Episode 39: Welcome to Brew Markets. Today, Ann discusses why an activist investor is growing impatient with PepsiCo - Ann suggests the CEO may be on borrowed time. Then what Delta’s earnings indicate for the future of business travel. Finally, Ann jargon-busts "dividend recaps" and a look at Ferrari and Costco.



Listen to Capital Ideas on your favorite podcast player

https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204



www.brewmarkets.com



Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...



Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets



Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC



Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee



Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets



00:00 Welcome to Brew Markets Daily

01:00 $PEP Patience Runs Low?

05:00 $DAL Earnings Fly

12:30 What’s a Dividend Recap?

16:00 Market Close

16:30 Final Thought





Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices

Ver todos los episodios