Walter Todd on the Markets August 14, 2023 “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” Mark Twain Big names like NVDA and AAPL are selling down–is this a...
Walter Todd on Bloomberg Markets: Americas The mega-cap tech stocks have reported earnings and Alphabet is at the top, while Microsoft and Snap falter. Walter Todd discusses whether these large companies have the time to grow AI while maintaining free cash flow and...
Walter Todd on Bloomberg Surveillance: Early Edition As the big banks begin to report earnings, Walter Todd discusses the anticipated results and impact on the market with Dani Burger and Kriti Gupta. Walter answered questions on bank valuation, including his methods...
July 7, 2023 Happy July 4th to you and yours. I hope that you enjoyed a nice, mid-week holiday and were able to stay cool. We have many exciting firm updates for you this quarter, but of course we will start things off with an around-the-horn look at what is happening...
Walter was featured on BBC Business Matters this Wednesday to discuss the latest headlines, with Will Bain and David Kuo. Walter’s segments are below:9:40 — Incorporating AI into mining for battery metals 19:00 — Electric truck-maker Lordstown filed...
