Motley Fool Money: Recent Episodes
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Join host Chris Hill and a team of Motley Fool investment analysts as they cover the day’s top business news and financial headlines, while breaking down the stock market implications for long-term, business-focused investors. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.
Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Apple’s fall update and the details on the iPhone 15 and 15 Plus.
- How the company is using phones to feed content for its future Vision Pro headsets.
- Why we want to be hearing more about Slack during Salesforce’s Dreamforce conference.
(19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes.
Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, Bill Mann
Engineers: Tim Sparks, Dan Boyd
Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss:
- Why Arm is going public.
- Disney and Charter Communications making peace.
- How investors can break down a company’s prospectus.
(15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation.
Companies discussed: CHTR, DIS, ARM
Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers.
(00:21) Jason Moser and Deidre Woollard discuss:
- The synergies between Hostess and Smucker.
- Why Instacart’s valuation dropped.
- Kroger’s push to make the Albertsons deal happen.
(16:09) Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand.
Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK
Host: Deidre Woollard
Guests: Jason Moser, Jesse Singh
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
“The essence of investing is not maximizing returns, but rather maximizing odds of success.”
William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio,” now in its second edition. Motley Fool Senior Advisor Robert Brokamp caught up with Bernstein to discuss:
- Why a 2% real return is “quite spectacular” - The math and Shakespeare of investing - Why value stocks may have fallen out of fashion - What the history of the stock market reveals about modern bubbles
Host: Robert Brokamp Guest: William Bernstein Producer: Ricky Mulvey Engineer: Rick Engdahl
What does an investor have to believe for today’s share price to make sense?
Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss:
- Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term.
Companies discussed: GM, CP, ADYEY, NVDA
Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl
The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.
Jason Moser and Matt Argersinger discuss:
- (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere
- (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade
- (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals.
(31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo.
Stocks discussed: DIS, NFLX, ABNB, UBER
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser
Engineer: Dan Boyd
How can you use a company’s stock price to give you a window into the future?
(00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies.
(18:20) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.
Companies discussed: PATH, AI, ASAN, NVDA
Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
New York City cracked down on short-term rentals, but is it a big deal for Airbnb?
(00:21) Ricky Mulvey and Jason Moser discuss: - How restrictions on short-term rentals could impact Airbnb’s growth story. - Why investors are sour about AMC’s new share issuance. - One company managing its share count well.
Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”.
Companies discussed: ABNB, EXPE, AMC, LOW
Hosts: Ricky Mulvey, Deidre Woollard Guests: Jason Moser, Oliver Franklin-Wallis Engineers: Dan Boyd, Tim Sparks
If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.
(00:21) Ricky Mulvey and Jim Gillies discuss: - Charter Communications’ problem with the streaming economy. - DoorDash’s battle with restaurants over pricing. - Why investors may want to look at Canadian banks.
Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.
Companies discussed: CHRT, DIS, DASH
Host: Ricky Mulvey Guests: Jim Gillies, Deidre Woollard, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?
(00:41) Ricky Mulvey and Dylan Lewis discuss:
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Why stadium sponsors generally don’t outperform their peers or the market.
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When major sponsorships do and don’t make sense as part of a marketing budget.
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Monster Energy’s brilliance in focusing on extreme sports.
Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL
Host: Dylan Lewis
Guests: Ricky Mulvey
Engineers: Tim Sparks
Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it.
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Why homebuilders are in a good position right now.
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If renting will become permanent for more Americans and which companies might benefit. Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB
The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.
(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.
(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan
(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara.
Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT
Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl
It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.
(00:15) Tim Beyers and Deidre Woollard discuss:
- How Salesforce improved its margins.
- What role AI plays in Salesforce’s future.
- CrowdStrike’s land-and-expand model for growth.
(21:12) Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.
Companies discussed: CRM, CRWD, MSFT, ZS, TDUP
Host: Deidre Woollard
Guests: Tim Beyers, James Reinhart
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of.
(00:12) Bill Mann and Dylan Lewis discuss:
- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption.
- The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock.
- 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company.
(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.
Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL
Host: Dylan Lewis
Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu
Engineers: Rick Engdahl, Dan Boyd
Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:
- Macy’s and Nordstrom charging 32% APRs for retail cards.
- Historical context on rising delinquencies.
- Best Buy’s quarter, and sales slowdown.
Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.
Companies discussed: BBY, M, JWN, DFS
Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Matt Frankel
Engineers: Dan Boyd, Rick Engdahl
Instacart is profitable and it’s growing, Is that enough to spark investor interest?
(00:21) Jason Moser and Deidre Woollard discuss:
- How Instacart makes its money.
- What it means to be a grocery technology company.
- If a strong Instacart IPO will be go sign for the market.
(17:31) Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.
Companies discussed: LYV, DASH, UBER
Host: Deidre Woollard
Guests: Jason Moser, Alicia Alfiere
Producer: Ricky Mulvey
Engineer: Dan Boyd
Real estate is always a tough business to be in, but especially right now.
Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes.
Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way.
Deidre Woollard sat down with Glenn to discuss:
- The challenges of the current real estate market.
- How Redfin plans to take share in the luxury space.
- What value two recent acquisitions have added to the business.
Companies discussed: RDFN
Host: Deidre Woollard
Guest: Glenn Kelman
Engineer: Rick Engdahl
Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators.
Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss:
- Tech companies with a cultural advantage.
- Why Alphabet might have a bureaucracy problem.
- Lisa Su’s “David and Goliath” story at Advanced Micro Devices
Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR
Host: Ricky Mulvey
Guest: Behnam Tabrizi
Engineer: Rick Engdahl
Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI.
(00:21) Andy Cross and Jason Moser discuss:
- The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday.
- Why “shrink” is the buzzword of the season in retail and how investors should be looking at it.
- How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk.
(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.
(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.
Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY
Host: Dylan Lewis
Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers
Engineers: Dan Boyd, Kyle Carruthers
Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.
(00:21) Tim Beyers and Deidre Woollard discuss:
- Nvidia’s strong quarter and the cyclicality of chip demand.
- Why Nvidia isn’t the only game in town for AI chips.
- How Snowflake’s data warehouse solutions might grow over time.
Companies discussed: NVDA, AMD, INTC, SNOW
Host: Deidre Woollard
Guest: Tim Beyers
Producer: Ricky Mulvey
Engineer: Dan Boyd
Abercrombie is back in vogue, but be careful chasing this cyclical business.
(00:21) Jason Moser and Dylan Lewis discuss:
- The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions.
- At all-time lows, is Peloton more interesting?
- How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment.
Companies discussed: PTON, ANF
Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd
Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings.
- How a decrease in DIY is impacting Lowe’s results.
- Dick’s management joins the ranks of retailers dealing with theft affecting results.
Companies discussed: ZM, LOW, DKS
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Dan Boyd
The threats are getting bigger but so are the businesses trying to prevent them.
David Meier and Deidre Woollard discuss:
- Metrics to watch in business-to-business tech companies.
- Why Palo Alto Networks reported on a Friday night.
- The growth trends for cybersecurity as a whole.
Companies discussed: ZM, PANW, ZS, CRWD
Host: Deidre Woollard
Guest: David Meier
Producer: Ricky Mulvey
Engineer: Dan Boyd
A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple.
The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investors hoped their money would help unlock Ghana’s inheritance and billions of dollars worth of gold. Many were sold 10-to-1, even 100-to-1 returns on this promise.
Yepoka Yeebo is the author of “Anansi’s Gold: The Man Who Looted the West, Outfoxed Washington, and Swindled the World.” Ricky Mulvey caught up with Yeebo to discuss:
- How a scammer builds credibility.
- The investor biases can lead someone to be defrauded.
- How the money in the trust fund scam’s scheme actually disappeared.
Host: Ricky Mulvey
Guest: Yepoka Yeebo
Producer: Deidre Woollard
Engineer: Tim Sparks
Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880.
Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying cool. They discuss:
- The major players and macro landscape for HVAC companies.
- Carrier’s transformation.
- Growth expectations for heating and cooling companies.
- One industry that is incredibly difficult to disrupt.
Companies discussed: CARR, WSO, TT, LLI, FERG
Host: Ricky Mulvey
Guests: Deidre Woolard, Sanmeet Deo
Producer: Ricky Mulvey
Engineer: Rick Engdahl
A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items.
(00:21) Ron Gross and Emily Flippen discuss:
- Why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target.
- The story behind Adyen’s 40% post-earnings drop.
- The latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China.
(19:11) VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment.
(33:24) Ron and Emily break down two stocks on their radar: Astec and NICE.
Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE
Host: Dylan Lewis
Guests: Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak
Engineers: Dan Boyd, Annie Pope
More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery.
Bill Barker and Deidre Woollard discuss:
- Whether Walmart is learning from grocers or grocers are learning from Walmart.
- If an Aldi acquisition spells the end of the beloved Winn-Dixie brand.
- Why Amazon has struggled with getting grocery right.
Companies discussed: WMT, TGT, KR, ACI, AMZN
Host: Deidre Woollard
Guest: Bill Barker
Producer: Ricky Mulvey
Engineer: Dan Boyd
Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.
(00:21) Jason Moser and Dylan Lewis discuss:
- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward.
- How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items.
- Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment.
Companies discussed: TGT, TJX, CAVA, WMT
Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd
Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss:
- A sales slowdown The Home Depot.
- Why the home retailer has “an incredibly high” return on invested capital.
- Credit downgrades for regional banks.
- Michael Burry’s bearish option bet against the S&P 500 and NASDAQ, worth $1.6 billion in notional value.
Companies discussed: HD, MTB Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Tim Sparks
PayPal finds its new leader over at Intuit; can he make this fintech shine again?
Jason Moser and Deidre Woollard discuss:
- Dan Schulman’s report card as a CEO.
- What Alex Chriss might, or might not, bring to the party.
- If a potential deal for U.S. Steel could be a winner for U.S. infrastructure.
Companies discussed: PYPL, X, CLF, INTU, META, TSLA
Host: Deidre Woollard
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Bitcoin was supposed to be unrelated to the stock market, act as a hedge against inflation, and serve as a currency for private transactions. Maybe, it’s just a volatile store of value. Is that so bad?
James Surowiecki is an editor at The Yale Review, a regular contributor to The Atlantic, and author of “The Wisdom of Crowds”. Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Surowiecki on his podcast, Rule Breaker Investing. This show is a cut of their conversation.
They discuss:
- Lessons from Bitcoin’s past boom, and its place as cryptocurrency’s “top dog”
- The correlation between crypto and tech stocks
- One company that’s tied its fate to the success of Bitcoin
- Meme stocks from the lens of cash flow investing
Tickers mentioned: BTC, ETH, MSTR, GME
This episode is just part of an interview aired on the Rule Breaker Investing podcast. You can listen to the entire conversation here.
Host: Mary Long
Guests: David Gardner, James Surowiecki
Engineer: Rick Engdahl
Producer: Ricky Mulvey
Answering some of the questions you’ve emailed us at podcasts@fool.com. We’ve also got a listener hotline! Leave us a voicemail with your question at 703-254-1445.
- (1:04) Will there be a commercial real estate collapse?
- (5:22) What happens when a company you own goes bankrupt?
- (10:41) Are there companies suited for the growing trend of hearing loss?
- (15:03) How should investors think about Tesla’s charging network?- (16:14) Stocks are more expensive. Should I keep buying?
- (18:35) Are there cash-like ETFs?
- (21:20) Should I buy Universal Life Insurance?- (23:38) Are there investing opportunities in India?
- (25:41) How do foreign exchange rates affect an investing strategy?Companies/Tickers mentioned: TSLA, SOON, DEMANT, GN, KN, APPH, SGOV, SMIN, AMZN
Host: Mary Long
Guests: Deidre Woollard, Jason Moser, Asit Sharma, Brian Orelli, Robert Brokamp, Bill Mann, Scott Phillips
Producer: Ricky Mulvey
Engineer: Rick Engdahl
The margin of safety for household spending keeps shrinking.
(00:21) Jason Moser and Matt Argersinger discuss:
- What the producer price index is saying about the cost of goods and services.
- Americans hitting $1 trillion in credit card debt and what it means for the health of the consumer.
- Earnings updates from Disney, UPS, and Axon.
(19:11) Motley Fool Money’s Deidre Woollard talks with Tom Larsen, a senior director at Corelogic, about extreme weather’s impact on homeowners and insurers.
(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot
Stocks discussed: DIS, AXON, UPS, WE, TLRY, HD, SKYH
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Tom Larsen
Engineer: Dan Boyd
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.
Tim Beyers and Deidre Woollard discuss:
- If Disney’s price increases will push subscribers to the ad tier.
- Just how popular sports betting might be.
- The Trade Desk’s role in the world outside of advertising’s walled gardens.
Companies discussed: TTD, DIS, NFLX, PENN
Host: Deidre Woollard
Guests: Tim Beyers
Producer: Ricky Mulvey
Engineers: Dan Boyd
Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand.
(00:21) Jim Gillies and Dylan Lewis discuss:
- Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable.
- Whether Chegg can harness AI for its education offerings.
- Why Nelnet’s slow and steady Berkshire approach continues to pay off.
Companies discussed: CHGG, NNI, CELH
Host: Dylan Lewis
Guests: Jim Gillies
Engineers: Dan Boyd
By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp)
Ricky Mulvey and Bill Barker discuss:
- Tesla’s CFO departure.
- Eli Lilly hitting an all-time high, and the drugmaker’s optimistic results.
- How Burger King is driving sales growth with limited time offers.
- Zoom calling its employees back to the office.
Companies discussed: TSLA, LLA, NVO, QSR, ZM
Host: Ricky Mulvey
Guest: Bill Barker
Engineer: Rick Engdahl
Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action.
Jason Moser and Deidre Woollard discuss:
- The value of solid insurance underwriting.
- Why Berkshire sees a future in catering to truck drivers.
- Finding the secret sauce in consumer businesses.
Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL
Host: Deidre Woollard
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz translate to long-term sales?
Mary Long caught up with David Henkes, Senior Principal at Technomic and an expert on the food and beverage industry. They discuss:
- What it takes to bring a new fast food product to market
- How social media changed the restaurant industry
- The challenge of automating a kitchen
Companies discussed: YUM, MCD, PEP, WEN, CMG, SG
Host: Mary Long
Guest: David Henkes
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Everybody wants to beat the market. But how does one actually … beat the market?
Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from short-term traders to buy-and-hold-for-lifers, value hunters to growth gurus. They discuss:
- Distinguishing between luck and skill when evaluating high-profile investors
- The power of being a smart contrarian
- And which traits make for a truly successful market-beating strategy
Host: Ricky Mulvey
Guest: Anand Chokkavelu
Producer: Mary Long
Engineer: Tim Sparks
Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices.
(00:35) Jason Moser and Bill Mann discuss:
- Fitch downgrading U.S. credit and why it shouldn’t worry investors.
- How slowing iPhone sales are weighing on Apple, and how AWS keeps cruising for Amazon.
- Surprise profits from Uber, impressive traffic from Wingstop, E.l.f’s epic quarter, and how PayPal might not go anywhere until they announce a new CEO.
(12:00) Motley Fool analyst Rick Munarriz weighs in on the state of Disney’s Marvel and whether they can re-capture the box office magic any time soon..
(32:00) Jason and Bill break down two stocks on their radar: Calloway TopGolf and Outset Medical.
Stocks discussed: AMZN, AAPL, UBER, ELF, PYPL, WING, MODG, OM
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Rick Munarriz
Engineers: Rick Engdahl
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.
(xx:xx) Tim Beyers and Deidre Woollard discuss:
- If Shopify is actually a fintech now.
- The imbalance in Etsy’s platform.
- How MercadoLibre’s services are taking over Latin America.
(xx:xx) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.
Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP
Host: Deidre Woollard
Guests: Tim Beyers, Matt Frankel, Jason Moser
Producer: Mary Long
Engineer: Dan Boyd
China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth?
(00:21) Asit Sharma and Dylan Lewis discuss:
- Starbucks’ slowing growth in the U.S. and torrid growth in China.
- Why investors need to be patient with Pinterest.
- How AI and lagging PC sales trends are affecting AMD.
(15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else..
Companies discussed: SBUX, PINS, AMD, SAABY
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Yasser El-Shimy
Engineers: Dan Boyd
For the first time ever, Uber reported an operating profit. Staying in the green is a different story.
(00:21) Ricky Mulvey and Bill Mann discuss:
- Uber’s long-term vision.
- If the ride hailing app deserves a victory lap.
- A mortgage REIT paying investors a 14% dividend.
- Overstock’s “brilliant” rebrand to Bed, Bath, and Beyond.
Plus, (15:15) Robert Brokamp and Megan Brinsfield discuss common tax myths for digital nomads.
Stocks discussed: UBER, LYFT, ARI, OSTK
Click here for the latest Stock Advisor Roundtable episode!
Host: Ricky Mulvey
Guests: Bill Mann, Robert Brokamp, Megan Brinsfield
Engineers: Dan Boyd, Rick Engdahl, Tim Sparks
Disclosure:
Motley Fool Wealth Management (“MFWM”) is an SEC registered investment adviser. MFWM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of
MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed as investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is not guarantee of any outcome. Past performance does not guarantee future results. MFWM encourages you to seek personalized advice from qualified professionals, including (without limitation) tax professionals, regarding all personal finance issues. While we can counsel on tax efficiency and general tax considerations, MFWM does not (and is not permitted to) provide tax or legal advice. This discussion should not be relied upon as personalized financial planning or tax advice.
Freight company Yellow stopped operations and a bankruptcy is expected as the next move.
(00:21) Bill Barker and Deidre Woollard discuss:
- Why Yellow shut down and what place it occupied in the world of trucking.
- SoFi’s strong quarter and what it needs to become profitable.
- Tupperware and the danger of meme stocks.
(19:39) Mauro Guillén, author of “The Perennials”, makes the case for abandoning traditional generational views of society, career development, and retirement.
Companies discussed: YELL, SOFI, TUP, ODFL, FDX, XPO
Host: Deidre Woollard
Guests: Bill Barker, Mauro Guillén
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers
Weight loss drug sales are estimated to hit $44 billion by 2030. Many of these treatments can thank previously obscure research on a carnivorous deep sea fish for their development.
Rolfe Winkler is a reporter for the Wall Street Journal covering digital health. Ricky Mulvey caught up with Winkler to discuss:
- The origins and science behind weight loss drugs.
- The challenge of selling lizard venom research to pharmaceutical companies.
- What decades-old research on anglerfish reveals about modern side effects for Ozempic.
- And why it’s “not too hard” to keep dozens of Gila Monsters in your basement.
“Monster Diet Drugs Like Ozempic Started With Actual Monsters”: https://www.wsj.com/articles/ozempic-mounjaro-gila-monster-anglerfish-8c9c1ff2
Companies mentioned: NVO, LLY
Host: Ricky Mulvey
Guest: Rolfe Winkler
Engineers: Tim Sparks, Heather Horton
Investing has plenty of rules. Don’t invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway?
Ricky Mulvey caught up with Rule Breakers Lead Advisor Tim Beyers and The Motley Fool’s co-founder and Chief Rule Breaker David Gardner to discuss:
- What makes a business a Rule Breaker.
- Investing lessons from Apple, Tesla, and Intuitive Surgical.
- How to invest like a venture capitalist.
- Creating your own investing rules.
- What risk actually means for an investor.
Companies mentioned: TSLA, ISRG, AAPL, SNOW, CRM, TOST
Host: Ricky Mulvey
Guests: David Gardner, Tim Beyers
Engineer: Tim Sparks
The earnings parade is on, and this quarter it pays to be in the black.
(00:21) Matt Argersinger and Emliy Flippen discuss:
- The Fed’s latest rate hike and why another seems in the cards.
- Why earnings updates ended epic runs for Chipotle and Spotify.
- How big tech’s cost cutting is going.
(19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation.
(31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.
Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV
Host: Dylan Lewis
Guests: Matt Argersinger, Emily Flippen
Engineer: Dan Boyd
Meta has our attention but will we follow Mark Zuckerberg into the metaverse?
(00:21) Asit Sharma and Deidre Woollard discuss:
- Meta’s soaring ad impressions amid a tough advertising market.
- If Mark Zuckerberg will need to choose between AI and the metaverse.
- How Chipotle is using robots to boost efficiency.
(19:45) Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development.
Companies discussed: META, CMG, SBUX, WD
Host: Deidre Woollard
Guests: Asit Sharma, Matt Frankel, Willy Walker
Producer: Ricky Mulvey
Engineers: Dan Boyd
Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.
(00:13) Tim Beyers and Dylan Lewis discuss:
-
Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided
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The slow roll of AI and how investors need to be patient with new tech efforts.
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Why Alphabet may have more good days ahead of it when the advertising market rebounds.
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The legacy of Alphabet CFO Ruth Porat
(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.
Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
When interest rates rise, investors are supposed to move to safer assets.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- Medpace shares hitting an all time high.
- If investors should prepare for a market correction during a "dopamine fiesta".
- The bull case for air bags and seatbelts.
Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k).
Companies discussed: MEDP, ALV
Pullback report: www.fool.com/pullback
Host: Ricky Mulvey
Guests: Jim Gilles, Robert Brokamp
Engineers: Tim Sparks, Heather Horton
A good weekend at the box office doesn’t mean movie theaters are out of the woods yet
(00:15) Jason Myers and Deidre Woollard discuss:
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Why partnerships may be the future for ESPN.
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How a decision on AMC’s preferred stock complicates its future.
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The importance of loyal pizza lovers for Dominos.
(17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning.
Companies discussed: DIS, DPZ, AMC, APE, XPOF
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
Before Bob Iger was the Disney CEO, he was the Disney CEO.
For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of a Lifetime.” They discuss:
- The machinations that happen to make acquisitions and win over board rooms
- Key differences between Bob Iger and Steve Jobs
- Why businesses do well when they prioritize creativity
Companies discussed: DIS, AAPL, NFLX
If you’ve read “The Ride of a Lifetime,” share your takeaways and quibbles with the team at podcasts@fool.com or on Twitter @motleyfoolmoney.
Guests: Deidre Woollard, Mary Long, Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you.
Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss:
- How Mattel is becoming an IP company.
- Why “The Last of Us” broke the curse of bad video game adaptations.
- If big budget movies really need characters that audiences already know.
Companies mentioned: MAT, HAS, DIS
Host: Mary Long
Guest: Alex Barasch
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported.
(00:42) Ron Gross and Andy Cross discuss:
- The reasons Netflix is doing away with its lowest paid offering.
- What investors should make of the Johnson & Johnson/Kenvue splitoff.
- Why concerns over Tesla’s tightening margins might be overblown
- Trends in travel and consumer spending based on results from United, American, Discover, and American Express.
(19:04) Motley Fool Money’s Alex Friedman caught up with author David Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead.
(32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries.
Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP
Host: Dylan Lewis
Guests: Ron Gross, Andy Cross, Alex Friedman, David Scott
Producer: Ricky Mulvey
Engineers: Rick Engdahl
The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?
(00:12) Tim Beyers and Deidre Woollard discuss:
- The challenges with standing up semiconductor factories in the U.S.
- The different types of chips Taiwan Semiconductor produces and what companies use them.
- The restrictions that impact ASML.
(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche.
Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG
Host: Deidre Woollard
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate.
- How debt restructuring sent shares of Carvana up 30%.
- Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.
(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.
Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM
Host: Dylan Lewis
Guests: Ricky Mulvey, Bill Mann
Engineers: Dan Boyd, Rick Engdahl
When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient.
(00:21) Ricky Mulvey and Asit Sharma discuss:
- Schwab’s cash sorting problem.
- Takeaways from bank earnings.
- A deadline for the Microsoft/Activision deal whooshing by.
(11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k).
Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI
Pullback report: www.fool.com/pullback
Got a question for the show? Email us at podcasts at fool dot com.
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning.
(00:21) Bill Barker and Deidre Woollard discuss:
- The futuristic appeal of the Cybertruck compared to more traditional models.
- Why Ford announced a price drop on the F-150 Lightning.
- How Eli Lilly could win big in the weight-loss wars.
(18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy.
Companies discussed: F, TSLA, GM, LLY, NVO, SOFI, NNI
Host: Deidre Woollard
Guests: Bill Barker, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
So, you’ve got an idea. But how do you get the backing to make your big dream a reality?
Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about:
- How tighter lending environments lead to entrepreneurship booms
- What drives backers to participate in funding campaigns that pay off in rewards rather than equity
- And how the laboratory-like nature of crowdfunding can help predict “the next big thing” before it goes mainstream
Host: Deidre Woollard
Guest: Becky Center
Producer: Mary Long
Engineer: Rick Engdahl
S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year.
Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss:
- How Apple repeatedly “blew away” Wall Street analysts
- The big bath strategy for reporting bad news
- What previous hype cycles can teach investors about the latest, shiny new thing
Companies discussed: AI, KR, GE, AAPL, META
Host: Ricky Mulvey
Guest: Anand Chokkavelu
Engineer: Rick Engdahl
If you bank with the one of the giants, you might be helping pad their bottom line.
(00:21) Jason Moser and Matt Argersinger discuss:
- Why they’re watching margins and inventory levels this earnings season.
- How interest rate spread pushed JP Morgan to a stellar quarter.
- How short sellers are creating big YTD returns for beaten up companies.
(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Investment Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.
(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.
Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyatt
Engineer: Dan Boyd
Another positive sign for the travel industry as Delta raises guidance.
(00:21) Bill Barker and Deidre Woollard discuss:
- The surge in international travel and where Delta’s next revenue bump could come from.
- What factors could slow the travel boom.
- The curious allure of the many flavors of Doritos.
(15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro.
Companies discussed: DAL, PEP
Host: Deidre Woollard
Guests: Bill Barker, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed.
- The “concessions” Microsoft is making to make the deal happen.
- How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition.
(14:09) Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie.
Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS
Host: Dylan Lewis
Guests: Bill Mann, Mary Long, Catie Peiper
Engineers: Dan Boyd, Rick Engdahl
Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company?
(00:21) Ricky Mulvey and Jason Moser discuss:
- The services that Amazon wants shoppers to notice.
- If Prime Day is an economic bellwether.
- Bank of America’s fine from the Consumer Financial Protection Bureau.
Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style.
Companies discussed: AMZN, BAC
Pullback stocks report: https://www.fool.com/pullback
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Wade Pfau
Engineers: Dan Boyd, Rick Engdahl
The New York Times leaves its sports desk behind as it puts its might behind The Athletic.
(00:21) Jim Mueller and Deidre Woollard discuss:
- Why the New York Times announced it is shutting down its sports department.
- The future of sports coverage and sports entertainment.
- The Barbie movie and the potential value of Mattel’s intellectual property.
(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.
Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT
Host: Deidre Woollard
Guests: Jim Mueller, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd
You might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child.
Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about:
- How a focused mission shapes Winmark’s business
- Creating long-lasting relationships with franchisees
- The resale company’s capital allocation strategy and growth expectations
- What some investors misunderstand about Winmark
Company discussed: WINA
Host: Jim Gillies
Guest: Brett Heffes
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss:
- Apple’s bet on spatial computing
- A major interface problem for headset adoption
- Meta’s VR subscription service
- Less obvious companies that could benefit from a boom in immersive tech
Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON
Host: Jason Moser
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us.
(00:21) Jason Moser and Matt Argersinger discuss:
- Whiplash in employment data, and the certainty of rate hikes for the rest of the year.
- Meta’s new app Threads and what it means for Twitter.
- Some surprises from the first half of 2023 and stories to watch for the rest of the year.
(19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts.
(32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf.
Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Smith
Engineer: Dan Boyd
The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie?
(00:21) Tim Beyers and Deidre Woollard discuss:
- If the strong numbers for new car sales will continue.
- The power of Tesla’s brand in the EV space.
- Why we shouldn’t get too excited about the prospect of flying cars yet.
(21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing.
Companies discussed: GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR
Host: Deidre Woollard
Guests: Tim Beyers, Dave Meyer
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton
AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access.
- What those moves say about AI, online intellectual property, and the next era of the internet.
- Meta’s new Twitter challenger Threads.
(16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought.
Companies discussed: META, EOLS, GOLF, PM, DIS
Host: Dylan Lewis
Guests: Asit Sharma, Rickey Mulvey, Nick Sciple
Engineer: Dan Boyd
Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence.
Dylan Lewis and Brian Feroldi discuss:
- The core principles of FI and the different styles it can take
- Why a down market is a great time to check in on your financial independence and retirement progress
- Why it’s not too late to get started if you feel behind!
Note, this episode is a re-air of a conversation originally recorded in July, 2022.
Host: Dylan Lewis
Guests: Brian Feroldi
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Before the mega-cap tech giants, there was General Electric.
William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:
- Jack Welch, and the religion of earnings consistency.
- The mythology behind General Electric’s birth.
-General Electric’s “time of death”. - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.”
Host: Ricky Mulvey
Guest: William D. Cohan
Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks
Companies discussed: GE, DIS, WBD, CMCSA
2023 is half over and the stock market has rebounded significantly from its 2022 lows.
(00:21) Andy Cross and Jason Moser discuss:
Revised first quarter GDP data
Nike earnings coming in a bit light
The Biden Administration's proposed new artificial intelligence chip export restrictions for China.
(19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay.
(32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark.
Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA
Host: Ron Gross
Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer
Engineer: Dan Boyd
DoorDash has started offering hourly wages for its couriers.
(00:21) Bill Barker and Deidre Woollard discuss:
- What prompted DoorDash’s recent updates.
- Fees, tips, and other ways Airbnb and DoorDash pass on costs to consumers.
- How demand for spicy food is just one positive sign for McCormick.
(16:15) Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area.
Companies discussed: ADBE, MKC, DASH, ABNB, UBER
Host: Deidre Woollard
Guests: Bill Barker, Sanmeet Deo, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd
Netflix isn’t the only company solving a sharing problem.
(00:21) Bill Barker and Ricky Mulvey discuss:
- Delta’s investor day and rosy profit guidance.
- General Mills hitting a pricing power limit.
- How Costco is solving its free rider problem.
- AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story.
Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play.
Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE
Host: Ricky Mulvey
Guests: Bill Barker, Jason Moser, Matt Frankel
Engineer: Dan Boyd
One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Walgreens Boot Alliance’s disappointing 3rd quarter.
- The pharmacy chain’s turnaround story.
- What to look for in investor presentations.
- Why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity.
Plus, (11:54) Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers.
Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD
Links:
Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/
Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0
Host: Ricky Mulvey
Guests: Jim Gillies, Robert Brokamp, Matt Argersinger
Engineer: Dan Boyd
Bookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom?
(00:21) Jason and Deidre Woollard discuss:
- The strong demand for cruises and travel.
- How Carnival’s plans to pay off its heavy debt load.
- The prospects for Oddity Tech, a new DTC-brand IPO.
(14:55) Ricky Mulvey and author Robert Glazer discuss why investors should look for businesses with a cultural advantage and how to spot one.
Companies discussed: CCL, GS, ABNB, TSLA, AMZN, WP, BARK, BIRD
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Robert Glazer
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets.”
- How Amazon often beat Walmart’s low-price guarantee.
- The incentives that slowed down Walmart’s e-commerce rollout.
- Why WalMart was hesitant about creating a loyalty program.
- Amazon and Walmart’s push into healthcare.
Companies discussed: AMZN, WMT
Host: Mary Long
Guest: Jason Del Rey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
You probably know something that a Wall Street analyst doesn’t, and that gives you an edge.
Mary Long and Ricky Mulvey revisit Peter Lynch’s investing classic “One Up on Wall Street: How to Use What You Already Know to Make Money in the Market.” They discuss:
- How to research a company beyond earnings statements
- One common misunderstanding about Lynch’s style of investing
- Where regular investors can find an edge over institutional money
Companies discussed: FDX, NVDA, MCD
Have a book recommendation for the book club? Let us know at podcasts@fool.com
Host: Mary Long
Guest: Ricky Mulvey
Engineer: Tim Sparks
Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Why more rate hikes are on the way.
- How housing’s impact on inflation probably won’t slow down any time soon.
- Why Activision and Adobe shareholders might not want their company’s proposed acquisitions to go through.
(19:11) Deidre Woollard spoke with Atif Qadir, the founder of proptech company Commonplace, about how issues at regional banks affect real estate, and whether empty office space can really be turned into apartments.
(31:16) Emily and Matt break down two ideas on their radar: Spotify and Schwab US Dividend Equity ETF.
Stocks discussed: ADBE, AMZN, IRBT, MSFT, ATVI, SPOT, SCHD
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woolard, Atif Qadir
Engineer: Dan Boyd
Alibaba shuffles the deck as it heads towards spinning off its cloud division.
(00:21) Bill Mann and Deidre Woollard discuss:
- Alibaba’s leadership changes.
- The difference between spin-offs and IPOs for Alibaba shareholders.
- If Amazon makes it too hard to unsubscribe from Prime.
(15:50) Deidre Woollard and Ricky Mulvey cover what happens when a stock trades under $1.
Companies discussed: BABA, AMZN, WE, NKLA, VCSA, APRN
Host: Deidre Woollard
Guests: Bill Mann, Ricky Mulvey
Producer: Ricky Mulvey
Engineer: Dan Boyd
Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon.
(00:12) Asit Sharma and Dylan Lewis discuss:
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Why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS).
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What’s behind Tesla’s 140% jump in shares so far in 2023
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Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program.
NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS”
(12:30) Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them.
Companies discussed: TSLA, F, GM, LOW, TGT, HD, CVS
Host: Dylan Lewis
Guests: Asit Sharma, David Johnston, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Tim Sparks
DraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14)Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy now, pay later loans.
-The payment processor's capital allocation strategy.
-The DraftKings bid to buy a rival operator.
-Why sports betting companies have a customer stickiness problem.
Plus, (12:20) Alison Southwick and Robert Brokamp answer listener questions about 401(k)s, investing, and cash management.
Companies/tickers mentioned: PYPL, KKR, AFRM, DKNG, TQQQ
"Women Power Rule Breakers - A Sparks Conversation" event registration https://fool.zoom.us/webinar/register/WN_BbdTqNGmQXKbWOx_zlb7bw#/registration
Host: Ricky Mulvey
Guests: Nick Sciple, Alison Southwick, Robert Brokamp
Engineers: Tim Sparks, Rick Engdahl
You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. Michael Thomsen is the author of “Cage Kings: How an Unlikely Group of Moguls, Champions, and Hustlers Transformed the UFC into a $10 billion Industry”. Ricky Mulvey caught up with Thomsen to discuss:
- The rise and transformation of the UFC
- How president Dana White negotiates with fighters
- What investors may want to know about the upcoming merger between WWE and the UFCCompanies discussed: EDR, WWE
Host: Ricky Mulvey
Guest: Michael Thomsen
Producer: Deidre Woollard
Engineer: Rick Engdahl
For the past century, cities have centered around work. What happens when that’s no longer the case?
Deidre Woollard and Matt Argersinger discuss:
- What downtowns might look like when they become more than just “containers for work”
- How different REITs are approaching the new commercial real estate landscape
- The promise and problems of “15-minute cities”
Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA
Host: Deidre Woollard
Guest: Matt Argersinger
Producers: Ricky Mulvey, Mary Long
Engineer: Tim Sparks
Some are saying it’s a bull market, we’re calling it a giddy one.
(00:21) Ron Gross and Matt Argersinger discuss:
- The latest inflation numbers and the Fed’s plan to “skip” a rate hike.
- How a small group of companies are driving market returns, and why the rest could catch up.
- Why the market was hungry for shares of restaurant brand Cava.
(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.
(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.
Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR
Host: Dylan Lewis
Guests: Matt Argersinger, Ron Gross, Polina Pompliano
Producer: Ricky Mulvey
Engineer: Dan Boyd
A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong?
(00:15) Bill Mann and Deidre Woollard discuss:
-
The high value of getting a leg up on the competition in the semiconductor industry.
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If companies can do anything to keep secrets from leaking out.
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Why Alphabet’s adtech is attracting regulators’ attention.
(13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals and its role at the center of cystic fibrosis treatment.
Companies discussed: GOOG, GOOGL,KO, VRTX, SSNLFHost: Deidre Woollard
Guests: Bill Mann, Ricky Mulvey, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Tim Sparks
Netflix’s is aiming to return to growth by cracking down on password sharing.
(00:12) Jim Mueller and Dylan Lewis discuss:
- The encouraging data behind Netflix’s password crackdown and ad-supported membership.
- Why it still might be a bit early to bank on those growth levers for Netflix.
- How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv.
(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage.
Companies discussed: NFLX, AAPL, AMZN, DIS, INTU
Host: Dylan Lewis
Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers
Inflation is slowing down. Is this what a soft landing looks like?
(00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss:
- Big macro takeaways from the latest inflation numbers.
- How adidas is dealing with the fallout from discontinuing its Yeezy line.
- If the apparel maker has balance sheet risk.
Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor.
Companies discussed: ADDYY, NKE
Article discussed: https://www.bloomberg.com/news/features/2023-05-25/adidas-s-yeezy-mess-has-been-a-billion-dollar-nightmare-for-the-business
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Rick Engdahl
Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?
(00:21) Jason Moser and Deidre Woollard discuss:
- If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail.
- Carl Icahn’s history of activist investing.
- Thoma Bravo’s success in buying companies and repackaging them for sale.
(14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today’s investing universe.
Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal
Producer: Ricky Mulvey
Engineer: Dan Boyd
When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then?
Motley Fool Senior Analyst Bill Mann caught up with Chip Mahan, CEO of Live Oak Bank. They discuss:
- The breakdown of communication between regulators and Silicon Valley Bank
- How Live Oak Bank is differentiating itself from larger institutions
- Why traditional banks may face margin issues in the “not too distant future”
Companies discussed: LOB, JPM
Host: Bill Mann
Guest: Chip Mahan
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
A new technology won’t go far unless it solves a migraine-level problem.
Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss:
- How investors can think about adoption lifecycles and tech investments
- Where generative AI lands on the hype cycle
- One key sign that a new product has “crossed the chasm” for widespread adoption
- ChatGPT’s “nice to haves”
Companies discussed: IT, AAPL, MDB, HUBS
Host: Tim Beyers
Guest: Tim White
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Will mixed reality win out over virtual reality? And is crypto a security?
(00:21) Jason Moser and Matt Argersinger discuss:
- Apple’s Vision Pro headset and the company’s new focus on spatial computing.
- How the offering stacks up to Meta’s Quest products.
- The SEC’s suit against Coinbase and Binance, and what it means for crypto.
(19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row.
(33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard
Engineer: Dan Boyd
GameStop’s CEO is out and Spotify is shaking up its podcast strategy.
(00:20) Deidre Woollard and Bill Barker discuss:
- Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop.
- If GameStop can move beyond meme status and find new growth.
- Spotify’s layoff’s and what it signals about its strategic shift.
(11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next.
Companies discussed: MSFT, GME, SPOT, SNOW
Host: Deidre Woollard
Guests: Bill Barker, Asit Sharma, Bob Muglia
Producer: Ricky Mulvey
Engineer: Rick Engdahl
The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money.
(00:15) Bill Mann and Dylan Lewis discuss:
- How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
- The follow-on effects that could hit regional banks.
- Why insiders at regional banks are buying up shares despite the pessimism.
(13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around.
Companies discussed: LOB, CHWY, GME, BBBY, BABA
Host: Dylan Lewis
Guests: Bill Mann, Ricky Mulvey, Melissa Lee
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.”
(00:21) Ricky Mulvey and Nick Sciple discuss:
- Apple’s Vision Pro Product, its biggest product launch in a decade.
- How Apple's hardware strategy differs from Meta.
- The Vision Pro’s possibilities and limitations.
- The SEC’s complaint against Coinbase.
Plus, (13:32) Alison Southwick and Robert Brokamp discuss how to plan for a healthier retirement.
Companies discussed: AAPL, META, COIN
Article discussed: https://www.wsj.com/articles/apple-vision-pro-i-tried-the-new-mixed-reality-headset-f49a8811
Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Rick Engdahl
The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat.
(00:21) Jason Moser discusses:
- What a potential Directors Guild deal means for entertainment.
- The challenges facing streamers as they look for more ways to profit from content.
- Whether or not Apple can take headsets out of their gaming niche.
(16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again.
Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA
Host: Deidre Woollard
Guests: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd
If you didn’t have a reliable supply of electricity, what would you do to secure it?
Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss:
- Why more countries are turning to coal - The challenges of building a reliable green energy grid - The resurgence of interest in nuclear energy - Supply chain issues for electric car batteries
Company mentioned: SMR
Host: Nick Sciple Guest: Robert Bryce Producer: Ricky Mulvey Engineer: Dan Boyd
Low Earth orbit now has some real estate problems.
Deidre Woollard caught up with Ashlee Vance, author of “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.” They discuss:
- The new business opportunity in clearing space junk - How a self-taught engineer created a commercially successful rocket company - The massive trade-offs that space companies make by going public
Companies discussed: RKLB, SPCE
Host: Deidre Woollard Guest: Ashlee Vance Producer: Ricky Mulvey Engineer: Rick Engdahl
Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally.
(00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. - The numbers behind MongoDB’s blowout earnings release.
(19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk.
(32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems.
Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV
Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing Engineer: Dan Boyd, Tim Sparks
With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?
(00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce.
(19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.
Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V
Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd
It’s tough facing the house, whether you’re playing it or trying to pay for one.
(00:21) Asit Sharma and Dylan Lewis discuss:
The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow.
(12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space.
Companies discussed: MGM, CZR, LLY, NVO, WW
Host: Dylan Lewis Guests: Asit Sharma, Dana Corl, Keith Speightsl Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
What kind of day has it been?
(00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and why we haven't reached "peak AI" yet - Listener feedback over the years and the concept of "playing to the back of the room" - A surprise guest (via audio)
(20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert.
Companies discussed: NVDA
Host: Chris Hill Guest: Bill Barker Engineers: Dan Boyd
Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China?
Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss:
- Why Apple is diversifying production away from China - What an aging population means for the United States economy - Why de-dollarization is less likely than many think
Company discussed: APPL
Host: Bill Mann Guest: Peter Zeihan Producer: Ricky Mulvey Engineers: Dan Boyd
Chris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, colleague, and friend. They discuss:
- Why it pays dividends to ask good questions
- Why timing matters in the studio, but not so much in the market
- The importance of investing in people
Companies mentioned: SBUX, V, MA, PYPL, SQ
Host: Mary Long Guests: Ron Gross, Steve Broido, Alison Southwick, Bill Mann, Mac Greer, Bill Barker, Jason Moser, Chris Harris, Dan Boyd Producer: Ricky Mulvey Engineer: Rick Engdahl
Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting.
(00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling.
(19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.”
(34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes.
Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks
The graphics processing maker became $200 billion more valuable in a single day.
(00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders.
Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon.
Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN
Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton
Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb
Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain.
[00:21] Asit Sharma and Dylan Lewis discuss:
China’s ban on Micron chips for companies working on key infrastructure projects. Apple’s multibillion dollar deal with Broadcom and the company’s increased investment in U.S. manufacturing and supply chain. How investors should be looking at the tech hardware companies in their portfolio.
[13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later."
Companies discussed: MU, AAPL, AVGO, BRK
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yanely Espinal Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan
Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat?
(0:21) Bill Barker discusses: - Zoom’s growth trajectory - Where Zoom’s revenue might come from next - Are Lowe’s and Home Depot too similar?
(14:02) Social Security reform has been back in the news lately. Alison Southwick and Robert Brokamp break down the myth-conceptions that surround Social Security.
Companies discussed: ZM, MSFT, HD, LOW, DKS, AMZN
Host: Deidre Woollard Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Mediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers? (00:21) Jason Moser discusses: - The growth of Cava and the company’s plans for capital raised during the IPO - How Cava could end up as the next Chipotle (or not) - What another big week of retail earnings portends (12:43) A lot of companies are talking about artificial intelligence on their conference calls this earnings season. Ricky Mulvey talks with Motley Fool analyst Meilin Quinn about a business that may be getting a genuine tailwind from AI.
