The chapter delves into the financial performance and growth potential of CrowdStrike, evaluating its acquisitions and high stock valuation. Additionally, Target's progress amid challenges and focus on same-day services is discussed. The chapter provides insights into the strategies and outlook of these companies in their respective markets.
Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.
(00:21) Ron Gross and Jason Moser discuss:
- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.
- Target’s rebound and how it might get back to growth.
- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.
(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.
(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.
Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Nell Minow
Engineers: Dan Boyd
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