Podcasts about cmcsa

En este episodio, repasamos los temas más importantes del día: • Wall Street retrocede tras el rebote: Los futuros bajan con $SPX -0.6%, $US100 -0.8%, $INDU -0.6% mientras se enfría el rally por la posible desescalada comercial. El Tesoro a 10Y en 4.35%. Trump moderó su tono, pero el Tesoro advierte que un acuerdo con China podría tardar 2-3 años. Hoy reportan $GOOG, $INTC, $AAL y $CMCSA. • Tesla avanza con robotaxis: $TSLA inicia pruebas de su servicio de robotaxis con empleados en Austin y el Área de la Bahía. Lanzamiento oficial previsto para verano 2025. Buscará competir con $GOOGL (Waymo), $AMZN (Zoox) y otros jugadores en el espacio autónomo. • Aurora marca hito con camión autónomo: $AUR lanza su primer camión sin conductor en ruta de Dallas a Houston. Planea tener decenas operando en 2025. Ya tiene acuerdos con $FDX y $UBER. Los analistas piden cautela mientras la acción ronda los $6. • IBM cae por dudas en consultoría: Aunque $IBM superó expectativas en ingresos y mantiene guía optimista, la caída en Consultoría (-2%) y las dudas sobre DOGE generan presión. Ingresos de Software +7% y Red Hat con crecimiento de doble dígito, pero el modelo de crecimiento anual sigue bajo revisión. Un episodio para entender cómo la autonomía, la política comercial y las estrategias corporativas están moviendo los mercados.

Everything old is new again in streaming, and it's about to get a lot tougher for upstarts to step into online video and advertising. (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast's push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk. - Disney's plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles. - How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint (16:09) You've probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar. Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD Host: Dylan Lewis Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier Producer:Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.   (00:14) Asit Sharma and Dylan Lewis discuss: - NBC's negotiations to extend their rights to broadcast rights to the Macy's Day Parade, and why holiday live events are turning into an arms race. - The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years. - Warren Buffett's plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week.  Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B,  Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Changes in the SEC under Trump that you should know There will be many changes under Trump, but for investors the SEC, which is also known as the Securities and Exchange Commission could be a big one. The current head of the SEC, Gary Gensler, is likely gone for sure. He has been tough on Wall Street and even tougher on cryptocurrencies. It is likely Trump will appoint a new SEC chairperson who will want to have less control over Wall Street. One name on that list is Hester Pierce. She was appointed by Trump in his first term and is one of two current Republican commissioners. She also voted against most of Gary Gensler's initiatives and is much friendlier towards Wall Street. That doesn't mean everything will run wild and in particular, she still would like to see regulation for the cryptocurrency business. It seems she disagrees with both Gensler and Trump-appointed predecessor, Jay Clayton, who sued crypto startups that didn't register their products as securities. Instead, she would rather see new regulations for crypto's technology. Her approach would be different than Gensler, but it seems that she still wants to protect the investor by using stronger regulations. One rule in the works that may not make it into the books that had much controversy was forcing companies to disclose climate related risks. The SEC voluntarily put the rule on hold while it is litigated. Another one in litigation is for rules that hedge funds and brokers must report on short positions and stocks lent for short selling. Unless these two can pass before the new administration takes over in January, I don't believe they will have any chance of surviving. There are also other rules in litigation that are in limbo that will probably be dropped next year. Be sure to stay tuned to the Smart Investing Show for updates and changes in regulations by the SEC, as I'm quite confident it will look very different next year!   Is Michael Saylor, CEO of MicroStrategy, a genius or a crazy man? If you're not familiar with MicroStrategy, their symbol is MSTR. Their CEO is famous for not just buying bitcoin, but leveraging everything he can to invest all the assets into bitcoin. I listened to a podcast that Mr. Saylor did recently and I was shocked at many things he said. If you follow us on a regular basis, you know we're not advocates of investing in cryptocurrencies or bitcoin, but this CEO takes it to the extremes on the other side. The company's financial statements look like a disaster, I'm surprised they are still in business. Mr. Saylor stated they just borrowed billions of dollars to purchase $4.6 billion in bitcoin, which brings their bitcoin holdings up to about $40 billion. The company only has $60 million in cash. If you do the math, MicroStrategy currently owns about 1.6% of the market value of all the bitcoin. With all the rumors floating around about the US government being an advocate of bitcoin and perhaps even setting up a bitcoin reserve, the price of bitcoin is now around $100,000. Mr. Saylor was laughing as he spoke about the current value of bitcoin at $1.8 trillion and said he sees it going to $180 trillion in 20 years, at that level the price of one bitcoin would be $13 million. The host of the podcast did a quick analysis and said based on that projection, the market cap of your stock, which is currently $89 billion would be worth roughly $10.5 trillion in 20 years. The response was, yes that's what the math says. The only reason I could come up with why Mr. Saylor is so optimistic is he feels in 20 years 7% of all the world's money will be in bitcoin. I have read from many professors and experts on the global economy that have said this will never happen because governments will not be able to control their own economy. He also stated that bitcoin should be the world currency and in 20 years there should be $500 trillion in digital assets. I've been in the investment world now for over 40 years and none of this makes any sense to me. I do believe there will be a major storm someday in the future. As far as investing in the stock MSTR, the company has no earnings, no cash flow and nearly a 16% short holding betting on a stock decline. The stock has a 52 week low of about $44 a share vs a high of $505 a share and currently trades around $440 a share. I have to say this is not a company, but more of a management company of a non-diversified asset or a leveraged bet all in bitcoin.    The housing market has changed It used to be couples would get married and buy a house in their late 20s, but now because of a different lifestyle and higher prices for homes, first time buyers are now nearly 40 years old. I also found it interesting that there are now more single people buying homes. Single women are generally about six years older than single men when buying homes. However, roughly 20% of single women are first time home buyers, which is more than double their male counterparts. People in their early 60s have become the most active in the current housing market. This is the generation that scratched and saved and sacrificed to buy a home back in the 1980s. Even then houses were not that affordable, not to mention interest rates looked a whole lot different! But now those buyers, some of which have accumulated close to 40 years of equity have benefited handsomely and account for a big portion of the $35 trillion in home equity across the US. For those looking to buy, there are some signs of relief in home prices with some areas in Texas and Florida that were not too long ago very hot markets starting to see price declines. I feel it could take another couple years to get a more normal housing market, especially with about 25% of people having a mortgage on their home of 3% or less. With such a low rate, they would probably be more likely to remodel or do an addition rather than sell their house.     Beware of IRA Income Limits Saving money is obviously a great thing, but it is important to be aware of the income limits when making both Traditional IRA and Roth IRA contributions.  Contributions to IRAs can be made at any age, but you need W-2 or self-employment income to contribute.  However, if your total income from all sources is too large, this may prevent you from making contributions as well. With Traditional IRAs, you can make contributions at any income level, but your ability to deduct those contributions is phased out if your income is too high, assuming you have access to an employer retirement plan like a 401(k).  Since getting a tax deduction is one of the main benefits of a traditional contribution, high-income earners would likely want to fund a different account instead. For a single filer this phase out begins at $77,000, and for married filers this begins at $123,000. If your spouse has access to a workplace retirement plan but you do not, your phase out for traditional IRA contributions begins at $230,000. Roth IRAs are subject to different limits.  For single filers the ability to contribute begins to be phased out when income reaches $146,000 and for married filers at $230,000.  So with traditional IRAs, your income determines if the contribution is deductible, with Roth IRAs your income determines if you can make the contribution at all.  Unfortunately, I see people making Roth IRA contributions when they aren't eligible to all the time.  This can happen if you are used to making a Roth contribution every year and eventually through raises or bonuses or whatever your income exceeds the limit without you knowing. Now with Roth IRAs, there is a workaround called a Backdoor Roth contribution that can be used to make Roth contributions when income is over the limit.  To do this effectively, the contributor cannot have any Traditional IRA money.  If they do, they would need to roll it into a workplace plan like a 401(k) before implementing the Backdoor Roth contribution.  The Backdoor Roth involves making a non-deductible contribution to a Traditional IRA, which again can be done at any income level, followed by a conversion into a Roth IRA.  Conversions do not have income limits and because the initial contribution to the Traditional IRA was not deductible, it is not taxable when converted to the Roth IRA.    Companies Discussed: Comcast Corporation (CMCSA), Delta Air Lines, Inc. (DAL) & Alphabet Inc. (GOOG)

Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14) Bill Barker and Ricky Mulvey discuss: - Nvidia's quarter and data center growth. - Why Comcast is spinning off its cable assets. - Microstrategy's unusual bond offering. Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Companies discussed: NVDA, CMCSA, MSTR, EGP Host: Ricky Mulvey Guests: Bill Barker Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Comcast (CMCSA) announced spin-offs for most of the company's networks. Delta Airlines (DAL) says the airline industry is healthy and backed its guidance during the company's investor day. Qualcomm (QCOM) highlighted its 5-year financial target plan as its own investor day. Oppenheimer downgrades JPMorgan Chase (JPM). Caroline Woods dives into the top headlines starting the day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Nvidia (NVDA) rises ahead of its 3rd quarter report, Target (TGT) plummets after disappointing earnings, and Comcast (CMCSA) rises after announcing a plan to spin its cable assets into a separate company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Is efficiency everything? Starbucks certainly seems to think so. (00:21) Bill Mann and Mary Long discuss Microsoft's AI timeline and what “experience” means at the world's largest coffee chain. Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock. Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD Host: Mary Long Guests: Bill Mann, Hannah Miller Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

