Elon Musk's biographer Walter Isaacson discusses Elon Musk's fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. Hosts also analyze the jobs report, Meta's plans for a monthly subscription, cyberattacks hitting major companies, and China's BYD heating up the race in EVs.
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Quick takeaways
BYD is emerging as a strong competitor to Tesla in the electric vehicle market.
Elon Musk's fixation on mission fuels his innovative and entrepreneurial spirit.
Deep dives
Popeyes Overtakes KFC as Second Largest Chicken Chain in the US
Popeyes has officially become the second largest chicken chain in the United States, surpassing KFC. While both KFC and Popeyes are popular, Chick-fil-A continues to dominate the market, taking market share from its competitors. Popeyes underwent a significant transformation under CEO Cheryl Batchelder, revitalizing the brand and its offerings. The company gained attention with its popular chicken sandwich, positioning itself as a serious contender in the fast-food chicken space.
Kenview: A Pure Play Consumer Health Company with Growth Potential
Kenview (KVUE) is a consumer health products business that was recently spun off from Johnson & Johnson. With well-known brands like Band-Aid, Tylenol, Listerine, and Neutrogena, Kenview is the largest pure play consumer health company. Although it may not experience rapid growth, it offers a 4% dividend yield and is considered cheaper than competitors like Colgate and Procter & Gamble. Kenview's strong cash flow and market-leading brands make it an attractive investment option, especially for income-focused investors.
ASUR: Dominant Position in Mexican Airports, Despite Regulatory Changes
ASUR (Rupo Aeroportuario del Surreste) is a Mexican company that operates several airports in the southeastern part of the country, including Cancun and Merida. While recent regulatory changes regarding airport compensation in Mexico may impact ASUR's profitability, the company maintains a dominant position in one of the most popular travel destinations. Cancun Airport, in particular, serves as a major gateway, making ASUR an essential player in the Mexican aviation market. ASUR's stock price has been affected by the regulatory news, creating a potentially attractive entry point for investors.
BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge.
(00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta’s plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar’s. - China’s BYD heating up the race in EVs.
(19:11) Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. .
(33:00) Bill and Ron break down two stocks on their radar: Chevron and Burford Capital.
Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR
Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson Engineers: Dan Boyd