
Show Notes
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Annabelle Miller from ECP Asset Management and Mark Moreland from value3 go in-depth and stock specific on ‘the call.’ Microsoft (NASDAQ:MSFT) Moderna (NASDAQ:MRNA) Taiwan Semiconductor (NYSE:TSM) Merck & Co (NYSE:MRK) Amazon (AMZN) Raspberry Pi (LON:PI) Celestica (NYSE:CLS) Alphabet (NASDAQ:GOOG) Bank of America (NYSE:BAC) Walmart (WMT)
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Oct 23, 2026
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