Timothy Stanley: Rule Breakers showed resilience this quarter. He says the upstart has to get better at selling loans to banks and institutional investors. If it doesn't start doing that, he says, "the story is going to get played out" Here's hoping for a big rally inRule Breakers' stock.
If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss:
- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock.
(17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today.
Companies discussed: ABNB, UPST, ADANIENT
Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl
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