Surprising Earnings, Conservative Management
FEB 24, 2023
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There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. 

(0:21) Emily Flippen and Jason Moser discuss:
- Nvidia's results and place in the AI universe
- Block surprising Wall Street with strong 4th-quarter revenue
- Mercadolibre's enviable free cash flow
- The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair

(19:11) Emily and Jason continue the earnings analysis and discuss:
- Warner Bros. Discovery growing subscribers and cutting costs  
- The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack 
- Their most recent stock purchases
- Two stocks on their radar: Adobe and ANSYS

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Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS

Host: Chris Hill
Guests: Jason Moser, Emily Flippen
Engineer: Rick Engdahl

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