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Bloomberg Surveillance

Single Best Idea: Lori Calvasina & Jim Caron

Bloomberg Surveillance

Bloomberg

Investing, Business News, Business, News

3.81.2K Ratings

🗓️ 29 September 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Lori Calvasina & Jim Caron.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

Hi, I'm Stephen Carroll.

0:02.0

And I'm Caroline Hepka here to introduce you to a podcast that brings you the news you need to start your day in just 15 minutes.

0:09.3

It's called Bloomberg Daybreak Europe Edition, covering all the top stories across Europe and around the world.

0:15.5

Each weekday morning, we're up early to bring you the latest news by 7am.

0:19.5

We've got everything you need to know from geopolitics

0:22.1

and global events to economics and what's moving markets. I'm covering it all from London.

0:27.6

And I'm in the EU's capital Brussels. We have 3,000 journalists and analysts around the world

0:32.1

to tell you what's happening, what it means and why it matters. It's more than just business

0:36.9

headlines, from the price of your

0:38.6

breakfast to global shifts in power. Economics and money aren't just part of the story. They're

0:43.4

often the driving force. So start your day with us on Bloomberg Daybreak Europe Edition for the

0:48.5

news you need to know and the context to make sense of it. Find new episodes of Bloomberg Daybreak

0:53.4

Europe edition by 7 a.m. London Time on Apple, Spotify or wherever you get your podcasts. Radio News.

1:19.4

Single best idea. Really interesting Monday. We had a huge equity focus here, of course,

1:22.9

with the stock market. Future is doing so well today. A little bit of fixed income.

1:31.1

Thank you, Jim Caron, for coming in. We'll get to him in a moment. Lori Calvesina in with RBC Capital Markets, and she went up the income statement.

1:34.4

I can't say how deficient I see out there.

1:39.5

The earnings focus, people toss around fancy words like Ibada.

1:47.2

Brockton, who produces force, he's got a license plate that says EBAA on it, just to impress the financial babies.

1:56.6

Anyways, the idea is you go up the income statement, at the top of the income statement, is revenue analysis divided into price and units?

2:00.0

Laurie Calvacina, RBC, capital markets.

2:05.0

You know, I can't say on that company specifically, but when I do sort of my modeling, Tom,

...

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