• $UNH Tragedy, $TRIP Turnaround, and Defense Sector Warnings I Dec 4, 2024

  • Dec 4 2024
  • Length: 25 mins
  • Podcast

$UNH Tragedy, $TRIP Turnaround, and Defense Sector Warnings I Dec 4, 2024

  • Summary

  • In this December 4, 2024 episode of Wall Street Beats Beats Roundtable, the panel discusses the tragic assassination of $UNH (UnitedHealthcare) CEO Brian Thompson and its potential market implications. Robert Marcin analyzes $TRIP (TripAdvisor) as a potential turnaround play with its diverse business segments, including Viator and The Fork, amid declining core revenue. Jeff Macke critiques $FL (Foot Locker) for its struggles due to reliance on $NKE (Nike) and highlights $BBW (Build-A-Bear Workshop) for its growth and resilience. Kevin “Bakes” Baker provides technical analysis on stocks like $AMZN (Amazon), $TSLA (Tesla), $NVDA (Nvidia), and $META (Meta), while cautioning against defense contractors like $GD (General Dynamics), $LMT (Lockheed Martin), and $RTX (Raytheon) in light of shifting political and budgetary dynamics.

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