Scott and Ed open the show by discussing the Justice Department’s proposed forced sale of Google Chrome, how Microstrategy is funding its Bitcoin buying spree, and Nvidia’s earnings. Then Scott breaks down why Target is still struggling to compete with Walmart and explains why it’s a prime candidate for a leveraged buyout. He and Ed also analyze Walmart's formula for long-term success. Finally, they discuss Comcast’s decision to spin off some of its cable tv networks and consider why distressed assets are a good investment.
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgpod:
Instagram
Threads
X
Reddit
Follow Scott on Instagram
Follow Ed on Instagram and X
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Is Target a Leveraged Buyout Candidate? + Comcast Cuts the Cord | Prof G Markets podcast - Listen or read transcript on Metacast