The streamer now has Christmas football games. First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix's play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart. Then, (TIME STAMP) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel. Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Lou Whiteman Engineers: Dan Boyd, Steve Broido Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Week2, Tuesday Only got four positions this week in this account in five positions in another but everything's looking good --- Send in a voice message: https://podcasters.spotify.com/pod/show/james4078/message Support this podcast: https://podcasters.spotify.com/pod/show/james4078/support

Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president's office decides to step in. (00:21) Tim Beyers and Dylan Lewis discuss: - Why you might not be able to buy the Apple Watch soon in the U.S. - Comcast's data breach affecting 30+ million customers. - Fedex's latest results and why they might be better than the market thinks. (16:39) Mary Long caught up with Kristy Akullianis, Senior Member of the iShares investment strategy team at Blackrock. for a look at her team's 2024 outlook and one country to keep an eye on. Companies discussed: AAPL, MASI, CMCSA, FDX Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Kristy Akullian Engineers: Dan Boyd, RIck Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

@AviNMash @JoeySolitro @StockSavvyShay are back for Episode 96 after Avo Locks nailed $NFLX buy on last weeks episode (Joey props too for the Buy hat tip)  Underdog Pickem's - 1 minute who we like this week in the NFL  Recap and New Buy | Sell | Hold  Tesla | Align Technology |  TransMedics Group | Netflix  EARNINGS PREVIEW:  Meta | Microsoft | Spotify | Snapchat | Amazon  Monday: $CDNA, $LOGI, $CLF, $WHRTuesday: $KO, $VZ, $GE, $GM, $SPOT, $MSFT, $V, $SNAP, $TXN, $TDOCWednesday: $TMUS, $BA, $ADP, $CZOO, $META, $IBM, $NOW, $ALGN, $MAT, $QS, $PIThursday: $MA, $MRK, $CMCSA, $UPS, $LUV, $MBLY, $OPRA, $AMZN, $INTC, $CMG, $F, $ENPH, $LHX, $DXCMFriday: $XOM, $CVX, $ABBV, $SNY, $CHTR, $TROWCHECK OUT SPECIAL PROMOTIONS FOR OUR LISTENERS: Exclusive UNDERDOG FANTASY SPORTS Get up to Bonus Match instantly (Up to $500) and win up to $3M in their BestBall Mania + $15M In total Prizes.  Promo Code: PTT Signup Link: https://play.underdogfantasy.com/p-pounding-the-table Interested in Automated Trading Bots?  Peakbot is our favorite automated trading bots; great for non experts to leverage covered calls. PeakBot (www.UsePeakBot.com)Promo code: PTTWant to Contact Us?  Email us at Hosts@PoundingTheTablePodcast.comLegal Disclaimer:The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.

Welcome to the Instant Trivia podcast episode 965, where we ask the best trivia on the Internet. Round 1. Category: Movies' Main Cities 1: "The Cooler" and"Ocean's Eleven". Las Vegas. 2: "Pretty Baby" and"A Streetcar Named Desire". New Orleans. 3: "Chinatown" and"Crash". Los Angeles. 4: "The Maltese Falcon" and"Dirty Harry". San Francisco. 5: "Avalon" and"Diner". Baltimore. Round 2. Category: Superlatives 1: A traditional yearbook senior superlative is this alliterative "couple". cutest. 2: "I'm losin' you, I'm losin' you", sang U2, "ain't love the" this "thing". sweetest. 3: Nobody wants to be called this 5-letter superlative; change its only vowel to a "U" and it becomes a sausage. the worst. 4: A book of records came about after a Guinness executive wondered if among game birds, the one he had just missed shooting was this. the fastest. 5: In TV ads the Maytag repairman was the this "guy in town". loneliest. Round 3. Category: Not Quite Oscar-Nominated Films 1: Keanu Reeves hopped off the bus and didn't board the ship for this "2: Cruise Control". Speed. 2: Calling it an "infamous failure", even one of the writers admitted this Halle Berry pic was not purr-fect. Catwoman. 3: His work as Casey Ryback in "Under Siege 2: Dark Territory" was overlooked by the Academy, as was the film itself. Steven Seagal. 4: Though The Rock gave his all as Mitch Buchannon, this film was not up for an Oscar; a Razzie or 4? Ohhh, yes. Baywatch. 5: Leonard Maltin, on No. 5 in this series about cops: "What can you say about a sequel... Steve Guttenberg won't even appear in?". Police Academy. Round 4. Category: Geek Holidays 1: If you missed March 14, you can always wait until July 22 or 7/22, this number's approximation Day. pi. 2: There is much cosplay on FCBD, "Free" this kind of publication "Day" each May. Free Comic Book Day. 3: 2015 has come and gone, but you can still celebrate every October 21, the date from a sequel to this 1985 film. Back to the Future. 4: Leslie Knope of this show created the girls-only Galentine's Day (Feb. 13) and it's taken off in the real world. Parks and Recreation. 5: If it's October 23 between 6:02 AM and 6:02 PM, it's Mole Day, on which chemists celebrate this man's number. Avogadro. Round 5. Category: Stocks, Symbolically 1: MMM: that kind of says it all. 3M. 2: AFL: if it walks like a duck.... Aflac. 3: SCHW: we're invested in your response. Charles Schwab. 4: CMCSA: your technician will arrive between 7 A.M. and 11 P.M. (We kid, there's a 2-hour window). Comcast. 5: GIS: Cheerios and Yoplait are on us!. General Mills. Thanks for listening! Come back tomorrow for more exciting trivia! Special thanks to https://blog.feedspot.com/trivia_podcasts/