Companies discussed: CMG, SG, COST, LOW, BBY, HD, WMT, TGT, CHGG, DUOL
Host: Chris Hill Guests: Jason Moser, Meilin Quinn Producer: Ricky Mulvey Engineer: Dan Boyd
An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? Rob LoCascio is the founder and CEO of LivePerson, a company that develops conversational commerce and AI software. Ricky Mulvey caught up with LoCascio to discuss: - How artificial intelligence will change how you interact with brands - Starboard Value’s campaign to change LivePerson’s board and CEO - The unlocks that quantum computing could provide tech companies - What natural language processing programs are revealing about interspecies communication Companies mentioned: LPSN, GOOG, GOOGL Host: Ricky Mulvey Guest: Rob LoCascio Engineer: Rick Engdahl Production Assist: Dana Corl
The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. Dylan Lewis caught up with Robert Brokamp to discuss: - How banks benefit from your inertia, and how that costs you - Ideas for managing cash for the next few weeks, months, and years - Money market funds paying more than 4%, and the caveats to understand before utilizing those accounts - Who can benefit from I Bonds and less-liquid savings vehicles Website mentioned: https://www.fool.com/the-ascent/ Host: Dylan Lewis Guest: Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl
As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy lifting in its latest results - Reports that Apple will unveil a $3,000 device at its developer conference in early June - Netflix impressing advertisers and Wall Street - The latest from Home Depot, Target, Foot Locker, and Deere (19:11) Scott Phillips, chief investment officer at Motley Fool Australia, shares the current state of play for investors Down Under, Australian stocks to watch, and predictions for this year's Rugby World Cup. (30:28) Ron and Jason discuss Taco Bell fighting to free the phrase "Taco Tuesday" from its current trademark holder and share two stocks on their radar: Owens Corning and Lowe's. Stocks discussed: WMT, HD, TGT, FL, AAPL, MSFT, DE, NFLX, DIS, TTD, ASX, AMZN, MDB, GOOG, GOOGL, TEAM, TNE, YUM, LOW, OC Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Phillips Engineer: Dan Boyd, Tim Sparks
Is Montana's move against TikTok a speed bump or the start of a trend?
(00:21) Bill Mann discusses: - How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama - Shares of Bath & Body Works popping 10% on its latest earnings report - Names for scented candles
(14:15) As the retail landscape continues to evolve, Motley Fool contributor Rachel Warren talks with Anjee Solanki, Director of Retail Services at Colliers, about one category that's holding its own.
Companies discussed: META, GOOG, GOOGL, SNAP, BBWI, DG, ELF, ULTA
Host: Chris Hill Guests: Bill Matt, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
What happens when a short-seller collides with an activist investor?
(00:21) Bill Barker discusses: - Target's 1st-quarter results beating expectations - CEO Brian Cornell's comments about organized (and violent) retail theft - Retail sales rising in April
(11:15) Dylan Lewis and Bill Mann discuss Hindenburg Research's report on Icahn Enterprises, raising questions about the conglomerate's accounting practices and its dividend.
Companies discussed: TGT, HD, IEP
Host: Chris Hill Guests: Bill Barker, Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd
Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling.
(00:21) Jim Gillies discusses: - Home Depot's lackluster 1st-quarter results masking an otherwise strong business - Capital One getting a boost from the Oracle of Omaha - The surprising energy stock the Berkshire Hathaway team took a stake in
(19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more.
Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS
Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Sometimes you need to stop thinking, let things happen, and be the ball.
(00:21) Jason Moser discusses: - EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skeptical) - Peloton recalling more than 2 million exercise bikes - Why he's keeping a close eye on Home Depot's earnings report on Tuesday
(13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies.
Companies discussed: MSFT, ATVI, SONY, PTON, HD, WMT, TJX, TGT, MODG, GOLF
Host: Chris Hill Guests: Jason Moser, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
If you like to tinker with your investments, then it’s tough to beat the market over a long period of time.
John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown.” Deidre Woollard caught up with Jennings to discuss:
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Why the improbable happens all the time
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1 key attribute that some of the best-performing stocks have in common - And the business advantage that “fast followers” have over pioneers
Companies mentioned: SCHW, TJX, APPL, HUM, SHW
Host: Deidre Woollard Guest: John M. Jennings Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton
Congratulations on finishing up college! So what are you going to do now?
Mary Long caught up with four Fools to get some actionable advice for new college grads. They discuss:
- What to do when you get your first paycheck. - How risk-averse grads can get in the stock market. - Preparing your finances for job hopping. - The difference between being a Rule Breaker and a Bridge Burner.
Stocks, ETFs mentioned: SPY, QQQ, BRK.B
Host: Mary Long Guests: Ron Gross, Alison Southwick, Robert Brokamp, David Gardner Producer: Ricky Mulvey Engineer: Rick Engdahl
At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email podcasts@fool.com You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd
Spending, investing, dealing with debt...moms have seen it all. (00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is an attractive business (with a richly-valued share price) (11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Got a question about personal finance? Email podcasts@fool.com and your question might get used in next week's mailbag segment!
Companies discussed: DIS, CMCSA, TTD Host: Chris Hill Guests: Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
The last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses? (00:21) Bill Barker discusses: - The latest inflation data putting a smile on Wall Street's face - Pricing data for gasoline and bacon - Axon Enterprise succeeding despite today's stock drop (8:48) What will the writers strike mean for streaming businesses? Dana Corl talks with Vulture television critic Jen Chaney about why the writers are striking and the ripple effects for companies like Netflix and Disney. Companies discussed: AXON, WBD, NFLX, DIS Host: Chris Hill Guests: Bill Barker, Dana Corl, Jen Chaney Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting.
(00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low - How PayPal's CEO search is affecting shareholders - Under Armour's continued struggles and less-than-impressive record of share buybacks
(14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college.
Companies discussed: PYPL, UA, UAA
Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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When Warren Buffett speaks, investors and Wall Street tend to listen.
(00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over-diversification
(9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors.
Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG
Host: Chris Hill Guests: Jason Moser, Nick Sciple, Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineers: Dan Boyd
The pessimist believes that setbacks become one’s identity. The optimist believes something else.
Kevin Kelly is the founding executive editor of “Wired” magazine and the author of “Excellent Advice for Living: Wisdom I Wish I’d Known Earlier.” Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Kelly to discuss:
- The power of compounding in your finances and personal relationships. - ChatGPT and the origins of hacking. - Why investors should be unafraid of losing.
Today’s conversation comes from a recent episode of David’s weekly podcast, Rule Breaker Investing. To hear the entire show, click here: https://www.fool.com/podcasts/rule-breaker-investing/2023-05-03-excellent-advice-for-living-with
Company discussed: AMZN
Host: David Gardner Guest: Kevin Kelly Producer: Ricky Mulvey Engineer: Rick Engdahl
Just because a stock is down 50% doesn’t mean that the business is broken. (Or does it?)
Ricky Mulvey caught up with Motley Fool Senior Analyst Yasser El-Shimy to talk about some higher growth companies whose stocks have taken a hit. They discuss: - How investors can approach growth stocks with a venture capital lens. - Profitability questions for a streaming data company. - A second look at a space company that went public via SPAC. Companies discussed: CFLT, LMT, SPCE, RKLB Host: Ricky Mulvey Guest: Yasser El-Shimy Engineer: Tim Sparks Production Assist: Alex Friedman
The biggest company in American led a packed week of earnings and macro data.
(0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Shopify shares rising 25% due to multiple company announcements - The latest from Marriott, Booking Holdings, and Starbucks
(19:11) Andy and Ron continue their analysis, with a focus on: - Mercadolibre's continued growth and impressive runway - Warner Bros. Discovery posting a 1st-quarter profit in its streaming division - The latest from Uber, Lyft, Atlassian, and Johnson & Johnson - Two stocks on their radar: Nice and Oxford Industries
Stocks discussed: JPM, PACW, WAL, FHN, AAPL, MAR, BKNG, SBUX, SHOP, UBER, LYFT, TEAM, JNJ, KVUE, MELI, WBD, NFLX, PARA, DIS, CMCSA, BRK, OXM, NICE
Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd
For one day in the stock market, investors voted with their stomachs.
(00:21) Bill Barker discusses: - The Federal Reserve meeting expectations - Paramount Global slashing its dividend 80% - Peloton struggling with its turnaround - Shake Shack posting higher revenue in the 1st quarter - Potential names for Darden Restaurants newest franchise
(16:29) Ricky Mulvey talks with Motley Fool senior analyst (and Star Wars superfan) Jim Gillies about Disney's acquisition of Lucasfilm and ways to improve the franchise.
Companies discussed: PARA, PTON, SHAK, DRI, DIS, FNKO
Host: Chris Hill Guests: Bill Barker, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
Investing’s biggest weekend is almost here.
(00:21) Ricky Mulvey and Asit Sharma discuss: - Johnson & Johnson’s spin-off of its consumer health company, Kenvue. - If Darden Restaurants is getting a good deal on its acquisition of Ruth’s Hospitality Group. - Yum! Brands quarter, and what it says about the global economy.
(12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend. Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YUM, BRK.A, BRK.B, RDFN, OXY, CVX, AAPL
Host: Ricky Mulvey Guests: Asit Sharma, Deidre Woollard, Matt Frankel Engineer: Dan Boyd
As loans get more expensive, what are the ripple effects for start-up companies in the tech industry?
(00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration of profitability in 2023 - Pfizer's results beating expectations despite demand for its Covid vaccine is falling - Why he's more interested in the Federal Reserve on Wednesday than the jobs report on Friday
(10:49) Alison Southwick and Robert Brokamp continue their conversation with Bill Mann about how the "new normal" is affecting the tech industry in Silicon Valley.
Investments discussed: UBER, PFE, MRK, AAPL
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Three of the four largest bank failures in U.S. history have happened in the past two months.
(00:21) Bill Barker discusses: - Regulators seizing First Republic Bank and selling it to JP Morgan Chase - CEO Jamie Dimon's comments about the state of play in banking - Norwegian Cruise Line beating low expectations in the 1st quarter - A plot point in last night's episode of "Succession"
(15:16) Alison Southwick and Robert Brokamp continue their conversation with Motley Fool senior analyst Bill Mann about the "new normal" of investing in China.
Investments discussed: JPM, NCLH, CCL, DIS, PG, AAPL, BABA, VTI, VWO, FRDM
Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust division’s work on private equity. He's also authored a new book, “Plunder, Private Equity’s Plan to Pillage America.” Ricky Mulvey caught up with him to talk about: - The techniques many private equity companies use to generate short-term returns - A key misunderstanding about the fall of in-person retailers - Private equity’s impact on medical billing, bakeries, and insurance Companies discussed: CG, KKR, BX Host: Ricky Mulvey Guest: Brendan Ballou Engineer: Tim Sparks
You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership.
Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about: - Whether CEO succession plans are worth investor attention - “Succession” storylines that rhyme with real ones - Questions about Berkshire Hathaway’s next stage - One bold prediction about the end of “Succession”
SPOILER ALERT: This episode discusses plot points for “Succession” through season 4 , episode 5.
Companies discussed: WAYA, GOJO, BRK.A, BRK.B, DIS, AAPL, LMVUY, GE
Host: Ricky Mulvey Guest: Jim Gillies
Production Assist: Mark Underwood Engineer: Dan Boyd
A huge week for earnings reveals a theme for investors: bigger is better
(0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle
(19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting.
(31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare.
Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry Producer: Ricky Mulvey Engineer: Dan Boyd
For the first time in a while, Facebook's parent company gave shareholders reason to smile.
(00:21) Bill Mann discusses: - Meta Platforms starting the fiscal year with a bang - The Reality Labs division posting an operating loss of (gulp) $4 billion - The current state of regional banks and the magic word he's seeing appear in the financial media
(14:25) How much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast, Brian Stoffel talks with artificial intelligence expert Hamza Lebbar and Motley Fool CEO Tom Gardner.
To hear the entire new episode of Stock Advisor Roundtable, click here: https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1
Companies discussed: META, GOOG, GOOGL
Host: Chris Hill Guests: Bill Mann, Brian Stoffel, Hamza Lebbar, Tom Gardner Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators?
(00:21) Bill Barker discusses: - Microsoft's strong 3rd-quarter results being overshadowed - The $3 billion breakup fee Microsoft is now likely to have to pay - Chipotle shares hitting a new all-time high after 1st-quarter profits were much higher than Wall Street was expecting
(15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services.
Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM
Host: Chris Hill Guests: Bill Barker, Tim Beyers, Tim White Producer: Ricky Mulvey
First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions.
(00:21) Jim Gillies discusses: - First Republic Bank shares plummeting after terrible quarterly results and a surprisingly brief conference call - Medpace Holdings crushing their 1st-quarter report and (once again) winning the guidance game - Pepsi's stock hitting an all-time high after snacks fueled Q1 results
(16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk about the "new normal" of hybrid work.
Companies discussed: FRC, MEDP, PEP
Check out the newest episode of our premium podcast, Stock Advisor Roundtable! https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1
Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points. Companies discussed: CMCSA, DIS, JNJ, TSLA Host: Chris Hill Guests: Jason Moser, Nick Sciple, Doomberg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
If a country can’t get natural gas to power its needs, where does it turn next?
Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss: - Tradeoffs made during Europe’s energy crisis - A durable shift for coal demand - Countries shutting down (and investing in) nuclear energy - An energy storyline that “many analysts are underestimating”
Company mentioned: PXD
Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl
“A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch
Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: - Boring, but effective ways to invest - ETFs that can build a portfolio - 1 key metric for investors to watch - The businesses of potato processing, car auctions, and paint manufacturing
Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON
Host: Sierra Baldwin Guest: Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl
As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. (33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN Host: Chris Hill Guests: Andy Cross, Jason Moser, Bill Mann Engineer: Dan Boyd
Buzzfeed was in a rough spot even before the ad market softened.
(00:21) Dylan Lewis discusses: - The shuttering of Buzzfeed News, the award-winning journalism part of Buzzfeed's business - What the ripple effects are for all investors (not just Buzzfeed shareholders) - Why he's looking forward to hearing from Meta Platforms' management this earnings season
(10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors.
Companies discussed: BZFD, META, BABA
Host: Chris Hill Guests: Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd
What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Now that all of the Big Banks have reported earnings, what stands out?
(00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance boost - Nvidia's unsurprising pricing power
(11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options.
Companies discussed: BAC, JNJ, PG, NVDA
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
What do you wish you knew when you were just starting out investing?
(00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahead
(16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers.
Got a question about stocks? Want to tell us about a stock you bought recently? Email podcasts@fool.com
Companies discussed: RBLX, ZBRA
Host: Chris Hill Guests: Jason Moser, Asit Sharma, Bill Burns Producer: Ricky Mulvey Engineer: Dan Boyd
Money is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss: - The source of most financial conflicts in couples - Renting vs. Buying - Building the skill of spending money
Host: Alex Friedman Guest: Ramit Sethi Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
Investing doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about: - How to tell if a business is a monopoly - Laser-focused companies that have fended off competition - Monopolies in railroads, trash, and surgical robots
Companies discussed: MSFT, WDFC, META, GOOG, GOOGL, DUK, UNP, WM
Host: Mary Long Guest: Ron Gross Producer: Ricky Mulvey Engineer: Dan Boyd
Investors cheered the steadily improving inflation story.
(0:21) Jason Moser and Matt Argersinger discuss: - How the current macro environment is what the Fed was aiming for - JPMorgan Chase and Wells Fargo starting earnings season in a strong way - Boeing's latest production challenge - Key takeaways from Andy Jassy's shareholder letter - Warner Bros Discovery's confusing rebrand of HBO Max
(19:11) Motley Fool senior analyst Tim Beyers weighs in on how board games and video games are finding success on the big screen, the future of movie theaters, and why "YouTube has an uncommon amount of power right now."
(33:47) Jason and Matt share two stocks on their radar: Airbnb and T. Rowe Price.
The new episode of Stock Advisor Roundtable, our premium podcast, is available exclusively on Spotify! For more details go to Roundtable.Fool.com.
Stocks discussed: JPM, WFC, BA, AMZN, WMT, WBD, HAS, DIS, NFLX, AAPL, CMCSA, GOOG, GOOGL, ABNB, TROW
Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Tim Beyers Engineer: Dan Boyd
We asked the audience about recent stock purchases and they did not disappoint!
(00:21) Asit Sharma discusses: - Delta Air Lines' 1st-quarter results - Why Delta CEO Ed Bastian is not worried about consumer spending - Highlights from Amazon CEO Andy Jassy's annual letter to shareholders
(12:29) What's a stock you've bought recently and why did you buy it? Ricky Mulvey and Jason Moser dig through some of what our listeners have been buying and discover companies with moats and one short of a teddy bear business.
Got a question about stocks? Want to tell us about a stock you bought recently? Email podcasts@fool.com
Companies discussed: DAL, AMZN, SCHW, OM, NKE, ASMLF, BOC, BBW
Host: Chris Hill Guests: Asit Sharma, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd
You might be familiar with some of the brands, but the company's name is probably not on your radar.
(00:21) Jim Gillies discusses: - MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings - The math behind MTY's success - Why he's most curious about Medpace Holdings reporting earnings in late April
(17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidre Woollard about the "Wall Of Debt" that's coming due and some more promising sectors in real estate for investors to keep an eye on.
Companies discussed: MTY, MTYFF, MEDP, SBNY
Host: Chris Hill Guests: Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd
If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory.
(00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's earnings report - Why he's paying close attention to inventory levels
(11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it.
Companies discussed: KMX, INTU
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Dep. Insp. Gen. Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd
Earnings season kicks off on Friday. What should investors be watching?
(00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season
(16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.
Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER
Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd
A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss:
- The lines between gambling and investing, and when they get blurry. - Games that Wall Street traders play. - Positive sum, negative sum games, and how to know the difference. - How Uncle Sam helps investors more than gamblers. Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Dan Boyd
If you clean out your closet once in a while, consider doing the same with your investment portfolio.
(0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark joy (a la Marie Kondo) - Investments poised for a comeback - Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day - Actual cleaning tips!
(19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates.
To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.
Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA
Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks Producer: Ricky Mulvey Engineer: Dan Boyd
There are no style points in investing, and big brands continue to dominate teen spending habits.
(00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and spending. - Tailwinds for Ulta Beauty, Spotify, and Nike. - Investing in resale companies. - How the competitive landscape shifted for upstart brands.
(10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch. Companies discussed: NKE, SPOT, LULU, ULTA, WINA, TSX: ATZ, LTH, XPOF Host: Dylan Lewis Guests: Nick Sciple, Sanmeet Deo Producer: Ricky Mulvey Engineer: Dan Boyd
Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. (00:21) Dylan Lewis and Tim Beyers discuss: - The fallout from Johnson & Johnson's talc settlement. - What the lawsuit could mean for J&J's spinoffs. - Why the US Department of Justice is taking a look at Activision Blizzard. (14:55) Ricky Mulvey and Emily Flippen take a closer look at Chewy's growth initiatives, and what they could mean for shareholders. Companies discussed: JNJ, ATVI, CHWY Host: Dylan Lewis Guests: Tim Beyers, Emily Flippen Producer: Ricky Mulvey Engineer: Dan Boyd
The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss: - The terms of the deal, and the media rights story. - How Vince McMahon “wins”. - Anti-trust questions for the new company. (11:50) Alison Southwick and Robert Brokamp continue their conversation with Asit Sharma about evaluating CEOs, and an understated leader for investors to watch. Companies discussed: WWE, OKTA, NVDA
Host: Dylan Lewis Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick Engdahl
Tesla hit all time records for production and deliveries but left Wall Street unsatisfied. (00:21) Deidre Woollard and Asit Sharma discuss: - Rivian’s profitability problem. - How Tesla is trying to “push competitors into a bad spot.” - Strategy shifts at Netflix. - If streamers have pricing power. (13:11) Sierra Baldwin catches up with financial hype woman, Berna Anat, about her upcoming book, “Money Out Loud: All the Financial Stuff No One Taught Us.” Companies discussed: TSLA, RIVN, NFLX, DIS Host: Deidre Woollard Guests: Asit Sharma, Sierra Baldwin, Berna Anat Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton
If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss: - Where Silicon Valley Bank and the FDIC faltered in the lead-up to the bank run - Ripple effects from the recent bank runs that investors should consider - Hindenburg’s report on Block - How to pack a "go bag" for your savings Companies mentioned: JPM, SIVBQ, FRC, FIZN, SQ, SBUX, ORCL Host: Ricky Mulvey Guest: Sultan Meghji Engineer: Tim Sparks
Before you make the rules, you might have to break the rules.
Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about:
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How he taught his children to invest
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Memorable financial lessons from April Fool’s Day pranks in the past
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What happens to rule breaker companies when they grow
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The Fool Foundation’s mission and upcoming online event
To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org.
Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX
Host: Chris Hill Guest: David Gardner
Producer: Ricky Mulvey
Engineer: Dan Boyd
The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet.
(0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick
(19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT.
(32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International.
To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.
Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC
Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd
It helps to know the difference between an investing opportunity and a falling knife. (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees.
(12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals.
Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY
Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI. (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation
AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/
(15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets? Companies discussed: INTC, MDNY, BWXT Host: Dylan Lewis Guests: Tim Beyers, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
Before you buy shares of a company, what should investors look for in a CEO? (0:21) Bill Mann discusses: - Alibaba announcing its intention to split into 6 separate companies - Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing - Why he's watching where these companies raise money for their eventual IPOs
(11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership.
Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
Shares of the Raleigh, NC-based bank rose more than 50%. (0:20) Jason Moser discusses: - First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets - Four tools (two free, two with a subscription fee) he uses in his investing research - The balance of weighing a company's information with the financial media's reporting on that information (10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage. Send your investing questions to podcasts@fool.com Companies discussed: FCNCA, KNSL Host: Chris Hill Guests: Jason Moser, Buck Hartzell, Michael Kehoe Producer: Ricky Mulvey Engineer: Tim Sparks
Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss.
Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss: - How to talk to aging relatives about fraud - What your “gut feeling” can tell you about potential scams - What generative AI means for the future of fraud
Company discussed: WFC
Host: Ricky Mulvey Guest: Kelly Richmond Pope Engineers: Dan Boyd, Rick Engdahl
Should you save in a 401(k) or is it better to keep that money available in cash?
Justin Richmond is the host of new podcast “Started from the Bottom”. where he interviews successful people who grew up on the outside – people of color and people who grew up in a world where almost nobody went to college. He’s also the co-host of the popular music podcast "Broken Record" podcast alongside Rick Rubin, Bruce Headlam, and Malcolm Gladwell.
Ricky Mulvey caught up with Richmond to discuss: - Learning the unwritten rules of business - How class and upbringing affects attitudes towards money - The relationship between musicians, Live Nation Entertainment, and dynamic pricing
Company discussed: LYV
Host: Ricky Mulvey Guest: Justin Richmond Engineers: Dan Boyd, Annie Franks
The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not.
(0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok - Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026 - The latest from Block, KB Home, and Accenture
(19:11) Emily and Ron continue their analysis of the week's big investing stories, including: - Recent struggles from three pet companies: Chewy, Petco, and Trupanion - Apple's plan to spend $1 billion per year on theatrical releases - The latest from Nike, Ollie's Bargain Outlet, and Darden Restaurants - Two stocks on their radar: Globus Medical and Donnelly Financial Solutions
To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.
Stocks discussed: SNAP, META, GOOG, SQ, KBH, F, CAN, CHWY, WOOF, TRUP, NKE, OLLI, DRI, SBUX, IMAX, CNK, AMC, AAPL, GMED, DFIN
Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Steve Broido
Just because things go as expected doesn't mean the ripple effects aren't surprising. (0:20) Andy Cross discusses: - The Fed's 0.25% rate hike - Unfortunate timing around Chairman Powell's press conference and Sec. Yellen's public testimony - Why he's going to be paying more attention to annual reports in the coming weeks (10:20) Nick Sciple and Jim Gillies face off in the semi-finals of our stock investing version of March Madness! Choose the winner by casting your vote in our Twitter poll @MotleyFoolMoney! Companies discussed: RMAX, BWXT Host: Chris Hill Guests: Andy Cross, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Steve Broido, Rick Engdahl
Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold (8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness! Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY Host: Chris Hill Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl
Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates?
(0:20) Bill Mann discusses: - The current state of play in the banking industry - Risks of trouble spreading to other industries - What Jay Powell is (probably) focusing on as he weighs the next decision around interest rates
(10:37) Alison Southwick and Robert Brokamp answer your questions about asset allocation, company spin-offs, and bond ETFs.
Companies discussed: UBS, CS, WBD
Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
(0:21) Jason Moser discusses: - UBS buying Credit Suisse for $3.2 billion - The ripple effects of everyone checking with their bank - Why Amazon's latest layoff announcement has him looking at the revenue-per-employee metric
(13:58) Ricky Mulvey catches up with Jacob Goldstein, host of the podcast "What's Your Problem?" to talk about bank runs, why they happen, and how businesses could potentially prepare for them.
Companies discussed: UBS, CS, AMZN, SIVB
Host: Chris Hill Guests: Jason Moser, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd
If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE.
Abraham Josephine Riesman is the author of “Ringmaster: Vince McMahon and the Unmaking of America.” Ricky Mulvey caught up with Riesman to discuss:
- Vince McMahon’s early life as a “pretty nice kid”, and the parts of his story he doesn’t want wrestling fans to know. - WWE’s potential deal with the Saudi Arabia Public Investment Fund. - The Montreal Screwjob, and the groundwork for the modern WWE. - A story about Saddam Hussein’s side job as a wrestling promoter, Andre the Giant, and a golden gun.
Company discussed: WWE
Host: Ricky Mulvey Guest: Abraham Josephine Riesman Engineer: Dan Boyd
When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking. Uri Levine is the co-founder of Waze and the author of “Fall in Love with the Problem, Not the Solution: A Handbook for Entrepreneurs.” Alex Friedman caught up with Levine to talk about: - The early days of Waze. - One way to know if a company “will die.” - What happens, behind the scenes, when venture capital investors choose investments. - ChatGPT, artificial intelligence, and autonomous driving. Company discussed: GOOG, GOOGL Host: Alex Friedman Guest: Uri Levine Producer: Ricky Mulvey Engineer: Tim Sparks
Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates?
(0:21) Jason Moser and Matt Argersinger discuss: - First Republic getting $30 billion in deposits from 11 major banks - The latest CPI and PPI numbers continuing the trend of cooling inflation - Whether the Federal Reserve should raise rates next week (and if so, by how much) or hit the pause button - The latest from FedEx, Adobe, Lennar, and Williams-Sonoma
(19:11) John Ourand from Sports Business Journal and the "Sports Media Podcast" analyzes the economics of March Madness, why he's bullish on the upcoming MLB season, and Disney CEO Bob Iger's latest thinking on ESPN.
(32:13) Matt and Jason discuss Google raising the price of YouTube TV and share two stocks on their radar: Charles Schwab and Zebra Technologies.
Stocks discussed: SIVB, FRC, BAC, JPM, WFC, C, PNC, MTB, FDX, ADBE, LEN, WSM, FOX, WBD, PARA, DIS, AMZN, AAPL, GOOG, GOOGL, SCHW, ZBRA
To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.
Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Ourand Engineer: Dan Boyd
Adobe wants to be a customer experience platform, and a discount retailer is upscaling.
(0:21) Deidre Woollard and Asit Sharma discuss: - Adobe’s quarter, and issues acquiring Figma. - Tech companies rushing to launch generative AI. - Five Below converting stores to Five Beyond. - Labor issues for Dollar General.
Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate. Companies discussed: ADBE, FIVE, DG, PAC, BWXT
Host: Deidre Woollard Guests: Asit Sharma, Bill Mann, Nick Sciple Producer: Ricky Mulvey Engineer: Dan Boyd
Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust.
(0:21) Tim Beyers discusses: - T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion - How (and when) Mint's business could be accretive to T-Mobile - Why the ripple effect from Silicon Valley Bank's situation will hit potential IPOs and what it means for investors
(14:05) Our stock version of March Madness continues! Kirsten Guerra and Jason Moser face off to make the case on why their stock is a better buy right now.
Companies discussed: TMUS, VZ, T, SIVB, GM, TSLA, OM
Host: Chris Hill Guests: Tim Beyers, Kirsten Guerra, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd
Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy.
(0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the banking industry - One bank that fits the description of something Warren Buffett might be interested in - Meta Platforms announcing another round of layoffs
(14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now.
Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY
Host: Chris Hill Guests: Bill Mann, Sanmeet Deo, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd
Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again.
(0:21) Jason Moser discusses: - Signature Bank failing and shares of First Republic Bank falling 60%. - Why "bailout" is probably not the right word to describe what's happening - How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business
(11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker.
Companies discussed: SIVB, SBNY, FRC, SCHW, BAC, JPM, SDGR, RMAX
Host: Chris Hill Guests: Jason Moser, Jim Gillies, Jim Mueller Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
One sign of a true expert is they often say “I don’t know”.
Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rules. Chris Hill talked with Lewis last year for an episode we published on May 20, 2022. Due to time constraints we had to leave some parts of the conversation out of that episode, so we're bringing them to you now! Hill and Lewis discuss: - Unintended consequences of Moneyball - Why single men fare worse in the stock market - How Iceland responded to the Great Recession - How to spot true experts
"Boys Will Be Boys" paper: https://faculty.haas.berkeley.edu/odean/papers/gender/BoysWillBeBoys.pdf
Host: Chris Hill Guest: Michael Lewis Producer: Ricky Mulvey Engineer: Dan Boyd
In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done.
C. Thi Nguyen is a philosophy professor at University of Utah and author of the book Games: Agency As Art. Motley Fool co-founder David Gardner caught up with Nguyen to discuss: - The bright and dark sides of gamification - How Twitter changed the way we communicate - Good, bad, and evil games
Today’s conversation comes from a recent episode of David's weekly podcast, Rule Breaker Investing. To hear the entire show, click here: https://www.fool.com/podcasts/rule-breaker-investing/2023-02-15-from-twister-to-twitter-games-and-c
Host: David Gardner Guest: C. Thi Nguyen Producer: Ricky Mulvey Engineer: Rick Engdahl
In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession.
(0:21) Jason Moser and Matt Argersinger discuss: - February's jobs report (and potential ripple effects) - The stunning collapse of Silicon Valley Bank - Vail Resorts staffing up to meet demand - How the "Lipstick Effect" is benefitting Ulta Beauty - The latest from Docusign, and Dick's Sporting Goods
(19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards.
(35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co.
Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC
Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Nell Minow Engineer: Dan Boyd
(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary offering
(15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly.
Companies discussed: SIVB, AER, XEL
Host: Chris Hill Guests: Jim Gillies, Marshall Zelinger Producer: Ricky Mulvey Engineer: Dan Boyd
Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away.
(0:21) Asit Sharma discusses: - Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note - Taking the "basket approach" to cybersecurity stocks - Funko Pop's surprising solution to having too much inventory
(12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022.
Companies discussed: CRWD, FNKO
Host: Chris Hill Guests: Asit Sharma, Mary Long, Gargi Chaudhuri Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
(0:21) Bill Mann discusses: - The market's reaction to Chairman Powell's testimony in front of the U.S. Senate Banking Committee - Shares of Dick's Sporting Goods popping 11% on same-store sales growth that more than doubled expectations - How inventory management is a key in Dick's Sporting Goods recent success
(12:33) Alison Southwick and Robert Brokamp talk with Megan Brinsfield about the FIRE (Financially Independent, Retire Early) movement.
Companies discussed: DKS, HD, LOW, TGT, WMT
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, as affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services.
Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed an investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is no guarantee of any outcome. Past performance does not guarantee future results.
It's always a good idea to know why you're about to invest in a business.
(0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of understanding how a business makes money - Reasons to sell a stock
(10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink".
Companies discussed: ABND GS, HLT
Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Liz Hoffman Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton, Rick Engdahl
It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic partners in one afternoon. James B. Stewart and Rachel Abrams are the co-authors of “Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy.” They joined Catie Peiper to discuss: - How billionaires try to bend reality - If Paramount chair Shari Redstone can innovate in a new media landscape - Problems with CEO succession at media companies Companies discussed: PARA, DIS Host: Catie Peiper Guests: James B. Stewart, Rachel Stewart Producer: Ricky Mulvey Engineer: Tim Sparks
Michelle Singletary is a best-selling author and Loeb Award-winning writer. She also pens “The Color of Money,” a nationally syndicated personal finance column which appears in The Washington Post. Robert Brokamp caught up with Singletary to discuss: - Why people fall for Ponzi schemes - If you should pay off your mortgage before retirement - Why we often lie about spending habits
Host: Robert Brokamp Guest: Michelle Singletary Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks
When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan.
(0:21) Jason Moser and Ron Gross discuss: - Whether Costco is ready to increase membership fees - Salesforce focusing more on profitability - Seeing light at the end of Okta's tunnel - How "it's all ball bearings" for C3.AI - The latest from Target, Lowe's, Best Buy, and Zoom Video
(19:11) Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street.
(35:00) Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price.
Get a copy of our new free report, Top Stocks For Rising Interest Rates, by going to fool.com/interest!
Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW
Host: Chris Hill Guests: Ron Gross, Jason Moser, Bryan Fairbanks Engineer: Rick Engdahl
(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition - The doubling of the company's share buyback program
(11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy.
Companies discussed: CRM, PTON, NFLX, DIS, SFIX, FIGS
Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl
Lowe's continues a recent trend from major retailers.
(0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by cautious guidance - The relative attractiveness of Lowe's stock
(10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently.
Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA
Host: Chris Hill Guests: Bill Mann, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
After a particularly rough 2022, Target is getting back to basics.
(0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger competitors - Target beating expectations with household items, groceries, and a better management of its inventory
(11:00) Alison Southwick and Robert Brokamp take a closer look at tech layoffs in 2023 and one company that's managed them well.
To watch the 30-minute deep dive on dividend investing go to MasterClass.Fool.com before midnight on Wednesday!
Companies discussed: ZM, MSFT, GOOG, TGT, WMT, HD, AAPL, ZM
Host: Chris Hill Guests: Matt Argersinger, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl
It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time.
(0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks - McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors
(14:45) Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox
On a brand-new bonus episode of the Stock Advisor Roundtable podcast, Motley Fool CEO Tom Gardner shares his 10 stocks for making money in the market! Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! https://www.fool.com/premium/coverage/4056/coverage/introducing-stock-advisor-roundtable/
And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=cbdeaf17572144c3&nd=1
Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX
Host: Chris Hill Guests: Jason Moser, Toby Bordelon, Jose Najarro Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owned m edia company. Lee joined The Motley Fool’s Bill Mann to talk about: - The history of Black Wall Street, and the rise of the Greenwood community. - The legacy of the Tulsa Race Massacre and Tulsa’s path forward. Host: Bill Mann Guest: Gary Lee Producer: Ricky Mulvey Engineer: Tim Sparks
Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss:
- If there’s even a difference between growth and value investing. - Signs that a business is mispriced. - How investors can find mispriced businesses. - Why companies trade below their accounting-based worth. - If there even needs to be a distinction between growth and value investing. - Unpopular companies that may be worth your attention.
Companies discussed: META, WCC
Host: Ricky Mulvey Guest:Rich Greifner Engineer: Rick Engdahl
There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits.
(0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street with strong 4th-quarter revenue - Mercadolibre's enviable free cash flow - The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair
(19:11) Emily and Jason continue the earnings analysis and discuss: - Warner Bros. Discovery growing subscribers and cutting costs - The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack - Their most recent stock purchases - Two stocks on their radar: Adobe and ANSYS
Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com
Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS
Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Rick Engdahl
There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?
(1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker.
Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers.
Companies discussed: ETSY, NVDA
Host: Dylan Lewis Guests: Tim Beyers, Sierra Baldwin, Maya Lau Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks, Annie Franks
In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed.
(0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gelsinger's potential rationale for the cut - How else the company plans to invest the money
(8:00) Alison Southwick and Robert Brokamp answer more of your questions about home buying, pensions, and investing strategy.
Companies discussed: INTC, AMD
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discusses: - Home Depot shares falling 5% after its first revenue miss since 2019 - The capital allocation flex of raising wages and HD's dividend - Walmart crushing its holiday quarter thanks to groceries (11:15) Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA. Companies discussed: HD, WMT Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Tim Sparks
Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him on Reply All or This American Life. Ricky Mulvey caught up with him to discuss: - The wild present and future for artificial intelligence - How virtual reality parallels early internet chat rooms - Incentives and tradeoffs in the decarbonization movement - Elon Musk, and the symptoms of being very online - The downfall of Flappy Bird Companies mentioned: META, GOOG, GOOGL, MSFT, TSLA, NTOIY Host: Ricky Mulvey Guest: PJ Vogt Engineer: Tim Sparks
When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesale company with more than 75 franchises. He’s also the star of “Triple Digit Flip” on A&E. Deidre Woollard caught up with Damji to discuss: - Why housing supply remains low, and its implications for homebuilders - How rents have stayed relatively stable - One player that’s fundamentally changed real estate investing -The changing role of the landlord Companies discussed: ZG, OPEN Host: Deidre Woollard Guest: Jamil Damji Producer: Ricky Mulvey Engineer: Tim Sparks
It was another big week of earnings results (and surprises).
(0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku popping more than 25% - The latest from Marriott, Twilio, Cisco Systems, and Zillow Group
(19:11) Jason and Ron keep the earnings coverage going and discuss: - Boston Beer surprising Wall Street - Outset Medical's latest results - The state of Microsoft's bid to buy Activision Blizzard - The latest from Coca-Cola, Roblox, Chipotle, and Alphabet - Two stocks on their radar: Etsy and Paramount Resources
Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com
Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU
Host: Chris Hill Guests: Ron Gross, Jason Moser Engineers: Steve Broido, Rick Engdahl
After spending a year getting rid of its iBuying business, how should investors regard Zillow Group?
(0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable business - 1 thing to watch when Redfin reports after the closing bell
(9:25) Ricky Mulvey and Sanmeet Deo discuss companies that are flying under Wall Street's radar, in part because of where they're located.
Companies discussed: ZG, OPEN, RDFN, LULU, TSCO, SHAK, WINA
Host: Chris Hill Guests: Jim Mueller, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl
If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss:
- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock.
(17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today.
Companies discussed: ABNB, UPST, ADANIENT
Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl
Once again the monthly CPI report got Wall Street's attention. (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed - Higher prices in the core division fueling Coca-Cola's 4th-quarter revenue (12:00) In this blast-from-the-past segment from 2018, Alison Southwick and Robert Brokamp celebrate Valentine's Day by discussing money as a source of conflict for couples. Stocks discussed: KO, PEP Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl
For the second time in five months, Twilio announces a round of layoffs.
(0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57
(13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees.
Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL
Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:
- Where we are in the cloud adoption cycle - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly
Companies discussed: MSFT, NVDA, TSM, META, AMD
Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton
What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial statement analysis. Badolato joined Ricky Mulvey to discuss: - How Walmart, Rent the Runway, and Peloton adjust earnings (and what it means for shareholders) - Why investors should follow a company’s operating income - The pros and pitfalls of GAAP metrics - A better way to count stock-based comp. Companies Discussed: WMT, RENT, PTON Host: Ricky Mulvey Guest: Patrick Badolato Engineer: Tim Sparks
Big changes could be coming to the NFL playoffs.
(0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a primary care business for $10 billion - The latest from Disney, Cloudflare, Chipotle, and Pepsi
(19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57.
(34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn.
Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com
Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT
Host: Chris Hill Guests: Emily Flippen, Andy Cross, Andrew Brandt Engineer: Rick Engdahl
Disney’s latest results and plans were just what Wall Street wanted to hear.
(0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft
(13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group.
Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor Roundtable!
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Stocks discussed: DIS, MSFT, GOOG, MTCH
Host: Chris Hill Guest: Tim Beyers, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineer: Rick Engdahl
Companies are shelling out big bucks to get your attention during the big game.
(0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with higher costs - Uber posting a profit in the 4th quarter thanks to the company's investments
(10:30) Dylan Lewis talks with Ad Age editor Jeanine Poggi about some of the major brands looking to get your attention before, during, and after Super Bowl 57.
Stocks discussed: CMG, ADYEN, UBER, FOXA, COIN, NFLX, TAP, BUD
Host: Chris Hill Guest: Bill Mann, Dylan Lewis, Jeannie Poggi Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
Microsoft's AI event is only the latest sign of the hottest area of tech.
(0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video announcing it's laying off 15% of employees
(12:00) Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field".
Stocks discussed: MSFT, GOOG, AMD, AI, ZM
Host: Chris Hill Guest: Jason Moser, Robert Brokamp, Jonathan Scott Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
If the house always wins, why are gambling companies having trouble turning a profit?
(0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets - How Panera has evolved since its last time as a public company - A key metric he's watching when Chipotle reports earnings on Tuesday afternoon
(9:40) Ricky Mulvey and Matt Frankel discuss the struggles gambling businesses having making money and one business breaking the trend.
Stocks discussed: CMG, PDYPY, MGM, DKNG, CHDN
Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl
What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice president of the NFL Players Association Executive Committee. Chris Hill caught up with him to discuss: - Negotiating with NFL owners - What led him to get his MBA from Harvard Business School - The enduring popularity of the NFL - What he will be watching during Super Bowl 57 to give him a sense of whether Philadelphia or Kansas City is in control of the game Host: Chris Hill Guest: Domonique Foxworth Producer: Ricky Mulvey Engineer: Rick Engdahl
If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss: - Why “dying industrial companies” have beaten the broader market - Managing cash in a higher interest rate climate - How often investors should rebalance - The data that the Federal Reserve may be misreading Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR Host: Robert Brokamp Guest: Jeremy Schwartz Producer: Ricky Mulvey Engineers: Annie Franks, Tim Sparks
Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports.
(0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holiday quarter - Starbucks struggling outside the U.S. - The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD
(19:11) Jason and Ron keep earnings-palooza going and discuss: - McDonald's ending the fiscal year on a high note - Match Group's disappointing results and layoff announcement - The latest from Qualcomm, Peloton, and Snap - Two stocks on their radar: Kinsale Capital Group and Samsara
Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.
Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT
Host: Chris Hill Guests: Ron Gross, Jason Moser Engineer: Rick Engdahl
For the first time in a long time, Meta Platforms gave shareholders a reason to smile.
(0:21) Tim Beyers discusses: - 4th-quarter revenue coming in higher than expected for Meta - That $40 billion share buyback plan - Why AMD is demonstrating not all semiconductor chip companies are alike
(11:00) How did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list.
Stocks discussed: META, INTC, AMD, PLNT
Host: Chris Hill Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope.
(0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - A sluggish digital ad market hurting Snap's 4th-quarter results - How Snapchat+ could be a potential lever for management to pull
(11:00) Jason Moser and Matt Frankel discuss the 30th anniversary of exchange-traded funds and how stock investors use ETFs today.
Stocks discussed: PTON, SNAP, GOOG, GOOGL, SPY, VNQ, RSP, CIBR
Host: Chris Hill Guest: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl
The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short.
(0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mobil racking up an annual profit of more than $55 billion - Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's
(10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas.
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.
Stocks discussed: MCD, XOM, AAPL, MSFT, CVX
Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl
If American Express had a problem with an aging demographic, it looks like that problem is being addressed.
(0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday
(11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT.
Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL
Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk
To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks
Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks
As much as we love stocks, sometimes the Big Macro really does drive the market.
(0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again) - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson
(19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid.
(30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza.
Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.
Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ
Host: Chris Hill Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo Engineer: Rick Engdahl
If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.
(0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock
(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.
Companies discussed: LUV, CMCSA, NFLX, WBD
Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:
- Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter.
Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.
Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG
Host: Dylan Lewis Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
How long will macroeconomic pressures persist in 2023?
(0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech - 3M's challenges and why an increase in consumer-facing solutions may be a better route
(10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more.
Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.
Stocks discussed: JNJ, MMM, BND
Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl
Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal.
(0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large banks combining forces to create a digital wallet product - How and why Apple and PayPal have such a large lead in this industry
(12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes.
