I bought both Nintendo (NTDOY) and National CineMedia (NCMI) this week and use this podcast to explain my thinking. I preview Nintendo's earnings ahead of its February 1st Q3 release and discuss why I think growth expectations are too low. Next, I react to the Wall Street Journal's recent article on National CineMedia and the revelation they've engaged lawyers to work with senior lenders. Should NCMI equity holders be concerned about the debt?
Popular Podcasts
Stuff You Should Know
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.
Dateline NBC
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
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!