The chapter covers the recent quarterly results of Netflix, focusing on their subscriber growth, revenue guidance, and phasing out of the lowest ad-free tier. It also discusses Domino's Pizza's performance, highlighting their pricing strategy and the market's reaction to reduced store opening plans. The conversation explores the broader implications of these companies' results on the industry, along with insights into the food industry and retail sector.
After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.
(00:21) Bill Mann and Jason Moser discuss:
- The Russell 2000s unusual spike, and why it’s a mix of good news and bad news.
- The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall.
- Earnings updates from Netflix, Domino’s, and Five Below.
(19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.
(33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet.
Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman
Engineers: Steve Broido
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