Wall Street reacts to reports that U.S. regulators are preparing to investigate Amazon, Apple, Facebook, and Google over potential antitrust concerns. How worried should investors be? Analysts Andy Cross, Ron Gross, and Jason Moser tackle that topic and debate the age-old investing question, value play or value trap? Plus, we revisit Motley Fool co-founder D ... Show More
Nov 24
Reckless Earnings Predictions: ZM, BBY, DE
We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning).
Rick Munarriz, David Meier, and Tim Beyers:
- Forecast a “miss, beat, or beat and raise” for Z ... Show More
24 m
Jan 2021
Left holding the mic: Will shareholders still love Twitter and Facebook?
Shares in Facebook, Twitter, Apple, Amazon and Alphabet, the parent company of Google, all slid at the start of the week. But analysts said they won’t fall far.
This week, co-hosts Mustafa Alrawi and Kelsey Warner dig into the unfolding drama at the world’s biggest platforms an ... Show More
19m 28s
Sep 2023
20VC Roundtable: Is the VC Model Broken? The Biggest Disconnect Ever Between TVPI & DPI, Why Market Size is Dangerous, Why "Go Fast" is Terrible Advice, The Dangers of Raising Large Rounds at High Prices & Why Next Year Will See the Biggest Hiring Spree i
<p><!-- wp:paragraph --></p> <p><a href="https://angel.co/epaley">Eric Paley</a> is the Managing Partner at <a href= "http://www.foundercollective.com/" target="_blank" rel= "noreferrer noopener">Founder Collective</a>, one of the world's most successful seed funds with investmen ... Show More
1h 17m
Jan 2022
20VC: How Startup Valuations, Fund Deployment Cycles, M&A and IPO Markets Will All Change in This New Market, Where Will The Biggest Crunch Be, When Is The Right Time To Be Aggressive vs Conservative with Roger Ehrenberg, Founding Partner @ IA Ventures
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/infoarbitrage">Roger Ehrenberg</a> is a Founding Partner @ <a href="https://www.iaventures.com/">IA Ventures</a>, one of the most successful seed funds of the last decade with $475 million across their four funds. Previ ... Show More
44m 56s
Jun 2023
Prof G Markets: NVIDIA’s $1 Trillion Valuation, Pairs Trading, and Understanding Analyst Estimates
This week on Prof G Markets, Scott examines why NVIDIA has left other chip makers such as Intel in the dust. He also explains why he’s thinking of taking up a pairs trading strategy to hedge against today’s market dynamics. And finally Scott and Ed take a listener question about ... Show More
40m 23s
Jun 2021
Big Tech In the Capitol Hill Crosshairs -- Cramer Speaks out, Microsoft Joins the $2T Club, Powell Calms the Markets, Southwest's Kelly to Step Down As CEO, Morgan Stanley's Message to Unvaccinated Employees, Buffett Makes a $4.1B Philanthropic Donation and Resigns from the Gates Foundation, plus Bi
Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a closer look at big tech under fire: The House Judiciary Committee set for a markup of antitrust bills which include legislation aimed at breaking up tech giants. Apple among the companies firing back at Congr ... Show More
45m 32s
Jun 2023
Double Trouble: How the Dot-Com and Tech Bubbles Compare
<p>In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.</p><ul><li>Why did you decide to analyze these two investing periods?</li><li>Examples of the market ... Show More
16m 24s