Michael Kramer, author at Seeking Alpha, discusses Roku's $4.3 billion valuation and why he believes that stock is bloated.
Kramer notes that the stock is nothing more than a device that allows you to watch other content like Netflix. Because of smart TVs and the crowded streaming device space, the stock is not due for a successful run.
Kramer goes head to head with our hosts in explaining why he's so bearish on the streaming device maker.
Altro founder and CEO Michael Broughton shares how his company is bringing both expanded credit access and financial wellness to underserved consumers, plus netting early investments from Tinashe, Quavo, and Jay Z’s Marcy Ventures.
Portillo’s CEO Michael Osanloo discusses the company’s decades of profitability, opening restaurants in new markets, and why it doesn’t need trends like dynamic pricing.
Adam Turnquist, Chief Technical Strategist for LPL Financial, weighs in on the latest CPI data, what could get the Fed to lower borrowing costs, and the crypto rally.