Cloudy With a Chance of Burgers
Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?
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Show Notes
Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?
(00:14) David Meier and Dylan Lewis discuss:
- Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.
- Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.
- Shake Shack’s new plans to open up 1500 company-owned locations.
(16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.
Companies discussed: SONO, MRNA, SHAK, PGNY
Host: Dylan Lewis
Guests: David Meier, Alicia Alfiere, Ricky Mulvey
Producer: Mary Long
Engineer: Rick Engdahl
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