Bullsiders Podcast
Bullsiders Podcast unpacks financial reports, earnings calls, and insights from S&P 500 companies for everyone to understand and make informed decisions. No Financial Advice
Episodes
Detailed look into VF Corporation's Q4 2025 earnings call indicates a revenue decrease of 3% year-over-year for the quarter, with the Americas and EMEA regions experiencing declines while APAC saw growth. A significant focus is placed on Vans' performance, which saw a 20% decline attributed to deliberate strategic actions aimed at optimising profitability and marketplace presence, including reduced storefronts and channel i...
Ancora presents a plan to revitalise U.S. Steel by replacing its current leadership and implementing a new strategy. They argue that the existing management, led by CEO David Burritt, has damaged labour relations and made poor investment decisions, particularly regarding the Mon Valley Works and the Big River mini mill projects. Ancora proposes a $6.5 billion capital investment program focused on upgrading traditional facilities li...
Ohio-based Ancora Holdings is a diversified investment and wealth management platform overseeing about $9 billion in assets. Ancora has a track record of using private and public engagement with portfolio companies to catalyze corporate governance improvements and long-term value creation. They have identified an urgent need for changes in leadership and strategy based on Norfolk Southern’s persistent underperformance, operational ...
The title is the program. We show how Amazon's business model is prepared to outlast and balance negative Tariff effects
Elliott Investment Management argues that Southwest Airlines has significantly underperformed its peers, losing over 50% of its market value in the last three years and displaying the worst margins among major airlines. This underperformance is attributed to an outdated commercial strategy and a lack of independent, externally experienced board members. Elliott proposes a plan for a "Stronger Southwest" involving immediate leadersh...
Key topics covered include Berkshire's record cash position, Buffett's views on tariffs and the US economy, the company's significant investments in Japanese trading companies, and the impact of private equity on the insurance industry. A major highlight is Buffett's recommendation that Greg Abel succeed him as CEO at the end of the year.
Two of the largest Wall Street banking institutions have published their Q1/25 results. We focus on a combination of financial performance, risk exposure, business mix, and operational efficiency metrics and compare the two. These two institutions have different business models—GS is more investment banking and trading-heavy, while WFC is more retail and commercial banking-focused.
As always: No Investment Advice
Wells Fargo reported net income of $4.9 billion ($1.39 per diluted common share) for the first quarter of 2025. Total revenue was $20.1 billion, down 3% from the prior year period. The company maintained a strong capital position with a Common Equity Tier 1 (CET1) ratio of 11.1% and achieved a Return on Average Tangible Common Equity (ROTCE) of 13.6%. We unpack the results and look beyond the recession risk scenarios and the outloo...
Goldman Sachs released its first quarter 2025 earnings results presentation on April 14, 2025. The report outlines the firm's financial performance across its various divisions, including Global Banking & Markets, Asset & Wealth Management, and Platform Solutions. Highlights include record net revenues in Equities and financing within both Equities and FICC, alongside being ranked first in announced and completed M&A an...
We unpack Elliott Investment Management's case for significant changes at Phillips 66 (PSX) under the banner "Streamline66". Elliott argues that PSX's conglomerate structure undervalues its assets and leads to underperformance compared to peers like Marathon Petroleum and Valero Energy. Elliott sees value in the potential sale or spin-off of the midstream business and other assets, alongside an operating review focused on improving...
Palantir Reports Q4 2024 Revenue Growth of 36% Y/Y, U.S. Revenue Growth of 52% Y/Y; Issues FY 2025 Revenue Guidance of 31% Y/Y Growth, Eviscerating Consensus Estimates. It's an incredible growth story to talk about. But keep in mind that risks are out there too. We unpack the numbers and look into the valuation and ROE of #Palantir.
No financial advice.
Chair Powell's January 2025 press conference addressed the Federal Open Market Committee's (FOMC) decision to hold the federal funds rate steady at 4.125%–4.375%. The FOMC cited a strong economy, cooling inflation nearing the 2% target, and a balanced labour market as reasons for this decision.
Oxy executives reported exceptional financial results, exceeding expectations across all business segments despite weather challenges. Key highlights included record-high US production, successful CrownRock integration, and progress on Direct Air Capture (DAC) projects, particularly STRATOS. The company also discussed its debt reduction strategy and 2025 capital plans. We unpack the whole story.
#oxy #earningscall #occidental #warr...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
On Health Stuff, hosts Dr. Priyanka Wali and comedian Hari Kondabolu tackle all the health questions that keep you up at night with hilarity and humanity. Together they demystify the flashy trends, and keep you informed on the latest research. You can rely on Health Stuff to bring you real, uninhibited, and thoughtful health talk of the highest caliber, and a healthy dose of humor.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!