Topgolf Callaway is returning significant capital to shareholders in the form of dividends and buybacks. Philip Morris, really the leader in these emerging reduced-risk products acquired by Swedish Match has dominant market share in nicotine pouches. If things normalize, I think you'll see these products be actually more profitable than cigarettes in the long term.
AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access. - What those moves say about AI, online intellectual property, and the next era of the internet. - Meta’s new Twitter challenger Threads.
(16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought.
Companies discussed: META, EOLS, GOLF, PM, DIS
Host: Dylan Lewis Guests: Asit Sharma, Rickey Mulvey, Nick Sciple Engineer: Dan Boyd
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