Disney Plus works its magic. WeWork falls down on the job. Best Buy rewards investors. And Constellation Brands unloads some cheap beer. Analysts Andy Cross, Ron Gross, and Jason Moser discuss some of the year’s top business stories, stock market surprises, underappreciated stories, and dumb investments. We share why Chipotle, Microsoft, and Target each have ... 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 2023
Prof G Markets: Disney’s Proxy War, Goldman’s Guidance Miss, and the Dating App Market
This week on Prof G Markets, Scott shares his thoughts on Nelson Peltz’s activist investment in Disney. He then explains why Goldman reported its largest earnings miss in a decade. Finally, Scott discusses the business of dating apps like Hinge, and sources some personal experien ... Show More
38m 15s
May 2024
Prof G Markets: Bob Iger’s Bad Day, Trump Media’s Fraudulent Auditor, and Uber’s Venture Investments
Scott shares his thoughts on Disney and Warner Bros. Discovery’s latest earnings and what they mean for the streaming space. He then reflects on the implications of Trump Media’s auditing firm being charged with fraud. Finally, Scott and Ed discuss Uber’s Q1 earnings and why the ... Show More
43m 7s
Jul 2023
Prof G Markets: Carvana and Corporate Governance, Hollywood vs. Microsoft, and Oddity’s IPO
This week on Prof G Markets, Scott shares his thoughts on Carvana’s questionable governance in light of its recent debt restructuring. He then explains why Hollywood writers and actors should be picketing outside of Microsoft instead of the studios. Scott also discusses the succe ... Show More
41m 32s
Aug 2022
Prof G Markets: Uber and Airbnb Earnings, Apple’s Debt
This week on Prof G Markets, Scott deciphers the market’s disparate responses to strong earnings announcements from Uber and Airbnb, and what it tells us about the importance of the narrative over numbers in stock valuation. Then we take a deep dive into Apple’s surprisingly larg ... Show More
27m 30s
Oct 2021
Rapid Response: Launching a $500b startup, w/Jet.com's Marc Lore
<p>Since stepping down as Walmart’s president of e-commerce at the beginning of the year, billionaire entrepreneur Marc Lore has had a busy year of big ideas. In the spring, it was announced that he reached a deal to purchase the NBA’s Minnesota Timberwolves and the WNBA’s Minnes ... Show More
22m 22s
Nov 2022
Prof G Markets: Upheaval at Twitter, Airbnb and Uber Earnings, and the Chinese Markets
This week on Prof G Markets, Scott shares his thoughts on Elon’s proposed changes to Twitter so far and explains why enabling paywalled videos like OnlyFans is a good idea. He then makes the argument for why Airbnb is one of the best-performing companies in the world, and how Ube ... Show More
27m 16s
Jan 2023
Prof G Markets: Tesla’s Earnings Beat, Chevron’s Share Buybacks, and Elliott’s Salesforce Stake
This week on Prof G Markets, Scott reflects on Tesla’s latest earnings, semi-truck deliveries, and price cuts. He then offers his thoughts on the ugly side of share repurchasing programs, and explains why this will be the year of the activist investor.
Music: https://www.davidcu ... Show More
32m 53s
Nov 2023
Prof G Markets: Third Quarter Review — with Aswath Damodaran
Scott shares his thoughts on WeWork’s bankruptcy, Saudi Arabia’s World Cup bid, and Disney’s full ownership of Hulu. Then Aswath Damodaran returns to the show to break down third quarter earnings season. They discuss Meta, Netflix and streaming, Instacart, the Ozempic effect, Bir ... Show More
54 m