Mentioned On
Episode Mentions
InvestTalk · May 6, 2026
How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio
“Payment processing company with declining margins (37.8% to 29.7%), high debt ($32B enterprise value vs $30B market cap), and negative organic revenue growth; identified as potential value trap”
Stagflation Economics and Portfolio StrategyManufacturing Input Costs and Supply Chain InflationNegative Real Yields and Asset Allocation
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Omni Talk Retail · Apr 13, 2026
Retail Daily Minute | Starbucks Uplifts Chicago Stores, Ahold Delhaize Expands Pay-by-Bank & Edibles.com Enters Physical Retail
“Payments processor partnering with Ahold Delhaize to expand pay-by-bank capability across grocery chains”
Store experience redesign and third-place positioningBack to Starbucks restructuring strategyPay-by-bank payment technology and adoption
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