Celsius and Chegg have a lot to follow with Celsius in the upcoming earnings report and really for the next couple of years. Management here and the story they were telling there is that they're kind of treating AI as more of a tailwind versus a headwind. The name Chegg itself is hokey, right? It's a portmanteau of chicken and egg,. You need a job degree to get a job, but you can't get a job without a degree.
Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand.
(00:21) Jim Gillies and Dylan Lewis discuss:
- Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable. - Whether Chegg can harness AI for its education offerings. - Why Nelnet’s slow and steady Berkshire approach continues to pay off.
Companies discussed: CHGG, NNI, CELH
Host: Dylan Lewis Guests: Jim Gillies Engineers: Dan Boyd
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