Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Earnings Chat: Pharma, Tariffs, Fear & Loathing and Uncertainty
Manage episode 486295866 series 3422773
Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Dave and Andrew delve into the earnings of two companies, McKesson and Crocs, from Andrew's portfolio, exploring their market positions and growth potentials.
They discuss the impact of external factors like potential changes in pharmaceutical pricing policies under the Trump administration and tariffs on manufacturing. The episode includes detailed insights into the financial health and strategic positioning of McKesson, a leader in pharmaceutical distribution, and Crocs, known for its consumer-centric brand.
By examining key financial metrics and market uncertainties, the hosts provide a comprehensive analysis that balances both qualitative narratives and quantitative data, using tools like Finchat for deeper financial exploration.
00:00 Introduction to Earnings Discussion
00:38 McKesson: Navigating Pharmaceutical Uncertainty
04:38 McKesson's Financial Performance and Growth
20:49 Crocs: Tariffs and Market Challenges
25:02 Analyzing Crocs' Financial Health
35:28 Baseball Talk and Conclusion
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Get your summer savings and shop premium wireless plans at MintMobile.com/beginners
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): finchat.io/IFB
Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
For sponsorship inquiries, reach out to us at [email protected].
Learn more about your ad choices. Visit megaphone.fm/adchoices
569 episodes
Earnings Chat: Pharma, Tariffs, Fear & Loathing and Uncertainty
The Investing for Beginners Podcast - Your Path to Financial Freedom
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Manage episode 486295866 series 3422773
Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Dave and Andrew delve into the earnings of two companies, McKesson and Crocs, from Andrew's portfolio, exploring their market positions and growth potentials.
They discuss the impact of external factors like potential changes in pharmaceutical pricing policies under the Trump administration and tariffs on manufacturing. The episode includes detailed insights into the financial health and strategic positioning of McKesson, a leader in pharmaceutical distribution, and Crocs, known for its consumer-centric brand.
By examining key financial metrics and market uncertainties, the hosts provide a comprehensive analysis that balances both qualitative narratives and quantitative data, using tools like Finchat for deeper financial exploration.
00:00 Introduction to Earnings Discussion
00:38 McKesson: Navigating Pharmaceutical Uncertainty
04:38 McKesson's Financial Performance and Growth
20:49 Crocs: Tariffs and Market Challenges
25:02 Analyzing Crocs' Financial Health
35:28 Baseball Talk and Conclusion
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Get your summer savings and shop premium wireless plans at MintMobile.com/beginners
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): finchat.io/IFB
Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
For sponsorship inquiries, reach out to us at [email protected].
Learn more about your ad choices. Visit megaphone.fm/adchoices
569 episodes
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Similar to The Investing for Beginners Podcast - Your Path to Financial Freedom
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
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Go offline with the Player FM app!
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