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Nov 12, 2020 • 15min

Singles’ Day, Alibaba, and the Rise of Wix.com

Alibaba racks up a record $75 billion in sales as part of its Singles’ Day promotions. Shares of Wix.com may be falling today but the website creator’s stock has doubled in 2020. Maria Gallagher analyzes those stories, as well as the latest quarter from Edgewell Personal Care.
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Nov 11, 2020 • 23min

“I have no idea why anyone wants to own this company.”

Lyft shares rise on higher 3rd-quarter revenue and the promise of food delivery. Aurora Cannabis falls 20% on plans for a secondary offering. Jim Gillies analyzes those stories and shares why Nelnet is his favorite Nebraska company not named Berkshire-Hathaway. Plus, we discuss Veterans Day in the U.S., Remembrance Day in Canada, and Jim’s local connection to the poem “In Flanders Fields”.
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Nov 10, 2020 • 19min

Beyond Meat Tanks, Ulta Beauty and Target Team Up

Beyond Meat shares fall 20% after a rough 3rd-quarter report. D.R. Horton wraps up the fiscal year with a strong 4th-quarter report, and the homebuilder’s outlook for 2021 is even stronger. Jason Moser analyzes those stories and the new partnership between Target and Ulta Beauty.
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Nov 9, 2020 • 25min

The Vaccine

Promising results from a Covid-19 vaccine in late-stage trials sends the S&P 500 to an all-time high. Bill Barker analyzes the rise of entire categories of stocks (airlines, travel, hotels, cruise lines, etc.) as well as the fall of some “stay-at-home” businesses like Zoom Video and Peloton. We also discuss the latest results from McDonald’s and Berkshire-Hathaway. (Tangents include plant-based burgers, the passing of Alex Trebek, and SNL’s version of “Celebrity Jeopardy”.)
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Nov 5, 2020 • 18min

Mercadolibre, Match Group Hit New Highs

2nd-quarter revenue for Mercadolibre skyrockets. General Motors sells a surprising (in a good way!) number of trucks and SUVs in the 3rd quarter. Match Group continues to dominate the market of digital dating. Jim Gillies analyzes those stories and shares why he likes to ask the question, “What do you hate about this company?” when evaluating a business.
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Nov 4, 2020 • 18min

“The sun comes up and the world still spins.”

Despite election uncertainty, business continues on Wall Street. Shares of Scott’s Miracle-Gro rise after the company wraps up a strong fiscal year. Global same-store sales were a bright spot in Wendy’s 3rd-quarter report, but challenges continue. Ron Gross analyzes those stories, as well as Uber and Lyft getting a boost from California’s voters.
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Nov 2, 2020 • 22min

Clorox Crushes

Clorox raises guidance after an eye-popping 1st-quarter report. AMC Networks struggles to make its business as compelling as its programming. Inspire Brands’ finalizes its acquisition of Dunkin’ Brands, making it the biggest deal in the restaurant industry since 2014. Jason Moser analyzes those stories and reminisces about Friendly’s restaurants and ice cream.
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Oct 28, 2020 • 26min

The 20X Stock You’re Missing

Microsoft falls despite strong 1st-quarter results. Boeing announces more job cuts. Tupperware pops another 30% after crushing its 3rd quarter and continuing its run as one of the hottest stocks since March. Bill Barker analyzes those stories as well as the latest news from the beer industry. (Tangents include reactions to the L.A. Dodgers winning the World Series and more overrated/underrated Halloween candies.)
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Oct 27, 2020 • 19min

Earnings Preview: Etsy, Spotify, Starbucks

What should investors expect from high-flying Etsy when it reports 3rd-quarter results on Wednesday? Is subscriber growth still the #1 priority for Spotify? How will Starbucks wrap up its fiscal year? Jason Moser answers those questions and makes his picks for overrated and underrated Halloween candy.
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Oct 26, 2020 • 20min

Dunkin’ Goes Private

Dunkin’ Brands is on the verge of being taken private (at a 20% premium!) by Inspire Brands. SAP warns on revenue and shares drop more than 20%. Hasbro’s 3rd-quarter profits and revenue beat expectations, but the stock falls anyway. Jim Gillies analyzes those stories and shares why the toy industry is analogous to the fashion industry.

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