Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?

The co-hosted podcast "Chit Chat Stocks" analyzes recent market trends and specific company performances. The hosts discuss Monday.com's disappointing earnings, highlighting concerns about contracting margins and rising customer acquisition costs, while debating whether it represents a value trap. They examine Alphabet's $30 billion bond issuance, interpreting it as a strategic move to outspend competitors in the AI arms race. A "Value Play or Value Trap" segment assesses the investment potential of companies like PayPal, Adobe, and Lululemon, with varied conclusions. The hosts also review Spotify's earnings, noting subscriber growth and margin expansion, and touch on Oscar Health's financial outlook, focusing on revenue projections and potential profitability. The episode concludes with a discussion of Tai Lopez's alleged Ponzi scheme involving distressed retailers.