Carol and Tim engage in a lively discussion with Ryan Kelly, Chief Investment Officer of Hennessy Funds, about the remarkable performance of the Hennessy Cornerstone Mid-Cap 30 Fund, positioning in the 98th percentile among peers. The chapter focuses on the benefits of investing in mid-cap companies, their growth potential, attractiveness for acquisitions, and ability to compete with larger competitors, emphasizing their more favorable valuation compared to large-cap tech firms.
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Bloomberg Intelligence Senior Retail Analysts Jennifer Bartashus discusses Walmart successfully growing operating income faster than sales, a trend likely to continue in fiscal 2Q as the company reaps benefits from a changing business mix. Bloomberg News Health Care Reporter Kristen V. Brown shares the details of her Businessweek Magazine cover story 23andMe's Fall Exposes DNA Testing as More Gimmick Than Remedy. Durga Malladi, Head of AI at Qualcomm, talks about the rise of on-device artificial intelligence. And we Drive to the Close with Ryan Kelley, CIO & Portfolio Manager at Hennessy Funds.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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