Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.
(0:21): Jason Moser and Bill Mann discuss:
– What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io.
– MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love.
– Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return.
(19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up.
(33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo.
Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD,
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Bryan Fairbanks
Engineers: Dan Boyd
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