Exponential Learning

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Atalak

127 atal

1. Erreproduzitu
   Stan Druckenmiller — The Legend Buys the Rails of 24/7 Markets 2026(e)ko aza. 1(a) 10:30
2. Erreproduzitu
   Kevin Warsh — The Hawkish Hold and the Fed Remake 2026(e)ko aza. 1(a) 11:13
3. Erreproduzitu
   HEDGEYE MACRO SHOW OCT 30 — Quad 4 Risk Builds for 2027: Yields Break Down, Asia Cracks, Defensives Take the Lead 2026(e)ko urr. 30(a) 10:23
4. Erreproduzitu
   ANTHROPIC S-1 — The Filing Is Public: $16.3B in a Half Year, One Share With 50.1% of the Vote 2026(e)ko urr. 26(a) 17:03
5. Erreproduzitu
   Verizon Q3 2026 — The Subscriber Engine Re-Accelerates, Guidance Raised Again 2026(e)ko urr. 26(a) 17:56
6. Erreproduzitu
   EQT Buys Range Resources — America's Natural Gas Champion, Deal Teardown 2026(e)ko urr. 26(a) 17:08
7. Erreproduzitu
   THE INTRINSIC VALUE PORTFOLIO — What Three Value Investors Actually Own, and How It's Working 2026(e)ko urr. 25(a) 17:39
8. Erreproduzitu
   Hedge Funds Are Getting Crushed: Is Extreme Positioning a Contrarian Indicator? 2026(e)ko urr. 25(a) 9:37
9. Erreproduzitu
   Sector & Factor Weekly — Week of October 23 2026(e)ko urr. 24(a) 19:21
10. Erreproduzitu
    Capital Markets Weekly — Week of October 23 2026(e)ko urr. 24(a) 20:07
11. Erreproduzitu
    Comfort Systems USA (FIX) Q3 2026: A Record Quarter the Market Sold Anyway 2026(e)ko urr. 23(a) 18:18
12. Erreproduzitu
    Noise vs. the Mega Trends: What Capitulation Hides 2026(e)ko urr. 23(a) 19:00
13. Erreproduzitu
    Quanta Services: The Builder of the AI Power Era 2026(e)ko urr. 23(a) 18:41
14. Erreproduzitu
    Today's Market and Portfolio Rotations 2026(e)ko urr. 23(a) 7:56
15. Erreproduzitu
    Deckers Outdoor (DECK) Q2 FY27: Record Quarter, Cut Guidance 2026(e)ko urr. 23(a) 17:54
16. Erreproduzitu
    Eaton: The Electrical Backbone of the AI Buildout 2026(e)ko urr. 23(a) 18:14
17. Erreproduzitu
    Amphenol: The Nervous System of Everything 2026(e)ko urr. 23(a) 18:39
18. Erreproduzitu
    American Express Q3 2026: The $895 Platinum Bet Is Paying Off 2026(e)ko urr. 23(a) 15:38
19. Erreproduzitu
    Bloom Energy Q3 2026: Selling Time to Power 2026(e)ko urr. 23(a) 16:28
20. Erreproduzitu
    Racking Up the Power Shortfall: America's 33-Gigawatt AI Problem 2026(e)ko urr. 22(a) 19:31
21. Erreproduzitu
    L'Oreal Q3 2026: The Cleanest Beat in Years 2026(e)ko urr. 22(a) 17:31
22. Erreproduzitu
    Tesla Q3 2026: Margins Rebound, Cash Flow Turns Positive, Robotaxi Miles Grow Eightfold 2026(e)ko urr. 22(a) 5:24
23. Erreproduzitu
    P&G Q1 FY27: The Volume Quarter — Tide, Pampers & Pantene Grow on Units, Not Prices 2026(e)ko urr. 22(a) 17:02
24. Erreproduzitu
    Blackstone Q3 2026: The Fee Machine Carries a Frozen Exit Market 2026(e)ko urr. 22(a) 15:58
25. Erreproduzitu
    Union Pacific Q3 2026: Record Revenue, the Intermodal Surge, and the $85B Norfolk Southern Merger 2026(e)ko urr. 22(a) 16:44