Before the mega-cap tech giants, there was General Electric.  William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:  - Jack Welch, and the religion of earnings consistency. - The mythology behind General Electric's birth.  -General Electric's “time of death”.  - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.”  Host: Ricky Mulvey Guest: William D. Cohan  Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks Companies discussed: GE, DIS, WBD, CMCSA 

In this video, we'll perform a CMCSA stock analysis and figure out Comcast looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for Comcast. And answer is Comcast one of the best stocks to buy at the current price? Find out in the video above! Global Value's CMCSA stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Comcast ($CMCSA) | Comcast Stock Value Analysis | Comcast Stock Dividend Analysis | CMCSA Dividend Analysis | $CMCSA Dividend Analysis | Comcast Corporation Intrinsic Value | CMCSA Intrinsic Value | $CMCSA Intrinsic Value | Comcast Intrinsic Value | Comcast Discounted Cash Flow Model | Comcast DCF Analysis | CMCSA Discounted Cash Flow Analysis | CMCSA DCF Model #CMCSA #CMCSAstock #Comcast #Comcaststock #stockmarket #dividend #stocks #investing #valueinvesting (Recorded April 24, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0 ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...

(00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is an attractive business (with a richly-valued share price) (11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Got a question about personal finance? Email podcasts@fool.com and your question might get used in next week's mailbag segment! Companies discussed: DIS, CMCSA, TTD Host: Chris Hill Guests: Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Shopify shares rising 25% due to multiple company announcements - The latest from Marriott, Booking Holdings, and Starbucks (19:11) Andy and Ron continue their analysis, with a focus on: - Mercadolibre's continued growth and impressive runway - Warner Bros. Discovery posting a 1st-quarter profit in its streaming division - The latest from Uber, Lyft, Atlassian, and Johnson & Johnson - Two stocks on their radar: Nice and Oxford Industries Stocks discussed: JPM, PACW, WAL, FHN, AAPL, MAR, BKNG, SBUX, SHOP, UBER, LYFT, TEAM, JNJ, KVUE, MELI, WBD, NFLX, PARA, DIS, CMCSA, BRK, OXM, NICE Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd

Major week for earnings with 36% of S&P constituents reporting. Weekly leaders include tech and communication services with well-received earnings from META, MSFT, GOOGL, CMCSA, and VZ. Economic data remained a mixed bag with Q1 GDP decelerating, durable-goods above, and the Fed noting a pattern of regional weakness. In Washington, the debt-ceiling battle continues as Speaker McCarthy narrowly passed a GOP proposal expected to be dead on arrival in the Senate. Looking ahead, expect the May FOMC meeting next week with a policy statement due out on Wednesday.

Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points. Companies discussed: CMCSA, DIS, JNJ, TSLA Host: Chris Hill Guests: Jason Moser, Nick Sciple, Doomberg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Investors cheered the steadily improving inflation story. (0:21) Jason Moser and Matt Argersinger discuss: - How the current macro environment is what the Fed was aiming for - JPMorgan Chase and Wells Fargo starting earnings season in a strong way - Boeing's latest production challenge - Key takeaways from Andy Jassy's shareholder letter - Warner Bros Discovery's confusing rebrand of HBO Max (19:11) Motley Fool senior analyst Tim Beyers weighs in on how board games and video games are finding success on the big screen, the future of movie theaters, and why "YouTube has an uncommon amount of power right now." (33:47) Jason and Matt share two stocks on their radar: Airbnb and T. Rowe Price. The new episode of Stock Advisor Roundtable, our premium podcast, is available exclusively on Spotify! For more details go to Roundtable.Fool.com. Stocks discussed: JPM, WFC, BA, AMZN, WMT, WBD, HAS, DIS, NFLX, AAPL, CMCSA, GOOG, GOOGL, ABNB, TROW Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Tim Beyers Engineer: Dan Boyd

The most recent news on the banking crises are benign, notes David G. Dietze. He tracks the market's response to bank failures, highlighting Western Alliance Bancorp (WAL). He talks about how the health in semiconductors bodes well for the economy, stocks, and sentiment. He mentions that iShares MSCI EAFE ETF outpacing the S& 500 is statistically significant. He then goes over the outlook for the Federal Reserve. He talks about his stock picks which include Western Alliance Bancorp (WAL), Comcast (CMCSA), and Boston Properties (BXP). Tune in to find out more about the stock market today.

