Lies My Income Statement Told Me

For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its compet ...  Show more

Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ...  Show more

Scott shares his thoughts on the latest revenue numbers from ByteDance, and whether or not we can trust any numbers coming from a private Chinese company. He also breaks down Target’s huge earnings beat, and discusses why luxury watches shouldn’t be treated as investments. Learn ...  Show more

Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.

We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ...

We continue our month of podcasts focused on financial statement presentation hot topics. 

In this episode, host Heather Horn sits down with Pat Durbin, a deputy chief accountant in PwC’s National Office, and Felix Perez, a partner in PwC’s National Office specializin ...

Scott breaks down why Airbnb’s stock fell despite strong earnings, and explains why he’s considering selling some of his largest holding. He then discusses Lyft’s earnings report typo and shares a similar personal story. Finally, he takes a look at Arm’s stock and questions wheth ...  Show more