Walmart is one of those businesses that is easy to overlook when it comes to capital allocation because they don't really do the big acquisitions, either in dollar amount or just sort of what it means to the underlying business. And a lot of their investments, particularly what we saw early in the pandemic and we saw it with target two, was ramping up their operations. They're going to be able to meet the consumer wherever the consumer wants to be met.
Earnings season kicks off on Friday. What should investors be watching?
(00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season
(16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.
Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER
Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd
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