The chapter delves into the difficulties Walgreens is encountering with underperforming stores and closures due to competition from online pharmacies like Amazon. It also analyzes Nike's recent earnings report, noting their mixed results on revenue and outlook caused by consumer behavior changes. The chapter underscores the need for business adjustments for both Walgreens and Nike to navigate their respective challenges.
Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?
(00:21) Jason Moser and Bill Mann discuss:
- Tips for playing the long game with the 2024 election cycle ramping up
- Amazon joining the $2T club, and which member is most likely to experience a big fall.
- Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.
(19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.
(31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.
Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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