Bill Mann: Groupo Aeroportuario del Pacifico has 12 airports on the west coast of Mexico. He says PAC makes money from aeronautical services and non-aeronautical services, such as renting out stores. Mann sees opportunities for spectacular growth in areas like Hermosillo and Cabo San Lucas. Nick Seibel presents a nuclear energy play that he believes could be worth $1 billion.
Adobe wants to be a customer experience platform, and a discount retailer is upscaling.
(0:21) Deidre Woollard and Asit Sharma discuss: - Adobe’s quarter, and issues acquiring Figma. - Tech companies rushing to launch generative AI. - Five Below converting stores to Five Beyond. - Labor issues for Dollar General.
Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate. Companies discussed: ADBE, FIVE, DG, PAC, BWXT
Host: Deidre Woollard Guests: Asit Sharma, Bill Mann, Nick Sciple Producer: Ricky Mulvey Engineer: Dan Boyd
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