Week12, Tuesday. I just love MasterCard also unfortunately it's a little bit out of my price range. --- Send in a voice message: https://podcasters.spotify.com/pod/show/james4078/message Support this podcast: https://podcasters.spotify.com/pod/show/james4078/support

Nate breaks down his dividend paying stocks he will be adding to in 2023. This is Part 1 of a 3 part series. Mike and Nate also enjoy their favorite past time of bashing Ford and GE. A must listen for all fans of dividend paying stocks. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock (11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.  Companies discussed: LUV, CMCSA, NFLX, WBD Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Inclusion of Big Tech companies like Alphabet and Amazon - Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports (12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead. Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+. (0:21) Jason Moser discusses: - How CEO David Zaslav's focus on profitability could pay off - WBD's underrated library of content - The rise of FAST (Free Ad-Supported TV) (12:30) Andy Cross talks with Airbnb co-founder Nat Blecharczyk about the latest improvements for the home-sharing platform. Stocks mentioned: WBD, NFLX, DIS, CMCSA, TTD, ABNB Holiday Music: Christmas Is Starting Now by Big Bad Voodoo Daddy Host: Chris Hill Guests: Jason Moser, Andy Cross, Nate Blecharczyk Producer: Ricky Mulvey Engineers: Rick Engdahl

Walt Disney (DIS), Comcast (CMCSA), Tyson Foods (TSN), and Newmont (NEM) are some stocks that David Dietze is watching. He discusses these stocks and the outlook for these companies. He then goes over the key takeaways from the November jobs report. He also talks about the outlook for the markets heading into 2023. Tune in to find out more about the stock market today.

On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016. (0:21) Andy Cross discusses: - Meta's worrisome R&D spending metric - Low expectations helping to fuel Shopify's rise - Comcast beating tough quarterly comps, thanks in part to the Minions (13:41)  Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day. Companies discussed: META, SHOP, CMCSA, WEST Host: Chris Hill Guest: Andy Cross, Scott Ford Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

$Meta missed on earnings and warned of weak q4 … it's now treading at 2016 levels - it's gotten worse and it just doesn't stop … down 20% to $105 … they bought back $40b of stock at an average price of $300 so they aren't good traders but it does show the downfall is based on management - next support is $94 Reality labs is the problem with spending and zuck doubled down on the call $UVXY under $10 is in play $BOIL $META $SPOT $AMZN $AAPL Nat gas prices collapsing - it's too much supply - they have stored so much - and warm weather $Lng tankers are off the coast of Europe and China could buy it up cheap and then resell it 2 million tons of lng is in floating storage and will be good news … Europe is still paying 5 times more than the us $Now - hasn't pulled back to pandemic lows $Tdoc - this has forgone past pre pandemic and they have been growing since then but they got caught up in just their losses Big stocks went down and market was rather flat …. This is what rebalancing might be good because r people don't think the big ones will lead going forward $Mro $Ung $Nxe $Oih- $310 is an all time high but it could go $CMCSA way up on beat - peacock specifically string $Dis - J.P. Morgan said buy with park strength $So- and $DUK $MCD beat $HON beat $Cat beat Q3 gdp at 2.6% vs 2.3% expected … this doesn't look like a recession $TSLA - under probe for self driving cars and it's up Elon and$TWTr $SOXL SCANS $ABT $VNOM Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick --- Support this podcast: https://anchor.fm/dailystockpick/support

Verizon (VZ) is the best positioned due to undervaluation and a strong network, says Doug Astrop. He and Jeff Kagan discuss the outlook for telecom stocks. They talk about how to invest in the telecom sector. Jeff notes that the wireless industry remains a powerful and important sector of our economy. They then go over the best positioned telecom stocks, highlighting Comcast (CMCSA). Tune in to find out more about the stock market today.

There are increasing signs that we are past peak inflation, says David Dietze. He discusses how long the current market rebound will last. He also talks about how tomorrow's CPI report will impact the Fed's rate hike plans, noting short-term we are cautious. He then goes over his stock picks which include Meta Platforms (META), Anheuser Busch (BUD), Comcast (CMCSA), and ConocoPhillips (COP). Tune in to find out more about the stock market today.

