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thank you. >> you talked faster than i do. >> reporter: nobody talks faster than you larry robbins -- or thinks faster than him as well. back to you. >> thank you, david. >>> let's trade we've got pbm, media and pharma take your pick. >> it would be interesting to hear if larry thinks that cbs still cheap a couple years later when the whole multiple of the whole industry has gone around the fear around cbs is they were going to leave i think the take under at least the numbers we have so far says they won't cbs is worth owning here i own viacom. >> we're all over the alphabet earnings call. gene muenster standing by as the stock is volatile after-hours. we'll bring you the latest comments after this break. here's what he is is coming up on "fast." we have got a problem. a few problems actually. we're overproducing, overcrowding, and overheating. we've got aging roadways, aging power grids, ...aging everything. you're kinda bumming me out clive owen. no, wait... it gets worse. we also have the age-old problem of bias in the workplace. really... never heard of it. seriously? it's all ov
thank you. >> you talked faster than i do. >> reporter: nobody talks faster than you larry robbins -- or thinks faster than him as well. back to you. >> thank you, david. >>> let's trade we've got pbm, media and pharma take your pick. >> it would be interesting to hear if larry thinks that cbs still cheap a couple years later when the whole multiple of the whole industry has gone around the fear around cbs is they were going to leave i think the take under at...
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Apr 24, 2018
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ed: the interesting one for me was larry robbins. he said he was long the likes of cbs. amazon will not get into the pharmacy -- pharmaceuticals. david: these are real businesses. bitcoin. saying mr. pfeffer bitcoin is going to go to $700,000. alix: how do you even do the modeling for that? ed: it is going to replace gold. it is the only long-term serious replacement for gold, he said. alix: that we did not even know we were looking for. what is interesting is how well these guys perform. they make these calls, but if you walk it forward, a lot of these calls have not moved forward for these guys. they did not pan out, we see that a lot with the activists. a lot of these calls are obviously smart. grubhub has had a knockout you're already and there seems to be this trend of more people using that kind of online service. david: i'm sure some of those calls are right. thanks to ed hammond. reported, eli lilly first-quarter earnings beating on revenue and earnings per share. ceo, live with eli lilly's dave ricks. alix: a lot of down numbers coming out with numbers -- a lot
ed: the interesting one for me was larry robbins. he said he was long the likes of cbs. amazon will not get into the pharmacy -- pharmaceuticals. david: these are real businesses. bitcoin. saying mr. pfeffer bitcoin is going to go to $700,000. alix: how do you even do the modeling for that? ed: it is going to replace gold. it is the only long-term serious replacement for gold, he said. alix: that we did not even know we were looking for. what is interesting is how well these guys perform. they...
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Apr 24, 2018
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staple retailing service and pharmacy service, and the market found out this week that i think larry robbinsold you at cnbc it's going to be very difficult to go in the pharmacy business, right? here's walgreen's that had been beaten to smithereens because of the threat of amazon, so they stick with their bearish trade on staples that continue to get beat up by what scott gallaway called amazon's zero cost of capital, and on the other hand, walgreen's looks like a screaming buy because i don't think -- you just can't create that many pharmacists, so it just is fantastic. that stock looks like a powerfully good buy to us. >> all right let's talk a little bit more about yields today, the 10-year treasury yield hits 3%, first time in four years we flirted with it we finally punched through it. what's so significant about that >> it's time to assess you know, the fact that borr borrowing costs are going up, and the reason maybe it gave the market pause is because of what bob said, it's this sort of doubt in the back of people's minds that maybe it's happening for not the best of reasons. it's no
staple retailing service and pharmacy service, and the market found out this week that i think larry robbinsold you at cnbc it's going to be very difficult to go in the pharmacy business, right? here's walgreen's that had been beaten to smithereens because of the threat of amazon, so they stick with their bearish trade on staples that continue to get beat up by what scott gallaway called amazon's zero cost of capital, and on the other hand, walgreen's looks like a screaming buy because i don't...
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Apr 23, 2018
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larry robbins of glennview capital will be joining us and you want to listen to him.ming picks from last year. john pfeffer on one the hedge fund world will will be bullish. alphabet you know it as google's parent company. the stock has en
larry robbins of glennview capital will be joining us and you want to listen to him.ming picks from last year. john pfeffer on one the hedge fund world will will be bullish. alphabet you know it as google's parent company. the stock has en
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Apr 20, 2018
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if you heeded the advice of larry robbins you would be in the green on those investments he said dxchnologies, fmc corp and iqvia holdings have outperformed another pick that would have made you money, short frontier communications josh resnick urged investors to make a bearish bet on the telecom provider that stock is down 60% since as always, not all picks were profitable brad gerstner touted a long in united airlines, after after some pr scandals that stock has fallen 7%. and david einhorn, his stock gain gained >> if you bought the day off, would you still see some of those gains? >> i put myself in the mind wof the average investor who is watching the sohn conference, you would do it right after. if you're an average person watching these moves -- >> you can't get the instant tick on it >> i trust those investors i want to invest how they invested this is what would have done. >>> wunts again this year, cnbc is partnering with the sohn conference foundation. we will be live from the conference on monday, april 23rd that's coming up it's here in new york. it brings together some
if you heeded the advice of larry robbins you would be in the green on those investments he said dxchnologies, fmc corp and iqvia holdings have outperformed another pick that would have made you money, short frontier communications josh resnick urged investors to make a bearish bet on the telecom provider that stock is down 60% since as always, not all picks were profitable brad gerstner touted a long in united airlines, after after some pr scandals that stock has fallen 7%. and david einhorn,...
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exactly, and they made it real and continued forward and tony robbins is just a little bump in the road to where they need to go. >> larry>>> all right, amy, now we go to that unbelievable new dashcam video of a wild police chase with a 15-year-old behind the wheel of that school bus in texas. this bus speeds down the highway, hitting the median. going into on coming traffic as well. police finally stopped the bus by using spike strips then they surrounded it. the accused 15-year-old driver was arrested last month but, the pastor of the church who owns the bus refused to press theft charging saying he wants to help the young boy out but the teen still faces other charges including assault. thankfully no one was hurt and this video from our friend dan abrams and his show "live pd" on a&e. >> you're a big fan of the show? >> we discuss it every week then he has his partner on the show, police guy who wears his shirt too tight, i love it. you can catch -- >> know how strong he is. >> intimidating with that tight shirt. but you can catch it on a&e at 9:00 p.m. on fridays and saturdays. it's really a great show. it's all live
exactly, and they made it real and continued forward and tony robbins is just a little bump in the road to where they need to go. >> larry>>> all right, amy, now we go to that unbelievable new dashcam video of a wild police chase with a 15-year-old behind the wheel of that school bus in texas. this bus speeds down the highway, hitting the median. going into on coming traffic as well. police finally stopped the bus by using spike strips then they surrounded it. the accused...