What podcasts say about Matthew Griffin
Every statement, with the speaker, the exact quote and the moment it was said.
What Matthew Griffin has said on podcasts
92 statements · 46 positive · 33 negative · 5 mixed · 8 neutral
Nvidia’s buyback announcement surpassed Apple’s previous record.
“they have dethroned Apple, which used to have the top spot, $110 billion in 2024.”
Open the episode · Nvidia Gains, MongoDB Slumps, James HardieListen at 1:22
Nvidia’s buybacks return substantial capital to shareholders.
“they have returned a lot of capital to shareholders.”
Open the episode · Nvidia Gains, MongoDB Slumps, James HardieListen at 1:37
CJ Desai is leaving MongoDB to lead Meta’s enterprise AI platform.
“Their CEO is leaving for Meta. That's CJ Desai. He'll lead this new enterprise AI platform there.”
Open the episode · Nvidia Gains, MongoDB Slumps, James HardieListen at 2:06
MongoDB’s CEO departure timing is unfavorable before Investor Day.
“The timing here is just really bad.”
Open the episode · Nvidia Gains, MongoDB Slumps, James HardieListen at 2:22
MongoDB’s stock decline erased just over $5 billion in market capitalization.
“the decline today would, would be a decline of just over 5%. Billion in market cap for the company.”
Open the episode · Nvidia Gains, MongoDB Slumps, James HardieListen at 2:47
Meta’s market value fell by more than $77 billion that day.
“Meta has shed more than $77 billion today.”
Open the episode · Nvidia Gains, MongoDB Slumps, James HardieListen at 3:15
Higher yields can pressure James Hardie through mortgages, housing activity, and construction.
“Yields go up, analysts and investors get worried about high mortgage rates. Sluggish housing market activity and low new housing construction. So this company, they sell siding and other building products. That can be a problem.”
Open the episode · Nvidia Gains, MongoDB Slumps, James HardieListen at 3:48
People stock rose 9% following reported MGM bid discussions
“That stock is up 9% on this report from the Wall Street Journal that MGM Resorts is discussing making a bid to buy the company.”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 0:45
MGM stock fell 2.6% after initially showing little movement
“MGM earlier wasn't moving much on this news, but now it is down 2.6%.”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 1:09
Comcast’s theme park business is its best business
“That's their best business.”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 2:22
Universal’s Harry Potter attraction has not harmed Disney Orlando operations
“it has not negatively impacted Disney's operations in Orlando.”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 2:34
Universal’s Harry Potter attraction is bringing more visitors to Orlando parks
“I think it's just bringing more people to it.”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 2:38
Diesel prices are rising faster than crude prices
“diesel prices are really high. They're outstripping the increase in crude.”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 3:01
High diesel prices benefit refiner margins and profits
“That's great for... margins and profits at refiners.”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 3:04
A diesel export ban is being considered
“we have all this talk of a potential diesel export ban”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 3:08
Diesel export-ban concerns have unsettled Marathon Petroleum stock
“That's roiled the stock this week”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 3:13
Marathon Petroleum stock fell 9.2% during the week
“we've got that stock down 9.2% on the week, heading for its worst week since December”
Open the episode · Comcast Cut; People Gains; Marathon Drops to Session LowListen at 3:16
Grab delivered its first full-year profit in 2025.
“They managed to deliver its full-year profit for the first time in 2025”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 27:48
Grab spent more than $700 million on incentives in Q2.
“the money they spent on incentives in Q2, which was over $700 million”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 28:28
Grab’s local-market density creates a competitive advantage.
“their advantage is density in each local market”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 31:59
Seventy percent of Southeast Asians are unbanked or underbanked.
“70% of people in Southeast Asia are unbanked or underbanked.”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 34:33
Grab’s major profits will come from additional services beyond rides.
“the real money will be made by offering more and more additional services”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 35:20
Grab is building a difficult-to-replicate flywheel, but it remains incomplete.
“They're creating a flywheel competitors cannot easily replicate, but it's not there yet.”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 35:44
Grab targets $7.4 billion in revenue by 2028.
“They are targeting $7.4 billion in rev by 2028”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 37:53
Grab’s projected 2028 stock price is $4.60–$5.80 if targets are met.
“we're looking at a stock price of $4.60 to $5.80”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 38:17
Grab’s platform provides an opportunity to move users into financial services.
“They've got the perfect platform to then move them into financial services, which The opportunity is there.”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 44:39
Qualcomm is expanding beyond the currently troubled smartphone market.
“This company has been trying to expand out of the smartphone market, which is troubled right now.”
Open the episode · Qualcomm Soars, Boston Scientific Falls, Constellation Brands DeclinesListen at 1:08
Amazon’s deal signals confidence in Qualcomm’s expansion into higher-growth areas.
“So this is a real vote of confidence for that effort by Qualcomm to expand into some higher growth areas.”
Open the episode · Qualcomm Soars, Boston Scientific Falls, Constellation Brands DeclinesListen at 1:33
The cyberattack disrupted Boston Scientific’s manufacturing and customer shipments.
“this disrupted their manufacturing of medical devices, disrupted shipments to customers.”
Open the episode · Qualcomm Soars, Boston Scientific Falls, Constellation Brands DeclinesListen at 2:28
Higher gasoline and diesel prices divert money from consumers’ house-party spending.
“the money that would go to those house parties is going to higher gas prices, higher diesel prices.”
Open the episode · Qualcomm Soars, Boston Scientific Falls, Constellation Brands DeclinesListen at 3:48
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.