26. Erreproduzitu
    Nasdaq Q3 2026: The Tollbooth Keeps Compounding 2026(e)ko urr. 22(a) 18:19
27. Erreproduzitu
    CBRE Q3 2026: Data Centers on Fire, Deals on Ice — Earnings Deep Dive 2026(e)ko urr. 22(a) 16:22
28. Erreproduzitu
    Spotify Q3 2026: The Tollbooth Widens — 306M Subscribers, Record Gross Margin 2026(e)ko urr. 22(a) 17:32
29. Erreproduzitu
    Prada Q3 2026: 1% Organic Growth, Miu Miu Cools, Versace on Track 2026(e)ko urr. 22(a) 15:55
30. Erreproduzitu
    Nestlé Q3 2026: Volume Is Back — 4% Organic Growth Beats as Turnaround Gains Pace 2026(e)ko urr. 22(a) 16:47
31. Erreproduzitu
    Hermès Q3 2026: Leather Goods on Fire, Stock on Sale 2026(e)ko urr. 22(a) 16:54
32. Erreproduzitu
    Microsoft FY26 Annual Report: Record Profits, a $678 Billion Backlog, and the Cap Ex Question 2026(e)ko urr. 22(a) 21:08
33. Erreproduzitu
    Thermo Fisher Q3 2026: The Lab Recovery Is Real 2026(e)ko urr. 22(a) 17:21
34. Erreproduzitu
    Abbott Q3 2026: A Choppy Quarter, a Slower Libre, and a Nutrition Spin-Off 2026(e)ko urr. 22(a) 17:00
35. Erreproduzitu
    SAP Q3 2026: The €10 Billion Quarter — AI Is Driving the Cloud Migration 2026(e)ko urr. 22(a) 16:45
36. Erreproduzitu
    NextEra Energy Q3 2026: The Regulated Compounder Meets the AI Power Rush 2026(e)ko urr. 22(a) 17:46
37. Erreproduzitu
    The Seven Mega-Themes Driving Global Commerce 2026(e)ko urr. 22(a) 14:04
38. Erreproduzitu
    SharkNinja: The Product-Velocity Machine at a Full Price 2026(e)ko urr. 21(a) 18:32
39. Erreproduzitu
    Hedging Tech Concentration Risk 2026(e)ko urr. 21(a) 22:41
40. Erreproduzitu
    Meta Q3 2026: The Ad Machine vs. the AI Bill 2026(e)ko urr. 21(a) 25:40
41. Erreproduzitu
    The Trust Problem: Why Financial Advice Runs on 'Trust Me' — and Why That Era Is Ending 2026(e)ko urr. 21(a) 22:29
42. Erreproduzitu
    Intuitive Surgical Q3 2026: The Beat-and-Selloff Deep Dive 2026(e)ko urr. 21(a) 18:10
43. Erreproduzitu
    Coatue CTEK: One Ticket to Anthropic, OpenAI and the Private AI Stack — At What Price? 2026(e)ko urr. 20(a) 18:56
44. Erreproduzitu
    EssilorLuxottica Q3 2026: Beating the Bar on the Toughest Comp Ever 2026(e)ko urr. 20(a) 16:35
45. Erreproduzitu
    SpaceX Q3 2026: The SI Inflection — $14.6B Revenue and the $20B Cap Ex Question 2026(e)ko urr. 20(a) 18:08
46. Erreproduzitu
    Netflix Q3 2026: The Margin Machine Beats, the Ad Business Trims 2026(e)ko urr. 20(a) 17:07
47. Erreproduzitu
    MSCI Q3 2026 Deep Dive: Expense Guide Holds, Stock Rallies 2026(e)ko urr. 20(a) 15:18
48. Erreproduzitu
    Music in the Air, Ten Years On: The Business Moves From Adoption to Monetization 2026(e)ko urr. 20(a) 19:51
49. Erreproduzitu
    Following the $1.6 Trillion Money Trail: Where AI Cap Ex Actually Lands 2026(e)ko urr. 20(a) 20:03
50. Erreproduzitu
    Quality Breaks Out: The Mid-Cycle Playbook and the Stocks That Screen Best 2026(e)ko urr. 20(a) 19:57