Discussion on an activist investor investigating VF Corp, analyzing its underperformance and potential for positive change, highlighting financial challenges such as decreasing margins, cash burn, and high debt.
The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.
(00:16) Jason Moser and Dylan Lewis discuss:
- The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax.
- Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme.
- How Roblox’s return to office plans are a sign of the times for the pandemic darling.
(14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year.
Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG
Host: Dylan Lewis
Guests: Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Tim Sparks
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