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What finance podcasts are saying about

CPB

Substantive discussion
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Mentions · 7d
0
Mentions · 30d
2
Mentions · 90d
5
Episodes
Latest attributed ideas · most recent first
8 JUN8 JUNMARKETPLACE
Inflation shifts consumers toward home cooking
“The thesis presented: macroeconomic headwinds and eroding purchasing power are driving consumers to shift food spend from dining out to at-home semi-scratch cooking, benefiting packaged pantry staples while snack and convenience foods lag.”
Substantive discussion · 3/5Verify in source →
5 JUN5 JUNCNBC FAST MONEY · 10:30
S&P inclusion catalyst for Marvell
“Marvell Technology's addition to the S&P 500 benchmark serves as a near-term catalyst driven by forced index buying.”
Notable comment · 2/5Verify in source →
1 MAY1 MAYBARRON'S STREETWISE · 04:30
GLP-1s to pressure packaged food and beverage demand
“The thesis presented: GLP-1 weight-loss drugs are expected to meaningfully reduce food and beverage consumption, creating a multi-year headwind for packaged food companies.”
In depth · 4/5Verify in source →
1 MAY1 MAYBARRON'S STREETWISE · 05:45
Dividend sustainability concerns for big food stocks
“The host argued that high dividend yields for major food companies mask underlying financial stress, with some dividends appearing stretched.”
Substantive discussion · 3/5Verify in source →
6 MAR6 MARTHE COMPOUND AND FRIENDS · 05:20
Insider buying as a signal on broken momentum stocks
“The guest argued that combining negative momentum screens with significant insider buying can identify potential turning points, using MSCI as a repeated example.”
In depth · 4/5Verify in source →
6 MAR6 MARTHE COMPOUND AND FRIENDS · 03:00
Breakdown stocks list flags sector weakness
“The guest presented a list of stocks showing technical breakdowns, arguing it reveals underlying economic stress in consumer defensive, auto, and financial sectors.”
Substantive discussion · 3/5Verify in source →
17 FEB17 FEBTHE JULIA LA ROCHE SHOW · 17:00
Specific value stock examples: Gildan, Campbell Soup, Union Pacific
“The guest illustrated his value stock-picking approach with examples of companies he recently bought, citing specific catalysts like high dividends, depressed prices, or strategic mergers.”
Substantive discussion · 3/5Verify in source →
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