I think companies that are growing earnings, like an en Nvidia, or as esmeta has done in recent years, they deftly get a pass. I mean, it really still comes down to earnings powerand nd, those companies have demonstrated tremendous earnings power in recent years and they should get the benefit of that. But i still question investing so many billions of dollars though, you know, in doing that. If youreally want to return to shareholders and you don't have any better way to do it, consider doing a dividend,. because at least the investor gets to make the choice, and it's not being made by the company c f o or the board.
While some tech companies announce lay-offs, others are posting blowout earnings.
(00:21) Deidre Woollard and Tim Beyers discuss:
- How a decrease in consumer spending is hitting SaaS companies in unexpected ways.
- Why The Trade Desk is thriving in a tough environment. - A “cautious” view on tech layoffs (and why we aren’t hitting the panic button). - Why Walmart might join the streaming wars. - A brilliant, tiny company that’s not getting enough attention from investors.
Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that’s outperformed Amazon for more than a decade.
Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN
Host: Deidre Woollard Guests: Tim Beyers, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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