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.
Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO
Host: Chris Hill Guest: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl
You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - The mythology behind General Electric’s birth - How corporations struggle mightily with CEO succession - Jack Welch and the religion of earnings consistency - Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable” Companies discussed: GE, DIS, WBD, CMCSA Host: Ricky Mulvey Guest: William D. Cohan Engineer: Rick Engdahl, Tim Sparks, Annie Franks
The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving - Ways to spot a yield trap - REITs benefiting from e-commerce trends
Companies/REITs discussed: ESRT, SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR
Host: Deidre Woollard Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks
Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next?
(0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data
(19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors.
(33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial.
Motley Fool Stock Advisor is open to new members for just $99 a year. Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro.
Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF
Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer Engineer: Rick Engdahl
Data this week suggest India is about to pass China as the world's most populous country. (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why China still has a demand problem - How companies in the U.S. are moving some operations from China to Vietnam and India (11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare.
Stocks discussed: PG, CMG, AAPL, SBUX, DXCM Host: Chris Hill Guest: Bill Mann, Sanmeet Deo, Kevin Sayer Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
As many expected, Microsoft announced the layoff of 5% of its employees. (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's layoffs, and whether Alphabet will be next - Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing (9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate!
Our flagship service, Stock Advisor, is open to new members for just $99 a year. To access this exclusive offer go to www.fool.com/intro. Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE Host: Chris Hill Guest: Asit Sharma, Ryan Henderson, Jamie Louko Producer: Ricky Mulvey Engineer: Rick Engdahl
Goldman Sachs Drags Down the Dow
The investment bank suffered its worst earnings miss in a decade. (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investments in Marcus and the Apple Card partnership haven't paid off yet - Disney's blunt response to activist investor Nelson Peltz (11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: GS, DIS Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini Producer: Ricky Mulvey Engineer: Rick Engdahl
"Guidance becomes even more important in this environment."
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as:
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The unlikely start to her career in investing
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Key macroeconomic data she and her team at Schwab are focused on
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Her question about crypto
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One idea to improve the odds of financial independence
Host: Chris Hill
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Tim Sparks, Heather Horton
You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss:
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How to think about allocation for smaller companies
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Key small cap metrics to watch
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Boring businesses that warrant more attention
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A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company
Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR
Host: Ricky Mulvey
Guest: Bill Mann
Engineer: Tim Sparks
Earnings season officially kicked off!
(0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical
(19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants. (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF.
Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! If you're not a member, you can get a preview of the show and learn how to get access here on Spotify!
Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII
Host: Chris Hill Guests: Ron Gross, Jason Moser, David Henkes Engineer: Rick Engdahl
Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding.
(0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: DIS, NKE, WMT, CRM, RXO Host: Chris Hill Guest: Emily Flippen, Jamie Harris Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
What does it say when a market leader steps back from….leading?
(0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift - The role that the current state of housing plays in Wells Fargo's decision - Our brand new podcast, Stock Advisor Roundtable
(10:15) Tim Beyers and Tim White take a closer look at "key person risk".
Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!
And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!
Stocks discussed: WFC, CRM, SFIX, GOOG, GOOGL
Host: Chris Hill Guest: Asit Sharma, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. (0:21) Bill Mann discusses: - How U.S. companies can be a better way to play China’s reopening - Jay Powell’s latest speech reinforcing the Fed’s focus on stability - The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1 (12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz Producer: Ricky Mulvey Engineers: Tim Sparks, Rich Engdahl
A major investment bank became the latest (but not the last) to announce layoffs.
(0:21) Jason Moser discusses:
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Goldman Sachs cutting nearly 7% of its staff
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Lululemon shares falling after the company lowered gross margin guidance
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Why inventory levels will be a key retail metric to watch this upcoming earnings season
(11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health.
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.
Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN
Host: Chris Hill
Guest: Jason Moser, Kirsten Guerra, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rich Engdahl
Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about:
- Why cash is a better hedge against inflation than many believe - Parallels between the 2022 stock market and the dot-com bust of the early 2000s - What Tesla investors can learn from Starbucks’ past decline Companies discussed: BRK.A, BRK.B, TSLA, SBUX Host: Tom Gardner Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient.
Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss:
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Carvana’s boom and bust, and the takeaways for investors
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If Zoom has a sticky product
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How Roku is addressing a tougher advertisement landscape
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Meta’s valuation, and questions about its leadership
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Mindset advice if you want to be a contrarian investor
Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META
Aswath Damodaran’s blog on Meta:
https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html
Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Tim Sparks
On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella - The market's positive reaction to the December jobs report - Key things they're watching in the tech industry - Newest unveilings at CES in Las Vegas - The latest from Stitch Fix and Constellation Brands (19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season. (34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Malcolm Ethridge Engineer: Rick Engdahl
Value Opportunities for Investors Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. (0:21) Bill Mann discusses: - Amazon laying off 18,000 employees - Whether layoffs are a bad sign or an indication a company is being honest with itself - The writing on the (bond market) wall for Bed Bath & Beyond (11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio. Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Bill Mann, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? (0:21) Tim Beyers discusses: - How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising - Why HubSpot's next move is one of the most interesting things in tech - One tech business bucking the trend by increasing its hiring (8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days. Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Tim Beyers, Ron Gross Producer: Ricky Mulvey Engineer: Rick Engdahl
'Tis the season for investing in your physical fitness. (0:21) Jason Moser discusses: - The relative strength of Planet Fitness - How "exercise at home" has been around for decades - Amazon actually testing flying drone deliveries in California and Texas (13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment). Stocks discussed: PLNT, PTON, AMZN, CRWD Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
It's the perfect time to review your financial plan for investing in 2023. (0:21) Andy Cross discusses: - His optimism after the worst year for investors since 2008 - The potential for 2023 to be "a stock picker's market" - Why financials and healthcare are two of the industries he's watching for opportunities (10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year. Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Andy Cross, Robert Brokamp Engineer: Rick Engdahl
CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends investors should be watching - Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat - Two stocks poised for upside - Keeping online streaming and BNPL businesses on a short leash - Not being worried about Blackstone, Home Depot, and Johnson & Johnson (19:11) Jason and Matt continue our 2023 preview with: - Potential surprises for investors - Why Live Nation and nCino could both be acquired - 1 trend and 1 stock that investors will have to be very patient with - Reckless business predictions involving crypto, Elon Musk, and Warren Buffett - Two stocks on their radar: Topgolf Callaway and Easterly Government Properties Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Rick Engdahl
(0:21) Chris Hill discusses: - What's coming up on the show in early January - Seth Rogen's revelation about stand-up comedy - What it takes to be an investor Host: Chris Hill Engineer: Rick Engdahl
Disruption is not a given, nor is it easy. (0:21) Jason Moser discusses: - How Visa and Mastercard fared in a year dominated by crypto news - Why fortress balance sheets will be an even bigger asset in the new year - Leaders he's watching in 2023 Stocks mentioned: V, MA, MSFT, APPL, GOOG, GOOGL, HD, LOW Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl
Outside the U.S. there are opportunities for investors in the new year.
(0:21) Bill Mann discusses:
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Countries producing raw materials (and video games)
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What needs to change in China to get him more interested in companies like Alibaba and JD.com
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Why investors should be watching Canada and Norway
Stocks mentioned: JD, BABA, TCEHY
Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.
Host: Chris Hill
Guests: Bill Mann
Engineer: Tim Sparks
We're taking a break from investing and stock talk to discuss: - Santa's actual weight - Murder's surprising popularity as an entertainment device - Best movie Santas - Alcoholic holiday drinks - "Cereal Derangement Syndrome" - Fascination with the NY Post's front page - Rule changes we would make in the NBA, NHL, and MLB - Who should narrate a classic McSweeney's essay To cast your vote for your favorite sports rule change, email podcasts@fool.com. Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Rick Engdahl
We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022. (0:21) Becky Quick discusses: - Helping The Wall Street Journal leap from print to the web - Making the switch from the Journal to CNBC - Her unexpected introduction to Warren Buffett - Behind the scenes at CNBC (19:11) Mark Cuban discusses: - His new health care venture, Cost Plus Drugs - Competing with major healthcare companies - Advice for potential NFL owner Jeff Bezos - The appeal of pickleball! Host: Chris Hill Guests: Becky Quick, Mark Cuban Engineers: Rick Engdahl, Dan Boyd
What's the downside to using public filings to mirror Berkshire-Hathaway's investments? (0:21) Jim Gillies discusses: - The strength of Berkshire-Hathaway's underlying businesses - Warren Buffett's less-than-perfect investing track record - How investors cannot get the exact same price as the Berkshire-Hathaway investment managers (10:20) Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy. Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY Holiday Music: Merry, Merry Christmas by Keb’ Mo’ Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
The shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming FedEx (for years) - Nike getting past their inventory problems and increasing digital sales (10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting. Stocks mentioned: FDX, UPS, NKE, BX Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson Host: Chris Hill Guests: Asit Sharma, John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
The digital advertising landscape is shifting.
(0:21) Bill Mann discusses:
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Google's and Meta Platform's collective share of the digital ad market shrinking
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Amazon leading the charge in e-commerce ad players
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TikTok's impact on the ad industry and whether it is "unbannable" in the U.S.
(8:50) Alison Southwick and Robert Brokamp analyze the ins-and-outs of buying bonds.
Stocks mentioned: GOOG, GOOGL, META, AMZN, SPG, BND, BLK, IBDN, IBDR
Holiday Music: How Do You Spell Channukkahh? by The LeeVees
Host: Chris Hill
Guests: Bill Mann, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineer: Tim Sparks
There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Inclusion of Big Tech companies like Alphabet and Amazon - Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports (12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead. Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University.
Motley Fool CEO Tom Gardner talks with the “Dean of Valuation” about:
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Inflation’s new questions for investors
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The most important investor you can learn from
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Incentives, correlations, and costs in ESG scoring
Stocks mentioned: MO, BLK
If you're a member of any Motley Fool service you can access the full conversation here:
https://www.fool.com/premium/one/coverage/1255/exclusives/2022/08/22/foolfest-sneak-peek-tom-gardner-interviews-aswath/?ftm_campagin=site_search&ftm_veh=premium_search&ftm_mes=&ftm_derby=aswath%20damodaran&ftm_heat=referrer
Host: Tom Gardner
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan, Tim Sparks
Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about: - Macro data that’s meaningful to stock investors - How to build an investment thesis - One sector that’s been “unfairly punished” - The likelihood of a recession in 2023 Host: Mary Long Guest: Liz Young Producer: Ricky Mulvey Engineer: Rick Engdahl
Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbest investments of the year - How semiconductors and a stock hitting an all-time high flew under Wall Street's radar (19:11) Ron, Emily, and Jason continue our year-in-review special with: - Surprising years from Salesforce, Axon Enterprise, and Campbell Soup - Things they didn't have on their 2022 Bingo Cards - New investing discoveries - Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG Host: Chris Hill Guests: Ron Gross, Emily Flippen, Jason Moser Engineer: Rick Engdahl
With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl game sponsorship - Why local businesses may have an edge - Kellogg sponsoring three bowl games, two of them with their Cheez-It brand (12:45) Tim White and Tim Beyers take a closer look at user-interface design and which companies get it right (and wrong). Stocks mentioned: AZO, COF, SAM, K, LYFT, HUBS, CRM, SNAP, AAPL, WDAY Holiday Music: The Hanukkah Waltz by Bela Fleck and the Flecktones Host: Chris Hill Guests: Jason Moser, Tim White, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck - Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention (12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them. For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/ Stocks mentioned: DAL, MRNA, MRK, TSLA Holiday Music: White Christmas by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized" - Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud (12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids. Stocks mentioned: STLJF Holiday Music: Five Pound Box Of Money by Pearl Bailey Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Chris Hill Motley Fool Money http://www.motleyfoolmoney.com
A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS are becoming utilities - The short, not-so-happy public life of Weber Grill - Peter Lynch's advice being a starting point (not a finish line) for investors (12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari. Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM Holiday Music: Sugar & Booze by Ana Gasteyer Host: Chris Hill Guests: Jason Moser, Eddie Alterman Producer: Ricky Mulvey Engineer: Rick Engdahl
Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of People in Love with People.” Ricky Mulvey caught up with Porcini to discuss:
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Why investors should watch companies with great design thinkers
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The strategy behind limited-edition releases
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How wearables could change what we eat and drink
Companies mentioned: PEP, MMM, AAPL
Host: Ricky Mulvey
Guest: Mauro Porcini
Engineer: Tim Sparks
You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss: - Lesser-known office REITs that may be presenting opportunities for investors - Homebuilders facing headwinds - Lessons from Las Vegas’s comeback Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl
It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive note - Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza - The latest from Lululemon, RH, Campbell's Soup, and Chewy (19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles. (30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey. Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI Host: Chris Hill Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs Producer: Ricky Mulvey Engineer: Rick Engdahl
Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of gas being lower than it was a year ago - Ripple effects (positive and negative) from lower gas prices - China stocks getting a short-term boost from the prospects of Covid restrictions being relaxed (9:45) Ricky Mulvey joins Asit to take a closer look at which food and beverage trends are gaining (and losing) steam. Stocks mentioned: BILI, JD, BYND, KO, SAM, KR Holiday Music: Christmas (Baby Please Come Home) by Dropkick Murphys Host: Chris Hill Guests: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl
After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. (0:21) Jason Moser discusses: - Whether Robinhood's 1% match on new IRA accounts will force other financial institutions to do the same - If the new service from the still-unprofitable Robinhood will reward shareholders - A new survey from Forbes Advisor about the increase in buy-now, pay-later activity and what it bodes for consumer savings in 2023 (10:25) Asit Sharma talks with Endava CEO John Cottrell about digital payment trends and differentiating from the competition. Stocks mentioned: HOOD, DAVA, WISE Holiday Music: Christmas Will Work It Out by Paola Bennet Host: Chris Hill Guests: Jason Moser, Asit Sharma, John Cottrell Producer: Ricky Mulvey Engineers: Rick Engdahl
You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished.
(0:44) Deidre Woollard and Jim Gillies discuss: - Europe's energy crunch, and why Russia isn't playing along with price caps. - Investing in economic cycles as a contrarian. - Why AutoZone is "one of the best managed companies and capital allocation stories."
Plus, (17:31) Motley Fool Contributor Brian Withers joins Alison Southwick and Robert Brokamp to discuss how to encourage kids to invest when time is on their side.
Companies mentioned: AZO, DIS, CMG
Holiday Music: Disco Christmas by Universal Robot
Host: Deidre Woollard Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Brian Withers Producer: Ricky Mulvey Engineer: Rick Engdahl
Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+. (0:21) Jason Moser discusses: - How CEO David Zaslav's focus on profitability could pay off - WBD's underrated library of content - The rise of FAST (Free Ad-Supported TV) (12:30) Andy Cross talks with Airbnb co-founder Nat Blecharczyk about the latest improvements for the home-sharing platform. Stocks mentioned: WBD, NFLX, DIS, CMCSA, TTD, ABNB Holiday Music: Christmas Is Starting Now by Big Bad Voodoo Daddy Host: Chris Hill Guests: Jason Moser, Andy Cross, Nate Blecharczyk Producer: Ricky Mulvey Engineers: Rick Engdahl
During her 12-year run as CEO of Pepsi, Indra Nooyi helped the company grow sales by 80%. Despite her success as one of the most powerful women in business, she's happy to be out of the world of “bits and bytes.” Motley Fool co-founder and CEO Tom Gardner caught up with Nooyi to discuss:
- Other CEOs she's learned from
- Building a culture of ownership
- Decision-making as an art and a science
Companies mentioned: PEP, AAPL, AMZN, PFE
Indra Nooyi's best-selling book is "My Life in Full: Work, Family, and Our Future".
Host: Tom Gardner
Guest: Indra Nooyi
Producer: Ricky Mulvey
Engineers: Heather Horton, Dan Boyd
The first rule of investing is don’t lose money. The other rules are a little more complicated.
David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss:
- Lessons from Warren Buffet, Larry Fink, and Seth Klarman
- Genius and luck in investing
- Happiness and expectations
- Investing with a margin of safety
Companies mentioned: CG, BLK, TSLA, HLT
Host: John Rotonti
Guest: David Rubenstein
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers
If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone.
(0:21) Matt Argersinger and Jason Moser discuss:
- A strong jobs report, latest housing data, and contrary indications from the retail industry
- Ulta Beauty continuing a standout year
- VICI Properties increasing its share of properties on the Las Vegas Strip
- Signs of life from Okta
- The latest from Salesforce, Five Below, and Crowdstrike
(19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space.
Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC
Host: Chris Hill
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller
Producer: Ricky Mulvey
Engineer: Dan Boyd
What's it like competing against a business that's 1,000 times bigger than your own?
(0:21) Emily Flippen discusses:
- Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it
- Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce
- Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's
(12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean.
Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL
Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson
Host: Chris Hill
Guests: Emily Flippen, Jeff Santoro, Jamie Louko
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks, Rick Engdahl
The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX.
(0:21) Jim Gillies discusses:
- Why the Dow Jones Industrial Average is "the dumbest index"
- Where investors can find ballast for their portfolios
(15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors.
Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR
Host: Chris Hill
Guests: Jim Gillies, Dylan Lewis
Producer: Ricky Mulvey
Engineer: Dan Boyd
With more retail data rolling in, it might also be time to start paying attention to commodities.
(0:21) Asit Sharma discusses:
- Cyber Monday's results mirroring Black Friday's
- How the headlines around strong holiday retail may be masking weakness underneath
- Why stock investors may have to start paying attention to the price of copper
(9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy.
Stocks mentioned: ADBE
Host: Chris Hill
Guest: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China.
(0:21) Jason Moser discusses:
- Black Friday's new record of $9 billion spent
- How other retailers are competing with Amazon
- NFL viewing on Thanksgiving Day setting new records
(9:33) Bill Mann discusses:
- Rising unemployment among China's young adults
- How municipalities are "drowning in debt"
- The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble
Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC
Host: Chris Hill
Guest: Jason Moser, Bill Mann,
Engineer: Dan Boyd
Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession.
Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss:
- How growth stories can change through time.
- Sectors showing the power of compounding dividends.
- If a “Fed Put” still exists.
Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/
Host: John Rotonti
Guest: Richard Bernstein
Producer: Ricky Mulvey
Engineers: Heather Horton, Dan Boyd
Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages.
Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss:
- What it means for a company to have a moat
- Key metrics that can show whether a company has a competitive advantage
- Moats in utility poles, engineering software, and gentlemen’s clubs
Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF
Host: Ricky Mulvey
Guests: Jim Gillies, Iain Butler
Engineer: Rick Engdahl
Cue the sound effect, it's time for our Thanksgiving Special!
(0:21) Ron Gross and Jason Moser discuss:
- Humble Pie (aka, stocks we were wrong about)
- Stocks we're thankful for
- Turkey stocks to avoid
- Financial topics we really hope don't come up this holiday season
(19:11) We revisit our conversation Scott Galloway, author of the bestselling book “Adrift: America in 100 Charts” and discuss a potential rebranding for nuclear energy, and which CEO has created the most shareholder value.
(37:20) Jason and Ron share two stocks on their radar: AMETEK and Taiwan Semiconductor.
Stocks discussed: APPH, WD, SBUX, DIS, HD, COST, NKE, BRK.B, TSLA, BBBY, AME, TSM
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Scott Galloway
Engineer: Dan Boyd
Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense!
(1:45) Chris Hill, Bill Barker, and Bill Mann discuss:
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What should be on the “Mount Rushmore of Thanksgiving Side Dishes”
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Where we would go if we were in the Witness Protection program
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Pro sports mascots to represent Team USA at the World Cup
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Movie sequels and characters we’d like to see more of
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A wedding reception that went viral
Host: Chris Hill
Guests: Bill Barker, Bill Mann
Engineer: Dan Boyd
Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss:
- Questions about Autodesk’s capital allocation strategy.
- Nordstrom's plans for a tough retail environment.
- Favorite Thanksgiving traditions!
Plus, (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years.
Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN
Host: Asit Sharma
Guests: Tim Beyers, Tim White
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target.
(0:21) Bill Mann discusses:
- Bob Iger's second day back as CEO
- Best Buy, and CEO Corie Barry, defying expectations (again)
- Zoom Video shares falling close to a 2-year low
- How Zoom could fit well into Oracle's business
(12:25) Robert Brokamp talks with Megan McCoy, professor at Kansas State University, about relationships and money.
Stocks mentioned: DIS, BBY, AMZN, ZM, MSFT, ORCL
Host: Chris Hill
Guest: Bill Mann, Robert Brokamp, Megan McCoy
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger.
(0:21) Jason Moser discusses:
- The board's sudden reversal on Chapek
- Expected changes in Disney's executive ranks
- Iger's strengths in building relationships
- Iger's track record in succession planning
(13:11) Dylan Lewis and Kirsten Guerra engage in a bull vs. bear debate over Pinterest.
Stocks mentioned: DIS, PEP, PINS, META
Host: Chris Hill
Guest: Jason Moser, Dylan Lewis, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Dan Boyd, Tim Sparks, Rick Engdahl
The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hill caught up with Cuban to discuss:
- Why he’s able to sell a leukemia drug for thousands of dollars less than competitors
- Stocks he bought during the pandemic
- Advice for potential NFL owner Jeff Bezos
To check out Mark's new business go to www.CostPlusDrugs.com
Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN
Host: Chris Hill
Guest: Mark Cuban
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan, Tim Sparks
Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money!
Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about:
- 2022 through the lens of a small business
- The importance of evaluating the management team of a small cap company
- How fear can be contagious for investors
- Keeping an eye on inflation as we head into 2023
- Optimism around the UNC men's basketball team
Check out the Rule Breaker Investing podcast with David Gardner!
https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738
Host: Chris Hill
Guests: Bill Mann, Emily Flippen, David Gardner
Engineers: Rick Engdahl, Dan Boyd
If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays.
(0:30) Emily Flippen and Jason Moser discuss:
- Walmart beating expectations and raising guidance
- Home Depot and Lowe's delivering the goods (without a boost in share prices)
- Target's self-inflicted problems continuing
- Former Domino's CEO Patrick Doyle taking his talents to Restaurant Brands International
- The latest from Williams-Sonoma, Berkshire Hathaway, and Taiwan Semiconductor
(19:15) Emily talks with Sumit Singh, CEO of Chewy, about the pet products industry, when it's ok to lose money on customer acquisition, and why his company is expanding into pet healthcare.
(32:20) Emily and Jason discuss:
- Sam's Club's new pricing strategy
- Two stocks on their radar: Chart Industries and Zoom Video
Stocks mentioned: WMT, HD, LOW, TGT, WSM, NVDA, BRK.A, BRK.B, TSM QSR, DPZ, CHWY, ROVR, GTLS, ZM
Host: Chris Hill
Guests: Jason Moser, Emily Flippen, Sumit Singh
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common.
(0:21) Ron Gross discusses:
- Getting inspiration from a sitcom character
- Buying his 1st stock from research in an investing newsletter
- His enduring admiration for Costco
- The undefinable-but-real value of the “Buffett Premium” when examining Berkshire-Hathaway’s business
Stocks mentioned: DIS, NFLX, COST, BRK-B
Host: Chris Hill
Guest: Ron Gross
Engineer: Dan Boyd, Tim Sparks
One reason we like Charlie Munger is he rarely, if ever, minces words.
(0:21) Bill Mann discusses:
- The latest PPI data boosting the market
- Walmart's inventory levels (and 3rd-quarter results) catching Wall Street's attention
- Charlie Munger sounding off on crypto
(13:37) Alison Southwick and Robert Brokamp dip into the Fool Mailbag to answer questions about Roth IRAs, how ETFs work, and more!
Companies discussed: WMT, GE, UAA
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Social media companies selling advertising have been handed an unexpected gift (if they're able to take it).
(0:21) Jason Moser discusses:
- Disney's historic win at the box office this weekend being overshadowed by the specter of layoffs
- CEO Bob Chapek's metric for success in 2024
- Eli Lilly falling victim to a prank on Twitter and pulling its ad business in response
- How Snap, Facebook, and Instagram need to take advantage of their sudden opportunity
(11:35) Jason and Matt Frankel take a closer look at the returns that safe investments are offering.
Companies discussed: DIS, AMZN, LLY, META, SNAP
Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, there are plenty of reasons to be optimistic about the future of female leadership and entrepreneurship. Julia Boorstin is CNBC’s Senior Media & Tech Correspondent and the author of “When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them.”
Deidre Woollard caught up with Boorstin to discuss:
- Closing the funding gap for female-led companies
- Shifting power dynamics in healthcare
- What sports can teach kids about business
- Why female leadership strategies are valuable for any business
Companies mentioned: RENT, REAL, SFIX
Host: Deidre Woollard
Guest: Julia Boorstin
Producer: Ricky Mulvey
Engineer: Dan Boyd
Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss:
- Which retailers are tackling inventory challenges well
- An overlooked metric for retailers
- And a compelling opportunity for long-term investors
Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY
Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/
Host: Ricky Mulvey
Guest: Sanmeet Deo
Engineers: Rick Engdahl, Dan Boyd
Several factors in the Big Macro pushed stocks higher at week's end.
(0:30) Jason Moser and Ron Gross discuss:
- How the Consumer Price Index report fueled an historic rise on Thursday
- China's potential for pulling back Covid restrictions
- The role layoffs will play in the coming months
- Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report
- The latest from The Trade Desk, Lyft, and Marqeta
(19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change.
(32:10) Jason and Ron return to talk about
- Carnival Cruise's intriguing strategy to battle rising food costs
- Two stocks on their radar: Outset Medical and Titan International
Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI
Host: Chris Hill
Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
A lower-than-expected CPI number sent stocks soaring.
(0:21) Jim Gillies discusses:
- Why he believes the reaction on Wall Street could signal a bottom for stocks
- Bumble benefitting from today's market rise
- How, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price
(15:47) Jeremy Bowman talks with GitLab CFO Brian Robins about how his company is helping other companies develop software, and the trade-off between growth and profitability.
Companies discussed: BMBL, MTCH, GTLB
Host: Chris Hill
Guests: Jim Gillies, Jeremy Bowman, Brian Robins
Producer: Ricky Mulvey
The House That Mickey Built appears to be struggling.
(0:21) Tim Beyers discusses:
- Disney's 4th-quarter financials disappointing Wall Street
- How the media division is dragging down the parks division
- Redfin shutting down its home-flipping business and laying off 13% of staff
(14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself".
Companies discussed: DIS, NFLX, RDFN, HD
Host: Chris Hill
Guests: Tim Beyers, Deidre Woollard, Bernie Marcus
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Rough years for Lyft and Tripadvisor get even rougher.
(0:21) Ron Gross discusses:
- Lyft disappointing Wall Street in one key metric
- Why Uber's diversification is currently an asset
- Tripadvisor's guidance pulling down the stock
(10:54) Alison Southwick and Robert Brokamp talk with Jack Caporal and analyze data around average American salaries, savings, and what it means for your financial goals.
Companies discussed: LYFT, UBER, TRIP
Host: Chris Hill
Guests: Ron Gross, Alison Southwick, Robert Brokamp, Jack Caporal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Sometimes opportunity comes in the form of competitors making a mistake.
(0:21) Jason Moser discusses:
- Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week
- How long it will take to know if Mark Zuckerberg's investments in the metaverse will pay off
- Amazon angering Prime members with an "upgrade" of their music service that changes the user experience for the worse
- Spotify and Apple being gifted an opportunity to find new members for their music services
(13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google.
Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL
Host: Chris Hill
Guests: Jason Moser, Dylan Lewis
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss:
- Why Fortune 500 companies pay millions of dollars for the firm’s advice
- What “The Carnegie Way” meant for US Steel
- McKinsey’s relationship with the FDA and what it means for drugmakers
Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY
Host: Ricky Mulvey
Guest: Michael Forsythe
Engineer: Dan Boyd
Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss:
- A common misunderstanding investors have about free cash flow
- Why management teams often struggle at doing share repurchases well
- How Apple became a “shining example” of superior capital allocation
- One less-familiar company that’s executed buybacks well
Companies discussed: APPL, META, ORLY
Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower
Host: Dylan Lewis
Guest: John Rotonti
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did.
(0:30) Andy Cross and Jason Moser discuss:
- How two of the "War On Cash" stocks are doing
- Etsy's cautious optimism heading into the holidays
- North American same-store sales fueling the rise of Starbucks
- The latest from Qualcomm, Atlassian, and Uber
(19:15) Rachel Warren talks with Jon Maier, chief investment officer at Global X, about how to protect your portfolio during an economic downturn and trends he's watching over the next 3, 5, and 10 years.
(30:30: Andy and Jason return to talk about
- Hershey's latest quarter
- Investing strategy for a college student
- Two stocks on their radar: Ulta Beauty and The Trade Desk
Stocks mentioned: SQ, PYPL, ETSY, SBUX, QCOM, TEAM, UBER, HSY, VOO, ULTA, TTD
Host: Chris Hill
Guests: Jason Moser, Andy Cross, Rachel Warren, Jon Maier
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Some companies have bright futures, while others simply run out of time.
(0:21) Tim Beyers discusses:
- Roku having more cyclicality than investors might expect
- Whether Peloton can produce lower inventories over the holidays
- Fastly's CEO declaring a commitment to growth
(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.
Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM
Host: Chris Hill
Guest: Tim Beyers, Ben Foldy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
If you think this is a market that will automatically reward a stock because the company posted record revenue, think again.
(0:17) Asit Sharma discusses:
- Why today's announcement from the Federal Reserve won't change the way he invests
- Record revenue highlighting Airbnb's 3rd-quarter results
- Whether today's drop in share price looks like a buying opportunity
(8:31) Ben Foldy, Wall Street Journal reporter and host of the podcast "Bad Bets", shares insights on Nikola founder Trevor Milton, his early career, and the steps that led to one of the hottest stocks of the pandemic.
Companies discussed: ABNB, NKLA, KNX
Host: Chris Hill
Guest: Asit Sharma, Ben Foldy
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it.
(0:17) Bill Mann discusses:
-
Why he believes a "shock and awe" price was worth paying for J&J
-
How Abiomed strengthens the company's medical device portfolio
-
Amazon expanding its ad-free music library for Prime members
-
Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies
(10:33) Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver.
Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA
Host: Chris Hill
Guest: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
October turned out to be the best month for the Dow Jones Industrial Average in a long time.
(0:17) Jason Moser discusses:
- The importance of staying invested through bear markets
- JPMorgan Chase going after the rental payment market
- How much JPM has been investing in technology
- Wells Fargo issuing a "double downgrade" of Hanesbrands
(13:49) Matt Frankel joins Jason to discuss four companies they bought shares of recently.
Companies discussed: JPM, HBI, HD, MKC, STOR, O, PINS
Host: Chris Hill
Guest: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
“When the party is happening in the penthouse, this is a sector that’s in the basement.”
Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about:
- Why investors often misunderstand the industrial sector
- How companies are using 3D printing and blockchain technology
- Why family-run companies have key advantages for long-term investors
- The biggest challenge for companies in the Titanium Economy
Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ
Host: Ricky Mulvey
Guest: Nick Santhanam
Engineer: Dan Boyd
If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss:
- Why candy is a growing market that’s also shrinking
- Hershey’s M&A strategy and supply chain questions
- Official Halloween candy power rankings
Companies mentioned: HSY, GIS, NKE
Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire
Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Dan Boyd
The biggest tech companies reported this week, but it was Apple that shined the brightest.
(0:30) Jason Moser and Matt Argersinger discuss:
- The diversity and strength of Apple's business lines
- Slowing growth in Amazon Web Services
- Meta Platforms hitting its lowest point in 6 years
- Ford Motor's demonstration of fiscal discipline
- The latest from Alphabet, Microsoft, and Visa
(19:15) Jason and Matt continue the earnings analysis and discuss:
- ExxonMobil and McDonald's hitting new highs
- Chipotle's plans for growth
- Surprisingly strong weeks for Teladoc Health and Intel
- Overrated and underrated Halloween candy
- Two stocks on their radar: SiTime Corp. and Lennox International
Got a question about investing?
Email podcasts@fool.com
Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM
Host: Chris Hill
Guests: Matt Argersinger, Jason Moser
Engineer: Dan Boyd
On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016.
(0:21) Andy Cross discusses:
- Meta's worrisome R&D spending metric
- Low expectations helping to fuel Shopify's rise
- Comcast beating tough quarterly comps, thanks in part to the Minions
(13:41) Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day.
Companies discussed: META, SHOP, CMCSA, WEST
Host: Chris Hill
Guest: Andy Cross, Scott Ford
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Google's parent company disappointed Wall Street, but share buybacks continue.
(0:21) Bill Mann discusses:
- Alphabet being a strong business, despite recent downturns
- Spinning off YouTube being an idea that doesn't make sense
- Visa wrapping up the fiscal year in strong fashion
- CEO Al Kelly being among those who do not expect a recession in 2023
(10:56) Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company.
Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX
Host: Chris Hill
Guest: Bill Mann, Ryan Henderson, Jose Najarro
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power.
(0:21) Jason Moser discusses:
- Coca-Cola's strength in the face of currency headwinds
- PayPal's new partnership with Amazon
- Weber's largest shareholder grilling up a buyout offer
- A new metric for retail businesses: DTRG
(13:17) Just in time for Halloween, Alison Southwick and Robert Brokamp break down stock market superstitions.
Companies discussed: KO, PEP, PYPL, AMZN, SHOP, LULU, WEBR, COOK
Host: Chris Hill
Guest: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week.
(:21) Dylan Lewis and Tim Beyers discuss:
- Margins, pricing power, and other metrics to watch from big tech companies.
- More details about Twitter's acquisition.
- Why Chinese tech stocks are dropping as Xi Jingping begins his third term.
The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts.
Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL
Host: Dylan Lewis
Guests: Tim Beyers, Tim White
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier.
Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After going public in the 1980s, the stock became nearly a ten-bagger before investigators found it to be a fraud. Investors may not have suspected that the retailer boosted profit margins by manipulating a cash skim, but there were some other signs that the soaring stock price didn’t tell the whole story.
Ricky Mulvey talked with Gary Weiss, author of “Retail Gangster: The Insane, Real-Life Story of Crazy Eddie” about:
- Why investors bought into Eddie Antar’s hype
- How criminals save money on sales tax
- The eventual downfall of Crazy Eddie
Host: Ricky Mulvey
Guest: Gary Weiss
Engineers: Rick Engdahl, Dan Boyd
Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at four economies around the world, including:
- England’s pension and interest rate problems
- The challenges of investing in China
- A massive raw material exporter with a currency that outperformed the US dollar
(NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister
Companies mentioned: CNSWF, NXGPY
Host: Ricky Mulvey
Guest: Bill Mann
Engineers: Rick Engdahl, Dan Boyd
Snap fell 30% and took other social media and advertising stocks down with it.
(0:30) Emily Flippen and Ron Gross discuss:
- Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news
- American Express shares falling despite increased full-year guidance
- Boston Beer's strong 3rd-quarter report
- The latest from Microsoft, Netflix, Tesla, and Tractor Supply
(19:15) Emily and Ron dip into the Fool Mailbag and discuss:
- Medical device pure-plays
- Investing books they recommend
- Surprising economics of pumpkin spice
- The latest from McDonald's and Keurig Dr. Pepper
- Stocks they're more bullish on
- Two stocks on their radar: ASML Holding and Blackstone
Got a question about investing?
Email podcasts@fool.com
Stocks mentioned: SNAP, PINS, META, GOOG, GOOGL, CAT, DE, AXP, NFLX, MSFT, TSLA, TSCO, SAM, MCD, DNUT, SYK, MDT, ZBH, JNJ, RMD, SG, FNCL, JPM, SBUX, PEP, KO, KDP, BX, ASML
Host: Chris Hill
Guests: Emily Flippen, Ron Gross
Engineer: Dan Boyd
Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future.
(0:21) Bill Mann discusses:
- Economic takeaways from England's sudden need for a new Prime Minister
- Questions about Tesla's accounting
- Why he believes that, despite falling in 2022, Tesla's stock is still pretty expensive.
(10:11) Buck Hartzell talks with Boston Omaha co-CEOs Adam Peterson and Alex Rozek about the nuts and bolts of their business, and how they're handling short-term pain. If you're a member of any Motley Fool service you can access the full Boston Omaha interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/10/19/interview-alex-rozek-adam-peterson-boston-omaha/
Companies discussed: TSLA, BOC
Host: Chris Hill
Guest: Bill Mann, Buck Hartzell, Adam Peterson, Alex Rozek
Producer: Ricky Mulvey
Engineers: Dan Boyd
Netflix surprises Wall Street and throws down the gauntlet at streaming competitors.
(0:21) Tim Beyers discusses:
- 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected
- Optimism around Netflix's new ad platform
- Why he believes the stock is fairly valued (with room to run)
(11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired.
Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA
Host: Chris Hill
Guest: Tim Beyers, Nick Sciple, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd
If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.
(0:21) Deidre Woollard and Asit Sharma discuss:
- Starboard Value's recent stakes in Splunk and Salesforce.
- Dan Loeb's push for a spinoff at Colgate-Palmolive.
- Layoffs at Microsoft.
Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan.
Companies discussed: CRM, MSFT, CL, SPLK, GIS, INTC
Host: Deidre Woollard
Guest: Asit Sharma, Robert Brokamp, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss:
- Bank of America's strong quarter.
- BNY Mellon's move to hold crypto for its clients.
- Why banks are pumping up their loan loss reserves.
Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet.
Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM
Host: Deidre Woollard
Guests: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd
More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing? Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about:
- Opportunities in sustainable investing
- Renewable energy technology.
- How electric vehicles can help solve green energy’s intermittency problem
Stocks mentioned: F, TSLA
Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/
Hosts: Maria Gallagher, Alyce Lomax
Guest: Bruce Usher
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market.
Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss:
- Surprising companies (e.g., Dillard's) that have beaten the market over a ten-year period
- Listener questions about dividend stocks
- One interesting income opportunity
Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL
Find the full list of Dividend Knights here: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0
Host: Ricky Mulvey
Guests: Matt Argersinger, Anthony Schiavone
Engineer: Dan Boyd
Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday.
(0:21) Jason Moser and Ron Gross discuss:
- Highlights from the Big Banks' latest earnings reports
- Kroger's $24 billion plan to acquire rival grocery chain Albertson's
- New details on Netflix's ad-supported tier starting in November
- The latest from UnitedHealth Group, Walgreen's, and Domino's Pizza
(19:15) For the past 25 years CNBC's Bob Pisani has been reporting live from the floor of the New York Stock Exchange. In his new book, "Shut Up and Keep Talking: Lessons on Life and Investing", he shares insights from investing legends (Vanguard's John Bogle) and memorable encounters with rock legends (Led Zeppelin's Jimmy Page).
(37:30) Jason Moser and Ron Gross share two stocks on their radar: Uber and Stanley Black & Decker
Stocks mentioned: C, JPM, MS, WFC, UNH, KR, ACI, WMT, TGT, AMZN, WBA, NFLX, DIS, MSFT, DPZ, UBER, SWK
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Bob Pisani
Engineer: Dan Boyd
Why are there so many horror movies? Because they're so profitable to make.
(0:21) Jim Gillies discusses:
- Volatility (the good kind!) in the market today
- Insider buying being a signal he watches closely
- Why he's most interested in TFS Financial Corp. and Medpace Holdings this earnings season
(12:50) As horror movie fans get ready for this weekend's release of "Halloween Ends", Ricky Mulvey talks with Catie Peiper about the economics of horror movies.
Stocks discussed: TGT, TFSL, MEDP
Host: Chris Hill
Guests: Jim Gillies, Catie Peiper
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market.
(0:21) Asit Sharma discusses:
- Pepsi's ability to increase prices that customers are still willing to pay
- The role of "shrinkflation" in Pepsi's strategy
- Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report
(10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: PEP, DIS, META
Host: Chris Hill
Guests: Asit Sharma, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd
It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway.
(0:21) Bill Mann discusses:
- Why the investments Amazon and Shopify made were not a "delusion"
- What to watch for among online retailers this holiday shopping season
- Inventory management being the metric to watch in early 2023
(11:13) Mark Kantrowitz is an expert on saving for college and author of "Filing the FAFSA". Robert Brokamp talks with him about some of the most common errors people make when applying for financial aid.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: AMZN, SHOP, W
Host: Chris Hill
Guests: Bill Mann, Robert Brokamp, Mark Kantrowitz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
It's quiet before earnings season. Too quiet.
(0:21) Jason Moser discusses:
- Expectations for earnings season (which really starts on Friday)
- Jamie Dimon's comments about a U.S. recession being 6-9 months away
- Key data around consumer savings and spending
(11:58) In 2017 Intel bought Mobileye, a self-driving car company, for $15 billion. As Intel prepares to spin it out, Dylan Lewis and Ricky Mulvey discuss the relative attractiveness of the soon-to-be public Mobileye.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: ADBE, INTC, MBLY
Host: Chris Hill
Guests: Jason Moser, Dylan Lewis
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
You’ve got questions, so we rounded up some Fools with answers!
In this fall mailbag we’re answering your voicemails and emails about:
- Adobe’s $20 billion acquisition of Figma
- If a cannabis REIT is a good buy
- Luxury goods stocks as a hedge against inflation
- Using dividend payments for a mortgage
Got a question for the show? Call the Motley Fool Money hotline at 703-254-1445.
Companies mentioned: XOM, RACE, RH, SWGAY, LVMUY, CPRI, MTN, PEB, ADBE, DOMO, IIPR
Host: Chris Hill
Guests: Matt Argersinger, Dylan Lewis, Tim Beyers, Emily Flippen, Jason Moser, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl, Tim Sparks
Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work.
Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss:
- The semiconductor value chain
- Geopolitical risks (and opportunities) and the industry's cyclicality
- Implications of the CHIPS Act
- One critical chipmaker that’s cheaper than the S&P 500
Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC
Host: Jason Moser
Guest: John Rotonti
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November.
(0:21) Andy Cross and Jason Moser discuss:
- AMD warning about lower revenue
- Constellation Brands posting a lost in the 2nd quarter
- Apple looking to boost production in India
- Macy's gaining inventory insights from its own credit-card data
- The latest from McCormick, Peloton, and more
(19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600.
(32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes.
Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH
Host: Chris Hill
Guests: Andy Cross, Jason Moser, Malcolm Ethridge
Engineers: Dan Boyd, Rick Engdahl
Amazon is the latest to signal its intentions around holiday retail hiring.
(0:21) Maria Gallagher discusses:
- Amazon's announcement it will increase hourly pay and hire 150,000 seasonal workers
- Data around consumer spending sentiment
- Why she's watching how higher-end retailers will fare this year
(8:53) You may enjoy a cold Sam Adams, Angry Orchard cider, or Truly hard seltzer, but does that make parent company Boston Beer Co. a good investment? Jason Hall and Travis Hoium engage in our latest bull vs. bear debate!
Got questions about stocks?
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Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM
Host: Chris Hill
Guests: Maria Gallagher, Travis Hoium, Jason Hall
Producer: Ricky Mulvey
Engineers: Dan Boyd
Elon Musk says he's going to buy Twitter at the original price, and this time he means it!
(0:21) Bill Mann discusses:
- His belief that the Musk/Twitter deal will get done
- Forward guidance being the thing he'll be watching in the upcoming earnings season
- Why he believes stagflation is the biggest risk to the economy right now
(10:50) If you think SaaS companies are efficient, can we interest you in a retailer that that sells gently-used goods? Jim Gillies discusses a small cap business that's been rewarding shareholders.
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Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: TWTR, TSLA, WINA, EBAY
Host: Chris Hill
Guests: Bill Mann, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
And another high-profile IPO company gets taken private.
(0:21) Asit Sharma discusses:
- Poshmark's all-cash deal that values the company at less than half of its IPO price.
- Private market valuations coming down
- National Taco Day and Chipotle's strong business
(11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG
Host: Chris Hill
Guests: Asit Sharma, Rich Greifner, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
What are the chances the stock market makes a 4th-quarter comeback?
