Today
Picking the Winners of the Honeywell Breakup
The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as stan ... Show More
27m 18s
Nov 2021
Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA
Eric Markowitz, Director of research at Worm Capital, discusses the bull thesis for Tesla. Key topics include all of Tesla's growth options, the biggest misperceptions of Tesla, and why comparing Tesla's valuation to legacy auto manufacturers doesn't make sense.
We ... Show More
1h 2m
Apr 2019
Beyonce signs with Adidas, Corona’s owner pops 7% for quitting wine, and why Tesla fell 9%
Adidas’ new creative partnership with Beyonce signals a major change in athleisurewear. Corona-owner Constellation Brands just sold its cheap wine biz for $1.7B to pivot to beer. And Tesla dropped 9% on e-car sales worries (FYI, Elon Musk was busy in court over his tweets).Learn ... Show More
13m 16s
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
Nov 2022
Meta laid off 11,000 employees - DTH
<p>Meta laid off 11,000 employees, Binance intends to acquire FTX Exchange, and Tesla CEO Elon Musk sold 19.5 million shares of Tesla, worth approximately $3.95 billion dollars.</p><br><p>Check out the show notes <a href="https://docs.google.com/spreadsheets/d/e/2PACX-1vT2uK52XEr ... Show More
6m 21s
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind.
(00:21) Sanmeet Deo and Mary Long discuss:
- Poor results from Tesla’s automotive segment.
- Whether Musk’s return can revive the company.
- Half marathons, and the future of humanoids.
Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip c ... Show More
<p>Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.</p><br><p><br></p><p>Watch + Subscribe on YouTube:</p><br><p><br></p><p>Listen into our group chat on Telegram:</p><p><a href="h ... Show More
