I do the Numbers

I do the Numbers

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I do the Numbers episodes

  • Episode 13: Apple's Pile of Cash

    Why would Apple borrow money to finance share buybacks when they are sitting on USD 200 billion liquidity? And what do you do with so much money as more and more is coming in? Mike has some answers and thoughts.

    17 min
  • Investing in PepsiCo

    Kicking off "Food & Bev" weeks at I do the Numbers, Mike takes a close look at PepsiCo. Can the company fortify its home market? Is it moving in the right direction? Is it worth investing in long-term? Mike has the answers.

    52 min
  • Investing in Netflix

    Netflix is the world's leading streaming service. During the pandemic, the business and the stock have once again surged. But is the party coming to an end soon? Yes! Mike analyzed Netflix and gives his outlook.

    56 min
  • Investing in The Walt Disney Company

    Mike takes a very close look at The Walt Disney Company and its prospects, in particular given the immense success of Disney+ and a post-Covid tourism and entertainment business. What more can we expect? Is Disney perhaps one of the greatest companies ever? And is the stock fairly priced? Let's find out?

    47 min
  • Stock Fights Video Gaming

    We conclude video gaming weeks by doing a classic stock fight, comparing Take-Two, Activision, Ubisoft and EA across a number of areas and ranking them. Our top pick? Find out!

    36 min
  • Investing in Electronic Arts

    Electronic Arts has been called the "Evil Empire" of video game companies. Its reputation is bad and the company does not own its major franchises. Should investors be concerned? Or are EA's financial strength and its long-standing partnerships enough to further increase shareholder value? Will they be able to fix the Disney situation? Let's find out!

    50 min
  • Investing in Activision Blizzard

    Mike analyzes Activision Blizzard, the multi-billion dollar gaming empire known for outstanding franchises such as Call of Duty, World of Warcraft and - through its King label - Candy Crush Saga. The company has shown strong revenue growth, but monthly active user numbers are continuing to trend downwards. Can Call of Duty Mobile turn the ship around? What can we expect from Activision Blizzard over the next 5 to 10 years? Let's find out!

    46 min

About I do the Numbers

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A podcast about companies, their financials, prospects and stocks. We provide relevant insights for serious, long-term investors.