Tech Sell-Off, Square Deals, and Power Moms

Tech Sell-Off, Square Deals, and Power Moms

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Alphabet’s $80 Billion Flex

Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead. Tra ...  Show more

Turnaround Stories and Shorting Stocks

Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it’s not that bad”, but that turnaround strategy has taken much longer than expected. Lou, Matt, and Tyler all look at the sta ...  Show more

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