(0:21) Jason Moser discusses:
- The chances of the S&P 500, down more than 20% year-to-date, rising over the last 3 months of the year
- How the market tends to do worse the year before a recession
- Kim Kardashian agreeing to pay $1.2 million to settle charges from the SEC she failed to disclose payment for touting crypto on Instagram
(12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: META, P911, VWAPY
Host: Chris Hill
Guests: Jason Moser, Dylan Lewis, Brian Feroldi
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life.
Robert Brokamp talks with Michael Meyer, author of “Benjamin Franklin's Last Bet: The Favorite Founder's Divisive Death, Enduring Afterlife, and Blueprint for American Prosperity” about:
- Franklin's mistakes in estate planning
- The power of small, anonymous donations
- Other fun facts about America's first celebrity
Host: Robert Brokamp
Guest: Michael Meyer
Producer: Ricky Mulvey
Engineer: Rick Engdahl
The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken.
Wait, what?
Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken.
Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about:
- The state of Europe’s energy crisis.
- Nuclear’s place in a decarbonized future.
- And what the Nord Stream pipeline attack means for the world.
Host: Nick Sciple
Guest: Doomberg
Producer: Ricky Mulvey
Engineer: Rick Engdahl
The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken.
Wait, what?
Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken.
Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about:
- The state of Europe’s energy crisis.
- Nuclear’s place in a decarbonized future.
- And what the Nord Stream pipeline attack means for the world.
Host: Nick Sciple
Guest: Doomberg
Producer: Ricky Mulvey
Engineer: Rick Engdahl
The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken.
Wait, what?
Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken.
Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about:
- The state of Europe’s energy crisis.
- Nuclear’s place in a decarbonized future.
- And what the Nord Stream pipeline attack means for the world.
Host: Nick Sciple
Guest: Doomberg
Producer: Ricky Mulvey
Engineer: Rick Engdahl
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter.
- Macro headwinds for Carmax.
- Questions about Peloton’s retail strategy.
- Lululemon’s new subscription service.
- Signs that Cintas is focused on the long-term.
- Amazon’s data strategy and product announcements.
(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.
(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.
Hosts: Ron Gross, Chris Hill
Guests: Scott Galloway, Maria Gallagher, Jason Moser
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter.
- Macro headwinds for Carmax.
- Questions about Peloton’s retail strategy.
- Lululemon’s new subscription service.
- Signs that Cintas is focused on the long-term.
- Amazon’s data strategy and product announcements.
(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.
(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.
Hosts: Ron Gross, Chris Hill
Guests: Scott Galloway, Maria Gallagher, Jason Moser
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter.
- Macro headwinds for Carmax.
- Questions about Peloton’s retail strategy.
- Lululemon’s new subscription service.
- Signs that Cintas is focused on the long-term.
- Amazon’s data strategy and product announcements.
(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.
(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.
Hosts: Ron Gross, Chris Hill
Guests: Scott Galloway, Maria Gallagher, Jason Moser
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA
Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!
(0:18) Dylan Lewis and Tim Beyers discuss:
- Why Porsche is going public while other companies are holding off.
- Down rounds in the private markets.
- Promising results for Biogen’s Alzheimer’s treatment.
Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift.
Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW
Host: Dylan Lewis
Guests: Tim Beyers, Matt Argersinger, Deidre Woolard
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!
(0:18) Dylan Lewis and Tim Beyers discuss:
- Why Porsche is going public while other companies are holding off.
- Down rounds in the private markets.
- Promising results for Biogen’s Alzheimer’s treatment.
Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift.
Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW
Host: Dylan Lewis
Guests: Tim Beyers, Matt Argersinger, Deidre Woolard
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
If what's happening today with Apple seems familiar, it should.
(0:21) Jim Gillies discusses:
- Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to ramp up production
- How history is an excellent guide on what today's short-term drop in Apple's stock means for long-term investors
- Why now is the time to invest (even if it doesn't feel great)
(10:00) Ricky Mulvey talks with best-selling author Blake Crouch about gene modification, and a future that may be closer than most people imagine.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!
Stocks discussed: AAPL
Host: Chris Hill
Guests: Jim Gillies, Blake Crouch
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
If what's happening today with Apple seems familiar, it should.
(0:21) Jim Gillies discusses:
- Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to ramp up production
- How history is an excellent guide on what today's short-term drop in Apple's stock means for long-term investors
- Why now is the time to invest (even if it doesn't feel great)
(10:00) Ricky Mulvey talks with best-selling author Blake Crouch about gene modification, and a future that may be closer than most people imagine.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!
Stocks discussed: AAPL
Host: Chris Hill
Guests: Jim Gillies, Blake Crouch
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
When you don't get what you want, you get experience.
(0:21) Asit Sharma discusses:
- The S&P 500 hitting a new low for the year
- Seeking out companies with "fortress balance sheets"
- Whether Mullen Automotive is a meme stock
- Learning from mistakes and staying in the game
(11:00) Economists and personal finance authors have very different opinions on topics like savings and investing. Alison Southwick and Robert Brokamp break down the differences and share their own thoughts.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!
Stocks discussed: MULN, UA
Host: Chris Hill
Guests: Jason Moser, Brian Stoffel, Jamie Louko
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
When you don't get what you want, you get experience.
(0:21) Asit Sharma discusses:
- The S&P 500 hitting a new low for the year
- Seeking out companies with "fortress balance sheets"
- Whether Mullen Automotive is a meme stock
- Learning from mistakes and staying in the game
(11:00) Economists and personal finance authors have very different opinions on topics like savings and investing. Alison Southwick and Robert Brokamp break down the differences and share their own thoughts.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!
Stocks discussed: MULN, UA
Host: Chris Hill
Guests: Jason Moser, Brian Stoffel, Jamie Louko
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
For the first time ever, Amazon is having a second "Prime Day" event.
(0:21) Jason Moser discusses:
- Behind-the-scenes planning that led up to this announcement
- Inventory clearing, and the role it may play in this event before Amazon's final holiday push
- Apple finding their headliner for next year's Super Bowl halftime show
(11:00) Brian Stoffel and Jamie Louko engage in a Bull vs. Bear debate over AirBnb.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!
Stocks discussed: AMZN, AAPL, ABNB, EXPE, BKNG
Host: Chris Hill
Guests: Jason Moser, Brian Stoffel, Jamie Louko
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
For the first time ever, Amazon is having a second "Prime Day" event.
(0:21) Jason Moser discusses:
- Behind-the-scenes planning that led up to this announcement
- Inventory clearing, and the role it may play in this event before Amazon's final holiday push
- Apple finding their headliner for next year's Super Bowl halftime show
(11:00) Brian Stoffel and Jamie Louko engage in a Bull vs. Bear debate over AirBnb.
Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!
Stocks discussed: AMZN, AAPL, ABNB, EXPE, BKNG
Host: Chris Hill
Guests: Jason Moser, Brian Stoffel, Jamie Louko
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest rates may be in its early innings.
John Worth is the executive vice president for research and investor outreach at the National Association of Real Estate Investment Trusts, or Nareit. Deidre Woollard and Matt Frankel caught up with Worth to talk about:
- Strong REIT business performances and sliding stock prices
- The lasting effects of COVID on commercial real estate
- Why private equity firms are buying up public REITs
Companies mentioned: PLD, DRE
Hosts: Deidre Woollard, Matt Frankel
Guest: John Worth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest rates may be in its early innings.
John Worth is the executive vice president for research and investor outreach at the National Association of Real Estate Investment Trusts, or Nareit. Deidre Woollard and Matt Frankel caught up with Worth to talk about:
- Strong REIT business performances and sliding stock prices
- The lasting effects of COVID on commercial real estate
- Why private equity firms are buying up public REITs
Companies mentioned: PLD, DRE
Hosts: Deidre Woollard, Matt Frankel
Guest: John Worth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
“No one's success is proven until they've survived a calamity.”
You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separate in the financial world and making that distinction can take a few decades. Chris Hill talked with best-selling author Morgan Housel in front of a live audience about:
- Why inflation is so personal and variable
- Elon Musk’s best product (hint: it’s not a car)
- The power of incentives
- The secret to 99% of Warren Buffet’s success
- Investing through bear markets
Companies mentioned: BRK.A, BRK.B, HOOD, TSLA
If you're a member of any Motley Fool service you can access the video for the full interview here: https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/wealth-greed-and-happiness-with-best-selling-autho
Host: Chris Hill
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineer: Dan Boyd
“No one's success is proven until they've survived a calamity.”
You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separate in the financial world and making that distinction can take a few decades. Chris Hill talked with best-selling author Morgan Housel in front of a live audience about:
- Why inflation is so personal and variable
- Elon Musk’s best product (hint: it’s not a car)
- The power of incentives
- The secret to 99% of Warren Buffet’s success
- Investing through bear markets
Companies mentioned: BRK.A, BRK.B, HOOD, TSLA
If you're a member of any Motley Fool service you can access the video for the full interview here: https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/wealth-greed-and-happiness-with-best-selling-autho
Host: Chris Hill
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineer: Dan Boyd
For the 5th time in 6 weeks, there was a lot of red on Wall Street.
(0:30) Jason Moser and Maria Gallagher discuss:
- The Fed's latest rate hike spooking investors
- Costco delivering (yet again) in the 4th quarter
- Darden Restaurants walking a fine line with customers
- DocuSign's hiring its new CEO from Alphabet
- Amazon declaring victory with Thursday Night Football
(19:45) Deidre Woollard and Matt Frankel talk with Robert Leonard, host of the Millennial Investing podcast, about house hacking.
(28:30) Maria and Jason answer questions from the Fool Mailbag and share two stocks on their radar: Lululemon Athletica and Microsoft.
Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445!
Stocks discussed on the show: COST, TGT, UPS, WMT, DRI, DOCU, GOOG, GOOGL, AMZN, AAPL, PYPL, PG, LVMH, LULU, MSFT
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Deidre Woollard, Matt Frankel, Robert Leonard
Producer: Ricky Mulvey
Engineers: Dan Boyd
For the 5th time in 6 weeks, there was a lot of red on Wall Street.
(0:30) Jason Moser and Maria Gallagher discuss:
- The Fed's latest rate hike spooking investors
- Costco delivering (yet again) in the 4th quarter
- Darden Restaurants walking a fine line with customers
- DocuSign's hiring its new CEO from Alphabet
- Amazon declaring victory with Thursday Night Football
(19:45) Deidre Woollard and Matt Frankel talk with Robert Leonard, host of the Millennial Investing podcast, about house hacking.
(28:30) Maria and Jason answer questions from the Fool Mailbag and share two stocks on their radar: Lululemon Athletica and Microsoft.
Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445!
Stocks discussed on the show: COST, TGT, UPS, WMT, DRI, DOCU, GOOG, GOOGL, AMZN, AAPL, PYPL, PG, LVMH, LULU, MSFT
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Deidre Woollard, Matt Frankel, Robert Leonard
Producer: Ricky Mulvey
Engineers: Dan Boyd
What does it say that no private company wants a check for $1.1 billion?
(0:21) Bill Mann discusses:
- The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected)
- Chamath Palihapitiya shutting down two SPACs and returning money to investors
- Whether SPACs are essentially over
(13:02) Rachel Warren talks with author Ross Dawson about his new book Thriving on Overload: The 5 Powers for Success in a World of Exponential Information.
Got questions about stocks?
Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.
Host: Chris Hill
Guests: Bill Mann, Rachel Warren, Ross Dawson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
What does it say that no private company wants a check for $1.1 billion?
(0:21) Bill Mann discusses:
- The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected)
- Chamath Palihapitiya shutting down two SPACs and returning money to investors
- Whether SPACs are essentially over
(13:02) Rachel Warren talks with author Ross Dawson about his new book Thriving on Overload: The 5 Powers for Success in a World of Exponential Information.
Got questions about stocks?
Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.
Host: Chris Hill
Guests: Bill Mann, Rachel Warren, Ross Dawson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash.
(0:25) Maria Gallagher discusses:
- YouTube's announcement of a new revenue-sharing model for creators of short-form videos
- How this strategy can help with retaining existing creators
- Why should really hate to see Lisa Su leave the corner office at AMD
(10:00) Ricky Mulvey and Asit Sharma talk about how some people make investing harder than it needs to be, and how to make your investing life a little easier.
Got questions about stocks?
Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.
Stocks mentioned: GOOG, GOOGL, COST, AMD, ADBE, TTD
Host: Chris Hill
Guests: Maria Gallagher, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd
Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash.
(0:25) Maria Gallagher discusses:
- YouTube's announcement of a new revenue-sharing model for creators of short-form videos
- How this strategy can help with retaining existing creators
- Why should really hate to see Lisa Su leave the corner office at AMD
(10:00) Ricky Mulvey and Asit Sharma talk about how some people make investing harder than it needs to be, and how to make your investing life a little easier.
Got questions about stocks?
Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.
Stocks mentioned: GOOG, GOOGL, COST, AMD, ADBE, TTD
Host: Chris Hill
Guests: Maria Gallagher, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd
Bear markets always come to an end, but they're not necessarily fun while they last.
(0:21) Bill Mann discusses:
- The market reacting to the Federal Reserve's announcement a day before the Fed actually makes it
- Why large companies like Microsoft are quietly preparing for 2023 and 2024
- The bizarre incident involving Beyond Meat's chief operating officer
(11:25) Alison Southwick and Robert Brokamp talk with Emily Flippen about some of the biggest consumer goods storylines of the year, and potential radar stocks for investors.
Stocks mentioned: MSFT, BYND, NFLX, LULU, PTON, CHWY, SG, BARK, VDC
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Flippen
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Bear markets always come to an end, but they're not necessarily fun while they last.
(0:21) Bill Mann discusses:
- The market reacting to the Federal Reserve's announcement a day before the Fed actually makes it
- Why large companies like Microsoft are quietly preparing for 2023 and 2024
- The bizarre incident involving Beyond Meat's chief operating officer
(11:25) Alison Southwick and Robert Brokamp talk with Emily Flippen about some of the biggest consumer goods storylines of the year, and potential radar stocks for investors.
Stocks mentioned: MSFT, BYND, NFLX, LULU, PTON, CHWY, SG, BARK, VDC
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Flippen
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
"The best time to buy is when pessimism is prevalent."
(0:21) John Rotonti discusses:
- Why the rise in investor pessimism gets him excited to go shopping for investments
- What he's watching
- A mind-blowing stat about how important it is to stay invested in the market
(10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable).
Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP, TEAM, HUBS, CRM
Host: Chris Hill
Guests: John Rotonti, Tim Beyers, Tim White
Engineers: Dan Boyd, Rick Engdahl
"The best time to buy is when pessimism is prevalent."
(0:21) John Rotonti discusses:
- Why the rise in investor pessimism gets him excited to go shopping for investments
- What he's watching
- A mind-blowing stat about how important it is to stay invested in the market
(10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable).
Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP, TEAM, HUBS, CRM
Host: Chris Hill
Guests: John Rotonti, Tim Beyers, Tim White
Engineers: Dan Boyd, Rick Engdahl
Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about:
- The “mother’s milk” of stock prices
- How this market is simultaneously like the 1970s, post-WWII, and completely unique
- One common rebalancing mistake that investors often make
Host: John Rotonti
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about:
- The “mother’s milk” of stock prices
- How this market is simultaneously like the 1970s, post-WWII, and completely unique
- One common rebalancing mistake that investors often make
Host: John Rotonti
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
Genetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about:
- How CRISPR works
- Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops
- How investors can approach investing in gene therapies
- Biotech metrics to watch.
Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA
Host: Ricky Mulvey
Guest: Karl Theil
Engineers: Tim Sparks, Dan Boyd
Genetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about:
- How CRISPR works
- Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops
- How investors can approach investing in gene therapies
- Biotech metrics to watch.
Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA
Host: Ricky Mulvey
Guest: Karl Theil
Engineers: Tim Sparks, Dan Boyd
Another rough week for the stock market coincides with Amazon's exclusive start to Thursday Night Football.
(0:30) Emily Flippen and Ron Gross discuss:
- FedEx shares having a historically bad day amid talk of a recession
- Adobe spending $20 billion for a start-up software design firm
- Optimism around Starbucks after an impressive (and detailed) investor day
- Twilio laying off 11% of employees
- Two business leaders and their legacies
(19:45) John Ourand from the Sports Business Journal discusses Amazon's investments in NFL programming, Disney's thinking about ESPN, college football playoff expansion, and story lines for the MLB playoffs.
(35:30) Ron and Emily share two stocks on their radar: Union Pacific and Costco.
Stocks discussed on the show: FDX, ADBE, SBUX, TWLO, AMZN, DIS, AAPL, UNP, COST
Host: Chris Hill
Guests: Emily Flippen, Ron Gross, John Ourand
Engineer: Dan BoydGenetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about:
- How CRISPR works
- Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops
- How investors can approach investing in gene therapies
- Biotech metrics to watch.
Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA
Host: Ricky Mulvey
Guest: Karl Theil
Engineers: Tim Sparks, Dan Boyd
Another rough week for the stock market coincides with Amazon's exclusive start to Thursday Night Football.
(0:30) Emily Flippen and Ron Gross discuss:
- FedEx shares having a historically bad day amid talk of a recession
- Adobe spending $20 billion for a start-up software design firm
- Optimism around Starbucks after an impressive (and detailed) investor day
- Twilio laying off 11% of employees
- Two business leaders and their legacies
(19:45) John Ourand from the Sports Business Journal discusses Amazon's investments in NFL programming, Disney's thinking about ESPN, college football playoff expansion, and story lines for the MLB playoffs.
(35:30) Ron and Emily share two stocks on their radar: Union Pacific and Costco.
Stocks discussed on the show: FDX, ADBE, SBUX, TWLO, AMZN, DIS, AAPL, UNP, COST
Host: Chris Hill
Guests: Emily Flippen, Ron Gross, John Ourand
Engineer: Dan BoydGenetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about:
- How CRISPR works
- Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops
- How investors can approach investing in gene therapies
- Biotech metrics to watch.
Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA
Host: Ricky Mulvey
Guest: Karl Theil
Engineers: Tim Sparks, Dan Boyd
Regulators take a closer look at buy-now, pay-later companies.
(0:21) Bill Mann discusses:
- The Consumer Financial Protection Bureau announcing plans to oversee BNPL businesses like Affirm Holdings
- Why this is not an example of government overreach
- His very recent trip to eastern Europe and the current state of energy access in the region
(13:30) Deidre Woollard interviews Trex CEO Bryan Fairbanks in front of a live audience and discusses the "public spaces" part of Trex's business, and what gets Fairbanks excited to go to work every day.
If you're a member of any Motley Fool service, you can access the entire interview with Bryan Fairbanks here:
https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/the-global-supply-chain-and-housing-trends-with-tr/
Stocks mentioned: PYPL, SQ, AFRM, TREX, HD, LOW
Host: Chris Hill
Guests: Bill Mann, Deidre Woollard, Bryan Fairbanks
Engineers: Dan Boyd, Austin Morgan
Regulators take a closer look at buy-now, pay-later companies.
(0:21) Bill Mann discusses:
- The Consumer Financial Protection Bureau announcing plans to oversee BNPL businesses like Affirm Holdings
- Why this is not an example of government overreach
- His very recent trip to eastern Europe and the current state of energy access in the region
(13:30) Deidre Woollard interviews Trex CEO Bryan Fairbanks in front of a live audience and discusses the "public spaces" part of Trex's business, and what gets Fairbanks excited to go to work every day.
If you're a member of any Motley Fool service, you can access the entire interview with Bryan Fairbanks here:
https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/the-global-supply-chain-and-housing-trends-with-tr/
Stocks mentioned: PYPL, SQ, AFRM, TREX, HD, LOW
Host: Chris Hill
Guests: Bill Mann, Deidre Woollard, Bryan Fairbanks
Engineers: Dan Boyd, Austin Morgan
Down days in the market aren't fun, but they may also be great days to buy stocks.
(0:21) Jim Gillies discusses:
- Why his rule is to never buy stocks on a day the market is up
- The types of companies he's been buying shares of lately
- Takeaways from Starbucks' investor day event
(16:24) Ollen Douglass, managing partner of Motley Fool Ventures, talks with Jenny Abramson, founder and managing partner of Rethink Impact, in front of a live audience about investing in private companies and what she looks for company leaders.
Stocks mentioned: SBUX
Host: Chris Hill
Guests: Jason Moser, Marc Rapport, Joseph Ori
Engineers: Dan Boyd, Spencer Daniel
Down days in the market aren't fun, but they may also be great days to buy stocks.
(0:21) Jim Gillies discusses:
- Why his rule is to never buy stocks on a day the market is up
- The types of companies he's been buying shares of lately
- Takeaways from Starbucks' investor day event
(16:24) Ollen Douglass, managing partner of Motley Fool Ventures, talks with Jenny Abramson, founder and managing partner of Rethink Impact, in front of a live audience about investing in private companies and what she looks for company leaders.
Stocks mentioned: SBUX
Host: Chris Hill
Guests: Jason Moser, Marc Rapport, Joseph Ori
Engineers: Dan Boyd, Spencer Daniel
If you're a long-term investor, today was a good day to go shopping.
(0:21) Asit Sharma discusses:
- Stocks, across the board, falling in response to the Consumer Price Index data for August
- Jay Powell, and the increasing likelihood of a third consecutive rate hike of 0.75%
- The importance of having a watchlist of stocks
- Buying great businesses at lower prices
(11:10) Tim Beyers joins Alison Southwick and Robert Brokamp to discuss the various businesses "tech stocks" actually consist of.
Stocks mentioned: SPY, QQQ, AMZN, DIS, GOOG, GOOGL, JNJ, NVDA
Host: Chris Hill
Guests: Asit Sharma, Alison Southwick, Tim Beyers, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
If you're a long-term investor, today was a good day to go shopping.
(0:21) Asit Sharma discusses:
- Stocks, across the board, falling in response to the Consumer Price Index data for August
- Jay Powell, and the increasing likelihood of a third consecutive rate hike of 0.75%
- The importance of having a watchlist of stocks
- Buying great businesses at lower prices
(11:10) Tim Beyers joins Alison Southwick and Robert Brokamp to discuss the various businesses "tech stocks" actually consist of.
Stocks mentioned: SPY, QQQ, AMZN, DIS, GOOG, GOOGL, JNJ, NVDA
Host: Chris Hill
Guests: Asit Sharma, Alison Southwick, Tim Beyers, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
Disney promoted upcoming movies and Disney+ programming at the D23 Expo, but CEO Bob Chapek's comments about ESPN caught Wall Street's attention.
(0:21) Jason Moser discusses:
- Why Disney spinning off ESPN wouldn't be the same as eBay spinning off PayPal
- Live sports driving ad rates (and audience figures) higher
- Major retailers continuing to invest, despite recent challenges
(17:08) Marc Rapport talks with Joseph Ori, executive managing director at Paramount Capital Corporation, about commercial real estate trends and the red-hot industrial market.
Stocks mentioned: DIS, DKNG, EBAY, PYPL, WMT, TGT, AMZN, DRI, HD, PLD, DRE
Host: Chris Hill
Guests: Jason Moser, Marc Rapport, Joseph Ori
Engineers: Dan Boyd, Spencer Daniel
Disney promoted upcoming movies and Disney+ programming at the D23 Expo, but CEO Bob Chapek's comments about ESPN caught Wall Street's attention.
(0:21) Jason Moser discusses:
- Why Disney spinning off ESPN wouldn't be the same as eBay spinning off PayPal
- Live sports driving ad rates (and audience figures) higher
- Major retailers continuing to invest, despite recent challenges
(17:08) Marc Rapport talks with Joseph Ori, executive managing director at Paramount Capital Corporation, about commercial real estate trends and the red-hot industrial market.
Stocks mentioned: DIS, DKNG, EBAY, PYPL, WMT, TGT, AMZN, DRI, HD, PLD, DRE
Host: Chris Hill
Guests: Jason Moser, Marc Rapport, Joseph Ori
Engineers: Dan Boyd, Spencer Daniel
If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on:
- Inflation’s new questions for investors
- Tesla valuations (from $50 billion to $1 trillion)
- Incentives, correlations, and costs in ESG scoring
- Jeff Bezos, Elon Musk, and the companies they've built
Stocks mentioned on the show: TSLA, MO, BLK, AMZN
If you're a member of any Motley Fool service you can access the full interview here:
https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/
Host: Tom Gardner
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on:
- Inflation’s new questions for investors
- Tesla valuations (from $50 billion to $1 trillion)
- Incentives, correlations, and costs in ESG scoring
- Jeff Bezos, Elon Musk, and the companies they've built
Stocks mentioned on the show: TSLA, MO, BLK, AMZN
If you're a member of any Motley Fool service you can access the full interview here:
https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/
Host: Tom Gardner
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
Do you really own your stocks? The stoics might suggest otherwise. Ricky Mulvey and Brian Stoffel serve up an introduction to stoicism, and why these philosophers from a few thousand years ago have practical advice for investors today. They discuss:
- Fundamentals of stoicism
- The dichotomy of control (and what it means for investors)
- Seneca’s complex relationship with wealth
- Company leaders that may exhibit some stoic virtues
Companies mentioned: COST, AAPL, BRK.A, BRK.B
Host: Ricky Mulvey
Guest: Brian Stoffel
Engineer: Dan Boyd
Do you really own your stocks? The stoics might suggest otherwise. Ricky Mulvey and Brian Stoffel serve up an introduction to stoicism, and why these philosophers from a few thousand years ago have practical advice for investors today. They discuss:
- Fundamentals of stoicism
- The dichotomy of control (and what it means for investors)
- Seneca’s complex relationship with wealth
- Company leaders that may exhibit some stoic virtues
Companies mentioned: COST, AAPL, BRK.A, BRK.B
Host: Ricky Mulvey
Guest: Brian Stoffel
Engineer: Dan Boyd
As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?"
(0:30) Jason Moser and Emily Flippen discuss:
- DocuSign's latest results, and using the company as a lens for looking at other businesses
- Good news (finally!) for Asana shareholders
- Rough weeks for UiPath and Bilibili
- RH taking a "Tiffany-like" approach to their business
(19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as:
- Stocks they've been buying over the past year
- Acquisitions they'd like to see
- Uber's upcoming robot delivery tests in Texas and California
- 2 stocks on their radar: Casey's General Stores and McCormick
Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC
Host: Chris Hill
Guests: Jason Moser, Emily Flippen
Engineer: Dan Boyd
As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?"
(0:30) Jason Moser and Emily Flippen discuss:
- DocuSign's latest results, and using the company as a lens for looking at other businesses
- Good news (finally!) for Asana shareholders
- Rough weeks for UiPath and Bilibili
- RH taking a "Tiffany-like" approach to their business
(19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as:
- Stocks they've been buying over the past year
- Acquisitions they'd like to see
- Uber's upcoming robot delivery tests in Texas and California
- 2 stocks on their radar: Casey's General Stores and McCormick
Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC
Host: Chris Hill
Guests: Jason Moser, Emily Flippen
Engineer: Dan Boyd
"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders.
(0:21) Tim Beyers discusses:
- Fitness+ becoming a serious problem for Peloton
- Apple not raising prices (in the U.S.) on the new iPhones
- Tim Cook reminding us of his ability to be "a stone cold assassin"
(13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company.
Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC
Host: Chris Hill
Guests: Tim Beyers, Jason Moser, Matt Frankel
Engineers: Dan Boyd
"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders.
(0:21) Tim Beyers discusses:
- Fitness+ becoming a serious problem for Peloton
- Apple not raising prices (in the U.S.) on the new iPhones
- Tim Cook reminding us of his ability to be "a stone cold assassin"
(13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company.
Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC
Host: Chris Hill
Guests: Tim Beyers, Jason Moser, Matt Frankel
Engineers: Dan Boyd
It's CEO Day! (Ok, not really, but CEOs were very much in the news today.)
(0:21) Jason Moser discusses:
- Target eliminating a long-standing policy to extend Brian Cornell's job as CEO for 3 more years
- Starbucks' plan to spend the next six months onboarding CEO-in-waiting Laxman Narasimhan
(17:50) Ricky Mulvey talks with Entrepreneur Magazine editor-in-chief Jason Feifer about key takeaways from his new book Build for Tomorrow: Embrace Change, Adapt Fast, and Future-Proof Your Career and Life.
Stocks mentioned: TGT, SBUX, DIS, SQ, BRDS, NFLX
Host: Chris Hill
Guests: Jason Moser, Ricky Mulvey, Jason Feifer
Engineers: Dan Boyd, Rick Engdahl
It's CEO Day! (Ok, not really, but CEOs were very much in the news today.)
(0:21) Jason Moser discusses:
- Target eliminating a long-standing policy to extend Brian Cornell's job as CEO for 3 more years
- Starbucks' plan to spend the next six months onboarding CEO-in-waiting Laxman Narasimhan
(17:50) Ricky Mulvey talks with Entrepreneur Magazine editor-in-chief Jason Feifer about key takeaways from his new book Build for Tomorrow: Embrace Change, Adapt Fast, and Future-Proof Your Career and Life.
Stocks mentioned: TGT, SBUX, DIS, SQ, BRDS, NFLX
Host: Chris Hill
Guests: Jason Moser, Ricky Mulvey, Jason Feifer
Engineers: Dan Boyd, Rick Engdahl
The energy situation in Europe is getting more challenging.
Finland's economic affairs minister
(0:12) Bill Mann discusses:
- CVS Health buying Signify Health for $8 billion in cash
- Finland's minister of economic affairs comparing Europe's energy situation to the collapse of Lehman Brothers
- How his investing outlook has been affected
(14:54) Nick Sciple joins Alison Southwick for an overview of the energy industry.
(We opened the show with the tragic news of Bed Bath & Beyond CFO Gustavo Arnal taking his own life. If you are having suicidal thoughts, contact the Suicide & Crisis Lifeline at 988 for support and assistance from a trained counselor.)
Stocks mentioned: CVS, SGFY
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Nick Sciple
Engineers: Dan Boyd, Rick Engdahl
The energy situation in Europe is getting more challenging.
Finland's economic affairs minister
(0:12) Bill Mann discusses:
- CVS Health buying Signify Health for $8 billion in cash
- Finland's minister of economic affairs comparing Europe's energy situation to the collapse of Lehman Brothers
- How his investing outlook has been affected
(14:54) Nick Sciple joins Alison Southwick for an overview of the energy industry.
(We opened the show with the tragic news of Bed Bath & Beyond CFO Gustavo Arnal taking his own life. If you are having suicidal thoughts, contact the Suicide & Crisis Lifeline at 988 for support and assistance from a trained counselor.)
Stocks mentioned: CVS, SGFY
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Nick Sciple
Engineers: Dan Boyd, Rick Engdahl
Annie Duke was a professional poker player before retiring in 2012. Now, she is a decision-making consultant for a venture capital firm and author of the upcoming book, “Quit: The Power of Knowing When to Walk Away.”
Morgan Housel interviewed Duke in front of a live audience about:
-
Key differences between patience and stubbornness
-
How a quitter created Slack
-
Avoiding the sunk cost fallacy
-
How pre-mortems can make you a better investor
Host: Morgan Housel
Guest: Annie Duke
Producer: Ricky Mulvey
Engineer: Tim Sparks
Annie Duke was a professional poker player before retiring in 2012. Now, she is a decision-making consultant for a venture capital firm and author of the upcoming book, “Quit: The Power of Knowing When to Walk Away.”
Morgan Housel interviewed Duke in front of a live audience about:
-
Key differences between patience and stubbornness
-
How a quitter created Slack
-
Avoiding the sunk cost fallacy
-
How pre-mortems can make you a better investor
Host: Morgan Housel
Guest: Annie Duke
Producer: Ricky Mulvey
Engineer: Tim Sparks
Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including:
-
The approach of "expectations investing" and how to apply it
-
Why a company's base case for growth is so important
-
Peloton’s faulty growth predictions
-
Businesses with real option value
Companies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT
Host: Bill Mann
Guest: Michael Mauboussin
Producer: Ricky Mulvey
Engineers: Tim Sparks
Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including:
-
The approach of "expectations investing" and how to apply it
-
Why a company's base case for growth is so important
-
Peloton’s faulty growth predictions
-
Businesses with real option value
Companies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT
Host: Bill Mann
Guest: Michael Mauboussin
Producer: Ricky Mulvey
Engineers: Tim Sparks
With four months left in 2022, what should investors be focusing on?
(0:30) Emily Flippen and Jason Moser discuss:
- Getting ready to "eat the volatility"
- Why they're watching holiday shopping and the Fed's language
- Meta Platforms and Lululemon need a strong end to the year
- Capital allocation they want to see
- 2 stocks that are still expensive (despite their recent drops)
- 2 stocks looking attractive at their current price
- Ideas for new consumer product innovations
(19:45) Best-selling author Dan Pink shares insights from his latest book, The Power of Regret: How Looking Backward Moves Us Forward, including:
- How embracing regret can improve our lives
- Key lessons for investors
- What Julius Caesar and Elmo can teach us about self-reflection
For more about Dan and his latest book, visit http://danpink.com
Stocks discussed on the show: META, LULU, ZM, CMG, CRM, OKTA, ABNB, TWLO, CHWY, PEP, COOK
Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Dan Pink
Engineer: Rick Engdahl
When it comes to the stock market, the 1st day of September is looking an awful lot like the entire month of August.
(0:25) Jason Moser discusses:
- Okta shares falling 30% as the company deals with ongoing challenges integrating its acquisition of former rival Auth0
- Snap's restructuring plans, layoffs, and increased focus on revenue growth, user growth, and augmented reality
- Five Below's stock getting a boost from optimism for the discount retailer's plans for the holidays
Host: Chris Hill
Guest: Jason Moser
Engineer: Rick Engdahl
Time for some freebies! Chris Hill and Ricky Mulvey discuss some of the best investing resources that won’t cost you a penny. Some you’ll probably know and some you may not. Here's the full list:
Websites & Writers:
Investopedia: https://www.investopedia.com/
EDGAR: https://www.sec.gov/edgar/searchedgar/companysearch
Glassdoor: https://www.glassdoor.com/
YouTube (We know you know how to find it, but this is a FULL resource list): https://www.youtube.com/
SatPost by Trung Phan: https://trungphan.substack.com/
The Irrevant Investor: https://theirrelevantinvestor.com/
Aswath Damodaran Courses: https://pages.stern.nyu.edu/~adamodar/New_Home_Page/home.htm
Podcasts:
Check Your Balances: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071
Plain English with Derek Thompson: https://www.theringer.com/plain-english-with-derek-thompson-podcast
The Watch: https://www.theringer.com/the-watch
Library Stuff:
Hoopla: https://www.hoopladigital.com
Libby: https://www.overdrive.com/apps/libby
Host: Chris Hill
Guest: Ricky Mulvey
Engineer: Dan Boyd
Time for some freebies! Chris Hill and Ricky Mulvey discuss some of the best investing resources that won’t cost you a penny. Some you’ll probably know and some you may not. Here's the full list:
Websites & Writers:
Investopedia: https://www.investopedia.com/
EDGAR: https://www.sec.gov/edgar/searchedgar/companysearch
Glassdoor: https://www.glassdoor.com/
YouTube (We know you know how to find it, but this is a FULL resource list): https://www.youtube.com/
SatPost by Trung Phan: https://trungphan.substack.com/
The Irrevant Investor: https://theirrelevantinvestor.com/
Aswath Damodaran Courses: https://pages.stern.nyu.edu/~adamodar/New_Home_Page/home.htm
Podcasts:
Check Your Balances: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071
Plain English with Derek Thompson: https://www.theringer.com/plain-english-with-derek-thompson-podcast
The Watch: https://www.theringer.com/the-watch
Library Stuff:
Hoopla: https://www.hoopladigital.com
Libby: https://www.overdrive.com/apps/libby
Host: Chris Hill
Guest: Ricky Mulvey
Engineer: Dan Boyd
Day 2 and we're live (again) from FoolFest 2022!
(0:21) Tim Beyers discusses:
- Why Walmart is the un-tech tech stock
- Interview highlights from investor Michael Mauboussin and author Annie Duke
- How Warren Buffett can (or should) celebrate his 92nd birthday
Stocks mentioned: WMT, BRK-A, BRK-B
Host: Chris Hill
Guest: Tim Beyers
Engineer: Dan Boyd
We're live from FoolFest 2022 and we've got highlights from the day so far!
(0:21) Bill Mann discusses:
- How the cost of power is putting English pubs in danger
- The specific type of acquisition he expects to see more of
- Deals in today's market
- Takeaways from an interview with venture capital investor Jenny Abramson, founder of Rethink Impact
Stocks mentioned: GOOG, GOOGL, CRM, DPZ, DIS
Host: Chris Hill
Guest: Bill Mann
Engineer: Dan Boyd
We're live from FoolFest 2022 and we've got highlights from the day so far!
(0:21) Bill Mann discusses:
- How the cost of power is putting English pubs in danger
- The specific type of acquisition he expects to see more of
- Deals in today's market
- Takeaways from an interview with venture capital investor Jenny Abramson, founder of Rethink Impact
Stocks mentioned: GOOG, GOOGL, CRM, DPZ, DIS
Host: Chris Hill
Guest: Bill Mann
Engineer: Dan Boyd
Google’s acquisition of YouTube is now remembered as one of the most successful tech acquisitions ever, but that result was far from obvious in 2006.
Bloomberg reporter Mark Bergen is the author of the upcoming book “Like, Comment, Subscribe. Inside YouTube’s Chaotic Rise to World Domination.” Dylan Lewis caught up with Bergen to talk about:
- YouTube’s “Forrest Gump-like” tendency to be a part of world-changing events
- The platform’s complicated relationship with its creator base
- One missed opportunity around kids and education
- The acquisition of YouTube, and its early days at Google
Stocks mentioned: GOOG, GOOGL, META
Host: Dylan Lewis
Guest: Mark Bergen
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
2022 has been a challenging year for stocks in general, and rule-breaker stocks specifically. But the companies you buy during difficult times can become the best investments you make.
Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about:
- Maintaining a “net buyer mindset” during a downturn
- 2 books that can help you improve your investing mindset
- Investing lessons from Zoom’s “short strange trip”
Stocks mentioned: ZM, GOOG, GOOGL, SPCE
Host: Chris Hill
Guest: David Gardner
Engineers: Dan Boyd, Tim Sparks
2022 has been a challenging year for stocks in general, and rule-breaker stocks specifically. But the companies you buy during difficult times can become the best investments you make.
Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about:
- Maintaining a “net buyer mindset” during a downturn
- 2 books that can help you improve your investing mindset
- Investing lessons from Zoom’s “short strange trip”
Stocks mentioned: ZM, GOOG, GOOGL, SPCE
Host: Chris Hill
Guest: David Gardner
Engineers: Dan Boyd, Tim Sparks
Strong words from Federal Reserve chairman Powell sent stocks down on Friday.
(0:30) Jason Moser and Emily Flippen discuss:
- Why long-term investors should not be surprised by Powell's comments
- Snowflake's strong week
- Zoom Video shares falling to a 2-year low
- Ulta Beauty's strong 2nd-quarter sending shares close to an all-time high
- Amazon making headlines for what it is NOT planning to do
- The latest from Peloton, Electronic Arts, Nvidia, Salesforce, and Intuit
(19:45) Maria Gallagher talks with Harvard Business School professor Ranjay Gulati about key insights from his book, Deep Purpose: The Heart and Soul of High-Performance Companies.
(29:45) Emily and Jason answer listener questions about Quidelortho Corp. and Berkshire-Hathaway, and share two stocks on their radar: Doximity and Autodesk
Our annual investing conference is free for Motley Fool members!
For more details go to http://Fool.com/FoolFest.
Stocks discussed on the show: SNOW, ZM, PTON, ULTA, AMZN, EA, NVDA, CRM, INTU, ETSY, QDEL, BRK.A, BRK.B, ADSK, DOCS
Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Maria Gallagher, Ranjay Gulati
Producer: Ricky Mulvey
Engineer: Dan Boyd
Strong words from Federal Reserve chairman Powell sent stocks down on Friday.
(0:30) Jason Moser and Emily Flippen discuss:
- Why long-term investors should not be surprised by Powell's comments
- Snowflake's strong week
- Zoom Video shares falling to a 2-year low
- Ulta Beauty's strong 2nd-quarter sending shares close to an all-time high
- Amazon making headlines for what it is NOT planning to do
- The latest from Peloton, Electronic Arts, Nvidia, Salesforce, and Intuit
(19:45) Maria Gallagher talks with Harvard Business School professor Ranjay Gulati about key insights from his book, Deep Purpose: The Heart and Soul of High-Performance Companies.
(29:45) Emily and Jason answer listener questions about Quidelortho Corp. and Berkshire-Hathaway, and share two stocks on their radar: Doximity and Autodesk
Our annual investing conference is free for Motley Fool members!
For more details go to http://Fool.com/FoolFest.
Stocks discussed on the show: SNOW, ZM, PTON, ULTA, AMZN, EA, NVDA, CRM, INTU, ETSY, QDEL, BRK.A, BRK.B, ADSK, DOCS
Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Maria Gallagher, Ranjay Gulati
Producer: Ricky Mulvey
Engineer: Dan Boyd
We're hours away from the official start of FoolFest 2022 (our annual investing conference) and we've got a preview of coming attractions!
(0:21) Dylan Lewis discusses:
- Setting the agenda for stock investors
- Why we're looking forward to hearing from Michael Mauboussin and Trex CEO Bryan Fairbanks
- Highlights from the event we'll be bringing to the podcast
FoolFest is free for Motley Fool members. If you're not yet a member, just go to fool.com/foolfest to sign up for Stock Advisor and register for the event.
If you're already a member of ANY Motley Fool service go to foolfest.fool.com to register.
Stocks mentioned: TREX
Host: Chris Hill
Guest: Dylan Lewis
Engineer: Dan Boyd
We're hours away from the official start of FoolFest 2022 (our annual investing conference) and we've got a preview of coming attractions!
(0:21) Dylan Lewis discusses:
- Setting the agenda for stock investors
- Why we're looking forward to hearing from Michael Mauboussin and Trex CEO Bryan Fairbanks
- Highlights from the event we'll be bringing to the podcast
FoolFest is free for Motley Fool members. If you're not yet a member, just go to fool.com/foolfest to sign up for Stock Advisor and register for the event.
If you're already a member of ANY Motley Fool service go to foolfest.fool.com to register.
Stocks mentioned: TREX
Host: Chris Hill
Guest: Dylan Lewis
Engineer: Dan Boyd
Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site.
(0:21) Bill Mann discusses:
- The upside potential for Peloton
- Whether Peloton may become part of Amazon's Prime membership offerings
- Toll Brothers blaming supply chain and labor shortages for a cut in guidance
- Nordstrom's challenges with inventory and family ownership
(11:31) Jeremy Bowman and Jason Hall engage in a Bull vs. Bear debate over Beyond Meat. Who won the debate? You can cast your vote in our poll on Twitter @MotleyFoolMoney.
Stocks mentioned: PTON, AMZN, TOL, JWN, BYND, YUM
Host: Chris Hill
Guest: Bill Mann
Producer: Ricky Mulvey
Engineer: Dan Boyd
How would you react if the first company you bought shares of went bankrupt within three years?
(0:21) Matt Argersinger discusses:
- The rise and sudden fall of Wang Laboratories
- Why his search for "the next Warren Buffett" ended badly
- Amazon and The Home Depot sharing discipline as a common business trait
- How he overcame the challenge of adding to his winners
Stocks mentioned: BH, SAM, AAPL, AMZN, HD, MELI, EBAY
Host: Chris Hill
Guest: Matt Argersinger
Engineer: Dan Boyd
nspiration for great investments can come from anywhere, including your childhood kitchen.
As we head into the dog days of August, we're sharing "origin story" conversations with some of the investors you've heard on this show.
