Industry Focus

Shares of the #2 toy company and casual dining chain are both up double digits thanks to buyout rumors. For Mattel, the potential deal with Hasbro would create a dominant player in the toy industry. Meanwhile, a private equity firm with significant restaurant experience is courting B-Dubs. The team also takes a look at Canada Goose, one of the best-performing IPOs of the year.

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Direct download: 20171114_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials looks at robo-advisors, the automated substitute for financial advisors that has surged in popularity.

Direct download: 20171113_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

After missing on revenue, earnings, and users, shares of Snap got pummeled following the company's Q3 earnings release. We work through the release, talk about the company's transition to auction-based ad sales, and check in on the Spectacles hardware segment.

Direct download: 20171110_IF_Tech_cut.mp3
Category:Podcast -- posted at: 3:00pm EDT

Utilities have historically been classified as safe and boring but the industry is changing and there are some potentially exciting opportunities in the often overlooked segment.

Direct download: IF_Energy_and_industrial_11092017.mp3
Category:general -- posted at: 3:30pm EDT

The much-maligned company is making progress on its restructuring plan, but it's not out of the woods yet. Plus, why Keryx Pharmaceuticals shares tumbled despite winning an FDA approval that more than doubles its addressable market.

Direct download: 20171108_IF_HEalthcare.mp3
Category:Podcast -- posted at: 3:53pm EDT

In 2014, regulatory opposition forced Sprint to give up on its plan to acquire T-Mobile. Three years later, the two companies returned to the negotiating table, coming close to finalizing an agreement before the deal fell apart once again. What happened? And what lies ahead for the No. 3 and 4 wireless providers?

Direct download: 20171107_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:46pm EDT

Financials looks at the new Federal Reserve chair, rising interest rates in the U.K, and the end of the CFPB class action rule.

Direct download: 20171106_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Great earnings releases from Microsoft and Amazon highlight one thing in particular -- the cloud business is booming for both tech giants.

Direct download: 20171103_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

2017 hasn’t been kind to GE so far. Three months in we discuss the moves new CEO John Flannery is making to right the business, rumors around the November 13th meeting, and give our bull and bear cases for the stock.

Direct download: if_10022017.mp3
Category:Podcast -- posted at: 2:43pm EDT

Beer, wine, and spirits Goliath Constellation is acquiring a 10% stake in marijuana stock Canopy Growth, plus why CVS Health is eyeing Aetna, and how one fast-growing upstart is fighting back at colon cancer.

Direct download: 20171101_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT