Levi’s CEO, Microsoft Earnings Recap & Ritchie Bros. CEO 1/25/23

1

Introduction

00:00 • 2min

2

The Second Bull Market Is Aerospace and Defense

02:02 • 3min

3

The Fifth Bull Market, Trucks

04:35 • 2min

4

The Packar Quarterly Reports a Strong Quarter

06:27 • 3min

5

Is It Time to Find a Better Game?

09:03 • 2min

6

The Denim Kingpin

11:15 • 4min

7

Levi's DTC Business - We're Going to Celebrate the 150th Anniversary of the 501

15:08 • 3min

8

The CEO of Levi's, Michelle Goss

18:08 • 2min

9

Is Coles a Better Company Today Because of Michelle?

19:46 • 2min

10

The Mega Caps Are on Deck and They Start With Some Soft Serve

21:25 • 2min

11

The Tech Titans - What Did the Conference Call Tell Us?

22:57 • 4min

12

Microsoft's Stocks Closed Down 3% This Morning

27:26 • 4min

13

Richie Brothers Amended the Terms of Its IAA Acquisition

31:27 • 3min

14

Starboard Starboard IAA Deal

34:06 • 2min

15

Iaa

36:01 • 4min

16

What's Up With Cleveland Cliffs?

40:20 • 3min

17

The Tech Grim Reaper Strikes Again

43:18 • 4min