Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves.
(00:21) Bill Mann and Jason Moser discuss:
- The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do.
- Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes.
(19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors.
(32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores.
Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Nick Sciple
Engineer: Dan Boyd
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