SUPPORT THE PODCAST: https://anchor.fm/dailystockpick/support First day live on Youtube with screen share - https://youtu.be/x6_vmSz3hG4 I look at the $SPY and go over why I'm being patient with any purchases and why I'm likely to only trade and not necessarily jump in for long term investing. I explain why July was a bear market bounce. Jackson from Instagram asked me to look at $PRTY $LULU reports after earnings - it's a falling knife $CMCSA - not a fan $MOS $AAPL look at gap fill $CRM - this one looks like it could pick up in Sept Nat Gas stocks $LNG $TELL $SRE $EE $ENB $DVN $OXY - pivot at $70 - sell over - but buy under $65 IMO $CRWD got killed after earnings because of PE - look at $PANW Tom Stocks - $GLS $DAC $NVGS $TNP $STNG $ASC $CHRD $NVDA - how the Pelosi insider trade should be absolutely illegal $GOGL $SARK $SQQQ $SPXU Bullish ETFs: AXS 1.5X PYPL Bull Daily ETF (PYPT), AXS 2X NKE Bull Daily ETF (NKEL), and AXS 2X PFE Bull Daily ETF (PFEL). Bearish ETFs: AXS TSLA Bear Daily ETF (TSLQ), AXS 1.25X NVDA Bear Daily ETF (NVDS), AXS 1.5X PYPL Bear Daily ETF (PYPS), AXS 2X NKE Bear Daily ETF (NKEQ), and AXS 2X PFE Bear Daily ETF (PFES). $TWTR - Edit button! FINALLY $Zephan from Insta and the Rich Dad Podcast - Bond funds - $ZROC $TLT - I'm a fan of this for safety but long term it makes no sense. SCANS $ROKU $SDGR --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/dailystockpick/support

Thank you to all the listeners, reviewers and especially the supporters of the podcast. I love recording these and the feedback you give so I am humbly saying thank you. Follow me on Instagram (daily.stock.pick) or Twitter (www.twitter.com/dailystockpick3) I talk about how the S&P is now trading under it's 50 day moving average for 60 days in a row - not seen since 2008. So we are in a prolonged downturn. $TWTR - lawsuit about the timing of the lawsuit with Elon happens today $TSLA - triangle pattern - danger may be ahead - or it's a pop - but I would be leaning towards danger. Don't be afraid of missing out - just stay away until we have a direction from earnings. $AAPL - tanked the market today and showed their hand on earnings IMO. They will slow hiring and spending in 2023. I think them, $IBM $JNJ earnings will all focus on the strong dollar as a weakness in guidance. $BOIL - slight pullback - but nat gas is still strong. $UCO will pull back on the daily - but it's still strong. $TQQQ may be up today - but I do think $SQQQ is your play for a weekly basis. $NFLX - it's a coin toss but the options market is indicating a 15% move up or down in the stock with earnings. They have enacted a password sharing fee in South America so this may help revenue, but won't help with increasing subs. $NFLX and $ROKU become targets at some point for a larger merger (think $CMCSA or $AAPL) $IBM - down on free cash flow disappointment $ETHE way up - almost 30% $BOIL - up 75% with the algo buy in at $43 Single stock ETF's - $TSLQ $NVDS $PYPT $PYPS - interesting but nothing I would trade right now. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/dailystockpick/support

Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business. (0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google and Comcast - Netflix purposefully timing this news ahead of next week's earnings - Why she's focused on the ripple effects of Target's upcoming report (9:13) Ricky Mulvey and Rick Munarriz discuss Celsius Holdings, an energy drink company with triple-digit growth. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks mentioned: NFLX, GOOG, GOOGL, CMCSA, MSFT, TGT, CELH, KO, PEP, MNST Host: Chris Hill Guests: Maria Gallagher, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Peacock isn't as big as Netflix or Disney+, but it continues to make progress shareholders should appreciate. (0:21) Jason Moser discusses: - NBCUniversal booking $1 billion in upfront ad revenue for Peacock - Why The Trade Desk could be a hidden winner from Peacock's advertising growth - Andy Jassy "celebrating" his 1st anniversary as CEO of Amazon (13:05) Alison Southwick and Robert Brokamp talk with Morgan Housel about the Great Recession, what led to the financial crisis of 2008, and implications for investors today. Stocks mentioned: CMCSA, NFLX, CHTR, TTD, AMZN, AIG Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the moment) facing investors - Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index - What the latest results from homebuilder KB Home reveal about housing - The latest from DocuSign, Darden Restaurants, and Kellogg. (19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports. (33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Jim Mueller Engineer: Dan Boyd

Ales Morris, founder of The Science of Hitting, returns to the podcast to discuss all things media, including his investment in Disney and Netflix.Alex's first podcast appearance on Spotify: https://twitter.com/AndrewRangeley/status/1388122956837097482?s=20Alex's / TSOH substack: https://thescienceofhitting.comChapters0:00 Intro2:55 What's going on in media?6:15 What is the market missing with its media bearishness?8:45 Is media too competitive to invest in?14:35 Why is Netflix having a problem with breakout hits?18:30 Can you trust these companies when they say "trust us"?20:30 Is it true that Alex is a Marvel hater?22:30 NFLX's move into ad supported30:05 NFLX's (and the industry's) rising churn35:00 Why is DIS bundling when everyone else is consolidating into one product?38:05 Why hasn't Seinfeld broken out on NFLX?42:30 ESPN's streaming future49:00 Can you really make a profit streaming sports?54:15 Is Marvel fatigue real?58:50 Disney parks1:01:50 Opportunity cost of investing in DIS vs NFLX vs CMCSA (or something else)1:06:35 Berkshire buying Paramount

