After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. Bill Mann and Jason Moser discuss the Russell 2000s unusual spike, and why it’s a mix of good news and bad news, the Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall, and earnings updates from Netflix, Domino’s, and Five Below. The, 19 minutes in, Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant. Finally, 34 minutes in, Jason and Bill break down two stocks on their radar: Danaher and Alphabet. Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG. Host - Dylan Lewis; Guests - Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman
Guests: Bill Mann,Jason Moser,Kirsten Guerra,Brett Schulman