(0:21) Jason Moser discusses:
- The important (and very different) roles his parents played in his investing life
- 1st stock he ever bought
- How the worst stock he ever bought is now the property of JP Morgan Chase
- The proverbial "one that got away"
- The dividend aristocrat that takes him back to his childhood
Stocks mentioned: CSCO, JPM, MKC, NFLX, APPH, AMZN
Host: Chris Hill
Guest: Jason Moser
Engineer: Dan Boyd
Before her current job as an NFL analyst for ESPN, Mina Kimes broke into journalism on Wall Street. Host of the popular football podcast "The Mina Kimes Show featuring Lenny", she shares:
- her move from Bloomberg to ESPN
- insights on the business of the NFL
- the NFL entering the streaming video wars
- the stories she's watching this season
- stats that fantasy football owners might want to keep an eye on
You can find "The Mina Kimes Show featuring Lenny" on your favorite podcast app.
Host: Chris Hill
Guest: Mina Kimes
Engineer: Dan Boyd
Institutional money is not invited to this party. Bill Mann and Ricky Mulvey continue their series on small cap investing, one area where individual investors have a shot at beating the market. They look at the stories behind some companies you know (and ones you probably don’t), and discuss:
- How to discover new small cap opportunities
- Metrics that can tell you a lot about a company’s future
- Small caps for chicken wing lovers and fans of workers' comp insurance
Stocks discussed: CPNG, WING, RENT, RRGB, EIG, CTAS, PENN, NWINF
Host: Ricky Mulvey
Guest: Bill Mann
Engineers: Dan Boyd, Annie Franks
Details about The Federal Reserve's meeting in July sent stocks to their first losing week in a month.
(0:30) Emily Flippen and Ron Gross discuss:
- Expectations around more interest rate hikes in the near future
- "Inventory" being the key story around big retailers like Walmart and Target
- Deere's mixed 3rd-quarter results and potential for a bright future
- The incredible roller coaster for Bed Bath and Beyond shareholders this week
- Foot Locker's surprising 2nd-quarter results and new CEO
- The latest from Home Depot, Lowe's, and Starbucks
(19:45) Ricky Mulvey talks with Bloomberg entertainment industry reporter Lucas Shaw about Warner Brothers Discovery, and how the media conglomerate is consolidating and evolving.
(32:50) Emily and Ron analyze the latest innovation from Papa John's and share two stocks on their radar: Rover Group and American Tower
Stocks discussed on the show: WMT, TGT, HD, LOW, DE, BBBY, SBUX, FL, WBD, DIS, PARA, PZZA, AMT, ROVR
Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest.
Host: Chris Hill
Guests: Emily Flippen, Ron Gross, Lucas Shaw
Producer: Ricky Mulvey
Engineer: Dan Boyd
Home sales fell nearly 6% in July.
(0:21) Jason Moser discusses:
- The challenge for 1st-time home buyers
- Why he prefers investing in residential real estate through home improvement businesses (rather than home builders)
- The airline industry's woeful track record on share buybacks
- "Is this the best use of capital?" being a question to ask about any share buyback announcement
(12:37) Asit Sharma and Deidre Woollard discuss the growing trend of 2nd-hand fashion and the opportunities for companies involved.
Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest.
Stocks mentioned: HD, LOW, DAL, UAL, AAL, LUV, BRK.A, BRK.B, TDUP, LEVI, NKE, REAL, ETSY
Host: Chris Hill
Guest: Jason Moser, Asit Sharma, Deidre Woollard
Producer: Ricky Mulvey
Engineer: Dan Boyd
Big Retail Earnings Week continues with the latest results from Target and Lowe's.
(0:21) Asit Sharma discusses:
- Target's 2nd-quarter profit falling nearly 90% compared to last year
- Silver linings within Target's results
- Lowe's posting a quintessential "mixed" quarter
- CEO Marvin Ellison's steady leadership
(11:05) Does Spotify have a moat against Apple? Travis Hoium joins Ricky Mulvey for a "medium dive" on the streaming audio business.
Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest.
Stocks mentioned: TGT, LOW, SPOT, AAPL, AMZN
Host: Chris Hill
Guest: Asit Sharma, Travis Hoium
Producer: Ricky Mulvey
Engineer: Dan Boyd
Big Retail starts to report earnings and the news is good (so far).
(0:21) Jason Moser discusses:
- Walmart exceeded lowered expectations for the 2nd quarter
- CEO Doug McMillon's comments on the new customers that drove results
- Home Depot passing inflation costs onto customers (and not missing a beat)
- How the expectations bar has been raised for Target and Lowe's
(13:37) Warren Buffett's quotations hold meaning for investors, regardless of their portfolio size. Alison Southwick and Robert Brokamp and a host of Fool investors share their favorite Buffett quotes and why they're relevant.
Stocks mentioned: WMT, HD, LOW, TGT, BRK.A, BRK.B
Host: Chris Hill
Guest: Jason Moser, Alison Southwick, Robert Brokamp, Buck Hartzell, Alyce Lomax, Scott Phillips, Anand Chokkavelu
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Peloton announces more layoffs and store closings.
(0:21) Jim Gillies discusses:
- How challenging Peloton's balance sheet is right now
- Why Peloton will almost certainly have to raise money
- The retail landscape when some of the biggest companies are set to report earnings
- Why Costco is his favorite retail stock (followed closely by Home Depot)
(18:41) Some companies are pulling back on investments, but others aren't stopping. Ricky Mulvey and Sanmeet Deo look at some businesses playing offense in a tough environment.
Stocks mentioned: PTON, WMT, TGT, HD, LOW, COST, SHOP, AXON, XPOF, NFLX, TTD
Host: Chris Hill
Guest: Jim Gillies, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Build-to-rent housing is taking off and more home contracts are falling through. We’re probably not headed for another 2008 in the housing market, but it sure is weird out there. We’ve got two views on residential real estate, from renting and home lending.
Rent CEO Jon Ziglar joined Motley Fool Contributor Matt Frankel for a discussion about:
- The numbers behind rent increases.
- The rise of build-to-rent housing.
- How the rental landscape shifted over COVID.
Brandon Snow, Executive Director, at Ally Bank caught up with Motley Fool Contributor Marc Rapport for a chat about the residential real estate market, and why more home contracts are falling through.
Stocks mentioned: RDFN, HHC, ALLY
Hosts: Matt Frankel, Marc Rapport
Guests: Jon Ziglar, Brandon Snow
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel, Michael Schweitzer
This is the fun part of being a stock investor.
Ricky Mulvey and Bill Mann, Director of Small Cap Research at The Motley Fool kick off their series on small cap investing. They discuss:
- Why small cap investors have an opportunity to beat the market.
- The metrics that really matter for small caps.
- Spotting B.S. from younger companies.
- One small cap trend catching our attention.
Stocks mentioned: ANET, RDFN, CWH, NFLX, AMZN, CHD
Additional resource: 4 Steps to Find Small-Cap Stocks (fool.com)
Host: Ricky Mulvey
Guest: Bill Mann
Engineers: Dan Boyd, Tim Sparks
This week the Nasdaq officially entered bull market territory.
(0:30) Emily Flippen and Jason Moser discuss:
- July CPI and how lower-than-expected inflation fueled a market rally
- Axon Enterprises posting record revenue in Q2
- Marqeta founder Jason Gardner stepping down as CEO
- Drama between Unity Software, AppLovin, and Ironsource
- The latest from Disney, Upstart Holdings, Sweetgreen and The Trade Desk
(19:45) Tim Beyers talks with Marsha Barnes, founder & CEO of The Finance Bar, about the mindset traps that can keep people from investing and how to avoid them.
(30:15) Emily and Jason analyze Nvidia pre-announcing their earnings, as well as:
- Domino's Pizza exiting Italy
- A listener's question about Intel
- Two stocks on their radar: Sonos and Masimo
Stocks discussed on the show: DIS, AXON, MQ, U, APPLOVIN, IS, SG, TTD, NVDA, DPZ, INTC, MASI, SONO
Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Tim Beyers, Marsha Barnes
Engineer: Dan Boyd
The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix.
Dylan Lewis and Maria Gallagher (00:21) discuss:
- Disney’s pricing power and streaming fatigue.
- How Coinbase is faring through a Crypto Winter.
- What Softbank is telling investors about the private markets.
Plus, Nick Sciple interviews Tim Johnston, Co-Founder of Li-Cycle Holdings (15:41), a lithium-ion battery recycler. They discuss how Li-Cycle can meet some of the growing demand for the metals that go into electric cars, and the company’s partnerships with major energy providers.
Stocks mentioned: DIS, NFLX, COIN, UBER, SFTBY, LICY
Host: Dylan Lewis
Guests: Maria Gallagher, Nick Sciple, Tim Johnston
Producer: Ricky Mulvey
Engineer: Dan Boyd
While some tech companies announce lay-offs, others are posting blowout earnings.
(00:21) Deidre Woollard and Tim Beyers discuss:
-
How a decrease in consumer spending is hitting SaaS companies in unexpected ways.
-
Why The Trade Desk is thriving in a tough environment.
- A “cautious” view on tech layoffs (and why we aren’t hitting the panic button).
- Why Walmart might join the streaming wars.
- A brilliant, tiny company that’s not getting enough attention from investors.
Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that’s outperformed Amazon for more than a decade.
Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN
Host: Deidre Woollard
Guests: Tim Beyers, Jason Moser, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Chips, and the companies that make and use them, dominate the business news.
(0:25) Bill Mann discusses:
- Micron Technology cutting guidance while also announcing a $40 billion investment in the U.S.
- How Micron's current picture is similar to Nvidia's
- Take-Two Interactive continuing its rough year by lowering guidance
- Allbirds shares falling 23% as the young company learns some harsh lessons about business and growth
(13:57) Alison Southwick and Robert Brokamp look to "The Great Resignation" to find examples of what job-seekers should consider if they think we're heading for a recession.
Stocks mentioned: MU, NVDA, TTWO, BIRD, MCD, WMT
Host: Chris Hill
Guest: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
What's the optimal degree of concentration in your portfolio?
(0:25) Jason Moser discusses:
- Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided
- Why Nvidia's long-term thesis appears to be intact
- A listener's question about whether to sell some winners in his portfolio
(12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify.
Who made the better argument?
Vote in our Twitter poll @MotleyFoolMoney
Stocks mentioned: NVDA, SHOP, AMZN
Host: Chris Hill
Guest: Jason Moser, Ryan Henderson, Jose Najarro
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
"We want a cashless society."
That's what Bank of America CEO Brian Moynihan said in 2019. And while the war on cash may be a strong trend for investors, it's also important to understand the implications of a world that only takes cards (or Apple Pay). Jason Moser caught up with Brett Scott, author of the new book “Cloudmoney: Cash, Cards, Crypto, and the War for Our Wallets” to discuss:
- Incentives in the war on cash
- How money transforms when it moves from your wallet to a Venmo account
- Why cash is like an emergency staircase
- How COVID changed the way we use money
Stocks mentioned: BAC, V, PYPL, SQ, MA
Host: Jason Moser
Guest: Brett Scott
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s tenure at Medtronic, the company’s market cap rose from $1 billion to $60 billion. He believes that leading with authenticity is one of the reasons he was able to help do that. Ricky Mulvey caught up with George to discuss his forthcoming book, “True North: Leading Authentically in Today's Workplace” as well as:
- How Best Buy CEO Corie Barry pivoted during the pandemic
- Mark Zuckerberg vs Satya Nadella
- Why more companies may benefit from giving CEOs a term limit
- Mary Barra’s big goals at General Motors
- How to find your own True North
Stocks mentioned: MDT, MSFT, META, BBY, VMEO, GM
Host: Ricky Mulvey
Guest: Bill George
Engineer: Dan Boyd
The U.S. private sector has added nearly 6 million jobs in the past year.
(0:30) Jason Moser and Matt Argersinger discuss:
- The unemployment rate falling to 3.5%
- Demand for cold beverages driving Starbucks' latest quarter
- PayPal getting back to basics
- MercadoLibre's blowout earnings
- The latest from Cloudflare, Zillow, and Twilio
(19:45) Jason and Matt analyze Amazon buying iRobot for $1.7 billion in cash, as well as:
- Simon Property Group's latest results
- Uber's record revenue in the 2nd quarter
- eBay's surprisingly profitable business
- Two stocks on their radar: Procore Technologies and Stanley Black & Decker
Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our 2-day investing conference August 29 & 30!
(If you're already a Motley Fool member looking for details on the conference, go here - [http://foolfest.fool.com)]http://foolfest.fool.com)
Stocks discussed on the show: SBUX, PYPL, MELI, NET, Z, ZG, TWLO, AMZN, IRBT, SPG, UBER, EBAY, CMG, HD, PCOR, SWK
Host: Chris Hill
Guests: Jason Moser, Matt Argersinger
Engineer: Dan Boyd
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair!
(0:25) Maria Gallagher discusses:
- Mixed 2nd-quarter results from Booking Holdings
- Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality
- Crocs struggling with gross margin pressure and inventory management
- Whether buying the Hey Dude line of footwear was a good use of capital
(10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group.
Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB
Host: Chris Hill
Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why?
(0:25) Tim Beyers discusses:
- Airbnb's highly questionable decision to allocate $2 billion for a share buyback plan
- Match Group shares hitting a new low as the business clearly has work to do
- MicroStrategy CEO Michael Saylor stepping down after the company reports an eye-popping loss of $94 a share
Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference!
(13:35) Ricky Mulvey talks with WSJ tech columnist Christopher Mims about Meta Platforms, Apple, and how companies are really using artificial intelligence.
Stocks discussed on the show: ABNB, MTCH, BMBL, MSTR, META, AAPL
Host: Chris Hill
Guests: Tim Beyers, Christopher Mims
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports!
(0:25) Bill Mann discusses:
- Global supply chain issues (understandably) affecting Caterpillar's results
- How dividend-seeking investors should think about Caterpillar
- Stellar results from Arista Networks and its longtime CEO Jayshree Ullal
- Pinterest shares popping on user numbers and the backing of activist investor Elliott Management
Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference!
(13:51) Alison Southwick and Robert Brokamp talk about the indicators commonly associated with recessions and which ones they're watching.
Stocks discussed on the show: CAT, ANET, PINS, TWTR
Host: Chris Hill
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
Two stocks we recently covered on the show are back in the news.
(0:22) Jason Moser discusses:
- Outset Medical shares rising 20% on its announcement regarding shipments
- How the FDA's thinking and Outset Medical's are aligned
- Pepsi taking a $550 million stake in energy drink maker Celsius Holdings
(14:08) Ricky Mulvey talks with Asit Sharma about becoming less distracted as an investor, and an insurance company with a very clear focus.
Stocks mentioned: OM, CELH, KO, PEP, GOOG, GOOGL, SNAP, KNSL, MSTR
Host: Chris Hill
Guests: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Eddie Alterman really likes cars. He is the Chief Brand Officer of Hearst Autos and was the editor-in-chief of Car & Driver. Alterman’s new podcast is called “Car Show! with Eddie Alterman”. He joined Ricky Mulvey to discuss:
- Why autonomous cars feel farther away today than in 2017
- One way that Tesla could become the new Standard Oil
- Ferrari’s strategy toward electric cars
- Why traditional carmakers may not get enough credit from investors
- Cadillacs with dry bars and LP record players
Host: Ricky Mulvey
Guest: Eddie Alterman
Engineer: Dan Boyd
Stocks: BMWYY, TSLA, F, GM, BA, POAHY, RACE, HYMTF
You've got question so we rounded up a wide range of Fools with some answers! In this summer mailbag we’re answering listener voicemails and emails about:
- Whether a stock paying a 48% dividend yield is real or a mirage
- Lesser-known energy and tech companies that may be worth your attention
- How the student-loan pause is impacting SoFi
- Saving in a 401(k) and being a stock investor
Got a question for the show? Leave us a voicemail at 703-254-1445.
Stocks mentioned: MDB, SOFI, STEM, ZIM, FLNC, ENPH
Host: Chris Hill
Guests: Robert Brokamp, Tim Beyers, Matt Argersinger, Matt Frankel, Jim Mueller
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market.
(0:30) Andy Cross and Ron Gross discuss:
- The Fed raising interest rates and GDP contracting
- Apple and Amazon surprising to the upside
- Microsoft's cloud division delivering again
- Shopify's relative attractiveness as a stock
- Meta Platforms warning investors
(19:45) Andy and Ron discuss Chipotle's impressive ability to raise prices, as well as:
- McDonald's stock closing in on a new high
- The war on cash with Visa and Mastercard
- Diageo wrapping up a strong year
- The latest from Etsy and Roku
- Unilever shutting down the Choco Taco
- Two stocks on their radar: Masimo and NextEra Energy
Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our biggest member event of the year!
(If you're already a Motley Fool member looking for details on this year's FoolFest investing conference, go here - foolfest.fool.com)
Stocks discussed on the show: AAPL, AMZN, MSFT, GOOG, GOOGL, SHOP, META, CMG, MCD, ETSY, ROKU, V, MA, DEO, UL, MASI, NEE
Host: Chris Hill
Guests: Andy Cross, Ron Gross
Engineer: Dan Boyd
Just because it's earnings season doesn't mean we don't still have stock pitches for your consideration!
(0:22) Maria Gallagher discusses:
- Meta Platforms latest results in the midst of its transition
- CEO Mark Zuckerberg's blunt comments on guidance
- Etsy's positive results (and stock reaction)
(11:55) TMF's investing interns wrap up their summer by pitching Jason Moser on the bull case for three different stocks.
Stocks mentioned: META, MSFT, ETSY, COST, PENN, TSCO
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Disha Chanana, Mason Tyndall, Kaitlyn Killeen
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Microsoft and Alphabet didn't disappoint with their latest quarterly results.
(0:22) Bill Mann discusses:
- Microsoft having tough comps, with the cloud division shining once again
- Alphabet proving its resilience
- Chipotle continuing to raise prices and profits
(12:54) Ricky Mulvey talks with Jack Caporal about The Motley Fool's latest research into crypto scams and how you can avoid them.
Stocks mentioned: WMT, TGT, AMZN, COST, SHOP
ETH, SOL
Host: Chris Hill
Guests: Bill Mann, Jack Caporal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Retail (physical and digital) is squarely in the spotlight.
(0:22) Jason Moser discusses:
- Walmart cutting guidance for the quarter and full fiscal year
- The ripple effect for shares of Amazon, Costco, and Target
- Shopify CEO Tobi Lutke's memo to employees about layoffs
- Whether Shopify's falling stock, close to a 3-year low, looks like a buying opportunity
(14:41) Robert Brokamp talks with financial psychologist Dr. Brad Klontz about why we're all a little crazy about money.
Stocks mentioned: WMT, TGT, AMZN, COST, SHOP
Host: Chris Hill
Guests: Jason Moser, Robert Brokamp, Dr. Brad Klontz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Weber's CEO gets the boot from the board of directors.
(0:22) Jason Moser discusses:
- Why more company CEOs are on the hot seat
- Expectations heading into a big week for Big Tech earnings
- Why the idea that "search is forever" should give Alphabet shareholders comfort
(12:57) Ricky Mulvey talks with Jennifer Moss, author of "The Burnout Epidemic" about one tech company that's nailing the hybrid transition.
Stocks mentioned: WEBR, AAPL, GOOG, GOOGL, AMZN, META, OKTA, HPQ
Host: Chris Hill
Guests: Jason Moser, Jennifer Moss
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
The Federal Reserve could hike short-term interest rates to 4%, and that still might not be enough to cool inflation. Rich Lyons is the first Chief Innovation and Entrepreneurship Officer for the University of California, Berkeley. Before that, he spent a decade as the dean of Berkley’s Haas School of Business. He joined Motley Fool Contributor Rachel Warren to discuss:
- How the Federal Reserve could hit a “hard break” with higher interest rates
- A venture capital view about the future of crypto
- How universities are creating a generational tailwind for the economy
Host: Rachel Warren
Guest: Rich Lyons
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
Editor's note: This episode was recorded before news of the Coinbase's insider trading case was made public on Friday.
2021 was a milestone year for companies going public. In 2022, the tide turned. Dylan Lewis and Brian Feroldi look back on the IPO boom and discuss:
- Reasons why companies go public
- Newly-public companies that may never come back to IPO levels
- Questions for investors to ask even when financials look strong
- The trends that hit Robinhood and Rocket Mortgage
- Lessons from pre-revenue companies that went public
Stocks mentioned: COIN, HOOD, RKT, NKLA, SPCE, JOBY, RIVN, LCID, SEMR, INTU
Host: Dylan Lewis
Guest: Brian Feroldi
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it.
(0:30) Matt Argersinger and Jason Moser discuss:
- Snap's incredible fall over the past year
- How worried shareholders of Alphabet and Meta Platforms should be
- Intuitive Surgical's latest results
- The latest from Twitter, Amazon, and Johnson & Johnson
(20:15) Jason and Matt discuss the latest results from Netflix, as well as:
- A wide-ranging discussion of the connected TV landscape
- The "coopetition" that exists among major players like Disney, Apple, The Trade Desk and Roku
- Domino's Pizza's streak of global growth ending
- Whether Shopify is a buy
- Two stocks on their radar: Etsy and Berkshire-Hathaway
Got a question about investing? Our email address is podcasts@fool.com
Stocks discussed on the show: SNAP, PINS, META, GOOG, GOOGL, TWTR, ISRG, AMZN, JNJ, NFLX, MSFT, TTD, ROKU, AAPL, DPZ, SHOP, ETSY, BRK.A, BRK.B
Host: Chris Hill
Guests: Jason Moser, Matt Argersinger
Engineer: Dan Boyd
Tesla's profits surprise Wall Street, and Amazon buys 1Life Healthcare for $3.9 billion.
(0:22) Bill Mann discusses:
- Tesla's margins being compressed and STILL being the envy of rival automakers
- How Tesla is (and isn't) comparable to Netflix
- Amazon using "pocket change" to make its 3rd-largest acquisition
(11:40) Jason Hall and Matt Frankel engage in a "Bull vs. Bear" debate over Lemonade, and both wish the AI-drive insurance company would hurry up and close its acquisition of micro-cap auto insurance company Metromile.
Stocks mentioned: TSLA, F, NFLX AMZN, ONEM, LMND, MILE
Host: Chris Hill
Guests: Bill Mann, Jason Hall, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000)
(0:22) Tim Beyers discusses:
- The market's relief that 2nd-quarter results for Netflix were "less bad"
- Why Microsoft shareholders have a stake in Netflix's success
- Twitter winning the 1st round in its legal battle with Elon Musk
(10:21) Ricky Mulvey and Catie Peiper discuss how entertainment companies have dealt with rough economic situations in the past (and how they could respond in the current environment), and preview this year's San Diego Comic-Con!
Stocks mentioned: NFLX, MSFT, TWTR, DIS, WBD, AMZN
Host: Chris Hill
Guests: Tim Beyers, Catie Peiper
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results.
(0:22) Jason Moser discusses:
- Highlights from JNJ's medical device and consumer health divisions
- The spinoff of consumer health coming in late 2023
- How investors can find dividend-payers to add to their portfolio
Relevant links to today's episode:
Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/
Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/
(13:20) Robert Brokamp talks David Blanchett, head of retirement research at PGIM, about the 4% rule and a common misconception about retirement spending.
Stocks mentioned: JNJ
Host: Chris Hill
Guests: Jason Moser, Robert Brokamp, David Blanchett
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Disney announces a (selective) price hike to one of its core streaming services.
(0:22) Jason Moser discusses:
- The strategy of encouraging people to sign up for a bundle of Disney services
- Bob Iger, Bob Chapek, and their ongoing soap opera
- A listener's question about Cerence and the opportunity shares present today
(12:50) Tim Beyers talks with Vitaliy Katsenelson, CEO of Investment Management Associates, about his new book "Soul In The Game" and how philosophers from more than 2,000 years ago can make you a better investor today.
Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445!
Stocks mentioned: DIS, CRNC, MSFT
Host: Chris Hill
Guests: Jason Moser, Tim Beyers, Vitaliy Katsenelson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
If you're interested in real estate then David Greene, host of the BiggerPockets Real Estate podcast, is probably a familiar voice. He weighs in on:
- The current state of the housing market
- Real estate data he considers most relevant to watch
- Most common mistakes people make when listing their homes
- Best neutral colors!
Host: Chris Hill
Guests: David Greene
Producer: Ricky Mulvey
Engineer: Dan Boyd
There are plenty of reasons to love a stock with a high dividend, and plenty of questions for investors to ask. Matt Argersinger, Anthony Schiavone, and Ricky Mulvey continue their conversation about dividend investing and discuss:
- Dividend stocks that have taken a recent hit
- A potential high-yield trap
- The power of compounding dividends
Stocks mentioned: KO, WMT, SBUX, HD, TXN, MTN, STWD, MO, VALE, IRM
Additional resource: Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/
Host: Ricky Mulvey
Guests: Matt Argersinger, Anthony Schiavone
Engineers: Dan Boyd, Annie Franks
Earnings season has begun!
(0:30) Emily Flippen and Jason Moser discuss:
- Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon
- Pinterest shares rising on an activist buying 9%
- Amazon's potential for dropping in-house brands
- Unity Software buying Ironsource
- BMW launching a SWaaS (seat warmers as a service) subscription
- The latest from Microsoft, Netflix, Twitter, Disney, and The Trade Desk
(20:17) Rachel Warren and Auri Hughes talk with Jared Isaacman, CEO of Shift4 Payments, about the future of fintech.
(32:35) Emily and Jason answer mailbag questions about new "Night Effect" ETFs and underrated investing metrics, then share two stocks on their radar: Vail Resorts and Outset Medical.
Got a question about investing? Our email address is podcasts@fool.com
Stocks discussed on the show: JPM, WFC, C, PINS, TWTR, DIS, TTD, NFLX, MSFT, AMZN, U, IS, BMW, FOUR, SQ, PYPL, SHOP, NSPY, NIWM, OM, MTN
Host: Chris Hill
Guests: Jason Moser, Emily Flippen, Rachel Warren, Auri Hughes, Jared Isaacman
Engineer: Dan Boyd
Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business.
(0:21) Maria Gallagher discusses:
- How Microsoft being "agnostic" helped it beat Google and Comcast
- Netflix purposefully timing this news ahead of next week's earnings
- Why she's focused on the ripple effects of Target's upcoming report
(9:13) Ricky Mulvey and Rick Munarriz discuss Celsius Holdings, an energy drink company with triple-digit growth.
Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445!
Stocks mentioned: NFLX, GOOG, GOOGL, CMCSA, MSFT, TGT, CELH, KO, PEP, MNST
Host: Chris Hill
Guests: Maria Gallagher, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off.
(0:21) Bill Mann discusses:
- The prospect for more acquisitions and deploying of capital
- Optimism being suspended this earnings season
- Why he's watching homebuilders, especially Lennar
(12:29) Travel spending is heating up! Could that mean a rebound for cruise stocks? Lou Whiteman and Jamie Louko engage in a Bull vs. Bear debate over Royal Caribbean Cruise Lines.
Stocks mentioned: CSU, MSFT, CRM, LEN, RCL, CCL
Host: Chris Hill
Guests: Bill Mann, Lou Whiteman, Jamie Louko
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Pepsi is not an obvious candidate if you're looking for companies with pricing power, but the latest quarter proves Pepsi's got it.
(0:21) Asit Sharma discusses:
- Pepsi's strong quarterly results in the face of inflation and other headwinds
- Gatorade and Doritos helping to fuel better-than-expected profits
- Why he's keeping a close eye on Etsy's upcoming earnings report
(10:09) Robert Brokamp talks with former FDIC chair Sheila Bair about how students can get smarter about debt and one "stressful" economic problem catching her attention.
Bonus resource - https://www.studentdebtsmarter.org
Stocks mentioned: PEP, KO, KDP, ETSY, MS, GS
Host: Chris Hill
Guests: Asit Sharma, Robert Brokamp, Sheila Bair
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Elon Musk and Twitter are headed to a Delaware courtroom.
(0:21) Jason Moser discusses:
- How messy the current situation is for Twitter's employees and shareholders
- The potential for another company to swoop in and buy Twitter
- Why Amazon's combination of retail and AWS make it the business he's most curious about this earnings season
(14:30) Rachel Warren talks with Matt Kolby, VP of Investor Relations for Indeed, about the trends driving today's labor market and the implications for one lesser-known tech giant.
Stocks mentioned: TWTR, CRM, AMZN, RCRUY
Host: Chris Hill
Guests: Jason Moser, Rachel Warren, Matt Kolby
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Cars and cameras are getting smarter, and that trend isn’t stopping any time soon. Billions more devices are going to connect to the cloud, and that's just one trend driving tech giant Qualcomm. The company is a leader in making the chips that connect devices to the cloud. Jason Moser sat down with Qualcomm’s Chief Financial Officer Akash Palkhiwala to discuss:
- The growing opportunities in artificial intelligence and cloud-connected cars
- How personal computers are evolving
- One “almost unlimited” market opportunity
Stocks mentioned: QCOM, MSFT, TMUS, VZ
Host: Jason Moser
Guest: Akash Palkhiwala
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
Warren Buffett isn’t planning on paying his shareholders a dividend, but he’s a big fan of getting a piece of his stocks’ profits. Ricky Mulvey joins The Motley Fool’s Matt Argersinger and Anthony Schiavone to talk about the fundamentals of dividend investing, including:
- The case for buying dividend stocks
- How to spot healthy payouts
- A few interesting income-generating opportunities
Tickers mentioned: BRK.A, BRK.B, GE, KO, MTN, VYM, VIG, NOBL, EBAY, DGX, EPR
Bonus Resource - List of Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/
Host: Ricky Mulvey
Guests: Matt Argersinger, Anthony Schiavone
Engineers: Dan Boyd, Rick Engdahl
As U.S. job growth continues, the biggest tech companies plot their next moves.
(0:30) Maria Gallagher and Jason Moser discuss:
- June's jobs report, falling gas prices, and the shifting employment landscape
- Apple and Google looking to monetize the lock screen of your phone
- Meta Platforms planning to launch a $1,000 VR headset
- A big rationale for Levi's dividend increase
- The latest from Amazon, Upstart Holdings, and GameStop
(20:17) Rachel Warren talks with Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock, about the trends he and his team are watching in infrastructure, emerging markets, and healthcare.
(33:33) Maria and Jason answer a listener's question about Warner Bros Discovery, and share two stocks on their radar: Paycom and Procore Technologies.
Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit
Stocks discussed on the show: UPST, AMZN, JET, DASH, META, AAPL, GOOG, GOOGL, TWTR, GME, LEVI, WBD, PAYC, PCOR
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Rachel Warren, Jay Jacobs
Engineer: Dan Boyd
If you hate analogies you might want to skip this episode.
(0:21) Tim Beyers discusses:
- Why GameStop's 4-for-1 stock split is like a Chinese finger trap
- Peloton's attempt at boosting employee morale and how it will cost existing shareholders
- Whether Peloton is calling a "results-based play"
- Virgin Galactic's new partnership with Boeing
(13:45) From street food carts to publicly-traded companies, Ricky Mulvey and Asit Sharma dig into businesses that take pride in their craftsmanship.
Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks mentioned: GME, PTON, SPCE, BA, SONO, AAPL
Host: Chris Hill
Guests: Tim Beyers, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
The UK's regulatory authority on competition has officially opened an investigation into Microsoft's deal to buy Activision Blizzard.
(0:21) Bill Mann discusses:
- Why Wall Street is shrugging off the news
- What to expect when the decision is announced by September 1st
- Amazon's deal to take a small stake in GrubHub
- The prospect for more companies (e.g., Salesforce, Atlassian) to take stakes in smaller software companies
(11:51) Deidre Woollard talks with Jacob Goldstein about his recent interview with Redfin CEO Glenn Kelman, the 3% commission model, and more.
Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks mentioned: MSFT, ATVI, UBSFY, AMZN, JET, CRM, TEAM, RDFN, ZG
Host: Chris Hill
Guests: Bill Mann, Deidre Woollard, Jacob Goldstein
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Peacock isn't as big as Netflix or Disney+, but it continues to make progress shareholders should appreciate.
(0:21) Jason Moser discusses:
- NBCUniversal booking $1 billion in upfront ad revenue for Peacock
- Why The Trade Desk could be a hidden winner from Peacock's advertising growth
- Andy Jassy "celebrating" his 1st anniversary as CEO of Amazon
(13:05) Alison Southwick and Robert Brokamp talk with Morgan Housel about the Great Recession, what led to the financial crisis of 2008, and implications for investors today.
Stocks mentioned: CMCSA, NFLX, CHTR, TTD, AMZN, AIG
Host: Chris Hill
Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence – with Motley Fool contributor Brian Feroldi. (0:53) Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind! Host: Dylan Lewis Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Rick Engdahl
Halfway through 2022 it's time for investors to see where we've been and what to look for in the 2nd half of the year. (0:30) Ron Gross and Jason Moser discuss:
- Investing headlines for the 1st half of the year
- Early frontrunners for "CEO of the Year"
- Who needs a stronger 2nd half of 2022
- 3 stocks poised for upside
(19:00) We're dipping into the vault for one of our favorite conversations. Recorded in front of a live audience, best-selling author David Epstein discusses Tiger Woods, predictors of success in the business world, and other takeaways from his book Range: Why Generalists Triumph in a Specialized World.
Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit
Stocks discussed on the show: PFE, TTD, SBUX, TWTR, TGT, DIS, NFLX, DOCU, ADBE, MSFT, ZM, MAR, ABNB, UBER
Host: Chris Hill
Guests: Jason Moser, Ron Gross, David Epstein
Engineer: Dan Boyd
Inflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean. (0:14) Dylan Lewis and John Rotonti discuss: - Fed Chair Powell’s comments yesterday from the ECB Forum - Why experts have so consistently been off on inflation - The types of companies you want to own in an inflationary environment - Why Shopify’s stock split is less important than its share structure changes (18:57) Ricky Mulvey and Ron Gross discuss the ins and outs of investing in a bear market and what types of companies you should be keeping an eye on. Stocks mentioned: HD, COST, NKE, DIS, AAPL, MSFT, TGT Host: Dylan Lewis Guests: John Rotonti, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl
CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning.
(Time Stamp) Deidre Woollard and Tim Beyers discuss:
- Where Pinterest has room to grow.
- How stock investors should react to a CEO change.
- Nike’s move to a direct-to-consumer strategy.
Rachel Warren interviews Ali Parsa, CEO of Babylon Health, a digital-first health service provider. (Time Stamp) They discuss the company’s journey going public and the exciting frontiers of genetic research.
Stocks mentioned: PINS, DOCU, BBBY, PYPL, NKE, SAP, BBLN
Host: Deidre Woollard
Guests: Tim Beyers, Rachel Warren, Ali Parsa
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Brandon Gentry
It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up.
(:21) Deidre Woollard and Jason Moser discuss:
- Stocks that could be prime acquisition targets.
-
JetBlue’s offer for Spirit Airlines.
-
Venture capital drying up, and what that means for technology innovation.
Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later.
Stocks mentioned: ZEN, SAVE, JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM
Host: Deidre Woollard
Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.
(:21) Asit Sharma and Maria Gallagher discuss:
- Chewy’s pricing power and strong recurring revenue.
- The cyclical problem facing Coinbase.
- Reliance Industries offer to buy Walgreens’ international stores.
A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.
Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE
Host: Asit Sharma
Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss:
- The “easy” process of money laundering
- A look inside the business of corruption
- Super yachts, volcanic islands, and opaque legal structures
Hosts: Bill Mann, Maria Gallagher, John Rotonti
Guest: Oliver Bullough
Producer: Ricky Mulvey
Engineers: Dan Boyd, Natasha Hall
Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including:
- Pandemic stocks that got ahead of themselves
- Which stay-at-home stocks are worth a 2nd look
- How these businesses could evolve from here
Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX
Host: Jason Moser
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss:
- The lack of clarity (at the moment) facing investors
- Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index
- What the latest results from homebuilder KB Home reveal about housing
- The latest from DocuSign, Darden Restaurants, and Kellogg.
(19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports.
(33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay.
Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit
Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY
Host: Chris Hill
Guests: Matt Argersinger, Jason Moser, Jim Mueller
Engineer: Dan Boyd
Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses:
- Olive Garden driving the bulk of revenue
- A comeback by Darden's fine dining segment
- Capital decisions that we like (dividend increase!) and don't like (share buyback plan)
- Rite Aid's stock pop and raised guidance still not being enough to get us interested in buying shares
(14:41) With shares down nearly 70% over the past year, is Zoom Video a screaming buy or past its prime? Jason Hall and Ryan Henderson debate bull vs. bear!
Stocks discussed: DRI, RAD, CVS, WBA, ZM, MSFT
Host: Chris Hill
Guests: Jason Moser, Jason Hall, Ryan Henderson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses:
- Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news
- Why one of Altria's main competitors is unaffected
- How he thinks about "sin stocks" as a category of investing
(10:00) Ricky Mulvey talks with Bill about the billions of dollars of Bitcoin on MicroStrategy's balance sheet affects the view of the business, and what a potential margin call means for its shareholders.
Stocks discussed: MO, BTI, MSTR, META, NVDA
Host: Chris Hill
Guests: Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses:
- Why DocuSign's falling stock price is probably not the reason CEO Dan Springer is leaving immediately
- The relative attractiveness of running DocuSign
- Kellogg's plan to split into three companies (snacks, breakfast cereal, plant-based foods) and how long its going to take
- Mondelez buying Clif Bar for $2.9 billion
- His belief that more acquisitions are on the way and the reasons why
(13:30) Morgan Housel joins Alison Southwick and Robert Brokamp to discuss how the economic challenges of the 1970s offer lessons for investors today.
Stocks discussed: DOCU, K, MDZ
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Chris Hill
Motley Fool Money
http://motleyfoolmoney.com
Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss:
- How Upstart is using its balance sheet now
- Growth opportunities in auto lending
- One stock idea (that’s not his own company)
Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL
Host: Tom Gardner
Guest: Dave Girouard
Producer: Ricky Mulvey
Engineer: Dan Boyd, Adam Landfair
We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss:
- The complexities in transforming an office building into apartments
- Commercial real estate trends catching their attention
- Ideas for investors who like dividends.
Stocks/REITs mentioned: BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR
Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss:
- Stocks rallying on Wednesday afternoon only to fall on Thursday
- Adobe's latest results being outweighed by guidance
- Roku's new partnership with Walmart
- Winners and losers from the trend of people returning to restaurants
- The latest from Kroger, Oracle, and Chewy
(19:00) Senior analyst Auri Hughes and CEO Tom Gardner talk with Rimini CEO Seth Ravin about his company's unique opportunity and its legal battle with Oracle.
(35:10) Maria and Ron share two stocks on their radar: Rover Group and Sportradar Group.
Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit
Stocks discussed on the show: KR, ADBE, NFLX, ROKU, WMT, YELP, DASH, KO, PEP, ORCL, CHWY, RMNI, ROVR, SRAD
Host: Chris Hill
Guests: Maria Gallagher, Ron Gross, Auri Hughes, Tom Gardner, Seth Ravin
Engineer: Dan Boyd
"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses:
- The strength of a company's balance sheet becoming more important
- Increasing data that customers are starting to spend less
- Shrinkflation being a tool some (but not all) companies can employ
- Net expansion being a key metric to watch
(14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space.
Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN
Host: Chris Hill
Guests: Jason Moser, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses:
- The positive reaction in the stock market
- Prospects for much lower inflation in 2023
- Borrowing costs going higher
- Expectations for more rate hikes later this year
(11:40) Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV.
Got a question? Drop an email to podcasts@fool.com!
Stocks discussed: PUBM, PG, WPP
Host: Chris Hill
Guests: Ron Gross, Asit Sharma, Rajeev Goel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses:
- What he's watching in the market
- Where he's been putting his money to work and which stocks he's been buying
- His relative disinterest in IPOs as an event
(13:23) Morgan Housel joins Alison Southwick and Robert Brokamp to talk about the speculative boom that caused the Great Depression, and how those lessons apply for investors today.
Stocks discussed: BRK.A, BRK.B, MA, GOOG, GOOGL, DPZ
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses:
- The pain investors (including us) are feeling
- Why he recommends putting cash to work slowly
- DocuSign's latest quarter meeting management's expectations
- The relative attractiveness of DocuSign's stock
- Coca-Cola's new partnership for Jack-Daniel's-and-Coke cocktails in a can
(16:06) Shares of Meta Platforms have fallen 50% this year. Is it a value play or is the stock in the bargain bin for valid reasons? Jose Najarro and Nick Rossolillo take a bull vs. bear approach to the social network.
Stocks discussed: DOCU, KO, BF.A, META, NVDA
Host: Chris Hill
Guests: Jason Moser, Jose Najarro, Nick Rossolillo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto Island” and before that, you may have heard his voice on “Reply All”. Ricky Mulvey caught up with him to discuss:
- The recent crash in crypto
- What the “financialized version of the internet” can tell us about people
- What happens when internet strangers try to operate a McDonald’s
Cryptos mentioned: BTC, LUNA
Host: Ricky Mulvey
Guest: PJ Vogt
Engineers: Dan Boyd, Tim Sparks
Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss:
- The wide-ranging effects of an energy crunch
- How a shale boom “incinerated” $700 billion
- Ways individual investors could benefit from pension funds leaving oil
Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/
Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL
Host: Nick Sciple
Guest: Jim Gillies
Producer: Ricky Mulvey
Engineer: Dan Boyd
SEC chairman Gary Gensler outlined rule changes to require trading firms to directly compete to execute trades from individual investors (0:25) Andy Cross discusses:
- Why payment-for-order-flow (PFOF) is going to be a big topic this summer
- Potential threats to Robinhood's business model
- Five Below's recent (and uncharacteristic) struggles
- Takeaways from Spotify's investor day event, including a push into audiobooks
(15:45) Deidre Woollard continues her conversation with Jason Hall about homebuilders, including key metrics to watch and a few stock ideas.
Stocks discussed: HOOD, FIVE, DLTR, DG, WMT, SPOT, AMZN, AAPL, MTH, LGIH, NVR
Host: Chris Hill
Guests: Andy Cross, Deidre Woollard, Jason Hall
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses:
- Whether acquiring Roku solves Netflix impending ad challenges
- Why Roku's stock is still pricy after its recent fall
- DocuSign's expanded partnership with Microsoft
- If this paves the way for an eventual acquisition
(13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis.
Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM
Host: Chris Hill
Guests: Asit Sharma, Deidre Woollard, Jason Hall
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses:
- CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems
- Prepping for getting the all-important back-to-school and holiday shopping seasons right
- Apple's newest features (including chips) unveiled at WWDC
- Ripple effects from Apple Pay getting into the "buy now, pay later" space
- Prospects for an Apple VR headset in 2023
(15:08) Alison Southwick and Robert Brokamp discuss how you can "recession-prep" your investments and your mindset.
Stocks discussed: AAPL, AFRM, TGT, TSLA, BRK.A, BRK.B
Host: Chris Hill
Guests: Tim Beyers, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses:
- Research from Bank of America showing the 12-month outperformance of companies splitting their stocks
- Alphabet splitting their stock in July
- Under Armour getting booted from the S&P 500 while Keurig Dr. Pepper (among others) replaces it
- Howard Schultz declaring Starbucks' next CEO will be hired from outside the company
(15:55) Matt Frankel joins Jason to discuss how you can find out what's inside and ETF and provide ideas for any investor who wants to keep it simple.
Stocks discussed: AMZN, GOOG, GOOGL, UA, UAA, KDP, VICI, SBUX, CMG, VOO, VYM, VNQ
Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineer: Dan Boyd
Do you own your models or do your models own you? That’s one of the driving questions in Roger Martin’s new book, “A New Way To Think: Your Guide To Superior Management Effectiveness.” The former Dean of the Rotman School of Management at the University of Toronto, Martin has also been a strategic advisor to Procter & Gamble, Ford Motor, and Lego. Motley Fool contributor Rachel Warren talked with him about:
- The flawed models driving back-to-office plans
- Why stock-based compensation doesn’t necessarily help outside investors
- When corporate mergers can succeed and why they often destroy value
Stocks discussed: T, ZM, CSCO, AAPL
Host: Rachel Warren
Guest: Roger Martin
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
Price elasticity, supply & demand curves....what better way to learn about economic fundamentals than through weed? (C'mon, isn't it more interesting when there’s an illegal market involved?)
