

Game Plan, Anaplan CEO, Biohaven Pharma CEO, & Centene CEO
Dec 14, 2019
Frank Calderoni, CEO of Anaplan, discusses the company's incredible stock surge of 90% this year and shares insights on its future growth strategies. The conversation dives into the shift towards real-time planning in business and how Anaplan is navigating the cloud software landscape. Additionally, Dr. Vlad Coric of Biohaven Pharmaceuticals reveals the promising developments in their Alzheimer’s research and innovative treatments for migraines. Finally, Centene's CEO Michael Neidorff addresses the recent challenges facing their stock and the healthcare industry.
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Trade Deal Winners
- Consider buying Tyson Foods, a leading protein play, if the trade deal boosts pork prices.
- American hog farmers will likely expand capacity, benefiting various states.
FedEx and Trade
- FedEx's extensive build-out in China hasn't yielded sufficient commerce.
- A preliminary trade deal could brighten its future, despite potential short-term struggles.
Cintas Investment
- Consider Cintas, a uniform rental company, as a potential investment.
- Short sellers might present a challenge, but their strong business growth is promising.