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Investing in the Future of Food
Manage episode 332746783 series 3329
Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.
(:21) Asit Sharma and Maria Gallagher discuss:
- Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores.
A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.
Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE
Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
1503 bölüm
Manage episode 332746783 series 3329
Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.
(:21) Asit Sharma and Maria Gallagher discuss:
- Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores.
A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.
Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE
Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
1503 bölüm
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Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.