Description
Stem CEO John Carrington is full speed ahead on the clean energy transformation.
(00:21) Jason Moser and Deidre Woollard discuss:
- Don Julio’s Oscars moment.
- If Oscar buzz is still powerful for movie makers.
- How Reddit is more like X than Pinterest.
(15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.
Companies discussed: DIS, PINS, SNAP, META, STEM
Host: Deidre Woollard
Guests: John Carrington, Jason Moser, Ricky Mulvey
Producers: Dylan Lewis, Ricky Mulvey
Engineers: Dan Boyd, Mary Long, Rick Engdahl
Special Thanks: Jason Hall
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Uber’s earnings may seem a little hand-wavy, but there's more to the story.
At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.
Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.
Tickers discussed: UBER, SICP, JOBY,...
Published 05/08/24
For anyone besides Netflix?
First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.
Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.
Tickers discussed: DIS, AXON, NFLX, GLD
Learn more...
Published 05/07/24