Robin Goldstein and Daniel Sumner are economists at UC Davis and co-authors of “Can Legal Weed Win?”, a book about how the economics of legal, and illegal weed intersect. Ricky Mulvey talks with them about:
- How federal legalization could help or hurt weed investors
- Economic lessons from pot laws in Oklahoma and California
- One surprising way that weed is like bacon
Additional resource: https://www.fool.com/investing/stock-market/market-sectors/healthcare/marijuana-stocks/
Host: Ricky Mulvey
Guests: Robin Goldstein, Daniel Sumner
Engineer: Dan Boyd
Microsoft lowered guidance, Elon Musk has a “super bad feeling” about the economy, and Jamie Dimon warned investors that a hurricane is coming. (0:30) Jason Moser and Ron Gross discuss:
- Why short-term trading in and out of the market is NOT the answer
-
Okta’s strong results and optimism for the rest of the fiscal year
-
Lululemon’s online sales growth
-
Ford Motor CEO Jim Farley’s comments on plans for the electric vehicles
-
The latest from Chewy and Salesforce
(19:00) Nick Maggiulli, COO of Ritholtz Wealth Management, discusses insights from his book “Just Keep Buying: Proven Ways to Save Money and Build Your Wealth”, why it’s important to splurge, the data behind retirement savings, and much more. For a copy of his book click here - https://www.amazon.com/gp/product/0857199250
(35:30) Jason and Ron share two stocks on their radar: Uber and Titan International.
Stocks discussed on the show: MSFT, JPM, TSLA, OKTA, LULU, CHWY, RH, CRM, F, UBER, TWI
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Nick Maggiulli
Engineer: Dan Boyd
After 14 years at Chief Operating Officer at Meta Platforms Sheryl Sandberg is stepping down in the fall. (0:25) Asit Sharma discusses:
- Sandberg's leadership in growing revenue and defending the company in public
- How the company's pivot to the metaverse most likely contributes to her departure
- Chewy's strong 1st-quarter profits against, albeit, modest expectations
- Why the pet retailer needs to focus on getting fulfillment and infrastructure right
- The numbers behind Chewy's customers spending more each year
(16:04) Tim Beyers talks with Cameron Deatsch, Chief Revenue Officer at Atlassian, about the software company's humble origin and its cloud transition that could be worth billions.
Stocks discussed: FB, CHWY, TEAM, MNDY, ASAN, AMZN
Host: Chris Hill
Guests: Asit Sharma, Tim Beyers, Cameron Deatsch
Producer: Ricky Mulvey
Engineers: Dan Boyd, Spencer Daniel
Jamie Dimon has a warning for Wall Street analysts and investors. (0:25) Jason Moser discusses:
- Salesforce shares rising on strong Q1 results and increased guidance
- How the Slack acquisition is going so far
- Elon Musk's ultimatum for executives at his company
- Dimon outlining how JP Morgan Chase is preparing for an "economic hurricane"
(15:41) Just in time for summer concert season Ricky Mulvey talks with Yeganeh Torbati about her reporting for The Washington Post about Live Nation and how t may have benefited from millions of dollars in grants intended for small businesses.
Stocks discussed: CRM, MSFT, TSLA, JPM, LYV
Host: Chris Hill
Guests: Jason Moser, Yaganeh Torbati
Producer: Ricky Mulvey
Engineers: Dan Boyd
It wasn't just Tom Cruise's biggest opening weekend ever, it was the biggest Memorial Day opening weekend for a U.S. movie. (0:25) Bill Mann discusses:
- How "Top Gun: Maverick" is the right movie at the right time
- Ripple effects for studios, streamers, and more
- Unilever's stock popping 9% by adding activist investor Nelson Peltz to the board
- Why he's a fan of Peltz and his form of shareholder activism
(13:00) Robert Brokamp talks with Dan Caplinger about how investors can fight inflation and one common myth about how to hedge against rising prices.
Stocks discussed: PARA, DIS, AMC, UL, PG
Host: Chris Hill
Guests: Bill Mann, Robert "Bro" Brokamp, Dan Caplinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Women have different challenges in investing, including a wage gap and longer life expectancies. We’ve got two conversations addressing some of those challenges.
(1:09) Deidre Woollard talks with Sallie Krawcheck, co-founder and CEO of Ellevest (a bank and robo-advisor specifically designed for women) about how she’s helping more women invest and a lesser-known savings tool for investors who want to give back.
(18:39) Dana Corl Kasarda talks with Kathryn Tuggle, co-author of the new book “How to Money”, about some of the positive ways that stereotypes are changing for women and investing.
Hosts: Deidre Woollard, Dana Corl Kasarda
Guests: Sallie Krawcheck, Kathryn Tuggle
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel
While the broad stock market has been plunged, energy has proven to be a rare safe haven. Warren Buffett has increased his stake in his energy investments by billions over the past year, but this industry runs in cycles. Nick Sciple and Jim Mueller go over the fundamentals of energy investing and discuss:
- The complex connection between oil prices and what you pay at the pump
- Which legacy energy companies are meaningfully moving to green energy
- A 19th-century food processor that has an interesting strategy in renewable diesel
Stocks mentioned: BP, XOM, SHEL, CVX, PSX, TPIC, VLO, BEP, TTNDY, DAR
Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/
Host: Nick Sciple
Guest: Jim Mueller
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Heading into Memorial Day weekend, investors got some sunshine as the Dow, S&P 500, and Nasdaq all rose for the first time in over a month. (0:30) Emily Flippen and Maria Gallagher discuss:
- Why they're watching inflation and increased talk of a recession
- Costco posting stronger results than Walmart and Target
- Baidu and Alibaba rising in China
- Ulta Beauty's record sales in Q1
- Snowflake trading below its IPO price
- Farfetch fighting on the front line of so many tough macro trends
- The latest from Workday, Nvidia, and Williams-Sonoma
(19:00) Asit Sharma talks with Georgetown University business professor and author Christine Porath about how Traeger's CEO changed the company's culture and other takeaways from her book, Mastering Community.
(31:00) Maria and Emily respond to a listener's question about beach reads for investors with four recommendations (Money, The Fish that Ate The Whale, Red Notice, and The Coffeehouse Investor), discuss Unilever's new drone delivery ice cream business, and shares two stocks on their radar: 1Stdibs.com and Doximity.
Stocks discussed: COST, BIDU, BABA, ULTA, SNOW, WDAY, NVDA, WSM, FTCH, COOK, UL, DIBS, DOCS
Host: Chris Hill
Guests: Emily Flippen, Maria Gallagher, Asit Sharma, Christine Porath
Producer: Ricky Mulvey
Engineer: Dan Boyd
Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. (0:25) Bill Mann discusses:
- Nvidia's unusual stock movement in the past 24 hours
- The graphics chipmaker slowing hiring and their guidance
- Apple targeting the same iPhone production levels as last year
- Why he's more concerned for Android phone makers than he is for Apple
(13:56) Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) that might emerge from the metaverse.
Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS
Host: Chris Hill
Guests: Bill Mann, Ricky Mulvey, Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
As rough a year as it's been so far for stocks, there's one industry doing just fine.
(0:25) Bill Mann discusses:
- Why oil and gas stocks have done well in 2022
- How he expects industry giants like Chevron and Exxon Mobil to deploy capital
- Reports that Airbnb is getting ready to exit China
- A way U.S. investors can think about getting exposure to the 400 million millennials in China
(13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple.
Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD
Host: Chris Hill
Guests: Bill Mann, Jason Moser, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Dan Boyd
It's a rare day when a single $20 billion-dollar company drags much larger businesses down with it. (0:25) Tim Beyers discusses:
- Snap's 40% drop and CEO Evan Spiegel's less-than-great communication around guidance
- The ripple effect on Alphabet, Meta Platforms, The Trade Desk, and others
- How the current environment has little patience for nuance
- Zoom Video's strong results and upbeat guidance
- The underrated health of Zoom's business
(15:00) Robert Brokamp talks with Dan Caplinger about a couple of ways investors can fight inflation.
Stocks discussed: SNAP, FB, ROKU, PINS, GOOG, GOOGL, TTD, ZM
Host: Chris Hill
Guests: Tim Beyers, Robert Brokamp, Dan Caplinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
It’s not quite Merger Monday, but it’s close! (0:25) Jason Moser discusses:
- Starbucks becoming the latest U.S. business to exit Russia
-
VMWare shares popping 20% on reports it will be acquired by Broadcom
-
The chances more companies with deep pockets will start buying companies at lower valuations
(13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they’re feeling bullish about a company that makes bobbleheads.
Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY
Host: Chris Hill
Guests: Jason Moser, Nick Sciple, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
We’ve got two CEO interviews and several real estate trends for investors to watch.
(1:10) Deidre Woollard interviews Nick Bailey, President and CEO of RE/MAX, one of the largest residential real estate brokerages in the world. They discuss the long-term forces driving single-family home buying and what may cool the surge in multi-family properties.
(18:25) Motley Fool contributor Marc Rappaport speaks with Joel Marcus, CEO and founder of Alexandria Real Estate Equities. They break down why life sciences buildings have proven to be a bright spot in commercial real estate and how Marcus’ company built long-term relationships with Eli Lilly and Merck.
Stocks discussed: RMAX, ARE, LLY, MRK
Hosts: Deidre Woollard, Marc Rappaport
Guests: Nick Bailey, Joel Marcus
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
Hey, what happened to all of those SPACs going public? Dylan Lewis and Bill Mann look back on the great SPAC boom, when more than $240 billion flowed into blank check companies between 2020 and 2021, and discuss:
- The incentives that both created the boom and bust
- Rare SPACs that may have a bright future ahead
- A potential arbitrage opportunity for investors watching SPACs
Stocks mentioned: NKLA, DKNG, LCID, QS, UTZ
Additional resource: What Are SPACs in Finance? - https://www.fool.com/investing/how-to-invest/stocks/spac/
Host: Dylan Lewis
Guest: Bill Mann, Chamath Palihapitiya
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
S&P 500 and Nasdaq had their 7th straight negative week and investors (including us) are feeling the pain. (0:30) Ron Gross and Jason Moser discuss:
- How history shows staying invested through downturns pays off in the long run
- Major retailers struggling with inventory
- Signs of strength in the home improvement industry
- Two stocks on their radar: Costco and Marqueta
(14:20) Best-selling author Michael Lewis shares insights from the latest season of his podcast, Against The Rules, and discusses:
- Why he chose "expertise" as the theme for this season's episodes
- How you can spot a real expert
- What CEOs can learn from their employees who are six levels down
- His thoughts on cryptocurrency and NFTs
- The experience of going back to re-read his first book, Liar's Poker
Our Investing Starter Kit includes 15 stocks and 5 ETFs.
Get a free copy here - http://fool.com/starterkit
Stocks discussed: WMT, TGT, HD, LOW, COST, MQ
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Michael Lewis
Engineers: Dan Boyd, Austin Morgan
What's the Lipstick Effect? So glad you asked. (0:25) Maria Gallagher discusses:
- TJX defying the recent trend of retailers struggling
- How TJX can potentially smooth out its results in good economic times
- Why she thinks beauty companies are the best examples of "Lipstick Effect" stocks
Plus we take a call from Bryan in Kansas City and talk about how to evaluate which stocks in your portfolio might be good candidates to add to.
Got a question for the show? Call our hotline: 703-254-1445
Stocks discussed: TJX, HSY, LVMUY, EL, PG, ULTA, UL
Host: Chris Hill
Guests: Maria Gallagher
Producer: Ricky Mulvey
Engineers: Dan Boyd
"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses:
- Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers
- The inventory glut major these retailers will have to work through
- Lowe's benefitting from the residential home environment
- Whether Target's stock is more attractive after today's drop
(13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista.
Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB
Host: Chris Hill
Guests: Bill Mann, Tim Beyers, Jayshree Ullal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses:
- Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results
- Being a blacksmith, not a goldsmith
- Home Depot raising guidance after strong 1st-quarter profits
- The role of higher mortgage rates play for home improvement retailers
(15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators.
Stocks discussed: WMT, HD, LOW, AMZN
Host: Chris Hill
Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Mark Reeth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses:
- JetBlue Airways going hostile in its pursuit of Spirit Airlines
- McDonald's leaving a major market for the first time in its history
- The prospect of other major restaurant chains following McDonald's and closing up shop in Russia
(10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages.
Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER
Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Brian Stoffel to discuss:
- Why you should ask yourself “how much is enough?”
- How to align your investments with a personal mission statement
- And yes, financial lessons from chimpanzees
Host: Brian Stoffel
Guest: Martha Beck
Producer: Ricky Mulvey
Engineers: Dan Boyd, Spencer Daniel
After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company does it well. Motley Fool senior analysts Bill Mann, John Rotonti, and Auri Hughes discuss six companies handling capital allocation in a Foolish way, including:
- How a stock with a slow-growing top-line can become a long-term compounder
- One company that was built to make acquisitions
- When it’s a “crime” for a company to pay a dividend
- How to water-proof your shoes
Stocks discussed: CSU, CNSWF, BRK.A, BRK.B, ACN, WDFC, TXN, ADNT, MQ, CHD, HD
Bonus resource - https://www.fool.com/investing/2016/09/07/interview-with-broad-run-investment-management.aspx
Host: John Rotonti
Guests: Bill Mann, Auri Hughes
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss:
- Historic numbers to put the current market into perspective
- Disney's better-than-you-might-think results
- Rough times for coffee chain Dutch Bros
- Unity Software's drive for profitability
- Signs of life from Affirm Holdings
- The latest from Roblox, The Trade Desk, and Peloton
(19:00) Bill Mann talks with Okta co-founder Frederic Kerrest about lessons from his new book, Zero to IPO: Over $1 Trillion of Actionable Advice from the World’s Most Successful Entrepreneurs.
(34:15) Maria analyzes Airbnb's platform enhancements, then she and Jason share two stocks on their radar: Airbnb and Home Depot.
Stocks discussed: DIS, BROS, U, AFRM, RBLX, TTD, PTON, OKTA, HD, ABNB
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Bill Mann, Frederic Kerrest
Engineers: Dan Boyd, Rick Engdahl
If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses:
- Sonos being "underrated" as a business
- Revenue growth being Sonos' key metric to watch
- Why we keep hammering the point about taking the long view in stock investing
(15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming.
Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF
Host: Chris Hill
Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime
Producer: Ricky Mulvey
Engineers: Dan Boyd
Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses:
- Roblox shares rising despite (on the surface) a disappointing Q1 report
- Developer exchange fees
- Why The Trade Desk is a company in transition
(15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services.
Stocks discussed: RBLX, TTD, FVRR
Host: Chris Hill
Guests: Tim Beyers, Asit Sharma, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses:
- Why he believes that "poor uses of capital have not been punished"
- Anchoring to 52-week highs and lows, and why it's dangerous
- The level of concern over rolling lockdowns in China
(14:47) Alison Southwick and Robert Brokamp talk with Business Insider's Mark Reeth about uncommon leading economic indicators, including the Men's Underwear Index. (Yes, really.)
Stocks discussed: SBUX, EL
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Mark Reeth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses:
- Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege
- Meta Platforms placing a freeze on hiring
- The huge opening weekend box office for "Dr. Strange and the Multiverse of Madness"
- Encouraging data around younger Americans' comfort level with going to theaters
(14:55) Motley Fool contributor Rachel Warren talks with AppHarvest CEO Jonathan Webb about why he founded his company, the future of farming, and trends investors should be watching.
Stocks discussed: UBER, FB, DIS, PARA, CMCSA, SONY, APPH
Host: Chris Hill
Guests: Jason Moser, Rachel Warren, Jonathan Webb
Producer: Ricky Mulvey
Engineers: Dan Boyd
The future of the metaverse is murky, even if its present technical challenges are clear. But there may be a few trillion reasons why investors should keep their eyes on this new frontier. Venture capitalist Matthew Ball is author of the upcoming book, “The Metaverse: And How It Will Revolutionize Everything.” Asit Sharma talks with him about:
- The technical challenges in bringing the metaverse to life
- A murky future for all involved
- Why Nike may have meaningful exposure to the metaverse
To learn more, click here - https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/what-is-the-metaverse/
Stocks mentioned: RBLX, FB, NKE, U
Host: Asit Sharma
Guest: Matthew Ball
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
Ready for a vacation? You’re not the only one! Deidre Woollard talks with Matt Argersinger, lead investor for Millionacres, about the state of hospitality, and the companies and REITs that stand to benefit from more travel. They also discuss:
- How resorts are recovering
- The present obstacles for Airbnb
- Why the outlook for business travel is a mixed bag
Stocks mentioned: SUI, ABNB, RHP, MTN, PEB, DIS
Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss:
- Pitfalls and potential for stock investors
- Rocky times for e-commerce companies Etsy, Shopify, and Wayfair
- Booking Holdings and Marriott leading the travel industry
- AMD defying expectations
- Under Armour hitting an 11-year low
- The latest from Zillow, Block, and Starbucks
(19:00) Malcolm Ethridge, CFP and host of “The Tech Money Podcast”, weighs in on the Nasdaq selloff and the potential for commercial real estate. He also offers a sneak preview of his upcoming book!
(34:15) Jason and Ron discuss a new breakfast innovation and share two stocks on their radar: Outset Medical and Domino’s Pizza.
Stocks discussed: ETSY, SHOP, W, BKNG, MAR, AMD, Z, ZG, SQ, UA, UAA, SBUX, OM, DPZ
Looking for 15 more stocks and 5 ETFs?
Get a copy of our free investing starter kit at http://fool.com/starterkit
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Malcolm Ethridge
Engineer: Dan Boyd
The Nasdaq fell 5%, continuing a rough year for investors. (0:20) Andy Cross discusses:
- The short-term pain being felt by all investors, including us
- Shopify's 1st-quarter results looking similar to Amazon's
- Deliverr, the logistics company Shopify just bought for $2.1 billion
- EPAM Systems, the IT services provider that surprised investors with a strong 1st quarter
(17:00) Jim Gillies talks with Ricky Mulvey about MTY Food Group, a Canadian food franchisor small cap with potential.
Stocks discussed: SHOP, AMZN, EPAM, MTY, MTYFF, WEN
Host: Chris Hill
Guests: Andy Cross, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Ride-sharing stocks took a hit today, but don't assume they're the same. (0:20) Maria Gallagher discusses:
- Uber's scale outweighing Lyft's
- Prospects for Uber reaching profitability by the end of 2023
- Challenges in China contributing to Starbucks suspending guidance for the rest of the fiscal year
- Starbucks 12% same-store sales growth in the U.S.
- Match Group getting a new CEO
(15:03) Emily Flippen and Asit Sharma discuss the business of pets ownership and the prospects for small-cap Rover Group.
Stocks discussed: UBER, LYFT, SBUX, MTCH, BMBL, ROVR, CHWY, FRPT
Our Investing Starter Kit includes 15 stocks and 5 ETFs.
Get a free copy here - http://fool.com/starterkit
Host: Chris Hill
Guests: Maria Gallagher, Emily Flippen, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
A trio of earnings reports from Hilton Hotels, Expedia, and Avis Budget Group give us the chance to zoom in on the travel industry. (0:20) Asit Sharma discusses:
- Key metrics for hotels, bookings, and car rentals
- Travel industry's growth having a positive ripple effect on advertising revenue
- Why he prefers travel brands with staying power
(13:10) Alison Southwick and Robert Brokamp discuss how to adjust your monthly budget after you get a raise.
Here's the retirement calculator Bro mentioned! - http://calcxml.com/calculators/retirement-planning?skn=606
Stocks discussed: HLT, EXPE, CAR, ABNB, MAR
Host: Chris Hill
Guests: Asit Sharma, Alison Southwick, Robert Brokamp,
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Just because it's been a rough start to 2022 doesn't mean the market is automatically going higher the rest of this year. (0:20) Jason Moser discusses:
- Why right now is a gut check for every investor
- What recent history says about the Nasdaq falling in the first 4 months of the year
- The types of businesses he's looking to invest in right now
(15:20) Matt Frankel spent the weekend in Omaha, Nebraska at "Woodstock for Capitalists". Ricky Mulvey talks with Matt about his biggest takeaways from the Berkshire-Hathaway annual meeting.
Stocks discussed: PYPL, JNJ, HD, LOW, MKC, BRK.A, BRK.B, PGR, CVX, OXY, ATVI, MSFT
Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
For more than 25 years Michelle Singletary has penned the nationally syndicated column "The Color of Money". Between her column and her books, she doesn't hold back when it comes to helping people be smarter about budgeting and personal finances. Deidre Woollard caught up with her to talk about:
- How our financial habits changed during the pandemic
- One significant way to take control of your budget
- Why she suggests not buying a home right now
Host: Deidre Woollard
Guest: Michelle Singletary
Producer: Ricky Mulvey
Engineers: Brandon Gentry, Dan Boyd
Office Hours: Valuing ETFs, Investing For Kids, and Creating Dividends
You've got questions? We've got answers! John Rotonti and Robert Brokamp answer audience questions about investing in ETFs, cash management, measuring risk, and more.
Got a question for the show? Call our voicemail: 703-254-1445
Bonus resource - https://www.fool.com/investing/2020/07/16/do-you-have-an-investing-checklist.aspx
Host: John Rotonti
Guest: Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Dan Boyd
The biggest companies in the U.S. markets couldn't stop April being the worst month for the stock market in years. (0:30) Emily Flippen and Ron Gross discuss:
- Amazon falling more than 10% after a weak 1st-quarter report
- Apple's supply chain outlook
- Microsoft delivering strong earnings across its business units
- Atlassian's guidance outweighing great 3rd-quarter profits
- Pinterest bouncing back from a 52-week low
- The latest from Meta Platforms, Alphabet, and Pinterest
(19:00) CNBC host Becky Quick calls in from the Berkshire-Hathaway annual meeting to discuss Warren Buffett's investing strategies, inflation, the strength of the U.S. economy, and more.
(35:40) Emily and Ron share two stocks on their radar: Teladoc Health and Sherwin-Williams.
Stocks discussed: AMZN, AAPL, MSFT, FB, TEAM, ROKU, GOOGL, PINS, BRK, HP, SHW, TDOC
Looking for 15 more stocks and 5 ETFs?
Get a copy of our free investing starter kit at http://fool.com/starterkit
Host: Chris Hill
Guests: Ron Gross, Emily Flippen, Becky Quick
Engineer: Dan Boyd
It's one of the best advantages a business can have: a moat to keep competitors at bay. (0:21) Asit Sharma discusses:
- Meta Platforms bouncing back from its recent lows
- PayPal's strong 1st-quarter revenue and lowered guidance for the full fiscal year
- The growing strength of ServiceNow's cloud business
(14:22) Jason Moser and Matt Frankel discuss some ways to identify businesses with moats, and share some stocks that know how to protect themselves.
Stocks discussed: FB, PYPL, NOW, BRK.A, BRK.B, AAPL, KO, BB, DIS, GOOG, GOOGL, INTC, AMZN, PGR
Some of the stocks mentioned today are featured in our free Investing Starter Kit.
Get your copy here - http://fool.com/starterkit
Host: Chris Hill
Guests: Asit Sharma, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
To understand Alphabet's latest results it helps to look past the headlines and hand-wringing. (0:20) Jason Moser discusses:
- 1st-quarter revenue growing 23%
- Alphabet's board approving a $70 billion share buyback plan
- CFO Ruth Porat's continued strong performance with the company's capital allocation
- The pricing power of Chipotle boosting its 1st-quarter results
- How Chipotle's specific plans for opening new locations provides clues as to where the business goes from here
(12:00) Jim Mueller and Bill Mann square off in a "bull vs. bear" debate over Netflix.
Who made the better argument?
Vote in our poll on Twitter @MotleyFoolMoney
Stocks discussed: GOOG, GOOGL, CMG, NFLX
Host: Chris Hill
Guests: Jason Moser, Jim Mueller, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Now that Elon Musk has a deal in place to take Twitter private, we have a few questions. (0:20) Bill Mann discusses:
- The mediocre performance (to date) of Twitter's business
- Whether Tesla shareholders should be nervous about Musk running another company
- How other ad-driven businesses like Pinterest and Facebook are feeling
- The latest results, and near-term future, for bellwether stock UPS
(14:00) Inflation is rising, but that's probably not a good enough reason by itself to expect a raise at work. Alison Southwick and Robert Brokamp talk with Kara Chambers, head of People Development at The Motley Fool, for insights and suggestions.
Stocks discussed: TWTR, DRI, TSLA, FB, PINS, UPS
Want even more stock ideas?
Get a copy of our FREE investing starter kit - http://fool.com/starterkit
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Kara Chambers
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Shares of Coca-Cola hit a new all-time high today, continuing a trend of steady results for big soda producers. (0:20) Jason Moser discusses:
- Coke's strong 1st-quarter organic revenue growth
- CEO James Quincey's warning of "storm clouds" on the horizon
- The success of Coke's 2018 acquisition of Costa Coffee
- Why companies like Coke and Pepsi are outperforming major beer companies
(11:00) Senior analysts Maria Gallagher and Alyce Lomax break down what investors need to know about reviewing board members, CEO Pay, and the other big issues surrounding proxy voting.
Stocks discussed: KO, PEP, BUD, TAP, SAM, XOM
Want even more stock ideas?
Get a copy of our FREE investing starter kit - http://fool.com/starterkit
Host: Chris Hill
Guests: Jason Moser, Maria Gallagher, Alyce Lomax
Producer: Ricky Mulvey
Engineers: Dan Boyd
Genes aren’t always predictive, but understanding them better could dramatically improve our healthcare system. Motley Fool contributor Brian Orelli interviews Anne Wojcicki, the CEO of 23andMe, about her company and why it’s looking to tell you much more than the names of your long-lost relatives. They discuss:
- Opportunities in direct-to-consumer healthcare
- Creating more personalized medicine
- The limits of genetic testing
Host: Brian Orelli
Guest: Anne Wojcicki
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry
What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss:
- Assets, liabilities, and when more liabilities can actually be a good thing
- A surprising way one retailer generates cash from its balance sheet
- Companies holding the most formidable cash piles in the world
Stocks: COST, GOOG, GOOGL, LOW, F, NCLH, RAD
Host: John Rotonti
Guest: Bill Mann
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss:
- A challenging immediate future for Netflix
- Tesla's record profits in Q1
- Elon Musk's progression towards buying Twitter
- Papa John's signing a new 3-year deal with board member Shaquille O'Neal
- The latest from Gap, Boston Beer Co., and Johnson & Johnson
(19:00) Matt Argersinger, lead investor for Millionacres, analyzes the current state of housing, why we still have too much office space in the U.S., and areas of real estate investing he likes right now.
(31:00) Ron and Jason return to answer a listener's voicemail question about Traeger, and share two stocks on their radar: Atlassian and Twilio.
Stocks discussed: NFLX, TSLA, TWTR, GPS, SAM, JNJ, PZZA, HD, TREX, PEB, RHP, MTN, LYV, MAR, ABNB, COOK, TEAM, TWLO
Looking for even more stock ideas? Get a copy of our free investing starter kit at http://fool.com/starterkit
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Matt Argersinger
Engineer: Dan Boyd
As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses:
- American, United, and the other major U.S. carriers
- The airline-tangent stock he prefers
- AT&T's timing with the spinoff of Warner Media
- HBO Max gaining subscribers
- Sleep Number's cash flow being better than its stock price would indicate
(19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks.
Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU
Host: Chris Hill
Guests: Jim Gillies, Deidre Woolard, Beth Kindig
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses:
- The growing competition in video streaming
- Shares of Roku and Disney falling as well
- How investors should think about the growth prospects for Netflix
- Lululemon Athletica's plan to double its annual revenue in the next five years
(15:30) Ricky Mulvey talks with Motley Fool senior analyst Sanmeet Deo about Xponential Fitness, a small-cap company rising in the boutique space.
Stocks discussed: NFLX, ROKU, DIS, LULU, XPOF, PLNT
Host: Chris Hill
Guests: Tim Beyers, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses:
- Johnson & Johnson's rise despite lowering guidance
- How J&J's margins are better than they appear
- The company's 60-year streak of increasing its dividend
- Didi Global's upcoming shareholder meeting to vote on delisting from the NYSE
(10:30) Alison Southwick and Robert Brokamp talk with Motley Fool bureau chief Kirsten Guerra about how to find good financial advice on TikTok.
Stocks discussed: JNJ, DIDI, AMC, GME, GOOG, GOOGL
Got a question about stocks, industries, or trends?
Call our voicemail: (703) 254-1445
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Kirsten Guerra, Robert "Bro" Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses:
- His headline from Amazon CEO Andy Jassy's annual shareholder letter
- Why AWS isn't getting spun off
- Amazon doubling their fulfillment capacity in just 2 years
- The company's approach to MLPs (Minimum Loveable Products)
(13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high.
Got a question about stocks, industries, or trends?
Call our voicemail: (703) 254-1445
Stocks discussed: AMZN, UPST, SQ
Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd
Grab your notebook and get ready to dive deep.
Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock.
Rotonti discusses:
- How to pick a discount rate for investments.
- The key difference between fair and intrinsic value.
- How to project free cash flows.
Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode.
Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/
Stocks discussed: IBM, NEE, PEP
Host: John Rotonti
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss:
- Stocks investors should consider trimming like hedges
- 2 stocks to throw out altogether
- Stocks that spark so much joy Marie Kondo would be proud
- Potential comebacks for online retailers
- Why they'd be hold Zscaler and Disney shares like Brood X cicadas
- Actual cleaning tips!
(19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.
Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445.
Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B
Host: Chris Hill
Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks
Engineers: Dan Boyd, Rick Engdahl
Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down:
- The details of Musk’s offer.
- How the market is pricing in the probability of this takeover.
- The issues at Tesla that may also warrant Musk’s attention right now.
(14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”.
Stocks: TWTR, TSLA, GS, NVDA, CRWD
Host: Dylan Lewis
Guests: Bill Mann, Asit Sharma, Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss:
- How rising interest rates may affect mortgage lenders.
- PayPal’s CFO moving to Walmart.
- A rebound for Delta Airlines.
Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend.
Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD
Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool
Host: Deidre Woollard
Guests: Jason Moser, Emily Flippen, Meilin Quinn
Producer: Ricky Mulvey
Engineer: Tim Sparks
Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market.
(0:17) Yasser El-Shimy joins Asit Sharma to discuss:
- Why investors are hoping that inflation has peaked.
- Carmax’s earnings miss and the state of the used car market.
- The growing trend of buying homes sight unseen.
When are you gonna get me a car? (14:55) Alison Southwick and Robert Brokamp continue their conversation with Ron Lieber, personal finance columnist for The New York Times and the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.”
Got a question about stocks? Call our voicemail: 703-254-1445
Stocks mentioned: KMX, CVNA, FTCH, ZG, RDFN
Host: Asit Sharma
Guests: Yasser El-Shimy, Alison Southwick, Robert Brokamp, Ron Lieber
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss:
- The potential reasons why Elon Musk is jumping off Twitter’s board.
-
Warner Bros. Discovery’s first day as a publicly traded company.
-
A potential seller’s strike at Etsy.
(20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other.
Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG
Host: Deidre Woollard
Guests: Tim Beyers, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl, Annie Franks
Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses:
- How Gross traded bonds to beat the market for decades
- Why PIMCO may have “started the party” that led to the Great Recession
- Why Bill Gross was blasting 50 Cent’s music at his neighbor’s house
Bonus resource!
How to Invest in Bonds - https://www.fool.com/investing/how-to-invest/bonds/
Host: Ricky Mulvey
Guest: Mary Childs
Engineer: Steve Broido, Tim Sparks
Motley Fool Senior Analyst John Rotonti continues his discussion on the most important financial statements, focusing on the cash flow statement and what it reveals to investors. In part two of this two-part series, Rotonti discusses:
- How net income becomes free cash flow
- The choices companies can make with free cash flow (and why investors should care)
- Margins that can indicate the health of public companies
Bonus resource!
How Net Income Becomes Free Cash Flow: https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx
Stock discussed: CMG
Host: John Rotonti
Producer: Ricky Mulvey
Engineer: Rick Engdahl
The topic of inflation has focused on the Federal Reserve’s response, but how are companies responding? (0:30) Emily Flippen and Maria Gallagher analyze Walmart’s aggressive push to hire more full-time truckers, as well as:
- Meta Platforms working on a currency for the metaverse
- Twitter’s incoming director: Elon Musk
- Berkshire-Hathaway’s new stake in HP
- Rite Aid’s tenuous future
- Coca-Cola’s latest flavor innovations
(19:00) John Ourand from the Sports Business Journal discusses Tiger Woods’ impact on The Masters’ ratings, Apple and Amazon striking deals with Major League Baseball, and why ESPN has one of the best TV deals for live sports.
(33:30) Maria and Emily recommend three books (The Ascent of Money by Niall Ferguson, The Art of Statistics: How to Learn from Data by David Spiegelhalter, Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio) and share two stocks on their radar: Airbnb and Etsy.
Got a question about stocks? Call our voicemail: 703-254-1445
Stocks discussed: WMT, COST, AMZN, TGT, FB, TWTR, TSLA, BRK, HP, BBY, RAD, KO, T, PARA, AAPL, CMCSA, AMZN, DIS, ABNB, ETSY
Host: Chris Hill
Guests: Emily Flippen, Maria Gallagher, John Ourand
Engineers: Steve Broido, Rick Engdahl
Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses:
-
Whether people going back to offices could be a growth catalyst for Waste Management
-
The underrated subscription part of Rollins' business
-
How businesses like Sherwin-Williams can be compounding machines for shareholders
(12:00) Alicia Hammond discusses the psychological underpinnings of why we give someone "the benefit of the doubt" and how it relates to investing.
Stocks discussed: WM, WCN, ROL, SHW
Got a stock question? Email podcasts@fool.com!
Host: Chris Hill
Guests: Jim Mueller, Alicia Hammond
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
(00:22) Acquisition battles are heating up as travel season kicks off. Asit Sharma joins Deidre Woollard to discuss:
-
JetBlue’s competition with Spirit to buy Frontier Airlines.
-
Amazon’s plan to launch 3,000 satellites into orbit for its broadband internet plans.
- Restaurants in the metaverse.
Jim Gillies and Brian Feroldi take a “Bull vs. Bear” approach to investing in Best Buy, (18:56) the company that was supposed to become Amazon’s showroom. You can decide who made the better argument @MotleyFoolMoney on Twitter.
Link: Metaverse Stocks - https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/
Stocks: JBLU, SAVE, ULCC, AMZN, NKE, RBLX, CMG, BBY
Host: Deidre Woollard
Guests: Asit Sharma, Brian Feroldi, Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
April is Financial Literacy Month and we've got some recommendations to make you a smarter investor! (00:20) Anand Chokkavelu mentions a couple of popular titles investors may want to skip, before he recommends the following books:
Liar's Poker - Michael Lewis
The Big Short - Michael Lewis
(Shameless Plug Alert!) The Motley Fool Investment Guide - David and Tom Gardner
The Little Book That Beats The Market - Joel Greenblatt
One Up On Wall Street - Peter Lynch
Beating The Streat - Peter Lynch
(10:00) Alison Southwick and Robert Brokamp talk with best-selling author Ron Lieber about how to help your kids be smarter about money (without looking like a jerk).
Host: Chris Hill
Guests: Anand Chokkavelu, Alison Southwick, Robert Brokamp, Ron Lieber
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses:
- Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO
- The likelihood of Schultz remaining CEO beyond his "interim" period
- Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC
- The subtle-yet-important difference between a 13D filing and a 13G filing
- Whether Tesla shareholders are bothered by Musk paying attention to another company
(18:30) Asit Sharma and Brian Stoffel examine cloud infrastructure company DigitalOcean through the lens of competitors like Amazon Web Services and Microsoft Azure.
Stocks: SBUX, TWTR, TSLA, DOCN, SHOP, MSFT, AMZN, ORCL
Host: Chris Hill
Guests: Jim Gillies, Asit Sharma, Brian Stoffel
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
Sanctions go on a whole lot easier than they come off. Daniel Yergin is the Vice Chairman of S&P Global and the author of “The New Map: Energy, Climate, and the Clash of Nations". He’s been studying Russia's and China’s roles in the global energy markets for decades, and shares the implications of Russia becoming an unreliable oil and gas supplier in Europe. In this conversation with Motley Fool Senior Analyst Ben Ra, Yergin discusses:
- Russia’s economic relationship with China
- The role of shale for US energy independence
- Supply chain obstacles for wide-spread electric vehicle adoption
Bonus Resources!
Investing in Energy Stocks - https://www.fool.com/investing/stock-market/market-sectors/energy/
Investing in Copper Stocks - https://www.fool.com/investing/stock-market/market-sectors/materials/metal-stocks/copper-stocks/
Host: Ben Ra
Guest: Daniel Yergin
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Brandon Gentry
Motley Fool Senior Analyst John Rotonti walks you through the most important financial statements through the sale of a burrito. (Yes, really.)
In part one of this two part series on financial statements, Rotonti discusses:
-
How to understand balance sheets and income statements.
-
A key metric that can tell you about a company’s pricing power.
-
What you’re actually purchasing when you buy a stock.
Bonus Resources!
Chipotle’s valuation metrics - https://www.fool.com/premium/company/nyse/cmg/
Reconciling Net Income to Free Cash Flow - https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx
Stock discussed: CMG
Host: John Rotonti
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
The U.S. economy added 1.7 million jobs in the 1st quarter of 2022. Meanwhile, the stock market gave investors a negative quarter for the first time in two years. (0:30) Emily Flippen and Tim Beyers discuss the relative strength of the economy, as well as:
- Booking Holdings CEO Glenn Fogel's prediction for summer travel
- Baidu being added to the SEC's list of stocks potentially facing delisting
- Chewy's struggles in its latest quarter
- Brand growth continuing in the hard seltzer market
- The latest from Lululemon, FedEx, and Five Below
(19:00) David Gardner, co-founder of The Motley Fool, shares advice for investors rattled by recent underperformance in the market, a few Rule Breaker stocks he believes look attractive at their current prices, and the launch of The Motley Fool Foundation.
(36:30) Tim and Emily share two stocks on their radar: Jamf Holding and Rover Group.
To be part of The Motley Fool Foundation, join us here - www.foolfoundation.org
Stocks discussed: BKNG, BIDU, CHWY, LULU, FDX, FIVE, SAM, BUD, Z, TTD, NFLX, AXON, NVDA, JAMF, ROVR
Host: Chris Hill
Guests: Emily Flippen, Tim Beyers, David Gardner
Engineer: Rick Engdahl
For the 1st time in two years, investors experience a negative return in the Dow, S&P 500 and Nasdaq. But don't worry, you got this!
(00:20) Asit Sharma discusses:
- Amazon renewing its deal with JP Morgan Chase to issue Amazon's rewards credit card
- Why shareholders of both companies should be happy with the outcome
- How investors can take solace in a growing economy, even as stocks cooled off this quarter
(14:00) Dylan Lewis talks with Brian Feroldi about how investing in the stock market is the great wealth creation machine in the world, and Brian's upcoming book "Why Does The Stock Market Go Up?"
Post a review on Apple and include a question about a stock or industry!
Stocks: AMZN, JPM, AXP, C, SYF, AAPL
Host: Chris Hill
Guests: Asit Sharma, Dylan Lewis, Brian Feroldi
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
Having led Restoration Hardware since 2014, Gary Friedman is an experienced CEO. But on his company's latest earnings call Friedman says he's never been more uncertain about the future.
(00:20) Bill Mann discusses:
- The record year RH just closed
- Friedman invoking the 2008 collapse of Bear Stearns
- Why RH is doing a 3-for-1 stock split
Bill also answers a listener's question about small-cap stock 22nd Century Group.
Post a review on Apple and include a question about a stock or industry!
(14:00) Tim Beyers and Andy Cross talk with Jay Chaudhry, CEO of Zscaler, about what other cybersecurity companies are missing and the biggest misconception that Wall Street has about his company.
Stocks: RH, WSM, XXII, ZS, CRM, TSLA
Host: Chris Hill
Guests: Bill Mann, Tim Beyers, Andy Cross, Jay Chaudhry
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
Real Estate Trends We're Watching
FedEx CEO Fred Smith may not fit the traditional definition of "Visionary CEO" that we've come to accept, but he saw an industry where none previously existed.
(00:20) Jason Moser discusses:
- McCormick's 1st-quarter results being fueled by the B2B part of the company
- Why executives are optimistic about the rest of the fiscal year
- Fred Smith stepping down after more than 50 years of running FedEx
- The leap of faith investors must take when it comes to CEO succession
(17:30) Investing in real estate is less appealing if it involves 3 am phone calls from a renter. Matt Argersinger talks with Robert Brokamp about some current real estate trends he's excited about, as well as some key points of investing in REITs.
Check out TMF's free guide to investing in real estate: http://realestateinvesting.fool.com
Stocks: MKC, FDX, VNQ, RHP, PEB
Host: Chris Hill
Guests: Jason Moser, Robert Brokamp, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
Will Smith slapped Chris Rock onstage at the Academy Awards. That single moment overshadowed everything else during the event, including how a single award altered the landscape for streaming video businesses.
(00:20) Tim Beyers discusses:
- Ripple effects of Apple becoming the 1st streaming service to win Best Picture
- Overall spending on content increasing
- How things are going today at the offices of Netflix
- Tesla's proposed stock split
(14:00) It's 2022. Weren't we supposed to have flying drones delivering packages to our homes by now? Ricky Mulvey talks with Jacob Goldstein, host of the new podcast "What's Your Problem?", about drone delivery, self-driving cars, and the future problems that entrepreneurs are trying to solve right now.
Stocks: AAPL, NFLX, DIS, AMZN, TSLA, UBER
Host: Chris Hill
Guests: Tim Beyers, Ricky Mulvey, Jacob Goldstein
Engineer: Rick Engdahl, Tim Sparks
Looking to brush up your language skills when it comes to financial stocks? Motley Fool senior analyst Jason Moser and Matthew Frankel dive deep into the metrics they use to judge financial companies, and provide comparison guidelines for investors to watch. They discuss:
- Why the P/E ratio is less important than you may think
- The nuance of judging a bank’s efficiency
- One metric to watch for any fintech company
Additional resource - https://www.fool.com/investing/stock-market/market-sectors/financials/bank-stocks/how-banks-make-money/
Stocks: AXON, WFC, COF, PYPL, JPM, AFRM
Host: Jason Moser
Guest: Matthew Frankel
Producer: Ricky Mulvey
Engineer: Tim Sparks
Before the 94th Academy Awards on Sunday, we're taking a closer look at the battle between streaming services and some of the bitter rivalries in entertainment history. Chris Hill is joined by Maria Gallagher, Catie Peiper, and Mac Greer, as they discuss:
- The Academy’s tenuous relationship with Netflix and other streamers
- Warner Brothers' history of trying to recreate Disney’s magic
- Unexpected business lessons from Oscar winners and nominees
Stocks: DIS, NFLX, T
Host: Chris Hill
Guests: Gordon Gekko, Maria Gallagher, Catie Peiper, Mac Greer
Producer: Ricky Mulvey
Engineers: Steve Broido, Tim Sparks
The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well as:
- Google striking an app-store deal with Spotify
- Uber teaming up with New York City taxis
- Reports that Apple is developing a hardware subscription service
- Darden Restaurants seeing improvement in its fine dining segment
- The latest from Berkshire-Hathaway, Adobe, and Nike
(19:00) Corporate governance expert Nell Minow analyzes how public companies are doing with their communications related to Russia, and why she's unimpressed with how Starbucks' board of directors handled the latest CEO change. Then she puts on her film critic hat to offer a preview of the Academy Awards and share who will win (and should win) Best Actor, Best Actress, and Best Picture.
(32:00) Jason and Andy discuss Pepsi's latest limited-run flavor and share two stocks on their radar: McCormick and KB Home.
