Thor Industries, the dominant RV maker in North America, starts its fiscal year with a bang. Weber Grill’s 4th-quarter loss comes in smaller than Wall Street was expecting. Asit Sharma analyzes those stories as well as CEO Elizabeth Spaulding’s “multi-quarter transformation” plans for Stitch Fix.
Holiday Song - That Was The Worst Christmas Ever! by Sufjan Stevens
Alphabet, Shopify, Pinterest
Tesla Gets the Shrug Emoji
Apple’s New Campus, Facebook’s Push for Audio
What Business Are You In?
“How’d we get to 2,000 episodes?”
Coke & H-D: Strong Starts to the Fiscal Year
Retail’s Surprisingly Big Month
“This is madness that makes sense.”
Chips, Travel, Social Media
Microsoft Opts For Nuance
Betting on Sports Betting
Fintech’s New Star and Stocks We Just Bought
2 Reopening Stocks You Might Be Missing
The Big Macro
Mirror, Mirror on Lulu’s Wall
“We just don’t seem to learn.”
3 Stocks for the Chip Shortage
Home Furnishings on Fire (in a good way)
“You hate to see it.”
Zoom Video, Microsoft, GameStop
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