Episodes

  • Episode 14: Spotify - 16 Years and Counting
    Apr 10 2022

    The streak? 16 years of losses. The problems? A dependence on third-party content and a crumbling stock price. The solution? Mike has a few ideas.

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    12 mins
  • Episode 13: Apple's Pile of Cash
    Apr 10 2022

    Why would Apple borrow money to finance share buybacks when they are sitting on USD 200 billion liquidity? And what do you do with so much money as more and more is coming in? Mike has some answers and thoughts.

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    16 mins
  • Episode 12: Ultrafast Delivery Services
    Apr 2 2022

    A bad business model combined with drying up VC and IPO markets will cause plenty of companies to fall. Among them: The ultrafast delivery services.

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    15 mins
  • Investing in PepsiCo
    Feb 7 2021

    Kicking off "Food & Bev" weeks at I do the Numbers, Mike takes a close look at PepsiCo. Can the company fortify its home market? Is it moving in the right direction? Is it worth investing in long-term? Mike has the answers.

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    52 mins
  • The GameStop Short Squeeze
    Jan 26 2021

    Mike calls GameStop a "failing company headed for bankruptcy" and rages about stupid retail investors. Let's discuss what is happening to the GameStop stock!

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    27 mins
  • Investing in Netflix
    Jan 23 2021

    Netflix is the world's leading streaming service. During the pandemic, the business and the stock have once again surged. But is the party coming to an end soon? Yes! Mike analyzed Netflix and gives his outlook.

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    56 mins
  • Investing in The Walt Disney Company
    Jan 9 2021

    Mike takes a very close look at The Walt Disney Company and its prospects, in particular given the immense success of Disney+ and a post-Covid tourism and entertainment business. What more can we expect? Is Disney perhaps one of the greatest companies ever? And is the stock fairly priced? Let's find out?

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    46 mins
  • Stock Fights Video Gaming
    Jan 3 2021

    We conclude video gaming weeks by doing a classic stock fight, comparing Take-Two, Activision, Ubisoft and EA across a number of areas and ranking them. Our top pick? Find out!

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    35 mins