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Sanmeet Deo

Motley Fool analyst providing insights on Reddit''s business model and growth potential.

Top 10 podcasts with Sanmeet Deo

Ranked by the Snipd community
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11 snips
Mar 14, 2023 • 27min

Is Buffett Targeting This Bank?

Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy. (0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the banking industry - One bank that fits the description of something Warren Buffett might be interested in - Meta Platforms announcing another round of layoffs (14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now. Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY Host: Chris Hill Guests: Bill Mann, Sanmeet Deo, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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4 snips
Nov 11, 2024 • 34min

The Antidote to Euphoria? Normal.

Tim Beyers, a Motley Fool analyst with a keen eye on crypto trends, and Sanmeet Deo, another analyst focused on Reddit's business potential, dive into the current market landscape. They discuss Bitcoin's incredible rise past $80,000 and caution against over-exuberance in the crypto space. Tim highlights Axon's impressive growth and recurring revenue model, while Sanmeet unveils Reddit's treasure trove of data, indicating strong growth and monetization prospects ahead. Tune in for insights that unpack market madness!
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Oct 17, 2024 • 30min

Big Tech Goes Nuclear

Asit Sharma, an investment analyst at The Motley Fool, and Sanmeet Deo, a tech specialist focusing on robotics, delve into a groundbreaking collaboration between Amazon and Dominion Energy exploring small modular nuclear reactors. They highlight the strategic shift of tech giants like Microsoft toward sustainable nuclear energy to power AI growth. The duo also reviews Tesla's advancements in humanoid robotics, discussing the implications of their latest demonstrations and the investment opportunities within the evolving landscape of AI and robotics.
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Sep 5, 2024 • 28min

Can AI Build Moats?

Tim Beyers, a tech company commentator, and Sanmeet Deo, a chicken restaurant success expert, delve into how economic trends influence investment strategies. They discuss C3.ai's struggle to thrive amidst AI hype, focusing on its incremental approach and challenges in customer acquisition. Sanmeet highlights the digital transformation at Wingstop, where 70% of sales stem from online ordering, and examines the brand's robust growth strategies in the fast-food sector. Together, they uncover the intricacies of building a successful business in today's market.
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Jul 25, 2024 • 28min

This Seat Is Taken

Financial experts Sanmeet Deo and Asit Sharma discuss Southwest Airlines' earnings and activist investors, Chipotle's revenue rise, and Warren Buffett's favorite metric, RONTA. They delve into company strategies, market reactions, and the significance of return on tangible assets in analyzing company profitability.
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Jul 10, 2024 • 29min

"Two Things Can Be True"

Financial analyst Tim Beyers and investment specialist Ricky Mulvey discuss AI bubble concerns, tech valuations, and the impact of Sam Altman. Energy drink expert Sanmeet Deo and Ricky Mulvey debate investments in Monster vs. Celsius. Interesting insights on overvalued market and underpriced stocks.
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Apr 22, 2024 • 24min

A 216% Premium for Home Tours

Financial market analyst Jason Moser and guests Sanmeet Deo and Ricky Mulvey discuss Matterport's acquisition, Verizon's impact on cable companies, and On Holdings appeal for shoe lovers and stockholders. They delve into market conditions, tech industry evolution, and the athleisure market trends, providing insights on key companies and trends in the market.
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Apr 18, 2024 • 27min

The Treasure Hunt Economy

Sanmeet Deo discusses the impact of smartphone and EV demand on Taiwan Semiconductor, while Mary Long explores the allure of the treasure hunt economy. Topics include Japan's role in tech, weight loss drugs, and the challenges faced by discount retail stores like Family Dollar and Five Below.
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Mar 29, 2024 • 40min

Can a New CEO Fix Boeing?

Motley Fool Analyst Sanmeet Deo and hosts discuss Boeing's CEO change, Home Depot's professional market dominance, Johnson & Johnson's medtech expansion, McCormick's earnings, Amazon's AI investments. Elf Beauty CEO Tarang Amin shares social strategy success in market. Masimo and Mastercard stocks spotlighted by hosts.
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Mar 6, 2024 • 34min

Soaring Stocks and EVTOLs

Target and Crowdstrike soar after earnings, EVTOLs offer futuristic personal air travel. Target focuses on loyalty programs, Crowdstrike sees enterprise cybersecurity growth. Bitcoin hits all-time high. Analyst discusses speculative world of EVTOLs. Exciting topics on stocks and futuristic air travel