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Growth & Wages Pre-Fed | Enterprise Software, Consumer Discretionary, Fast-Food | Triple Play Ep. 5

Bill Baruch and Jannis Meindl on the latest economic growth data, wage trends and more ahead of the Fed. Bill and Jannis also share 3 actionable stock ideas: 1.) A high-growth enterprise software company, 2.) A growing consumer discretionary name with increasing product popularity, and 3.) America's dominant fast-food chain and its transformation into a franchise enterprise.

We provide free access to the episode's chart-pack, including all of the data discussed.


0:00 - Macro Ahead of the Fed

5:02 - ServiceNow & Enterprise Software Trends

9:36 - Deckers Outdoor & Consumer Discretionary Spending

13:56 - McDonald's & The Franchise Fast-Food Model

Bill Baruch is the founder and CEO of Blue Line Capital. All opinions expressed by Bill and podcast guests are solely their own opinions and are not intended to provide specific advice or recommendations. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Understand your financial condition before investing. Blue Line Capital, its staff, or its clients may maintain positions in the securities discussed in this podcast.

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