Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it’s a reminder that retailers have to play a new game and that’s driving the winners and losers in retail. Plus, we discuss the stocks we would give as gifts and what’s on our radar this week.

Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Spotify (SPOT), Garmin (GRMN), Roblox (RBLX), Astera Labs (ALAB), Ferrari (RACE), GE Aerospace (GE), Berkshire Hathaway (BRK-A, BRK-B), Target (TGT), Shopify (SHOP).

Host: Travis Hoium

Guests: Dan Caplinger, Asit Sharma

Engineer: Dan Boyd

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