Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Economic Orthodoxy Is Failing
02:06 • 4min
The Juggernaut Group: A Squatter
05:57 • 1min
The Bank of America's Net Reward Session
07:18 • 3min
Micron Bottoms Well in Advance of When It's Business Is Good
10:10 • 4min
Cloud Comeback Stocks That Have Quietly Been One of the Hottest Groups in the Market
14:02 • 4min
GitLab Stocks Are Down 60% From 2021 Highs
18:22 • 4min
How to Get Your Bearings in a Wrong Market
22:43 • 3min
NSCIP's Concerns About the Resistance Area on the NASDAQ 100
25:22 • 5min
Airbnb: Should I Buy It?
30:11 • 4min
How Splunk Is Helping FedEx Grow
34:08 • 2min
Microsoft's Partnership With Microsoft to Deliver Splunk in Azure as a Service
35:54 • 2min
Splunk's Thunderous Lightning Round
37:33 • 2min
The Long-Term Hold on a Stock
39:20 • 2min
Stone as P&E
40:52 • 2min
Pepsi: The Right Call for This Generation?
42:24 • 6min