Show Notes
When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and raised guidance. Matt, Lou, and Tyler look at the highlights of the earnings reports and poke some holes into the thesis. Plus, Paypal’s earnings show a company in search of different shareholders, who’s to blame for Boeing’s persistent earnings misses, and why Instacart may be in a rush to close a deal.
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Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:
- SoFi’s earnings and why the market can’t make up its mind about the stock.
- PayPal is a cash generator that no one seems to want
-Boeing runs to production problems (again)
-Are airlines going to have less appetite for new planes soon?
-Instacart is shopping itself to potential buyers
Companies discussed: SOFI, PYPL, BA, EADSY, RTX, GE, JBLU, DAL, CART, DASH, UBER
Host: Tyler Crowe
Guests: Matt Frankel, Lou Whiteman
Engineer: Dan Boyd
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