

CrowdStrike In Turmoil; Earnings Galore (GOOG, SPOT, TSLA); What Stock Was The Fattest Pitch?
Jul 28, 2024
This week’s discussion dives into the chaos caused by a significant IT outage linked to CrowdStrike, raising investor concerns. They also explore the balanced housing market, highlighting the attractiveness of homebuilders. A spotlight shines on Haypp Group, an up-and-coming small-cap stock in the nicotine pouch sector, revealing its impressive growth potential. Additionally, they analyze Amazon's device strategy, considering which products to keep or eliminate while assessing Visa's earnings amidst shifting market conditions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Investment Strategies and Market Insights
01:53 • 2min
Cybersecurity Outage and Market Responses
03:54 • 27min
Homeownership vs Renting and the Rise of Nicotine Pouches
30:59 • 5min
Exploring Growth Potential in Small-Cap Stocks
35:57 • 2min
Exploring Innovative Investment Platforms
38:20 • 2min
Navigating the Evolving Nicotine Market
40:03 • 11min
Analyzing Amazon's Device Strategy: Keep, Maintain, or Kill?
51:23 • 3min
Evaluating Amazon's Ecosystems and Market Dynamics
54:25 • 10min