

Post-Election Rally, Honeywell Surges on Activist's Stake, Shopify Pres. on Q3 Beat and Soaring Stock 11/12/24
Nov 12, 2024
The hosts dive into the impressive post-election rally, highlighting how Elliott Management's $5 billion stake in Honeywell ignited a stock surge. Shopify's president shares insights on unexpected Q3 results leading to a 20% jump in their stock. They also touch on Home Depot's strong performance amid cautious consumer sentiment. Additionally, there's chatter about Tesla's market trends and a light-hearted take on political transitions and cabinet selections. Expect a blend of market insights and humor!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Movements and Corporate Strategies
01:53 • 16min
Transition Preparations and Investment Opportunities
18:10 • 2min
Emerging Cabinet Appointments and Speculation on Senate Vacancies
20:39 • 4min
Tech Growth and Market Insights: Salesforce and Shopify Surprises
24:40 • 3min
Market Musings and Trends
27:39 • 19min
Market Fluctuations and Company Highlights
46:45 • 3min