One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses:
- Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO
- The likelihood of Schultz remaining CEO beyond his "interim" period
- Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC
- The subtle-yet-important difference between a 13D filing and a 13G filing
- Whether Tesla shareholders are bothered by Musk paying attention to another company
(18:30) Asit Sharma and Brian Stoffel examine cloud infrastructure company DigitalOcean through the lens of competitors like Amazon Web Services and Microsoft Azure.
Stocks: SBUX, TWTR, TSLA, DOCN, SHOP, MSFT, AMZN, ORCL
Host: Chris Hill
Guests: Jim Gillies, Asit Sharma, Brian Stoffel
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks