Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.
(00:11) Emily Flippen and Andy Cross discuss:
- SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”
- The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.
- How Adyen is learning how to better play the expectations game.
(19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars.
(31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner.
Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON
Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross, Lou Whiteman,
Engineers: Rick Engdahl, Annie Pope
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