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138
May 8, 2024
05/24
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much more than keytruda he's a dynamite ceo. >> that's after a good year last year >> rob davis does he's not liam neeson. he's like a regular person when he comes on. he does not have a particular set of skills, okay? he's just a good ceo >> by the way, jim, we haven't mentioned some growth in bud >> good quarter. >> yes stocks reacting, got an you gr -- upgrade of sam >> the travel trust owns constellation, which has been a real winner. unfortunately, cinco de mayo was cold and rainy, not part of the thesis i was looking for but you can't have everything. >> you don't own a bar anymore anyway >> but my wife has a mezcal company. phosphoro. putting out a cheaper version to mix with drinks. >> i don't understand what you're saying. >> when you have a $100 price point, that's a sipping mezcal >> you're coming with a lower price entrant. >> so you can make a margaritas. >> so it can be mixed. i understand now thank you. same brand same name? >> yes it's going to be part of our ensemble >> i see >> now, here's something interesting just apropos of this premiumization is something that h
much more than keytruda he's a dynamite ceo. >> that's after a good year last year >> rob davis does he's not liam neeson. he's like a regular person when he comes on. he does not have a particular set of skills, okay? he's just a good ceo >> by the way, jim, we haven't mentioned some growth in bud >> good quarter. >> yes stocks reacting, got an you gr -- upgrade of sam >> the travel trust owns constellation, which has been a real winner. unfortunately, cinco...
86
86
May 16, 2024
05/24
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fifth is rob davis. and this man has lit a fire under merck.s placed his bet on the company's amazing cancer franchise keytruda but more importantly he's taken those oncology profits and used them to make ak wiz i goes to bulk up the pipeline. aceleron with his franchise. and 10.8 billion for prometheus which has a promising immunology profile. these two will help them cope with keytruda losing patent protection in 2028. the great management's given the stock a 71% gain since november 2020. you know it would be substantially lower if these davis acquisitions hadn't been made. six chevron ceo mike worth puts the shareholder front and center. this company pays an outsize dividend with consistent growth which makes its stock the bluest chip in the integrated oil space. some say the best thing he's done is go after hess in a deal that's being challenged right pu by regulators. i think the best thing he did was not overpay for anadarko. he let that very expensive acquisition go to occidental petroleum which p almost ruined it if it weren't for warre
fifth is rob davis. and this man has lit a fire under merck.s placed his bet on the company's amazing cancer franchise keytruda but more importantly he's taken those oncology profits and used them to make ak wiz i goes to bulk up the pipeline. aceleron with his franchise. and 10.8 billion for prometheus which has a promising immunology profile. these two will help them cope with keytruda losing patent protection in 2028. the great management's given the stock a 71% gain since november 2020. you...
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70
May 17, 2024
05/24
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rob davis, he just could do keytruda to make it when the patent comes off, we wouldn't have merck be one of the top stocks. >> jim is referring to the names that added most to the dow since 30k. goldman first, microsoft second. laggards were 3m, nike, and disney. >> 3m, mike came in, he was given a bad hand. and wow. he's come back with a vengeance. he's created a company that's ready to accelerate. that's all on him because he got a bad hand. it looked like a good hand. i mean, it looked like he was playing -- people looked like the 2s and 7s were wild. it turned out they weren't wild. he had a bad hand, but he's augmented it. and i take a look at some of these guys. let's take a guy like mike worth. mike worth is an oil guy, but mike decided capital discipline, and let's give back in dividend and let's not blow the company up buying anadarko. these guys are meaningful. and you're going to say jamie dimon was the principal beneficiary of the fed rate cuts and also principal beneficiary of raed hikes? no. i talk about the great theory, but i'm saying there are people who do more. loo
rob davis, he just could do keytruda to make it when the patent comes off, we wouldn't have merck be one of the top stocks. >> jim is referring to the names that added most to the dow since 30k. goldman first, microsoft second. laggards were 3m, nike, and disney. >> 3m, mike came in, he was given a bad hand. and wow. he's come back with a vengeance. he's created a company that's ready to accelerate. that's all on him because he got a bad hand. it looked like a good hand. i mean, it...
27
27
May 25, 2024
05/24
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ALJAZ
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teenage gunman at the rob elementary school in 2020 to $3.00 christian mission ways, including 2 americans are being killed in haiti's capital polls will print to be named as natalie and davy lloyd, and the daughter and son in law of a strange representative in missouri or us group called missions in haiti. so the 2 were killed by a gang and an ambush, any of this week as we left the church, who's the purse country and the american cities in jordan months of escalating violence, gangs out of control, much of the capital, at least a 1000 police officers from the game you are expected to arrive in the country in a few weeks time as part of a u and approved emission to restore order during your visit to the city of khaki, presidents, long music landscape.
teenage gunman at the rob elementary school in 2020 to $3.00 christian mission ways, including 2 americans are being killed in haiti's capital polls will print to be named as natalie and davy lloyd, and the daughter and son in law of a strange representative in missouri or us group called missions in haiti. so the 2 were killed by a gang and an ambush, any of this week as we left the church, who's the purse country and the american cities in jordan months of escalating violence, gangs out of...
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38
May 22, 2024
05/24
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CSPAN3
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davis, that'll be my last one, and then we'll go ahead. >> thank you. i just need to reinforce what robas just said, you know? absolutely right. you know, music streaming is global. the success of this is having access to twigs's music from the uk or from tennessee or wherever. so it's high-volume. anything that adds complexity on a state-by-state level is, is a nightmare to this industry. so we, we're very strongly in favor of preemption. >> very good. just the last thing, kind of along those lines, is don't laugh -- just, it'll be very fast. you can put it in writing of you, mr. davies. in january, we heard testimony that generative ai has been used to create unauthorized digital replicas of news anchors making comments, and we have a number of things going on in the journalism area. i have a vested interest, my dad was a journalist for the minneapolis star tribune. but also, senator kennedy, i have the bill to push for negotiation of the content, and to get them reimbursed, mainly from google and facebook for the use of this content, something that's going on in australia and canada,
davis, that'll be my last one, and then we'll go ahead. >> thank you. i just need to reinforce what robas just said, you know? absolutely right. you know, music streaming is global. the success of this is having access to twigs's music from the uk or from tennessee or wherever. so it's high-volume. anything that adds complexity on a state-by-state level is, is a nightmare to this industry. so we, we're very strongly in favor of preemption. >> very good. just the last thing, kind of...