The company over the last year and year to date has performed fairly well for shareholders. I do wonder if there's going to be a point where investor patients kind of wanes on that. Do you feel like to some extent the easy money with meta maybe has been made? Yeah, it's always this kind of curve whenever you see a business pursuing efficiency.
The earnings parade is on, and this quarter it pays to be in the black.
(00:21) Matt Argersinger and Emliy Flippen discuss: - The Fed’s latest rate hike and why another seems in the cards. - Why earnings updates ended epic runs for Chipotle and Spotify. - How big tech’s cost cutting is going.
(19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation.
(31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.
Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV
Host: Dylan Lewis Guests: Matt Argersinger, Emily Flippen Engineer: Dan Boyd
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