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Small Caps are Back!

41 min • 19 juli 2024

After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. 


(00:21) Bill Mann and Jason Moser discuss:

- The Russell 2000s unusual spike, and why it’s a mix of good news and bad news.

- The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall.

- Earnings updates from Netflix, Domino’s, and Five Below. 


(19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.


(33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet.

Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman

Engineers: Steve Broido

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