Motley Fool Money

Not Too Big To Fail

Mar 10, 2023

Jason Moser, a Senior Analyst, and Matt Argersinger, another seasoned analyst, dive into the shocking collapse of Silicon Valley Bank and its effect on the financial landscape. They discuss the February job report, the 'Lipstick Effect' benefitting Ulta Beauty, and recent trends in companies like DocuSign and Vail Resorts. Joining them, Nell Minow, Vice Chair of Value Edge Advisors, shares her take on corporate governance, critiques stock buybacks, and even offers her predictions for the Oscars. Plus, stock picks like InterDigital and Global Industrial Co. get a spotlight!

39:31

Creator website

Episode guests

Jason Moser

Nell Minow

Matt Argersinger

Highlights

AI Chapters

Episode notes

The Pros and Cons of Stock Buybacks

01:20

Intro

2min

Navigating the Cash Flush Crisis

10min

Earnings Insights: Resilience and Challenges in Retail

7min

The Impact of Stock Buybacks on Investment

6min

The Political Landscape of ESG Investing

3min

Dynamic Ticketing and Oscars Predictions

6min

Debating Award Nominations and Vinyl's Comeback

2min

Insights on Stock Picks

3min

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession.

(0:21) Jason Moser and Matt Argersinger discuss: - February's jobs report (and potential ripple effects) - The stunning collapse of Silicon Valley Bank - Vail Resorts staffing up to meet demand - How the "Lipstick Effect" is benefitting Ulta Beauty - The latest from Docusign, and Dick's Sporting Goods

(19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards.

(35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co.

Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC

Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Nell Minow Engineer: Dan Boyd

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