Got a stock or topic you want us to discuss? Post a review on Apple and include your pitch!
Stocks discussed: SPOT, GOOG, GOOGL, MTCH, BMBL, UBER, BRK, AAPL, NKE, DRI, SBUX, DIS, PEP, MKC, KBH
Host: Chris Hill
Guests: Jason Moser, Andy Cross, Nell Minow
Engineer: Steve Broido
If you think Chairman Powell and some of the Federal Reserve governors are sounding more hawkish, you're not alone. (00:18) John Rotonti discusses:
- Why investors should expect more interest rate hikes this year
- The increasing attractiveness of companies with pricing power and strong ROIC
- Balancing growth stocks with profitable businesses that can self-fund their operations
- Three stocks he just bought (and why he bought them)
(14:30) The most rewarding stocks can come from the most boring businesses. Dylan Lewis and Jason Hall make the case for keeping boring businesses in your portfolio and discuss one in particular that Jason's excited about.
Stocks: PYPL, KKR, RH, AAPL, AMZN, GOOGL, TREX
Host: Chris Hill
Guests: John Rotonti, Dylan Lewis, Jason Hall
Engineer: Tim Sparks
Offering guidance to Wall Street analysts can be a tricky proposition. There are downsides to being either too vague or too specific. (00:22) Tim Beyers discusses:
- Adobe's 1st-quarter results and the $75 million hit to its business in Russia and Belarus
- How worried Okta's corporate customers should be
- Why no one should expect Okta's public communications on its recent security breach to be highly detailed
(14:56) Ricky Mulvey talks with Alicia Hammond about the psychological forces that encourage you to sell, and some actionable ways to make calmer, better decisions about your money.
Stocks: ADBE, OKTA, SHOP
Host: Chris Hill
Guests: Tim Beyers, Ricky Mulvey, Alicia Hammond
Engineer: Tim Sparks
If you want to soothe supply chain woes, try cutting out the middleman. Nike’s direct-to-consumer sales now make up more than 40% of the company’s revenue. (00:18) Auri Hughes joins Asit Sharma to discuss:
- Nike’s earnings beat and global strategy
- Okta’s hack, and what it means for the cybersecurity company
- How rising fertilizer prices could cause wider-spread inflation.
(10:44) Alison Southwick and Robert Brokamp discuss how millionaires save, spend, and invest on this week’s Answers.
Stocks: NKE, OKTA, WFC
Host: Asit Sharma
Guests: Auri Hughes, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
After six years Warren Buffett finally pulled the trigger. Berkshire-Hathaway is buying insurance company Alleghany for $11.6 billion. (0:20) Jason Moser analyzes:
- The reaction from investors
- Berkshire-Hathaway's increased exposure to the insurance industry
- Potential for another acquisition in the next few years
- Buffett's patience and relentless focus on price, and what it can teach all investors
(12:30) Rick Munarriz talks with Carnival Cruise Line CEO Arnold Donald about how his company is preparing for the post-pandemic world.
Stocks discussed: BRK, Y, CCL, DIS, AMC
Host: Chris Hill
Guests: Jason Moser, Rick Munarriz, Arnold Donald
Engineer: Tim Sparks
Few people know Instagram better than Bloomberg News tech reporter Sarah Frier. Author of the award-winning book No Filter: The Inside Story of Instagram, she talked with Ricky Mulvey about:
- How parent company Meta Platforms affects Instagram’s user experience today
- CEO Mark Zuckerberg’s role in company acquisitions
- The company’s shift into the metaverse
Want more background on investing in metaverse stocks?
Click here: https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/
Stocks: FB, SNAP, AAPL
Host: Ricky Mulvey
Guest: Sarah Frier
Engineers: Tim Sparks, Rick Engdahl
You probably can’t meet with the CEO of a company on your watch list, but you have some tools to evaluate them. Motley Fool Senior Analyst John Rotonti talks with fellow analysts Auri Hughes and Alyce Lomax about how to spot great business leaders. We also break into our archives to share a 2012 interview with former Costco CEO Jim Sinegal. Both conversations discuss:
- Identifying great corporate leaders
- How excellent CEOs balance stakeholder needs
- Why company culture is one of the most important competitive advantages
Want more tips for evaluating a CEO?
Click here: https://www.fool.com/investing/2019/08/28/esg-investing-how-to-evaluate-a-ceo-using-the-4-cs.aspx
Stocks: SHOP, COST, SBUX, ACN, HD, TXN, BRK, MSFT, AMZN
Host: John Rotonti
Guest: Auri Hughes, Alyce Lomax
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
For the first time since 2018 the Federal Reserve raised interest rates. Not only did everyone survive, but investors actually seemed to embrace the first of what will probably be several rate hikes this year. (0:45) Ron Gross and Jason Moser discuss the impact on the stock market, as well as:
- GameStop's 4th-quarter loss
- FedEx weathering challenges to get through its latest quarter
- Williams-Sonoma closing out the fiscal year with record results
- Amazon and Netflix making moves to strengthen their video streaming businesses
- The latest from Starbucks, Accenture, and Walmart
(19:00) Andy Cross talks with Fred Reichheld, author of "Winning On Purpose", about the Net Promoter Score and how it can help long-term investors beat the market.
(33:00) Ron and Jason answer a question about Berkshire-Hathaway and share two stocks on their radar: Taiwan Semiconductor and Chewy.
Got a stock you want us to discuss? Post a review on Apple and include your stock pitch!
Stocks discussed: GME, FDX, SBUX, DPZ, WSM, ACN, AMZN, NFLX, WMT, DFS, FRC, WRBY, INTU, BRK, CHWY, TSM
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Andy Cross, Fred Reichheld
Engineer: Steve Broido
Russia's stock market was supposed to open this week. Even if you don't own Russian stocks directly, you may own them through global funds or ETFs.
(0:20) Bill Mann discusses:
- How Russia's market remained closed
- Potential for Russia to default on its debt
- The one thing every U.S. investor should do if they have exposure to Russian stocks
- Chinese stocks suddenly rebounding on comments from the central government
- Why he believes the turnaround is a "yellow flag" for investors
Stocks discussed: YNDX, BABA, TCEHY, JD, BIDU
Host: Chris Hill
Guests: Bill Mann
Engineer: Tim Sparks
Kevin Johnson surprises almost everyone by announcing his retirement, with Howard Schultz returning (again) to run Starbucks.
(0:20) Jason Moser discusses:
- The company's board of directors taking their time in searching for the next permanent CEO
- Why Walgreens' CEO Roz Brewer should be at the top of the board's list of candidates
- Starbucks' plan to reduce the use of disposable cups by 2025
(12:00) Emily Flippen and Asit Sharma take a closer look at a stock that's returned 250% over the past five years: Intuit.
Stocks discussed: SBUX, INTU, ADBE
Host: Chris Hill
Guests: Jason Moser, Asit Sharma, Emily Flippen
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
The SEC is threatening to delist several U.S.-listed ADRs of Chinese companies. What does this mean for American investors?
(0:20) Bill Mann discusses:
- Why China's government is happy with the SEC's threat
- How a quick and easy end to this impasse is difficult to see
- How the NCAA basketball tournament can help your approach to investing better
- Why hoops programs with a history of winning records resemble winning businesses
(14:00) Jennifer Gennaro Oxley, executive director of The Motley Fool Foundation, talks with Alison Southwick and Robert Brokamp about how thinking like an investor can lead to better outcomes in your charitable giving.
Stocks discussed: YUMC, BABA, JD, BIDU, TCEHY
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Jennifer Gennaro Oxley
Producer: Ricky Mulvey
Engineers: Rick Engdahl
It's nice (among other things) to see that even investing legends like Warren Buffett face skepticism from shareholders.
(0:20) Jason Moser discusses:
- A Berkshire-Hathaway shareholder proposal to have Buffett be replaced as chairman
- Focusing on numbers instead of a company's story
- Comcast getting into live sports in a bigger way
- The "sports media rights" bubble remaining firmly intact
(16:25) Entrepreneur and investor Moiz Ali understands Shopify both as a shareholder and a customer. He talks with Motley Fool senior analyst Yasser El-Shimy about Shopify's data insights and subscription platform, the bull case for the company, and more.
Stocks discussed: BRK, TDOC, DOCU, AAPL, CMCSA, SHOP
Host: Chris Hill
Guests: Jason Moser, Yasser El-Shimy, Moiz Ali
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
Best-selling author Ben Mezrich has captured the attention of millions of readers with his true-life books about Facebook ("The Accidental Billionaires") and Las Vegas ("Bringing Down The House"). In this conversation with Dylan Lewis he revisits his 2015 book “Once Upon a Time in Russia” to talk about the rise of the oligarch and his experiences with Russia’s billionaire class. They discuss:
- The history leading to the creation of Russia’s billionaire class
- Potential ways oligarchs could affect Russian's war with Ukraine
- Why Russia’s billionaires are closer to “The Sopranos” than the technology titans of Silicon Valley
Books discussed:
Once Upon a Time in Russia: The Rise of the Oligarchs - https://www.amazon.com/Once-Upon-Time-Russia-Oligarchs-ebook/dp/B00RM266ZM
The Midnight Ride - https://www.amazon.com/Midnight-Ride-Ben-Mezrich/dp/1538754630
Host: Dylan Lewis
Guest: Ben Mezrich
Engineer: Rick Engdahl
A company's financials are more than just a set of numbers. They can tell a story that helps us understand the core of a business and where its growth opportunity lies.
John Rotonti talks with fellow Motley Fool senior analyst Auri Hughes about the financials to watch before putting your money into a publicly traded company. They discuss:
- Profit drivers in a company’s balance sheet
- The portions of a 10-K that investors should pay close attention to
- Metric that provide insights about a company’s growth prospects
Stocks discussed: AAPL, SBUX, CPRT, CNSWF
Host: John Rotonti
Guest: Auri Hughes
Producer: Ricky Mulvey
Engineer: Tim Sparks, Rick Engdahl
Last month is was Alphabet. This week Amazon became the latest mega-cap company to announce a 20-for-1 stock split. (0:45) Ron Gross and Jason Moser discuss how Amazon, without changing their underlying businesses, has found a way to strengthen ties with one of their key stakeholders (employees), as well as:
- DocuSign's strengthening business in the face of a declining share price
- Enthusiasm for dating app Bumble
- Ulta Beauty continuing to grow same-store sales
- Chipotle and Jones Soda launching very different products
- The latest from Oracle, Stitch Fix, and Marqeta
(19:00) Tess Vigeland, host of The Wall Street Journal's new podcast "As We Work", talks about the changing dynamics of the workplace, the rise of pay transparency, and the challenge facing companies hoping to retain employees.
(35:30) Ron and Jason share two stocks on their radar: Intellia Therapeutics and Apple.
Stocks discussed: AMZN, DOCU, ORCL, SFIX, BMBL, MQ, ULTA, CMG, JSDA, NTLA, AAPL
You'll find 15 stocks and 5 ETFs in our free Investing Starter Kit: http://fool.com/StarterKit
Investing questions? Email podcasts@fool.com
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Tess Vigeland
Engineer: Rick Engdahl
That's how Bill Mann describes the importance of the oil & gas industry in Russia.
(0:20) As we take stock of where we are at this moment, Bill discusses:
- Ripple effects for European countries
- Whether seizing property of Western companies would spell the end of foreign investment in Russia
- Why Energy Secretary Granholm's recent comments give him hope
- Rising raw material costs affecting companies like McDonald's and Domino's Pizza
- The J Curve
(12:15) If Russia provides just 3% of America's oil supply then why have gas prices spiked? Ricky Mulvey talks with Nick Sciple to get some context.
Stocks discussed: MCD, SBUX, KO, DPZ
Host: Chris Hill
Guests: Bill Mann, Nick Sciple
Producer: Ricky Mulvey
Engineers: Rick Engdahl
The hour-long event gave Apple the chance to highlight multiple upgrades to their devices, but some were more noteworthy than others. (0:20) Tim Beyers discusses:
- How the new iPhone SE indicates Apple's unwillingness to cede market share to anyone
- Pricing the Max Studio desktop for a small consumer base
- The "super chip" powering the Max Studio
- Live sports being added to Apple+
- Netflix taking a "never say never" approach to ads on their platform
(13:00) Rickey Mulvey moderates a "bull vs. bear" debate between Matt Frankel and Jason Moser over Block (aka, the company formerly known as Square).
Stocks discussed: AAPL, DELL, NFLX, DIS, SQ, UA
Host: Chris Hill
Guests: Tim Beyers, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
On this day in 2002, The Motley Fool launched its first subscription service: Stock Advisor. To celebrate we're not breaking out champagne and cake. Instead, we've gathered three members from our investing team (Andy Cross, Asit Sharma, Emily Flippen) to share some of the most important lessons learned over the past two decades, including:
- The idea that sometimes the best place for new money is a stock you already own
- Importance of diversification
- Putting money into the stock market on a regular basis
- The challenge (and payoff) of letting your winners run
Stocks discussed: SFIX, LMND, NFLX, CWBHF, BBY
Host: Chris Hill
Guests: Andy Cross, Asit Sharma, Emily Flippen
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
Before you buy that stock, have you thought about why you're buying it? It can help (in part, for future reference) to go through the process of writing out your investment thesis.
(0:25) Jason Moser discusses:
- Recognizing short-term catalysts
- Why home improvement is "one of the most obvious long-term trends out there"
- Travel and return-to-work being two trends worth watching
(15:45) Using language-learning app Duolingo as an example Alicia Alfiere shares key questions to ask when writing an investment thesis, including:
- What are its competitive advantages?
- Who's running the company?
- Will broader trends help or hurt?
Stocks discussed: BKNG, HD, LOW, MSFT, DUOL
Host: Chris Hill
Guest: Jason Moser, Alicia Alfiere
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Motley Fool co-founder and CEO Tom Gardner interviews Michael Saylor, CEO of MicroStrategy, an enterprise software and business intelligence company. Saylor has put billions of his company’s money into Bitcoin and hundreds-of-millions of his personal wealth into the cryptocurrency.
They discuss:
- Bitcoin as a hedge against an increasing money supply
- Environmental implications of mining cryptocurrency
- The security of Bitcoin’s network
Additional Resources:
What Is Bitcoin? Should You Invest? - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/bitcoin/
Investing in Bitcoin ETFs - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/bitcoin-etfs/
Hosts: Tom Gardner, Chris Hill
Guest: Michael Saylor
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Buying any stock starts with an idea, but where do you find them? Consider this a starting spot for investors. John Rotonti talks with fellow Motley Fool analysts Auri Hughes and Yasser El-Shimy in a discussion about finding stock ideas and what to look for once you've found them.
They discuss:
- Using 3rd-party research tools to discover new companies.
- What to look for in investor letters and 10-Ks
- The utility of “cloning” versus using stock screeners
Stocks discussed: KKR, AMZN, KIND, SNAP, FTCH, ETSY
Additional resource:
How to Find Investment Ideas - https://www.fool.com/investing/how-to-invest/stocks/where-find-investment-ideas/
Hosts: John Rotonti
Guests: Yasser El-Shimy, Auri Hughes
Producer: Ricky Mulvey
Engineer: Tim Sparks, Rick Engdahl
Nearly 700,000 jobs were added to the U.S. economy in February. The biggest gains were in the leisure and hospitality industries. Apple, Alphabet, and other Silicon Valley companies announced plans for returning to their offices. (0:30) Jason Moser and Emily Flippen discuss employers taking an "omnichannel" approach with their employees, as well as:
- Target's stellar results
- Costco's mixed quarter
- Salesforce focusing on Slack (instead of more big acquisitions)
- Disney's plan to launch an ad-supported tier for Disney+
- The latest from Sweetgreen, Domino's Pizza, Best Buy, Elastic, and Zoom Video
(31:00) Emily and Jason answer a listener's question about whether to sell index funds in order to buy more stocks, and share two stocks on their radar: Bilibili and Accenture.
Stocks discussed: AAPL, GOOG, GOOGL, CRM, TWTR, TGT, COST, SG, DPZ, BBY, ESTC, DIS, NFLX, ZM, CAN, BILI
You'll find 15 stocks and 5 ETFs in our free Investing Starter Kit: http://fool.com/StarterKit
Investing questions? Email podcasts@fool.com
Host: Chris Hill
Guests: Emily Flippen, Jason Moser
Engineer: Rick Engdahl
“We’re not stock pickers, we’re business pickers.” Warren Buffett’s most recent letter reminded investors of the discipline he and his investing team at Berkshire-Hathaway apply to their work each day. And while there’s nearly $150 billion in cash on the balance sheet, Buffett still hasn’t pulled out his famed “elephant gun” just yet.
(0:25) John Rotonti discusses:
- His top takeaway from the letter
-
Buffett’s praise for Apple CEO Tim Cook
-
The case for Berkshire-Hathaway buying semiconductor design company Arm Limited
(13:00) Dylan Lewis and Jason Hall discuss two unexpected companies that are winning due to higher inflation.
Stocks discussed: BRK, AAPL, NVDA, F, GM, TSLA, MA, BIP, SBUX
Host: Chris Hill
Guest: John Rotonti, Dylan Lewis, Jason Hall
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Between President Biden's State of the Union address and Fed Chair Jay Powell testifying before the U.S. House Committee on Financial Services, there are multiple investing-related stories coming out of Washington, DC.
(0:25) Bill Mann discusses:
- The current state of play for the oil & gas industry
- Why investors should be looking at exploration and production companies
- How the stock market has already priced in the first interest rate hike of 2022
- The increasing lure of businesses with great free cash flow and the ability to raise prices.
(13:00) Jason Moser and Matt Frankel share allocation advice for a down market.
Stocks discussed: OXY, GOOG, GOOGL, AAPL, BRK, RHP, PYPL, SQ
Host: Chris Hill
Guest: Bill Mann, Jason Moser, Matt Frankel
Engineer: Rick Engdahl
The latest results from Zoom Video seem like as good a reason as any to check in on the state of "pandemic stocks". As we've witnessed repeatedly throughout investing history, some businesses are more sustainable than others.
(0:25) Tim Beyers discusses:
- Zoom's continued customer growth and gross margins
- CEO Eric Yuan's steady approach to offering guidance
- Why he believes DocuSign and DoorDash have staying power.
- Ritch Allison retiring as CEO of Domino's Pizza and handing the keys to the corner office to COO Russell Weiner.
- Pizza preferences!
(15:30) Alison Southwick and Robert "Bro" Brokamp talk with Matt Argersinger about the ins and outs of being a landlord at a time when real estate is still hot.
Stocks discussed: ZM, DOCU, PTON, DASH, DPZ, ABNB
Our email address is podcasts@fool.com
Host: Chris Hill
Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
The fallout from Russia's invasion of Ukraine has investors asking a lot of questions. And while some in the financial media are eager to draw quick and hard conclusions, there are still a lot of unknowns.
(0:25) Bill Mann discusses:
- The impact of U.S. and European economic sanctions
- SWIFT (Society of Worldwide Interbank Financial Telecommunications) and why it's so important
- Switzerland abandoning its neutrality in favor of freezing Russian assets
- His continued interest in the oil & gas industry right now
- An important step anyone should take before making charitable contributions
The website we discussed is http://charitynavigator.org
Host: Chris Hill
Guest: Bill Mann
Engineer: Rick Engdahl
Based on the hit podcast of the same name, "The Dropout" is a new mini-series starting March 3rd on Hulu. Rebecca Jarvis, chief business correspondent at ABC News and host of the podcast, discusses the story of Elizabeth Holmes. Founder of Theranos in 2003, Holmes was ultimately convicted of multiple counts of fraud. Jarvis shares:
- What made Holmes tick
- The nuance of "faking it 'til you make it"
- Whether Silicon Valley could produce another Theranos today
Stocks mentioned: AAPL, LYFT, UBER
Host: Olivia Zitkus
Guests: Rebecca Jarvis
Producer: Ricky Mulvey, Emily Scharnhorst
Engineer: Rick Engdahl, Tim Sparks
If you want to do well as an investor, you have to get comfortable with the idea of holding great companies through difficult times. (Like the one we're in right now.
Motley Fool senior analysts John Rotonti, Maria Gallagher, and Ron Gross take a look at how strong companies bounced back from difficult times, and how investors can apply those lessons today. They discuss:
- The tough decisions from management at Domino’s and Apple that ultimately rewarded shareholders
- How Disney found strength in its intellectual property
- Key takeaways from investing through the Great Recession
- Best Buy rebounding from being "Amazon’s showroom"
Stocks discussed: DPZ, DIS, AAPL, BBY, AMZN, AMD, SBUX, PTON
Host: John Rotonti
Guests: Ron Gross, Maria Gallagher
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Austin Morgan
A sudden upswing for stocks late in the week is only the latest reminder of why it's a bad idea to try and time the market. (0:40) Jason Moser and Ron Gross share data that proves staying in the market is much more efficient (and lucrative) for investors than jumping in and out, and discuss:
- Etsy increasing their seller transaction fee
- Block's transaction revenue growth
- Home Depot and Lowe's getting different reactions from similar 4th-quarter reports
- The latest from Beyond Meat, Mercadolibre, Fulgent Genetics, and Booking Holdings
(19:20) Chief Investment Officer Andy Cross talks with Jeff Green, CEO of The Trade Desk.
(32:00) Jason and Ron answer a listener's question about how to build a portfolio. Jason's radar stock is Zoom Video and Ron unveils his "Resilient Basket" of stocks! (Costco, Disney, Domino's Pizza, Home Depot, Microsoft, Target)
Got a question about stocks, industries, or trends?
Drop as an email podcasts@fool.com
Stocks discussed: ETSY, SQ, HD, LOW, BYND, MELI, FLGT, BKNG, TTD, ZM, COST, DIS, DPZ, MSFT, TGT
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Andy Cross, Jeff Green
Engineer: Rick Engdahl, Austin Morgan
With the S&P 500 officially in "correction territory" it's worth remembering that these happen more often than we remember. Timing the market is nearly impossible, which is one more reason we play the long game and stay in the market.
(0:25) Chief Investment Officer Andy Cross discusses:
- How often we experience corrections
- The added uncertainty of Russia invading Ukraine
- Nasdaq stocks falling even further
- Why being a net-buyer of stocks is so much better than trying to time a market bottom
- The importance of taking a break (now and then) from financial news
If you're looking for more guidance and stock ideas, check out our free Investing Starter Kit: http://fool.com/StarterKit
Stocks discussed: ZM, HD
Host: Chris Hill
Guests: Andy Cross
Engineer: Rick Engdahl
2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business?
(0:20) Jason Moser discusses:
- How Teladoc Health's stellar acquisition of BetterHelp is paying off
- Why the jury is still out on its purchase of Livongo
- (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year
- The company's status as a dividend aristocrat
- How Lowe's is effectively dealing with inflation
(15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms.
Stocks discussed: TDOC, LOW, HD, ABNB
Host: Chris Hill
Guests: Jason Moser, Deidre Woollard, Makarand Mody
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Ford Motor CEO Jim Farley is attempting to grow the electric vehicle part of his company while not alienating any stakeholders, especially employees.
(0:20) John Rotonti discusses:
- Farley's plan to create a separate division for Ford's EV business
- The likelihood of other automotive companies following suit
- Home Depot's highlights after a stellar fiscal year
- Whether today's stock drop creates a good entry point for long-term investors looking to add Home Depot to their portfolio
(14:30) Now that we're well past Valentine's Day, Alison Southwick and Robert Brokamp offer financial planning tips for singles.
Stocks discussed: F, TSLA, GM, HD
Host: Chris Hill
Guests: John Rotonti, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl
The recent ups and downs (and more downs) of the stock market have rattled some investors, so we called on a friend to help put this volatility in context. Senior analyst Maria Gallagher talks with bestselling author Morgan Housel about:
- Why time in the market is more important than your yearly return
- How to think about the ups-and-downs as the cost of admission to investing
- Why boring companies can make great investments
Stocks discussed: FB
Host: Maria Gallagher
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
History doesn’t repeat, but it often rhymes. We're going back in time to make sense of past “stock drops” and pull out the lessons that investors can use today, including:
- What to look for from company executives as they respond to crises
- Questions to help decide if companies are going through structural or cosmetic problems
- How to revisit an investment thesis
Stocks: META, LULU, ZM, NFLX, GE, CMG, PTON
Host: Ricky Mulvey
Guest: Asit Sharma
Engineers: Dan Boyd, Rick Engdahl
Special thanks to Steve Broido for voicing “Amazing Moments in Market Volatility!”
After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0:45) Emily Flippen and Jason Moser make the distinction between volatility and risk, share why it's important to keep adding to your portfolio over time, and discuss:
- Walmart increasing its dividend
- Shopify shares falling despite strong growth in its fiscal year
- Nvidia's guidance for 2022
- Airbnb reporting a profit and booking longer stays
- Roku battling supply chain disruptions
- Roblox getting punished for a small revenue miss
- The Trade Desk wrapping up a strong year
(19:20) Academy Award-nominated filmmaker Rory Kennedy discusses her new Netflix documentary, Downfall: The Case Against Boeing.
(33:15) Emily and Jason ponder the threat of an avocado shortage in America and share two stocks on their radar: Upstart Holdings and Etsy.
Got a question about stocks, industries, or trends?
Drop as an email podcasts@fool.com
Stocks discussed: WMT, SHOP, NVDA, ABNB, ROKU, RBLX, TTD, NFLX, BA, CMG, UPST, ETSY
Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Rory Kennedy
Engineer: Dan Boyd, Rick Engdahl
(0:20) Maria Gallagher discusses:
- Nvidia wrapping up the fiscal year with strong results across the board
- DoorDash increasing orders as well as the amount of money spent per order
- Surprisingly strong guidance for DoorDash's 2022
- Cheesecake Factory having pricing power?
(14:45) Jason Moser and Matt Frankel do a deep dive on PayPal.
Are you ready for February 18th?
Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: NVDA, DASH, UBER, CAKE, BRK.A, MELI, AAPL, PYPL
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
(0:20) Bill Mann discusses:
- Retail sales growing nearly 4% in January
- Shopify's strong growth in 2021 being followed by slightly less growth in 2022
- Why shares of Shopify will never look cheap
- The company's new partnership with JD.com
- Airbnb's record revenue last year
- Hotel stocks hitting new all-time highs
- The wisdom of Ron Gross
(17:30) Olivia Zitkus and Keith Speights discuss a new wave of biosimilar drugs and the challenges (and opportunities for investors) they present.
What are you doing February 18th?
Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: SHOP, JD, ABNB, MAR, HLT, H, ABBV, AMGN, VTRS
Host: Chris Hill
Guests: Bill Mann, Olivia Zitkus, Keith Speights
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
(0:20) Buying Tower Semiconductor for more than $5 billion in cash is only part of Intel's plan to manufacture chips. John Rotonti analyzes Intel's acquisition and what executives at Taiwan Semiconductor might be thinking in response. John also discusses Arista Networks wrapping up a strong fiscal year and taking market share from Cisco Systems.
(16:00) Now that Valentine’s Day is over, Robert Brokamp and Alison Southwick tackle the top money arguments that couples face and discuss some ways to create more financial harmony in your relationship.
What are you doing February 18th?
Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: TSEM, INTC, TSM, ANET, CSCO, PTON
Host: Chris Hill
Guests: John Rotonti, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
(0:20) Companies spent millions of dollars on Super Bowl ads, so how did they do? Jason Moser discusses the hits and misses from Salesforce, Meta Platforms, Hologic, Squarespace and more, as well as the current state of publicly-traded grill companies Weber and Traeger.
(16:00) Jim Gillies and Bill Mann take a "Bull vs. Bear" approach to discussing one of Warren Buffett's biggest investments: American Express.
You can vote for who you think made the better argument on our Twitter account: @MotleyFoolMoney
What are you doing February 18th?
Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: SQSP, FB, COIN, CRM, PEP, AXP, GM, BUD, HOLX, WEBR, COOK
Host: Chris Hill
Guests: Jason Moser, Bill Mann, Jim Gillies
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
The principles of design can improve your life at work. Really.
Dave Evans is a lecturer at Stanford University’s design program and the co-author of “Designing Your New Work Life.” Before that, he was an early employee at Apple and a co-founder of Electronic Arts.
Producer Ricky Mulvey talks with Evans about:
- The power of creating a “good enough for now” mindset
- Deciding whether to quit or reinvent your job
- How to create more spontaneity in a hybrid-work environment
Stocks discussed: PINS, AAPL, HPQ
Host: Ricky Mulvey
Guests: Dave Evans
Engineers: Dan Boyd
Want to sound even smarter before, during, and after the big game? Then listen in as Dylan Lewis explores the big-money implications of the Super Bowl, including:
- How broadcasters and streaming companies approach live sports
- The challenge of getting subscribers to stick with a streaming service
- Why some consumer goods companies are aiming for more than just brand recognition
- Sports betting's evolution and growth
- Prop bets!
Stocks discussed: PEP, TMUS, COKE, FCAU, CMCSA, NFLX, DIS, CZR, PENN, DKNG, WYNN
Host: Dylan Lewis
Guests: Maria Gallagher, Asit Sharma, Nick Sciple
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason Moser analyze as they discuss:
- Disney's surprising 1st-quarter results in Parks and Disney+ subscribers
- Peloton changing its leadership and tightening its purse strings
- Affirm Holdings accidentally tweeting its earnings results too early
- Pepsi & Coca-Cola telling similar stories with profits and higher costs
- Cloudflare gearing up for 2022
- The latest from CVS, Chipotle, and Zillow
- Two stocks on their radar: Brookfield Renewable Corp. and The Trade Desk
Plus, Bill Shea from The Athletic offers an advertising preview of Super Bowl 56 and discusses how streaming video platforms are influencing the ad-buying landscape in live sporting events.
What are you doing on February 18th? If you want to join our members attending the "Investing Essentials 2022 & Beyond" event just click here: http://2022.fool.com
Stocks discussed: DIS, PTON, AMZN, NKE, AFRM, PEP, KO, NET, CVS, CMG, Z, BUD, PLNT, GM, COOK, BEPC, TTD
Host: Chris Hill
Guests: Jason Moser, Ron Gross, Bill Shea
Engineer: Dan Boyd, Rick Engdahl
(:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes:
- The strength in the Parks division
- How Disney+ was the company's life raft
- The brand-extending powers of streaming video
- Bob Chapek's track record in his 2 years as CEO
(13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business.
Stocks discussed: DIS, CHWY, PTON, APRN, BIRD
Our free Investing Starter Kit includes 15 stocks and 5 ETFs.
For a copy just go to http://fool.com/StarterKit
Host: Chris Hill
Guests: Bill Mann, Asit Sharma, Emily Flippen
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including:
- Yum Brands' eye-popping unit growth over the past year
- How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations
- Whether Chipotle can get to 7,000 locations
(15:00) Ron Gross discusses the business of acquisitions, including:
- The different ways that companies fund buying another business
- Horizontal vs. vertical acquisitions
- Hostile takeovers
- Whether investors should wait for an acquisition to close before selling their shares
Looking for more information on restaurant stocks?
Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/
Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA
Host: Chris Hill
Guests: Jason Moser, Ron Gross
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
In one announcement Peloton announced layoffs, cut its investment in a new factory, and replaced its CEO. Are these the moves of a company preparing itself to be sold or retooling for the long haul. Bill Mann shares why he thinks new CEO Barry McCarthy is the right choice for the job and how the company's situation reminds of what Chipotle went through a few years ago. Also today:
- Nvidia abandons its attempt to buy Arm Limited due to "significant regulatory challenges"
- Steven Spielberg proving that past performance is generally a good indication of future results
- Alison Southwick and Robert "Bro" Brokamp discuss how to talk about money with that special someone in your life (16:00)
Interested in more stock ideas?
Our free Investing Starter Kit includes 15 stocks and 5 ETFs.
For a copy just go to http://fool.com/StarterKit
Stocks: PTON, CMG, NVDA, SFTBY
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert "Bro" Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Is someone going to buy Peloton? And if so, will it be Apple, Amazon, Nike, or a player to be named later?
Jason Moser shares why Nike's track record of success make it the more logical candidate. Also on today's episode:
- Spirit Airlines and Frontier agree to merge, creating the 5th-largest airline in the U.S., with a strong emphasis on leisure travel
- What's the main driver of a toy business? Hasbro's TV production division gets the credit for stronger-than-expected 4th quarter
- Deirdre Woollard and Matt Argersinger discuss real estate investing and why they're not worried about the Federal Reserve raising interest rates (17:00)
Interested in more stock ideas?
Our free Investing Starter Kit includes 15 stocks and 5 ETFs.
For a copy just go to http://fool.com/StarterKit
Stocks: AAPL, AMZN, NKE, PTON, SAVE, ULCC, HAS, MAT, PLD, STAG, EGP
Host: Chris Hill
Guests: Jason Moser, Deidre Woolard, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Greater speeds. More capacity. Jason Moser and Matthew Frankel, CFP, discuss the wide ranging implications of 5G technology, and how investors should think about the rollout. Because it’s not just faster speeds for your phone– 5G technology could change the way you bank, game… and even smoke your ribs.
Additional topics include:
- The fundamentals of 5G
- Implications on artificial intelligence, internet-of-things devices, immersive technology, and connected vehicles
- Allocation strategy for 5G investors
For more information on investing in 5G stocks, click here: https://www.fool.com/investing/stock-market/market-sectors/communication/5g-stocks/
Stocks: QRVO, TSLA, T, QCOM, CCI, AMT, AX, V, MSFT, ATVI, TCEHY, SONY
Host: Jason Moser
Guest: Matthew Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Some of your stocks getting stung? Ours too. Tim Beyers and Robert "Bro" Brokamp offer some mindset help and historical perspective on this Saturday classroom. They discuss how you can be opportunistic in a down market, and how to think about your cash position.
If you have cash and our looking for stock ideas, our free Investing Starter Kit includes 15 stocks and 5 ETFs.
For a copy just go to http://fool.com/StarterKit
Stocks: SBUX, AMZN
Host: Tim Beyers
Guest: Robert Brokamp
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
The last few weeks have been particularly head-spinning for investors. We've seen stocks setting records (both good and bad) as volatility seems like it's becoming the norm. It's sometimes difficult but still important to remember how much better investing can be when we focus on the long term. Jason Moser and Emily Flippen share some perspective on their approach to investing and discuss:
- Amazon's digital ad business and raising the cost of Prime to $139
- Alphabet splitting its stock (20 for 1) and posting huge 4th-quarter results
- Meta Platforms battling "an unprecedented level of competition"
- Snap's 1st-ever quarterly net profit
- PayPal continuing to struggle with its transition away from eBay
- Pinterest increasing revenue while losing global users
- The latest from Qualcomm, Spotify, AMD, and Starbucks
- Two stocks on their radar: Chipotle and Tenable Holdings
Want 15 more stock ideas? They're included in our free Investing Starter Kit.
Get your copy at http://fool.com/StarterKit
Stocks: AMZN, GOOG, GOOGL, FB, AAPL, SNAP, PYPL, PINS, QCOM, SPOT, AMD, SBUX, MKC, DASH, SHAK, TENB, CMG
Host: Chris Hill
Guests: Emily Flippen, Jason Moser
Engineer: Dan Boyd
This is one of those times when almost no company is going to get the benefit of the doubt from Wall Street and investors in general. Meta Platforms and Spotify are two timely examples. Meta Platforms faces headwinds in the form of inflation, its own investments, and Apple's new iOS privacy changes. Spotify is showing growth, but guidance has some spooked and the latest controversy involving podcast host Joe Rogan isn't helping matters either. Tim Beyers analyzes both companies and discusses the very public roles that CEOs Mark Zuckerberg and Daniel Ek are taking as their companies deal with varying challenges.
Plus, Dylan Lewis and Brian Feroldi do a deep dive on Digitalocean, a cloud company some are comparing to a young Shopify.
Our free Investing Starter Kit includes 15 stocks and 5 ETFs.
For a copy just go to http://fool.com/StarterKit
Stocks: FB, SPOT, AAPL, ALGN, DOCN, AMZN, MSFT
Host: Chris Hill
Guests: Tim Beyers, Dylan Lewis, Brian Feroldi
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Sundar Pichai (Alphabet), Dan Schulman (PayPal), and Kevin Johnson (Starbucks) have been running their respective companies for years, giving investors a track record by which to judge them. While all three stocks have been long-term winners, each is in the spotlight for a different reason. Alphabet announced a 20-for-1 stock split. PayPal's guidance sent shares to their worst day ever. Starbucks plows ahead in the face of multiple headwinds. Ron Gross analyzes each business through the lens of their CEOs and the leadership teams they've built around them. Plus, Ricky Mulvey talks with Maria Gallagher about the history of the NASDAQ and why it matters to investors today.
To read about seven more top CEOs click here: Just go to https://www.fool.com/investing/how-to-invest/top-ceos/
Stocks: GOOG, GOOGL, PYPL, NFLX, SBUX, MSFT, META, TSLA
Host: Chris Hill
Guests: Ron Gross, Maria Gallagher
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
UPS is the largest delivery company in the world. It's also frequently mentioned as a "bellwether stock". Bill Mann analyzes the recent strength in their business, why he thinks it's already priced into shares of UPS, and other companies he looks to when he wants to gauge the strength of the economy. He also discusses ExxonMobil's fast-rising revenue, why he believes energy stocks like XOM have room to run, and what he's going to be watching when Alphabet reports earnings after the closing bell today. Plus, Alison Southwick and Robert Brokamp share tactical advice for managing your investment risk.
Want more information on investing in top oil stocks?
Just go to https://www.fool.com/investing/stock-market/market-sectors/energy/oil-stocks/
Stocks: UPS, XOM, GOOG, GOOGL
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
There are a lot of reasons we love to invest in subscription businesses and high on that list is the recurring revenue model. The Wall Street Journal reports that streaming-video services are losing half of their new subscribers after just a few months. Jason Moser analyzes the challenges of the consumer-facing subscription model and how services like Netflix, Apple+, HBO Max, Disney+ and others are combatting them (to varying levels of success). He also responds to a Motley Fool member's question about whether to focus on buying shares of larger, profitable businesses at the expense of currently-unprofitable companies with potential. Plus, John Rotonti and Jim Gillies discuss value investing and a sleeping tech giant that appears to be getting back on track.
Our free Investing Starter Kit includes 15 stocks and 5 ETFs.
For a copy just go to http://fool.com/StarterKit
Stocks: DIS, AAPL, T, NFLX, CMCSA, SPOT, AMZN, NET, V, AI, INTC
Host: Chris Hill
Guests: Jason Moser, John Rotonti, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
"No Regrets" is a popular tattoo but a bad mindset. In his new book “The Power of Regret: How Looking Backward Moves Us Forward", best-selling author Dan Pink shares how we can apply the feeling of regret to improve our lives. In this conversation with Chris Hill, Dan also discusses:
- The research project that led to people around the world sharing their own regrets
- How reaching out to old connections is never as awkward as you may think
- The future of offices and remote work
- His personal experiences with comedian Bob Saget
- The potential of no Major League Baseball season this year
For more information about Dan and his new book, visit http://danpink.com
Host: Chris Hill
Guest: Dan Pink
Producer: Ricky Mulvey
Engineers: Dan Boyd
Most investors are not as smart as they thought they were a year ago. Fortunately, they're also not as dumb as they feel today. Morgan Housel, author of the international best-selling book “The Psychology of Money” joins Motley Fool co-founder Tom Gardner on to discuss investing behavior and why it is the most fundamental piece of your investing success. They also talk about how you can think about your cash position and how to mentally prepare for down markets.
For a free copy of our investing “Starter Kit,” visit http://fool.com/starterkit and we’ll email it to you.
Stocks: NFLX, SHOP
Host: Tom Gardner
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Apple posts record revenue. Microsoft makes its intentions clear with respect to its gaming division. Visa and American Express rise on strong results. Tesla tells Wall Street not to expect any new models this year. Home Depot's getting a new CEO while Lowe's gets a new partner in Petco. Atlassian raises guidance and McDonald's is optimistic about the McPlant Burger. Emily Flippen and Ron Gross analyze those stories, discuss areas of the market that look attractive right now, and share two stocks on their radar: Fulgent Genetics and Garmin.
John Ourand from Sports Business Journal discusses NFL ratings, what the Olympics mean for NBC, the state of ESPN+, and the prospects for a Major League Baseball season.
Want 15 more stock ideas? They're included in our free Investing Starter Kit.
Visit http://fool.com/StarterKit to get your copy.
Stocks: AAPL, MSFT, ATVI, V, AXP, PTON, TSLA, TEAM, HD, LOW, WOOF, MCD, DIS, CMCSA, FLGT, GRMN
Host: Chris Hill
Guests: Emily Flippen, Ron Gross, John Ourand
Engineer: Dan Boyd
Viewership on Peacock is not as high as Comcast would like, so they're doubling their investment in 2022. Maria Gallagher analyzes the streaming landscape and the role the Winter Olympics plays in Comcast's plans. She also discusses how McDonald's, one of the largest employers in the U.S., is dealing with rising costs and why Levi Strauss is optimistic about 2022. Plus, Emily Flippen and Asit Sharma take a closer look at Wise, a financial tech company aiming to make global currency transactions cheaper.
Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit
Stocks: CMCSA, NFLX, DIS, MCD, LEVI, WISE, SQ, PYPL
Host: Chris Hill
Guests: Maria Gallagher, Emily Flippen, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd
Microsoft CEO Satya Nadella talked about his company doubling down on gaming, which should give gamers and investors pause. Tim Beyers analyzes not only the impressive 2nd-quarter results but the overall health of Microsoft's business and how much room to run the gaming division has. He also discusses Mattel's renewed partnership with Disney, and what investors need to understand about F5's place in the cloud industry. Plus, Olivia Zitkus and Keith Speights discuss how Pfizer, Moderna, and Abbott Laboratories are investing the money they've earned from Covid-19-related sales, and whether one is doing a better job of it than the others.
Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit
Stocks: MSFT, ATVI, MAT, DIS, HAS, FFIV, SNOW, MDB, PFE, MRNA, ABT
Host: Chris Hill
Guests: Tim Beyers, Olivia Zitkus, Keith Speights
Producer: Ricky Mulvey
Engineers: Dan Boyd
Will the consumer spending American Express saw in the 4th quarter translate to other companies like Visa and Mastercard? Why will it take Johnson & Johnson two full years to split its company? Bill Mann answers those questions and shares his perspective on the market's recent volatility. Plus, Alison Southwick and Robert Brokamp (and some surprise guests!) discuss ways to manage risk.
If you're looking for stocks to add to your own watchlist, we've got 15 in our free Investing Starter Kit.
For a copy just go to www.fool.com/StarterKit
Stocks: SHOP, NVDA, JNJ, GSK, BRK-B, BRK-A, AXP, COST, V, MA, PYPL
Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
It's never easy to see your stocks go down, especially when the overall market starts the way it has this year. Jason Moser discusses the importance (and psychological challenge) of being a net buyer of stocks and opens up about his decision-making process to buy more shares of Cloudflare, before he and Chris Hill share two stocks on their respective watchlists that they are looking to add shares of next.
Plus, Bill Mann discusses China's enormous middle class, why so many businesses are making a play for it, and the role real estate investing plays in China.
If you're looking for stocks to add to your own watchlist, we've got 15 in our free Investing Starter Kit.
For a copy just go to www.fool.com/StarterKit
Stocks: NET, SBUX, TWLO, AMZN, NFLX, PYPL, SHOP, JD, NTDOY
Host: Chris Hill
Guests: Jason Moser, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
In the complex world of crypto, how do you separate the junk from the value? Motley Fool cryptocurrency expert Bernd Schmid joins producer Ricky Mulvey to discuss what long-term investors should look for in this emerging space, including:
- How to think about allocation
- The real-world problems that blockchain platforms are already solving
- Fundamental differences between Bitcoin and Ethereum.
