfolio manager at Jennison on the outlook for growth stocks, financial markets, industry sectors, an ... Show More
39m 34s
Jul 2023
The Deal Room: The IPO market starts to thaw & CVC Capital Partners raises €26bn for the largest buyout fund in history
<p>Stephen Barnett, our Director of Corporate Finance goes solo this week to cover three major topics in focus:</p><br><p><strong>Oddity IPO</strong> - The Israeli company ('where beauty meets Israeli technology') debuted on the Nasdaq. Lead book-running managers Morgan Stanley, ... Show More
23m 29s
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
Mar 2022
Is Time Out a Billion Dollar Business? - Plus Russian Stocks, Right-Wing Media Sites, and More
Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) discuss why Time Out is a surprising business that could be worth a billion dollars, whether it's worth buying Russian stocks, and what Shaan would do to build a large right-wing media property.
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Links:
* Time Out - https://ww ... Show More
18m 16s
May 2023
Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban
This week on Prof G Markets, Scott shares his thoughts on what he thinks is the worst ever rebrand: HBO’s shift to Max. He then takes a look at fast casual restaurant Cava’s IPO filing and examines why its competitor Chipotle is one of the best performing stocks this year. Scott ... Show More
45m 18s