Shares of fastly are up 10% after $3.5 third quarter results. Chris Hill: Is this rising because expectations were just so abysmally low? And the answer is, yep. The numbers are okay, Chris. I wouldn't say they're great; They're okay. But at least we have a guy who has the look and feel of an operator who wants to put cash to work in a beneficial way for shareholders," he says.
Some companies have bright futures, while others simply run out of time.
(0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth
(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.
Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM
Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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