

EP #208 | The last bit of earnings and NN Group did it again!
Aug 18, 2024
Bill Ackman, a prominent investor known for his strategic prowess, discusses the latest earnings and big headlines, including his significant investment in Nike. He offers insights into NN Group's impressive 7%+ yield and substantial dividends, while also analyzing market dynamics with reference to companies like Bayer, John Deere, and Home Depot. The conversation touches on the leadership shake-up at Starbucks and the implications of Coca-Cola's tax battle, all while answering listener questions about investment strategies and market efficiency.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Contrasting Vacation Experiences: From Beaches to Vegas
01:33 • 2min
Rising Prices in Vichy
03:11 • 5min
Leadership Changes at Starbucks
08:28 • 6min
Market Dynamics and Earnings Insights
14:17 • 25min
Investing Insights: BP, Shell, and Beyond
39:00 • 17min
Coca-Cola's Tax Battle and Investment Opportunities
55:30 • 2min
Investment Strategies and Market Insights
57:52 • 13min