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
Today
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
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10 Tips for Harvesting Investment Losses
Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i.e., not in an IRA, 401(k), or HSA), you can sell it, take the loss, and use it ... Show More
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#221: Are We in An AI Bubble?
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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
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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
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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
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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