More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses: - Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege - Meta Platforms placing a freeze on hiring - The huge opening weekend box office for "Dr. Strange and the Multiverse of Madness" - Encouraging data around younger Americans' comfort level with going to theaters (14:55) Motley Fool contributor Rachel Warren talks with AppHarvest CEO Jonathan Webb about why he founded his company, the future of farming, and trends investors should be watching. Stocks discussed: UBER, FB, DIS, PARA, CMCSA, SONY, APPH Host: Chris Hill Guests: Jason Moser, Rachel Warren, Jonathan Webb Producer: Ricky Mulvey Engineers: Dan Boyd

Stay Tuned For Our Options Segment On Friday with Ryan Faloona!!Biggest Cannabis Conference of ALL TIME is happening right now, watch hereHighlights From The Conference:11:50 AM The Fascinating Story of Sundial Growers' ComebackSpeaker: Zach George, CEO, SundialModerator: Scott Greiper, Founder & President, Viridian Capital Advisors WATCH HERE -------------------------------------------------------------------------------------------------------Straight from Benzinga newsdesk, hosts Brent Slava and Steve Krause bring you the market news and stocks to watch.Steve and Brent focus on:The Talk Of Town: NETFLIX Reports Loss of Subscribers 1st time since 2011How Important Is Disney + To Disney?ROKU - the other streaming peer: DIS, CMCSA. what about FUBO?BABA - what is Najarian's unusual option activity segment? how to find in BZ Pro? Jon also highlighted uoa in SNAP and STNE yesterdayRBLX - what is this data point on Decentraland property? last plot that sold for over $100k was mid Mar. How to find in BZ Pro.SNDL - AGFY at 11:10am ET, SSIC at 2:50pmNTR - other ag/fert plays: MOS SMG CF AGRI IPI YTEN BIOXToday's 5 Stock Ideas: ROKU BABA RBLX SNDL NTRRoku (ROKU) - Shares were down more than 7% Wednesday morning as investors reacted to earnings out of peer in the streaming space, Netflix (NFLX), Tuesday evening. Netflix posted its first quarter of declining subscribers in about 10 years and gave guidance for next-quarter subs to fall by about 2 million. Netflix shares were down nearly 30% Wednesday morning.Alibaba (BABA) - Market Rebellion's Jon Najarian highlighted unusual call activity in Alibaba on Tuesday's episode of CNBC's "Fast Money: Halftime Report."Roblox (RBLX) - A play on news out of the metaverse this week that land in one of the most popular metaverse platforms, Decentraland, sold for about $70,000. The collection consisted of over 97,000 plots of land –– each plot land parcels were 16 meters by 16 meters, or 52 square feet.Sundial Growers (SNDL) - Company CEO Zach George will give an exclusive interview at Benzinga's Cannabis Capital Conference Wednesday at 11:50 a.m. EDT. This Benzinga event will feature many top execs and investors from the cannabis space; click here to see the full agenda. Many of the interviews from Wednesday's event will be broadcast on Benzinga's YouTube channel.Nutrien (NTR) - A play on fertilizer/agriculture prices. The Atlanta region's Federal Reserve President, Raphael Bostic, on Tuesday commented some signs show inflation have "capped off," but he noted fertilizer and other input costs may continue to add pressure to prices.Hosts:Steve Krause Reach out to Steve at stevekrause@benzinga.comSr. Reporter Benzinga NewsdeskBrent Slava Reach out to Brent at brent@benzinga.comSr. Reporter, Head of Benzinga Newsdeskpro.benzinga.comFree 2-week trial, no credit card requiredUse coupon code YOUTUBE20 to get 20% offDisclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The topic of inflation has focused on the Federal Reserve's response, but how are companies responding? (0:30) Emily Flippen and Maria Gallagher analyze Walmart's aggressive push to hire more full-time truckers, as well as: - Meta Platforms working on a currency for the metaverse - Twitter's incoming director: Elon Musk - Berkshire-Hathaway's new stake in HP - Rite Aid's tenuous future - Coca-Cola's latest flavor innovations (19:00) John Ourand from the Sports Business Journal discusses Tiger Woods' impact on The Masters' ratings, Apple and Amazon striking deals with Major League Baseball, and why ESPN has one of the best TV deals for live sports. (33:30) Maria and Emily recommend three books (The Ascent of Money by Niall Ferguson, The Art of Statistics: How to Learn from Data by David Spiegelhalter, Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio) and share two stocks on their radar: Airbnb and Etsy. Got a question about stocks?  Call our voicemail: 703-254-1445 Stocks discussed: WMT, COST, AMZN, TGT, FB, TWTR, TSLA, BRK, HP, BBY, RAD, KO, T, PARA, AAPL, CMCSA, AMZN, DIS, ABNB, ETSY Host: Chris Hill Guests: Emily Flippen, Maria Gallagher, John Ourand Engineers: Steve Broido, Rick Engdahl

