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ONON Fire

May 13, 2025 ()

A consumer goods company hit 40% yearly revenue growth. In this environment?

(00:21) David Meier and Ricky Mulvey discuss:

- Why pharma investors aren’t reacting to President Trump’s executive order on drug prices.

- On Holding’s blistering sales growth.

- If Alphabet’s stock deserves to be in value town.

Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds.

Companies discussed: ONON, NKE, UA, GOOG, GOOGL

Host: Ricky Mulvey

Guests: David Meier, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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