Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?
(00:21) Asit Sharma and Dylan Lewis discuss:
- The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here.
- Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline.
- Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions.
(16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor.
Companies discussed: INTC, NVDA, LUV, BA
Host: Dylan Lewis
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd
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