David Meier and Deidre Woollard discuss the intangibles and Accenture's success in helping businesses advance. Kirsten Guerra and Mary Long explore the potential of Roblox as an investment and growing social phenomenon.

Lou Whiteman and Mary Long discuss Netflix's entry into live TV with NFL games on Christmas Day and the impact on streaming services. They also analyze the cooling down of travel in airlines and Airbnb post-COVID, including challenges and growth strategies in the industry.

Chipotle's historic 50-for-1 stock split and its growth opportunities, Apple and Google's potential partnership with Gemini, and Abercrombie & Fitch's turnaround strategies are discussed in this episode.

Asit Sharma and Deidre Woollard discuss Tesla's next-gen vehicles and the potential of their energy business. Tom King and Mary Long analyze Constellation Software's acquisitions and unique moat.

Seth Jayson and Mary Long dive into Netflix's live sports debut with the Tyson vs. Paul fight, highlighting its impressive 60 million viewers despite technical hiccups. They explore Netflix's shift towards ad-supported models and its competition with Disney. Seth also discusses Spirit Airlines' surprising bankruptcy and its implications for the airline industry. Meanwhile, Mary analyzes the downturn in luxury stocks like LVMH amidst changing consumer behavior in a rocky economy, emphasizing the need for brands to adapt while maintaining exclusivity.

Jim Gillies, a savvy financial analyst, joins market expert Mary Long to discuss OpenAI's shocking rise to a $157 billion valuation despite projected losses. They explore how a recent port strike may benefit European auto parts manufacturers. Asit Shama and Ricky Mulvey dive into Costco's investment prospects, testing a new stock rating system while dissecting changing consumer trends in the beverage industry. Topics like the surge in beer sales and the emergence of cannabis drinks add spice to their insightful financial analyses.

Mary Long, an adept investment analyst, and Asit Sharma, a savvy commentator on investment strategies, dive into the growth potential of Toast, highlighting its recent success metrics and skepticism surrounding its grocery expansion. They also explore Shopify's robust profitability and the challenges of maintaining transaction volume. The duo emphasizes the significance of crafting a solid investment thesis and advises on using investment journals to navigate market volatility effectively. Their insights are a treasure trove for any aspiring investor!

Mary Long and Anthony Schiavone discuss Oracle's growth potential in the cloud ecosystem, Microsoft's AI strategy for startups, and Hershey's opportunities in international markets. Topics include stock-based compensation, Microsoft's focus on AI with Nvidia GPUs, and Hershey's transformation into a snacking powerhouse.

Financial expert Bill Barker and retail industry analyst Mary Long discuss the potential impact of fewer interest rate cuts on businesses. They also dive into Peloton's path forward and the growth of Buy Now Pay Later companies, highlighting the valuations of Clarna and Afirm.

Experts Deidre Woollard, Mary Long, and Ricky Mulvey discuss back-to-school trends including brand preferences of college interns, the potential failure of experiential spending for a big-box sports retailer, chatbot impact on the homework help business, and six stocks that align with back-to-school season.