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A Bull Case for Walmart

28 min•10 april 2023

Earnings season kicks off on Friday. What should investors be watching?

(00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season

(16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.

Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER

Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd

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