

Levi's CEO, Can Delta Fly Higher? & Nike's Bull and Bear Cases 7/6/23
Jul 6, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 5min
How to Buy Stocks Before Earnings
04:56 • 2min
The Importance of Trust in the Stock Market
06:39 • 2min
How Celsius Holds Up to Stay With Kramer
08:49 • 6min
Nike Is Plagued by the Plague
14:28 • 2min
Nike's Gross Margin Game Will Decline
16:02 • 5min
Delta's Investor Day: Beyond Meeting Beyond COVID, Beyond the Post-Covery Recovery
20:46 • 6min
Ford Delivers to Dealers for Walking Customers Over the Supply Chain Issue
26:33 • 4min
Beyond Yoga: A Tale of Two Halves
30:42 • 2min
The Rise of GAP in Asia
32:56 • 2min
Beyond Yoga: A Billion Dollar Brand
34:45 • 1min
Levi Strauss: Beyond Yoga
36:15 • 4min
How I Feel About Disney Company
40:20 • 2min
Kramer's Thoughts on the Market's Second Half
42:22 • 5min