It's nice (among other things) to see that even investing legends like Warren Buffett face skepticism from shareholders. (0:20) Jason Moser discusses: - A Berkshire-Hathaway shareholder proposal to have Buffett be replaced as chairman - Focusing on numbers instead of a company's story - Comcast getting into live sports in a bigger way - The "sports media rights" bubble remaining firmly intact (16:25) Entrepreneur and investor Moiz Ali understands Shopify both as a shareholder and a customer. He talks with Motley Fool senior analyst Yasser El-Shimy about Shopify's data insights and subscription platform, the bull case for the company, and more. Stocks discussed: BRK, TDOC, DOCU, AAPL, CMCSA, SHOP Host: Chris Hill Guests: Jason Moser,  Yasser El-Shimy, Moiz Ali Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

Fubotv (FUBO) earnings report indicated -$0.57 in EPS and $231M in revenue, beating estimates. How does FUBO compare to CMCSA, DKNG, NFLX, and ROKU? Next, George Tsilis weighs in on NetApp Inc. (NTAP) as the earnings report revealed $1.44 in EPS and $1.61B in revenue. How does NTAP compare to STX, DELL, WDC, and ORCL? Tune in for the full discussion.

Disney, a powerhouse in the entertainment industry, is known the world over. However, the coronavirus pandemic over the last two years has proven to be a difficult time for the company, with most theme parks and cruise lines shut down or running at reduced capacity, and theatrical releases hobbled by national lockdowns. The reduction in live sports has also impacted Disney's ESPN service. The silver lining has been the success of their Disney+ streaming service, driven by the increased demand for home entertainment. The value of Disney's IP is unmatched in its breadth and depth. As well as its own stable of beloved characters, the acquisitions of Pixar, Marvel, Lucasfilm, and 21st Century Fox have brought even more lucrative franchises under its wing. Disney is able to leverage this IP across all its businesses: theme parks, theatrical releases, home entertainment, toys, and consumer products; each building on each other to satisfy their legions of fans. However, competitors are not standing still and are spending heavily to both create and acquire their own franchises. Companies mentioned in the discussion include DIS, AMZN, NFLX, CMCSA, NTDOY ----- If you enjoy this episode, please consider subscribing at https://telescopeinvesting.com/subscribe and following the hosts: @LukeTelescope @AlbertTelescope

The inflation debate is polarized between the transient camp and the camp that expect a repeat of the 1970s; they're both wrong, says Andy Kapyrin of Regent Atlantic. Tom White explains a slightly bullish November call calendar options trade on Capital One (COF). Andy discusses Comcast's (CMCSA) solid cable business and says the profit margins are very high.

Comcast (CMCSA) expects the Toyko Olympics to be the most profitable to date, says Sarah Henry, Portfolio Manager at Logan Capital Management. She talks about her Olympic stock picks which include Comcast, Nike (NKE), and V.F. Corp. (VFC). Nike's innovations across different sports-including “flyease” hands-free shoe technology, and V.F. Corp. says it could see long-term opportunity for growth. Tune in to find out more.

"T-Mobile (TMUS) remains best positioned in the mobile space, followed by AT&T (T) and Verizon (VZ)," says Roger Entner. He believes that Verizon's revenue goals are very ambitious and difficult to hit in the longer term. The company also has an increasing exposure to rising content costs, and its stock is down more than 2% in 2021. Finally, he weighs in on Comcast (CMCSA) and says that it should be strong with new wireless family plans.

Avaya: AVYA CEO, Jim Chirico, weighs in on the recent earnings report which indicated $0.74 in EPS and $738M in revenue. The company is a provider of digital communications products, solutions, and services with notable customers like DELL, AAPL, WMT, DIS, CMCSA, and CVS. The stock reached an all-time high on Feb. 11, 2021.

00:15 - Женя лохонулся. Продал $SEDG 04:05 - Рассматриваем мой портфель $T $BA $CMCSA $HPQ  08:05 - $BA  09:50 - $CMCSA  11:30 - $HPQ  12:30 - Рассматриваем портфель Жени $SEDG $INTC $AMD $NVDA $MA $NFLX 14:30 - $NVDA  27:10 - $NFLX 37:10 - $DIS 47:40 - Трамп заболел кароновирусом 51:55 - обсуждаем покупку $TCS $YNDX

Today's podcast is a discussion with Andrew Walker of Yet Another Value Blog. We spoke about the quarterly results from Comcast and Charter, the risk and opportunity of wireless, and diversified holdings companies. Follow Andrew on Twitter at @AndrewRangeley --- Support this podcast: https://anchor.fm/the-science-of-hitting/support