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July 16, 2024
David i dont consider myself a journalist. Nobody else would consider myself a journalist. I began to take on the life of being an interviewer even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . You have been the commissioner since 2014, and you had spent 22 years at the nba offices before that. Before that, you were a graduate of the two best schools to go to in combination Duke University and the university of chic...
July 16, 2024
Journalist. Nobody else would consider myself a journalist. I began to take on the life of being an interviewer even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . You have been the commissioner since 2014, and you had spent 22 years at the nba offices before that. Before that, you were a graduate of the two best schools to go to in combination Duke University and the university of chicago law school, right . Adam wo...
July 16, 2024
I do not consider myself a journalist. No one else would consider myself a journalist. I began to take on a life of an interviewer even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . Youve have been doing Value Investing for 36 years, what is a Value Investor . John a Value Investor is someone who is looking for bargains. Were trying to find stocks that are selling at a 40 discount to what we think their private mark...
July 16, 2024
Conagra, just like General Mills yesterday, down 8. 6 for one of the worst performances today. Down today. That is being acquired. Coming up later this hour, i will speak to atlantic investment president and cio. We will have the value versus growth rotation discussion. Guy absolutely. Looking forward to that one. European stocks just in positive territory. They sold off midmorning and have been climbing back ever since. The pound has spent most of the day positive, but has since sold off. Boris...
June 28, 2024
Coach, advanced autoparts and even home depot is on the red and thats dragging the dow down well tell you whats behind these big moves. Four people have left President Trumps Manufacturing Council in the wake of trumps reaction to the deadly violence in charlottesville this weekend. Is it a sign President Trump is losing support from the Business Community in general. And after the bell our friend Mohamed Elerian talks about whether geopolitical tensions and north korea could still be a risk fac...
June 27, 2024
Communication twun jona, but the firm is trying to engage the ceo. The interesting part of this story, jana was once short whole foods in 2014. It knows the company and its business quite well result of that campaign. In this case, im told jana is focusing on two tracks here. Operational improvements and b possibly a merger, depending on what offer might be out there. Im told januaa wants to put al the opgs on the table. Jana said to be heavily focused on the board, which has had one new member ...
June 25, 2024
Stock s are reacting some turbulent traffic ahead. And is that welcomed . Yes. It is, because of the optimism for the economy itself, and the appearance of inflation, and the 0. 4 on the pricing index is for anecdotal because we have Domestic Companies with sales that are up 30 over last year. We are are rocking it in america right now. And im telling you that there is no recession, so why not a rate hike, because we could take 25 basis points right now. And doc, neutrals on the stocks in the ne...
June 25, 2024
It is currently below where it is trading now . Well, it is affecting the direction of the market that wanted to point higher. When it relate s s to apple wit sitting at 89. 80, and make the short trade and go against the big Balance Sheet . I am not sure it is something that you want to do, and if you believe it is the right move, you have to hope it is getting to 80 and not going to be buying back the stocks. And on the longer term basis, i believe in apple and the story and the the vision and...
June 24, 2024
Stability and ethnic tensions. The rise of extreme parties across europe and the leaders of the European Union are behaving as if nothing is happening. The foreign secretary said none of the allies, not austral australia, not new zealand, not canada, not the u. S. We are here to do what is in British National interest. No american politician would ever tolerate. So while all our friends run the world entitled to their view, but when it comes to some of this, particular with the United States, wh...
June 21, 2024
June off the table. When will we know . When when when . You can tell us. You can whitsper in my ear. A huge halle. The dow having their best oneday gain since march 30th. They had their best day since march 16th and a handful of points away from the all time closing high of 21. 17. Lets get more on the trading action. Stationed at the nasdaq and first down to you, bob pisani on the floor where you can always hear the roar the boom out of the gate with stock this is morning. What they want is vo...