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We Can Fix You, Southwest
Manage episode 422912676 series 8012
Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline.
- Nvidia’s stock split, and why this one may matter more than most.
- The new names in the S&P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market.
(17:57) Are the world’s tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China’s building boom is leading to an increase in homeowners without homes.
Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Jason Barr
Producer: Ricky Mulvey
Engineers: Dan Boyd
Visit our sponsor Monarch Money: Go to monarchmoney.com/FOOL for an extended 30 day free trial.
Learn more about your ad choices. Visit megaphone.fm/adchoices
1632 episodes
Manage episode 422912676 series 8012
Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline.
- Nvidia’s stock split, and why this one may matter more than most.
- The new names in the S&P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market.
(17:57) Are the world’s tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China’s building boom is leading to an increase in homeowners without homes.
Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Jason Barr
Producer: Ricky Mulvey
Engineers: Dan Boyd
Visit our sponsor Monarch Money: Go to monarchmoney.com/FOOL for an extended 30 day free trial.
Learn more about your ad choices. Visit megaphone.fm/adchoices
1632 episodes
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