A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.
(00:21) Bill Barker and Dylan Lewis discuss:
- Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.
- Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain. ... Show More
Yesterday
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ... Show More
21m 38s
Jul 29
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ... Show More
20m 27s
Jul 28
Paypal to Stripe: You’re Going to Have to Do Better Than That
Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. ... Show More
25m 5s
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
Apr 2021
Caterpillar CEO, Domino’s Pizza CEO & Align Technology CEO
The Dow rose 240 points and Cramer’s breaking down the news and giving you his take on how to approach this market. Then, the CAT’s out of the bag – Cramer’s going one-on-one with Jim Umpleby, the CEO of Caterpillar fresh off earnings. Next, time to serve up the dish on Domino’s ... Show More
43m 53s
Jun 2023
Pizza & Profit: The Slice Factory Story (Ep 194)
Join Jaime Oikle from RunningRestaurants.com as he speaks with Dom Diana, the CEO and founder of Slice Factory, the family-focused and welcoming Chicago-based pizza franchise and home to Chicago's original jumbo slice. We discussed the history of Slice Factory, its expansion and ... Show More
24m 36s
<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
