When should you run toward a dumpster fire? When should you stay away?

Ricky Mulvey and Malcolm Ethridge discuss:

- What some investors misunderstand about Oracle's business.

- If Robinhood has a branding problem.

- Investing in companies with visible problems.

Articles discussed:

Oracle's margin questions: https://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chips

Robinhood profile: https://www.bloomberg.com/news/features/2025-10-17/robinhood-s-next-bet-gen-z-401-k-s-and-trump?embedded-checkout=true

Hosts: Malcolm Ethridge, Ricky Mulvey

Engineer: Mark Lamorgese