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Investing Through Dark Clouds
Manage episode 515072961 series 3439383
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When should you run toward a dumpster fire? When should you stay away?
Ricky Mulvey and Malcolm Ethridge discuss:
- What some investors misunderstand about Oracle's business.
- If Robinhood has a branding problem.
- Investing in companies with visible problems.
Articles discussed:
Oracle's margin questions: https://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chips
Robinhood profile: https://www.bloomberg.com/news/features/2025-10-17/robinhood-s-next-bet-gen-z-401-k-s-and-trump?embedded-checkout=true
Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Mark Lamorgese
92 episodes
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