What podcasts say about Bailey Lipschultz
Every statement, with the speaker, the exact quote and the moment it was said.
What Bailey Lipschultz has said on podcasts
100 statements · 35 positive · 46 negative · 4 mixed · 15 neutral
General Mills stock declined 26% over the prior twelve months.
“General Mills over the last 12 months down 26%”
Open the episode · Week Ahead: General Mills, Darden Restaurants, CostcoListen at 1:18
General Mills stock rose 8.5% after its last earnings report.
“The stock ended up rising 8.5% that day.”
Open the episode · Week Ahead: General Mills, Darden Restaurants, CostcoListen at 2:16
Analyst-tracked trends indicate strong LongHorn sales but uncertain Olive Garden performance.
“Strong comp sales for Longhorn and maybe a little touch and go for Olive Garden.”
Open the episode · Week Ahead: General Mills, Darden Restaurants, CostcoListen at 5:09
Costco is arguably best positioned to monetize memberships and continued product use.
“Costco is... arguably best position to make money off of people having memberships and continuing to use their products.”
Open the episode · Week Ahead: General Mills, Darden Restaurants, CostcoListen at 6:02
Costco stock declined 7.5% over the trailing twelve months.
“the trailing 12 months down 7.5%”
Open the episode · Week Ahead: General Mills, Darden Restaurants, CostcoListen at 6:52
Forgent Power’s current market capitalization is just below $10 billion.
“market cap right now, just south of $10 billion”
Open the episode · Forgent Jumps, Waystar Rises, Coinbase Drops Ahead of Clarity Act VoteListen at 1:16
Waystar’s market capitalization is about $5 billion, below its IPO level.
“about a $5 billion market cap, so still well below where it was when it went public”
Open the episode · Forgent Jumps, Waystar Rises, Coinbase Drops Ahead of Clarity Act VoteListen at 2:13
Average annual estimates projected 45% growth
“The average annual assessments were for 45%.”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 1:24
NVIDIA’s growth is difficult for sell-side analysts to model
“it just kind of is difficult for the sell side to really model what the future could look like”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 1:37
NVIDIA faces risks related to artificial intelligence
“there are AI risks”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 1:45
NVIDIA finances companies in which it invests, creating circular-financing concerns
“this is a company that's very much financing companies that it's investing in, its own partners. So circular financing concerns.”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 1:46
NVIDIA represented 52 points of the S&P 500
“NVIDIA was worth 52 points on the S&P 500.”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 2:48
Autodesk’s third-quarter adjusted EPS missed expectations
“adjusted EPS for the third quarter. Missed expectations”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 3:21
Autodesk’s full-year revenue forecast beat expectations
“overall full year forecast revenue forecast beating expectations”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 3:30
Autodesk is likely to experience a choppy second half
“it does seem like it's going to be a choppy second half”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 3:33
Workday is rumored to be a potential Silver Lake acquisition target
“Workday, which is rumored to potentially be a target for Silver Lake.”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 4:20
Workday’s subscription-revenue backlog was below Wall Street expectations
“subscription revenue backlog below what Wall Street was looking for”
Open the episode · Nvidia Rallies, Autodesk Falls, Workday DipsListen at 4:35
On Holding’s premium pricing strategy is performing poorly.
“Not too well.”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 1:05
Consumers are shifting toward more discounted products.
“In a market where we're seeing consumers shifting towards some of the, the more discounted products”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 1:07
Consumers are shifting toward more discounted products.
“In a market where we're seeing consumers shifting towards some of the more discounted products”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 1:09
Hims & Hers reduced the lower end of its annual adjusted EBITDA forecast.
“the telehealth company reduced the lower end of its adjusted EBITDA forecast for the year”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 1:57
Peptides are highly popular among younger people.
“It's it's all the rage with kind of the youth generation”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 2:18
Hims & Hers benefited from the GLP-1 market surge.
“HIMSS is one of the companies that was very much kind of riding the GLP-1 wave up.”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 2:26
Venture Global’s stock has doubled year-to-date.
“stock still has doubled so far this year”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 2:58
Venture Global’s stock has doubled year to date.
“stock still has doubled so far this year.”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 3:00
Venture Global’s second-quarter adjusted EBITDA missed analyst estimates.
“second quarter adjusted EBITDA, missed average analyst estimates.”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 3:02
Venture Global’s stock moves with oil and LNG prices.
“one of those companies that just moves where oil and LNG is trading”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 3:05
Venture Global’s stock moves with oil and LNG prices.
“one of those companies that just moves where oil and LNG is trading.”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 3:07
Enterprises are accelerating purchases despite elevated memory-chip prices.
“rather than delaying or deferring some of those purchases until pricing cools they're actually pouncing on the ability to get their hands on it”
Open the episode · Hewlett Packard Enterprise Rises, Intel Drops, Barrick Mining Falls Most Since March as Newmont Deal Value DisappointsListen at 0:56
Enterprises are buying memory chips despite rising prices
“they're actually pouncing on the ability to get their hands on it”
Open the episode · Hewlett Packard Enterprise Rises, Intel Drops, Barrick Mining Falls Most Since March as Newmont Deal Value DisappointsListen at 1:11
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.