Stocks: OSTK, NVDA
Cryptos: BTC, ETH, SOL, MATIC
What Is Proof of Stake (PoS) in Crypto? - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/proof-of-stake/
What Is Cold Storage in Crypto? - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/cold-storage/
Host: Ricky Mulvey
Guest: Bernd Schmid
Engineers: Rick Engdahl, Dan Boyd
Understanding the math can help you weather the storm as a stock investor. Ayal Cusner, Investing AI & Automation lead at The Motley Fool, joins CEO and co-founder Tom Gardner to talk about the data that can give you more peace of mind when the market goes sideways.
In this episode they discuss:
- The math behind stock volatility
- The fundamentals of owning growth-oriented companies
- The potential long-term rewards of going on stock investing’s wild ride
To learn more:
How to Calculate Volatility of a Stock - https://www.fool.com/investing/how-to-invest/stocks/how-to-calculate-stock-volatility/
Understanding Portfolio Diversification - https://www.fool.com/investing/how-to-invest/portfolio-diversification/
Host: Tom Gardner
Guest: Ayal Cusner
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Netflix shares fall more than 20% as increasing competition from Disney, Apple, and HBO Max (among others) cut into subscriber growth. Peloton's stock fell 25% on Thursday on reports of halted production and potential layoffs. United and American Airlines express optimism about increased travel in the spring and summer. And for the second quarter in a row Procter & Gamble flexes its pricing power muscles. Andy Cross and Ron Gross analyze those stories, Amazon's new clothing store, Winnebago's new EV, and share two stocks on their radar: Restoration Hardware and Intellia Therapeutics.
Aaron Bush discusses the shifting landscape in the video game industry, the move to create ecosystems (instead of merely publishing games), and shares why he believes Roblox could be one of the defining consumer companies of the 2020s.
Want 15 more stock ideas? They're included in our free Investing Starter Kit.
Just click over to www.fool.com/StarterKit to get your copy.
Stocks: NFLX, T, DIS, AAPL, MSFT, ATVI, META, PTON, AAL, UAL, PG, RBLX, AMZN, WGO, TSLA, RH, NTLA
Host: Chris Hill
Guests: Andy Cross, Ron Gross, Aaron Bush
Engineer: Dan Boyd
Both Amazon and Costco are expected to increase their membership fees this year. Will they surprise customers (and investors) by increasing their fees by more than they have in the past? Maria Gallagher analyzes what’s expected and why pricing power is harder for entertainment businesses like Spotify, Netflix, and Disney+. She also discusses the expansion of McDonald’s partnership with Beyond Meat, the anticipated IPO of Impossible Foods, and why she’s not as bullish as others on the plant-based protein industry.
Plus, Jason Moser and Matt Frankel dig into Shift4 Payments and share why it’s more than simply a payments processing business.
To get a free copy of our Investing Starter Kit go to www.fool.com/StarterKit.
Stocks: AMZN, COST, WMT, NFLX, DIS, SPOT, MCD, BYND, UL, FOUR, TOST, SQ
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd
Microsoft's acquisition of Activision Blizzard wasn't just a shot at Meta Platforms. Shares of Sony continue to fall in the wake of Microsoft's move, causing some to question the future of Sony's PlayStation. Tim Beyers analyzes the shifting landscape in entertainment, including Google's move to shut down its original programming division at YouTube. He also discusses whether winning regulatory approval to become a bank holding company makes SoFi Technologies a more attractive investment and Verizon and AT&T changing some of their plans for today's nationwide rollout of 5G.
Plus, Ricky Mulvey talks with John Laconte from The Vail Daily about how Vail Mountain Resorts is managing a labor shortage after a difficult holiday season.
To get a free copy of our Investing Starter Kit go to www.fool.com/StarterKit and we'll email it to you.
Stocks: SONY, GOOG, GOOGL, MSFT, ATVI, META, SOFI, SQ, VZ, T, MTN
Host: Chris Hill
Guests: Tim Beyers, John LaConte
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
With its biggest acquisition ever, Microsoft buys Activision Blizzard for $68.7 billion. Jason Moser analyzes why the move signals a direct shot at Meta Platforms and why Microsoft shareholders should be optimistic about the company's gaming aspirations. He also examines shares of Goldman Sachs and The Gap, both falling similar amounts, and why one of them represents a potential buying opportunity.
Plus, Alison Southwick and Robert Brokamp discuss actionable ways to stay on track with your financial goals for 2022, including a rare triple-tax advantage to help prepare for future healthcare costs.
Stocks: MSFT, ATVI, META, NVDA, GPS, GS
Host: Chris Hill
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
At some point in their journey, 90% of the world's goods travel by ship. Ordering something on Amazon may be simple, but getting to your front door is anything but. It's a topic that Christopher Mims, technology columnist for The Wall Street Journal, covers in his book Arriving Today: From Factory to Front Door – Why Everything Has Changed About How and What We Buy.
In this episode producer Ricky Mulvey talks with Mims about his book, covering topics including:
- The roots of the microchip shortage
- Why Uber had a difficult time disrupting the trucking industry.
- What it’s like to work in an Amazon fulfillment center
- How to explain the metaverse to your mom
You can follow Christopher Mims on Twitter @mims.
Host: Ricky Mulvey
Guest: Christopher Mims
Engineers: Rick Engdahl, Dan Boyd
While many wouldn’t go on vacation without a plan, that’s exactly how most people begin their investing journey. Amanda Kish, Financial Planner Specialist, joins Motley Fool co-founder Tom Gardner to discuss how to build a financial plan.
In this episode, they cover:
- How to understand yourself as an investor.
- The key financial planning steps that new parents should take
- How often you need to revisit a financial plan
- The times you may want professional financial planning advice, and the parts you can do yourself.
If you're looking to start a financial plan, we can help.
Visit www.fool.com/StarterKit for a free copy of our investing "Starter Kit" and we’ll email it to you.
Host: Tom Gardner
Guest: Amanda Kish
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Earnings season kicks off with the latest results from JPMorgan Chase, Wells Fargo, and Citigroup. Take-Two Interactive buys Zynga for $12.7 billion. Elastic's CEO moves to the CTO role. Virgin Galactic needs more money. Meta Platforms shuts down its dating service. Domino's makes changes to deal with inflation. Crocs makes a play for the luxury market. Maria Gallagher and Jason Moser analyze those stories, discuss why they're most curious about upcoming results from Pinterest and Etsy, and share two stocks on their radar: Adyen and Nvidia.
CFP Malcolm Ethridge analyzes what Federal Reserve Chair Jay Powell said on Capitol Hill this week and why it matters to investors. Plus, he offers a preview of the 2nd season of "The Tech Money Podcast" and shares why he's keeping an eye on real estate, health care, PayPal, and UnitedHealth Group.
Looking to get started investing? We’d love to help with a FREE copy of our Investing Starter Kit.
Just click over to www.fool.com/StarterKit and we’ll email it to you.
Stocks: WFC, C, JPM, TTWO, ZNGA, ESTC, PINS, AMZN, ETSY, SPCE, MTCH, META, DPZ, CROX, PYPL, UNH, NVDA, ADYEY
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Malcolm Ethridge
Engineer: Dan Boyd
Taiwan Semiconductor posted record profits in the 4th quarter, but that's not why John Rotonti believes the company is so important. He analyzes their commitment to invest more than $40 billion this year to increase their manufacturing capacity, as well as the latest news from homebuilders KB Home and Lennar.
Plus, Deidre Woollard and Matt Argersinger discuss Sun Belt migration, remote work, and other big trends in real estate, along with some investment opportunities to consider.
Stocks: KBH, LEN, TSM, AAPL, QCOM, VNQ, MAA, META, ROKU, ARE
Host: Chris Hill
Guests: John Rotonti, Deidre Woolard, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Dan Boyd
Inflation's record rise (highest in 40 years!) gets a shrug from investors. Chinese ride-hailing company Didi Global gets ready to be listed in Hong Kong. Bill Mann analyzes those stories and discusses the technological excellence of Domino's Pizza's business and the potential for its stock.
Later in the show Dylan Lewis and Brian Feroldi take a closer look at Semrush Holdings, a search company that went public in March 2021.
Stocks: DIDI, JD, DPZ, CMG, SBUX, SEMR
Host: Chris Hill
Guests: Bill Mann, Dylan Lewis, Brian Feroldi
Producer: Ricky Mulvey
Engineer: Dan Boyd
Intel hires away Micron Technology's CFO as it preps to raise capital this year. Rivian Automotive's COO retires. Tim Beyers analyzes those stories, the latest on Juniper Networks, and shares why Netflix's management team is the best at offering guidance on their business results.
Later in the show Alison Southwick and Robert Brokamp share five things you can do in five minutes to be richer in five years (or less). Plus, Bro proposes a new holiday for late February!
Stocks: INTC, MU, RIVN, JNPR, CSCO, ANET, NFLX
Host: Chris Hill
Guests: Tim Beyers, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Dan Boyd
Take-Two Interactive is buying Zynga in a cash-and-stock deal worth $12.7 billion. Shares of Lululemon fall as the retailer lowers expectations for its next quarterly report. Asit Sharma analyzes those stories, the latest innovation from Deere & Co., and why he's focusing on both capital-light and capital heavy businesses this upcoming earnings season.
Later in the show Ricky Mulvey talks with Maria Gallagher about how trading costs can still affect investors in a world where the cost of executing a trade is $0.
Stocks: TTWO, ZNGA, LULU, NKE, DE, UNF, HD, HOOD, AMTD, SCHW
Host: Chris Hill
Guests: Asit Sharma, Maria Gallagher
Producer: Ricky Mulvey
Engineer: Dan Boyd
Having her family move around to different states wasn't fun for Becky Quick when she was a kid, but it made transitions later in life less frightening. She shares how she started working at her college newspaper before she even started classes, helped launch The Wall Street Journal's first website, and was initially reluctant to move to CNBC.
Becky also discusses:
- Early (and humorous) struggles in the transition from print journalism to TV
- The importance of having fun on the set
- Her unexpected introduction to Warren Buffett
- Why she loves the business world
You can (and should) follow her on Twitter @BeckyQuick.
Host: Chris Hill
Guest: Becky Quick
Engineer: Dan Boyd
There's no substitute for being invested with skin in the game in the world at large. In this weekend conversation, Co-founders of The Motley Fool Tom and David Gardner explain why.
In this discussion the Gardners cover:
- How investing fits into the pursuit of becoming smarter, happier, richer
- The importance of being a lifelong learner and investor
- Using index funds and how to approach buying individual stocks
- Two core Motley Fool approaches -- Rule Breaker and Everlasting investing philosophies
- Setting the right expectations for returns
- Mastering the mindset of investing and managing volatility
If you aren't already a listener, check out David Gardner's Rule Breaker Investing podcast at RBI.Fool.com
And you can follow Tom and David on Twitter @TomGardnerFool and @davidgfool.
The Nasdaq falls 5% to start the year. How should investors react? Ron Gross and Jason Moser analyze what's happening with stocks, the potential for Federal Reserve responses, and the mindset investors need right now. They also share seven stocks they believe are looking more attractive right now due to their underlying business strength and future potential.
Other headlines include:
- GameStop focusing on NFTs
- Hasbro's new CEO
- Bed Bath & Beyond's continued turnaround
- Gen Z's affinity for Apple
- Constellation Brand's new beverage venture with Coca-Cola
Plus, we discuss portfolio strategies, what to look for in an S-1 filing, and some of the weirdest new tech introduced at this week's CES in Las Vegas.
Stocks: ADBE, PYPL, MSFT, AAPL, TWLO, ZEN, HUBS, GME, HAS, BBBY, STZ, KO, SONY, STLA, AMZN, GOOG, GOOGL, F, SSNLF, CRNC, RBLX
Host: Chris Hill
Guests: Jason Moser, Ron Gross
Engineer: Dan Boyd
The New York Times is reportedly buying The Athletic for $550 million. Rivian Automotive shares fall in the wake of Amazon's new partnership with automaker Stellantis. Bill Mann analyzes those stories, shares what he considers to be the most interesting businesses to watch in the EV industry, and discusses the potential for Constellation Brands' new partnership with Coca-Cola for Fresca Mixed Cocktails.
Later in the show Dylan Lewis and Motley Fool contributor Brian Feroldi take a closer look at three private companies expected to go public this year: Instacart, Reddit, and Stripe.
Stocks: NYT, RIVN, AMZN, STLA, TM, VWAGY, STZ, KO
Host: Chris Hill
Guests: Bill Mann, Dylan Lewis, Brian Feroldi
Engineer: Dan Boyd
KFC launches a Beyond Meat version of its fried chicken in 4,000 restaurants across America. Nikola shares rise on an announced deal to sell 10 trucks (with the possibility of 90 more) to a logistics business. Emily Flippen analyzes those stories, and weighs in on Sony rolling out an electric SUV as it aspires to becoming an automaker. Then Jason Moser discusses three trends for investors to watch this year:
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How Shopify, Etsy, Wayfair, and Lowe’s are approaching their own investments in “the last mile”
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Semiconductors being at the center of global supply chain issues and how businesses like AMD and Marvell Technology are reacting
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Tech behemoths like Apple, Alphabet, and Meta Platforms are preparing for the metaverse, but so are smaller companies like Unity Software
Stocks: BYND, YUM, NKLA, TSLA, SNE, AAPL, SHOP, ETSY, W, LOW, AMD, MRVL, META, GOOG, GOOGL, U
For more information on investing in semiconductor stocks:
https://www.fool.com/investing/stock-market/market-sectors/information-technology/semiconductor-stocks/
Host: Chris Hill
Guests: Emily Flippen, Jason Moser
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Now entering its 14th year, Motley Fool Money is going daily on January 5th. Here’s a sneak preview of what to expect!
Why should investors be watching fintech, renewable energy, and the “buy now, pay later” industries in 2022? What’s so exciting about home improvement, healthcare, and an increased focus on stakeholders? Do Crown Castle, Costco, and C3ai really have upside potential? Why investors should keep shares of Mondelez, Peloton, and Zillow on a short leash? And should the CEOs at MarketAxess, Zillow, and Alteryx be updating their resumes? Andy Cross, Ron Gross, and Jason Moser tackle those questions and share why they might regret not owning shares of Monday.com, Visa, and Matterport. They also explain why Okta, Home Depot, and Lowe’s are going to surprise investors in the new year, and make some reckless predictions about Twitter, Berkshire Hathaway, and the Metaverse.
One week before our “2022 Preview” show, Chris Hill takes a step back from stocks to share two conversations.
Carl Quintanilla may have been distracted as a college student, but he knew that media was in his future. From a small newspaper to The Wall Street Journal, from print journalism to TV, from reporting to anchoring, he’s demonstrated a willingness to try new things and take on challenges like reporting in the aftermath of Hurricane Katrina.
Chris Diamantopoulos gets recognized on the street for playing over-the-top billionaire Russ Hanneman in HBO’s comedy series “Silicon Valley”. He shares how he got started investing, why he’s enjoying being a judge on the investing reality show “Unicorn Hunters”, and feeling the weight of history as one of the few people to voice Mickey Mouse.
What were the biggest headlines of the year for investors? Who made the most questionable comments? Why were Ford Motor, Bath & Body Works, and Synaptics such surprising stocks in 2021? What makes the underlying businesses of Roku, Axon Enterprise, and Twilio better than their recent stock performances? Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser answer those questions and share why Arkadiy Dobkin (EPAM Systems), Satya Nadella (Microsoft), and Marvin Ellison (Lowe’s) get their votes for CEO of the Year.
Plus, the guys share investing discoveries they made in 2021 and three stocks on their radar (Chipotle, Costco, Crocs) that have a common trait among them.
Want to share your thoughts about our new daily show?
Click the link to take our 4-question survey!
https://www.foolinsights.com/se/04BD76CC18830996
The US inflation rate rises to a 39-year high. Pet supply retailer Chewy tumbles on earnings. Costco rises on big 1st-quarter results. CVS hits an all-time high after its investor day presentation. Motley Fool analysts Emily Flippen and Ron Gross discuss those stories and weigh in on the latest from Lululemon Athletica, Rent the Runway, Stitch Fix, RH Holdings, Intel, Beyond Meat, Jack in the Box, and Shake Shack, Plus, our analysts share two stocks on their radar: Tyler Technologies and Accenture. And CFP Dan Messeca talks 401Ks and last-minute financial planning tips for investors.
For more from Dan Messeca and his co-host Ross Anderson, check out their podcast “Check Your Balances”.
https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071
The unemployment rate falls but job growth disappoints. Salesforce reports better-than-expected profits and promotes Bret Taylor to co-CEO. Square changes its name to Block. Jack Dorsey steps down as CEO of Twitter. And Docusign plummets on weak guidance. Motley Fool analysts Maria Gallagher and Ron Gross discuss those stories and weigh in on the latest from Ulta Beauty, Okta, Allbirds, and Chipotle. Our analysts share two stocks on their radar: DoorDash and NextEra Energy. Plus, toy industry analyst Jackie Breyer talks holiday toys, supply chain, and bumper cars for toddlers!
It's our Thanksgiving Special! Host Chris Hill and Motley Fool analysts Ron Gross and Jason Moser explain why they're thankful for The Trade Desk, Costco, Home Depot, and Lowe's. We discuss why investors might want to avoid Peloton, Zillow, and Avis Budget Group. And since no Thanksgiving is complete without dessert, we dig into a few slices of humble pie and talk Under Armour, Verizon, and Macy's. Ron and Jason share why the Energy Select Sector SPDR and Roblox are on their radar, as well as investing resources for anyone hoping to learn more about finance. Plus, we talk Procter & Gamble, Target, and toothpaste when we revisit our conversation with Charles Duhigg, bestselling author of The Power of Habit: Why We Do What We Do in Life and Business.
Target and Walmart report big earnings but shares slip on margin concerns. Sweetgreen surges 85% on the salad restaurant’s first day of trading. And Intuit, Nvidia, Home Depot, and Lowe’s all hit new highs. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and discuss the latest from Axon Enterprise and Bilibili. Plus, our analysts share two stocks on their radar: Farfetch and Peloton. And corporate governance expert and film critic Nell Minow talks ESG, executive compensation, and must-see movies with Academy Awards potential.
Consumer prices rise by more than 6% in October, the biggest increase in inflation in more than 30 years. Johnson & Johnson announces plans to split into two companies. Rivian Automotive records one of biggest IPOs of all time. And Disney slips on slowing streaming growth. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and weigh in on the latest from Roblox, The Trade Desk, Upstart Holdings, and PayPal. Plus, our analysts debate the merits of Arby’s Vodka and share two stocks on their radar: Sea Limited and Unity. And Motley Fool analyst Maria Gallagher talks with bestselling author Ben Mezrich about his new book, The Antisocial Network: The GameStop Short Squeeze and the Ragtag Group of Amateur Traders That Brought Wall Street to Its Knees.
The Dow, S&P 500, and Nasdaq all hit new highs after October’s robust jobs report sent the unemployment rate down to 4.6%. Booking Holdings hits a new high as Airbnb posts record revenue. Peloton takes a hatchet to their guidance, so investors take a hatchet to the stock price. Mercadolibre bounces back with a strong 3rd-quarter report. Andy Cross and Ron Gross analyze those stories, discuss the latest with Zillow Group, Pinterest, Square, Under Armour, Etsy, PayPal, and share two stocks on their radar: Axon Enterprise and Titan International. Plus, Motley Fool analyst Asit Sharma talks with futurist Cathy Hackl about the business potential of the metaverse.
Microsoft becomes the world’s most valuable company. Amazon and Apple deal with supply chain issues. Alphabet rises on (what else?) strong ad sales. Visa gets a visit from the U.S. Department of Justice. Facebook changes its name to Meta. Atlassian hits a new all-time high.
Ron Gross and Jason Moser analyze those stories, discuss the latest earnings from Starbucks, McDonald’s, Shopify, Twilio, and share two stocks on their radar: Asana and Teladoc Health.
Google lowers service fees in its app store. Snap plummets on 3rd-quarter results and a warning. Tesla reports record profits. Netflix hits a new all-time high. Chipotle serves up strong sales. And Buffalo Wild Wings tests a robot cook. Emily Flippen and Maria Gallagher analyze those stories and weigh in on the latest from Boston Beer, Crocs, Facebook, JD.com, PayPal, Pinterest, Tencent, and Zillow Group. Plus, they offer up some reading recommendations for investors and share two stocks on their radar: Doximity and Rent the Runway.
What do surprisingly good retail sales in September indicate for holiday shopping? Will Google’s new Pixel phone be a hit? Which major retailer could be the next to drop tobacco products? Are we in for a record-setting Halloween? Maria Gallagher and Jason Moser answer those questions, analyze the latest from Domino’s Pizza, Virgin Galactic, Shopify, Microsoft, Oracle, Restaurant Brands International, and share two stocks on their radar: Zillow Group and Marvell Technology.
What does the disappointing September jobs report mean for investors? Which two stocks need a win this earnings season? What trends should investors be watching? Why are Roku and Zoom Video suddenly looking more attractive? And which CEOs are under more scrutiny? Jason Moser and Ron Gross answer those questions and more, analyze the latest with Facebook, Constellation Brands, Pepsi, Levi Strauss, Delta Air Lines, and share two stocks on their radar: Matterport and Voyager Therapeutics.
September ends up being the worst month of the year for investors. Merck shares pop on encouraging results from its Covid-19 pill study. Alphabet and General Motors move one step closer to getting self-driving ride-sharing services on the road in California. Amazon unveils Astro, a $1,000 robot for your home. Warby Parker makes a strong debut on Wall Street. Zoom Video and Five9 call off their marriage. Andy Cross and Ron Gross analyze those stories and the latest from Bed Bath & Beyond, McCormick, Dollar Tree, and Sherwin-Williams. They also share why PubMatic and Editas are on their radar.
Plus, Melissa Lee discusses the intersection of online betting, stock trading, and gaming in the upcoming CNBC primetime documentary “Generation Gamble”.
Costco ends the fiscal year on a strong note. Nike struggles with global supply chain issues. Adobe posts record revenue. FedEx cuts full-year guidance. Stitch Fix surprises with a quarterly profit. Salesforce and Darden Restaurants hit new all-time highs. And Toast pops 50% on its first day of trading. Emily Flippen and Jason Moser analyze those stories and share two stocks on their radar: Coupang and Compass.
Plus, CNBC host Jon Fortt discusses the latest revelations about Facebook, what investors should know about new Amazon CEO Andy Jassy, and WeWork’s upcoming debut in the public markets.
Apple unveils new iPhones and iPads. Intuit buys MailChimp for $12B in cash and stock. Amazon gets ready to sell Amazon-branded TVs. Coffee retailer Dutch Bros rises 60% on its IPO. Walmart and Ford Motor team up on robo-deliveries. And Taco Bell tests a taco subscription service. Motley Fool analysts Maria Gallagher and Jason Moser discuss those stories and share two stocks on their radar: Teladoc Health and Duolingo. Plus, Karen Hao, senior A.I. editor at MIT Technology Review, talks with Motley Fool senior editor Anand Chokkavelu about machine learning, which industries are being affected the most by A.I., and the new jobs being created.
Lululemon shares hit an all-time high on earnings. Dave & Buster’s delivers a surprise. Boston Beer falls on sluggish seltzer sales. And fintech company Affirm soars on strong revenue growth and an Amazon partnership. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and talk about the latest from RH, Coupa Software, Paypal, and Caseys General Stores. Our analysts share a couple of investment ideas on their radar: C3AI and Allbirds. Plus, Villanova sports law professor Andrew Brandt talks about the business of football and the future of sports betting.
The S&P 500, Nasdaq, and Dow Jones Industrial Average have each risen more than 15% so far this year. How should investors feel about the rest of 2021? Which stocks should be on a short leash? What capital allocation strategies should Berkshire-Hathaway and Chipotle be considering? Andy Cross and Jason Moser answer those questions, make business predictions about acquisitions and CEO changes, and share two stocks on their radar: Digital Ocean and PayPal.
Plus, as the trial of Elizabeth Holmes begins we revisit our conversation with Alex Gibney about the rise and fall of Theranos and his documentary The Inventor: Out for Blood in Silicon Valley.
Apple loosens its rules for app developers. Peloton stumbles on slowing growth. Best Buy and Williams-Sonoma report big earnings. And Dick’s Sporting Goods hits a new high. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and weigh in on the latest from Autodesk, Bill.com, and Elastic. Plus, they share two stocks on their radar: Traeger and The Glimpse Group. Plus, Matt Argersinger, lead advisor of Millionacres, a Motley Fool investing service, discusses red-hot REITs, Amazon’s department stores, and the impacts of COVID-19 on commercial real estate.
Will Amazon’s department stores be a hit with shoppers? Who is the next CEO to announce retirement? What’s the next big trend in alcohol sales? Maria Gallagher and Jason Moser tackle those questions, as well as the latest earnings from Walmart, Target, Lowe’s Home Depot, Foot Locker, Nvidia, Farfetch, and Robinhood. Plus, they discuss Chipotle’s newest menu item, share 11 stock ideas for the return of weddings and two stocks on their radar: Roblox and Elastic.
Disney’s blowout 3rd quarter is fueled by growth in Disney+ subscribers. Airbnb predicts record revenue on the horizon. Unity Software’s 2nd-quarter report calms shareholder concerns. Boston Beer and Pepsi team up to create an alcoholic version of Mountain Dew. Jason Moser and Ron Gross analyze those stories, discuss the latest from eBay, Chegg, DoorDash, and The Trade Desk, and share two stocks on their radar: Outset Medical and bluebird bio.
Plus, Motley Fool analyst Maria Gallagher talks with Julia Galef about her book, The Scout Mindset: Why Some People See Things Clearly and Others Don’t.
The stock market hits a record high on a stronger-than-expected jobs report. Square buys Australian fintech company AfterPay for $29 billion in stock. Etsy tumbles on earnings. And Weber Grill makes its public markets debut. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on the latest from Cloudflare, CVS Health, Mercadolibre, Wayfair, and Draftkings. Our analysts share two stocks on their radar: Synaptics and 10x Genomics. Plus, we revisit our July interview with Fiverr CEO Micha Kaufman and talk about the future of work.
Amazon has its worst day in over a year after missing expectations. Alphabet hits a new high and announces a $50 billion buyback plan. Apple and Microsoft dip despite reporting huge profits. And McDonald’s serves up a chicken sandwich-fueled surprise. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and weigh in on the latest earnings from Facebook, PayPal, Shopify, Starbucks, Qualcomm, Twilio, Teladoc Health, Pinterest, and Hasbro. Plus, our analysts share two stocks on their radar: Beyond Meat and Etsy.
Looking for more stocks for your radar? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com.
Domino’s delivers. Chipotle serves up big earnings. Snap surprises. Netflix slips. Crocs kicks it up a notch. Zoom Video buys Five9. Johnson & Johnson rises. And Boston Beer fizzles. Motley Fool analysts Jason Moser and Maria Gallagher discuss those stories and share two stocks on their radar: PayPal and Squarespace. Plus, Wall Street Journal reporter Elliot Brown talks about the new book he co-authored, The Cult of We: WeWork, Adam Neumann, and the Great Startup Delusion.
Looking for more stocks for your radar? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com.
Prices rise as inflation concerns grow. Bank of America, Goldman Sachs, JPMorgan, and Wells Fargo report earnings. Delta reports its first profit since 2019. And McCormick hires a taco czar. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and weigh in on the latest from Disney, Netflix, Pepsi, and UnitedHealthcare. Plus, our analysts share two stocks on their radar: AppHarvest and Intuitive Surgical. And we revisit our interview with NYU Professor of Psychology Emily Balcetis, author of Clearer, Closer, Better: How Successful People See the World.
Google is sued over its app store. Wells Fargo cuts its personal lines of credit. The Chinese government slows down ride-hailing app Didi. Stamps.com gets taken private. Levi Strauss expands its bottom line. Philip Morris buys a pharmaceutical company. And college students have food delivery robots to look forward to this fall. Jason Moser and Emily Flippen analyze those stories and share two stocks on their radar: Itron and Chewy. Plus, Motley Fool analyst Tim Beyers discusses the current state of the streaming wars with Netflix, Disney+, Peacock, etc., and what to expect from Apple’s event this fall.
Interested in stock research delivered right to your email? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com.
Rising more than 14% the S&P 500 had its 2nd-best start to the year this century! But meme stocks and inflation also became headline stories for investors. Emily Flippen and Jason Moser look back at the 1st half of 2021 and share why Procore’s IPO and opportunities from the pending infrastructure legislation should be getting more attention, and why Forrest Li (Sea Limited) and Dan Springer (Docusign) are early frontrunners for “CEO of the Year”. They also discuss why Peloton and Quidel both need a strong 2nd half, and why they’re keeping their eyes on the cannabis industry and the ongoing semiconductor shortage. Plus, Jason and Emily recommend several books for investors’ summer reading lists.
Best-selling author Dan Heath reveals how creating a powerful experience for customers can deliver economic upside for businesses, the key to making better decisions, and other insights from his book, The Power of Moments: Why Certain Experiences Have Extraordinary Impact.
Looking to declare financial independence? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com.
Nike just does it. Google delays removing cookies. Visa makes a big buy. Peloton ventures into wearables. Accenture surges on earnings. And FedEx stumbles. Motley Fool analysts Andy Cross, Emily Flippen, and Jason Moser weigh in on those stories and share a couple of stocks on their radar: Virgin Galactic and FactSet. Plus, Washington Post space reporter Christian Davenport talks Jeff Bezos, Elon Musk, and the business of space.
Looking for more stocks for your radar? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com.
Adobe hits an all-time high on earnings. Kroger raises guidance and announces a $1B stock buyback. The Honest Company issues its first report as a public company. Homebuilder Lennar posts strong profits. And electric-truck maker Lordstown Motors needs new management. Ron Gross and Jason Moser analyze those stories, discuss value plays vs. value traps, weigh in on El Pollo Loco’s flying chickens, and share two stocks on their radar: Qorvo and GAN Limited. Plus, Motley Fool healthcare contributor Keith Speights discusses the latest on Covid vaccines, Johnson & Johnson, and the controversy surrounding the FDA’s approval of Biogen’s treatment for Alzheimer’s.
Looking for official stock recommendations? Get 50% off Stock Advisor just by going to http://RadarStocks.fool.com.
Despite increased fears about inflation the S&P 500 hits a new all-time high. Chewy, RH, and Marvell Technology all post better 1st-quarter results than Wall Street was expecting. Dave & Buster’s pops. Casey’s General Stores drops. Monday.com makes its public debut. Stitch Fix shows encouraging growth as it gets ready for a new CEO. Jason Moser and Ron Gross analyze those stories and share why Masimo and Accenture are on their radar. Plus, best-selling author and Nobel Prize-winner Daniel Kahneman shares insights from his new book, Noise: A Flaw in Human Judgment.
Interested in getting stock research delivered right to your email? Get 50% off Stock Advisor just by going to http://RadarStocks.fool.com.
AMC Entertainment takes investors on a wild ride. DocuSign, Five Below, Lululemon, and Zoom Video report strong earnings. Twitter launches a subscription service. Etsy makes a big buy. And enterprise search company Elastic gets a nice bounce on earnings. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and share two stocks on their radar: Brazilian payment processor StoneCo and hardware and software maker Trimble. Plus, restaurant industry expert David Henkes talks winners and losers, the importance of chicken sandwiches, and why investors should expect more restaurants to go public.
Looking for more stocks for your radar? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com.
Amazon buys MGM Studios. Costco slips a bit despite strong earnings. Salesforce rises. And Dick’s Sporting Goods swings higher thanks to strength in its golf business. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on the latest from Okta, Ulta Beauty, Autodesk, and Williams-Sonoma. Plus, Ron and Jason share two stocks on their radar: Elastic and Toro. And Reuters automotive reporter Paul Lienert discusses Ford’s new electric F-150, Tesla, Apple, and the future of the auto industry.
Looking for more stocks for your radar? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com.
Target and Walmart rise on strong sales growth. Home Depot and Lowe’s slide. Bitcoin tumbles during a volatile week. AT&T’s WarnerMedia merges with Discovery to make a new entertainment juggernaut. Twilio and Snap rise after each makes a big acquisition. Oatly surges in its Wall Street debut. And Pringles and Wendy’s team up to create a spicy chicken sandwich-flavored chip. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Autodesk and Qualcomm. Plus, Motley Fool analyst Maria Gallagher talks with Beyond Capital Co-Founder and CEO Eva Yazhar, author of The Good Your Money Can Do: Becoming a Conscious Investor.
Disney+ subscriber growth falls short of Wall Street’s expectations. Marriott International and Airbnb find room for improvement. Roblox pops on strong revenue. DoorDash shares rev 20% on upbeat guidance.
The Trade Desk and Unity Software both fall despite encouraging 1st-quarter reports. Bill Ackman orders up a 6% stake in Domino’s Pizza. Krispy Kreme plots a return to the public markets. Jason Moser and Ron Gross analyze those stories and share two stocks on their radar: Home Depot and Ultragenyx Pharmaceutical.
Plus, Bloomberg senior editor Brad Stone shares how Amazon secretly developed the Echo, which cities were the real finalists to be the home of HQ2, and other insights from his new book Amazon Unbound: Jeff Bezos and the Invention of a Global Empire.
Looking for more stocks for your radar? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com.
Peloton shares fall and its CEO apologizes for not recalling treadmills sooner. Activision Blizzard, Cloudflare, PayPal, and Square deliver stronger results than their stock movements indicate. Beyond Meat slips. Match Group connects. And Etsy tumbles. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and share a couple of stocks on their radar: Bill.com and Fiverr. Plus, Matt Argersinger, lead advisor of Millionacres, a Motley Fool investing service, shares why he believes the housing market will stay hot and what he’s watching in commercial real estate.
Looking for more stocks for your radar? Get 50% off Stock Advisor by going to http://RadarStocks.fool.com.
Alphabet, Amazon, and Apple report record earnings. Microsoft reports its biggest revenue growth in three years. Shopify rises on a strong quarter. Shares of Crocs, Facebook, and Waste Management hit all-time highs. Pinterest and Teladoc tumble. And Domino’s reports double-digit growth. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and dig into earnings news from Starbucks, McDonald’s, and Visa. Plus, our analysts share a couple of stocks on their radar: Axon Enterprise and Skillz.
Looking for more stocks for your radar? Get 50% off Stock Advisor by going to http://RadarStocks.fool.com.
Netflix slides on slowing growth. Boston Beer, Chipotle, and Intuitive Surgical serve up big earnings. MarketAxess slips. Johnson & Johnson reports surprising results but continues to deal with vaccine issues. And automation software maker UiPath has a big debut on Wall Street. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories, weigh in on a potential increase in the capital gains tax rate for wealthier Americans, and offer up a few tips on international investing. Plus, our analysts share two stocks on their radar: Roblox and PJT Partners. And corporate governance expert and film critic Nell Minow talks financial scandals and previews the Oscars.
Looking for more stocks for your radar? Get 50% off Stock Advisor by going to http://RadarStocks.fool.com.
Microsoft buys Nuance Communications in a $16 billion deal. Coinbase makes an $86 billion Wall Street debut. FDA hits the pause button on Johnson & Johnson’s COVID-19 vaccine. Katrina Lake steps down as the CEO of Stitch Fix. Bed Bath & Beyond slips on earnings. White Claw introduces Surge. Pepsi serves up big growth in its snack division. And IBM unveils a surprising name for its cloud business. Motley Fool analysts Emily Flippen and Ron Gross discuss those stories and share two stocks on their radar: Bilibili and Ecolab. Plus, e.l.f. Beauty CFO Mandy Fields talks about the big business of cosmetics.
Looking for more stocks for your radar? Get 50% off Stock Advisor by going to http://RadarStocks.fool.com.
The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon gains ground in digital advertising and announces plans to open its first grocery stores on the East Coast. Okta shares soar on optimism from the company’s investor day. FuboTV shares rise after the securing exclusive rights to World Cup ’22 qualifying matches. Twitter explores an acquisition of audio-based social network Clubhouse. And AppHarvest makes a big buy in artificial intelligence. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and share two stocks on their radar, Sprout Social and Ciena. Plus, award-winning director Robin Hauser talks about $avvy, a new documentary about women taking control of their financial futures.
Looking to be more savvy with your investments? Get 50% off Stock Advisor by going to http://RadarStocks.fool.com.
Do you have stocks that need to be cleaned out of your portfolio? What about trimming the gains of your high-fliers? Does any stock in your portfolio spark joy in a way that would make Marie Kondo proud? Analysts Jason Moser and Ron Gross reveal why Disney, Editas, Etsy, Five Below, GameStop, Stitch Fix, TripAdvisor, and Wayfair are part of our springtime special before sharing actual cleaning tips. Plus, best-selling author and personal finance expert Jean Chatzky shares takeaways from her latest book, Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve.
Looking for investment ideas to spruce up your portfolio? Get 50% off Stock Advisor by going to http://RadarStocks.fool.com.
GameStop’s volatility continues in the wake of earnings. Adobe has a strong start to the fiscal year. Restoration Hardware hits an all-time high. Laser equipment maker Coherent settles on a suitor. Darden Restaurants serves up a stronger-than-expected quarter. And Pepsi teams up with Peeps on a marshmallow-flavored cola. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Marvell Technology and Vulcan Materials. Plus, Domino’s CEO Ritch Allison talks about the rise of delivery services and the changing competitive landscape.
Looking for more investment ideas? Get 50% off Stock Advisor by going to http://RadarStocks.fool.com.
FedEx rises on a strong holiday quarter. Nike stumbles on earnings. Williams-Sonoma surges on strong stay-at-home sales. Laser technology company Coherent rises on competing buyout offers. Five Below ramps up expansion plans. Lennar raises the roof. Disney prepares to reopen Disneyland. And Hershey’s introduces a peanut butter cup without chocolate. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Teradyne and Titan International. Plus, Motley Fool retirement expert Robert Brokamp talks with Ed Slott, author of The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary Taxes, and Combat the Latest Threats to Your Retirement Savings.
To get 50% off our flagship service, Motley Fool Stock Advisor, just go to http://RadarStocks.fool.com.
Ulta Beauty’s CEO steps down. Docusign and JD.com decline on earnings. Bumble bounces higher. Poshmark misses the mark. Roblox has a big debut. And Dick’s Sporting Goods and Funko deliver on earnings. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories, take stock of the sports betting market, and share two stocks on their radar: DexCom and Coupang. Plus, bestselling author Walter Isaacson talks about his new book, The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race.
The Trade Desk, Magnite, and other ad-tech companies tumble after Google announces some big changes. Costco and Target fall on earnings. Zoom Video reports a big jump in revenue but the stock tumbles. Okta buys rival Auth0 for $6.5B in stock. Square buys a majority stake in Jay Z’s streaming service, Tidal. Mercadolibre slips despite record revenue. And Amazon looks to secure some Prime programming with the NFL. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Lam Research and AppHarvest. Plus, author Joann Lublin talks about her new book, Power Moms: How Executive Mothers Navigate Work and Life.
The stock market falls as interest rates rise. Airbnb reports a big loss but shares rise on stronger than expected revenue. Home Depot, Lowe’s, and Square slip on growth concerns. Etsy rises on earnings. Papa John’s and Domino’s don’t. Beyond Meat makes two big deals. And Door Dash declines in its debut quarter as a public company. Motley Fool analysts Andy Cross and Ron Gross discuss those stories, weigh in on Amazon and Chewy, and share two stocks on their radar: Curiositystream and ResMed. Plus, Duke Professor of Psychology and Behavioral Economics Dan Ariely talks risk, luck, and how to navigate market declines.
Walmart shares slip on earnings. The Trade Desk surges on record revenue. Roku rises on an unexpected profit. Fastly falls on growth concerns. Shopify slips. CVS Health treads water. Berkshire-Hathaway makes some big investments. And Marriott suffers a big loss with the death of its CEO, Arne Sorenson. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on autonomous driving, big tech break-ups, and the streaming wars. Plus, Ron and Jason share two stocks on their radar: Bluebird Bio and RadNet.
Disney hits an all-time high as Disney+ reports 95 million subscribers. Dating app Bumble surges 70% in its Wall Street debut. Twitter and Zillow surge on earnings. Affirm Holdings and Cloudflare slip. Electronic Arts buys mobile video game developer Glu Mobile. And Under Armour reports a surprise profit. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories, weigh in on the future of pharmacies, and share two stocks on their radar: Brooks Automation and Unity Software. Plus, Motley Fool co-founder David Gardner shares his thoughts on Amazon’s next CEO, Jeff Bezos’ second act, and how today’s stock market compares to the one 20 years ago.
Jeff Bezos announces he’s stepping down as CEO, with Andy Jassy (the head of AWS) named to take over. Amazon also reports a $125 billion quarter. Activision Blizzard, Alphabet, PayPal, and Pinterest rise on earnings. Chipotle and Unity Software fall on earnings. And Uber surges after it announces plans to buy alcohol-delivery company Drizly. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Scotts Miracle-Gro and Synaptics. Plus, Chad Millman, Chief Content Officer at The Action Network, talks about the big business of Super Bowl betting.
Super Bowl ad time are the most expensive you’ll find on television. So after companies spend the money, what’s the best advertising strategy to use with your time? Jeanine Poggi, senior editor at Ad Age, believes that branding (over a specific call-to-action) is the way to go.
Investors react to the escalating drama with Redditt, speculators, and GameStop. Johnson & Johnson reports Phase 3 trial results from its one-shot vaccine. Apple reports record-breaking revenue. Microsoft hits a new high on earnings. Facebook slides. Atlassian rises. Starbucks surprises. And Tesla dips. Motley Fool analysts Andy Cross and Ron Gross discuss those stories and weigh in on the latest from Mastercard, Visa, and General Motors. Ron and Andy share two stocks on their radar: NextEra Energy and Unity Software. Plus, Ad Age’s Jeanine Poggi previews the advertising for Super Bowl LV.
Creating a powerful experience for customers can deliver economic upside for businesses. Dan Heath, co-author of the best-selling book The Power of Moments: Why Certain Experiences Have Extraordinary Impact, explains how Southwest Airlines makes more money by entertaining passengers during their flights.
Netflix hits an all-time high on strong subscriber growth. Bank of America, IBM, Intuitive Surgical, and Procter & Gamble slip on earnings. Intel stays flat despite surprising PC sales. Lumentum joins forces with fellow laser maker Coherent. Google grounds its balloon initiative. And Fiat Chrysler and PSA Group complete their merger and take on a new name: Stellantis. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: McCormick and Schrodinger. Plus, Professor Erin Meyer talks about her best-selling book, No Rules Rules: Netflix and the Culture of Reinvention.
JPMorgan Chase reports big earnings. Citigroup surprises. Wells Fargo disappoints. Online clothing reseller Poshmark and fintech company Affirm have big Wall Street debuts. Petco rises on its IPO. Zoom Video and Lemonade issue secondary offerings. Visa and Plaid call things off. Beyond Meat rises on a deal with Taco Bell. Intel gets a new CEO. And Ben & Jerry’s launches frozen dog treats. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and share two stocks on their radar: Penumbra and Pinterest. Plus, Motley Fool co-founder David Gardner and Motley Fool analyst Tim Beyers talk with Twilio co-founder and CEO Jeff Lawson about his new book, Ask Your Developer: How to Harness the Power of Software Developers and Win in the 21st Century.
Does having deep expertise automatically ensure a leader will be great? Adam Grant, author of The New York Times bestseller Originals: How Non-Conformists Move the World, explains how the ability to get outside of one’s comfort zone contributes to leadership success.
The business world reacts to the insurrection at the United States Capitol Building. Bezos, Buffet, and Dimon pull the plug on health venture Haven. Teledyne Technologies and FLIR Systems team up in an $8 billion merger. Bed Bath & Beyond tumbles on earnings. Constellation Brands rises on earnings. Fintech start-up SoFi prepares to go public via a SPAC. Qualcomm’s CEO retires. Starbucks’ CFO steps down. And Roku buys the Quibi catalog. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on Burger King’s rebranding and Chipotle’s cauliflower rice. And Ron and Jason share two stocks on their radar: Beam Therapeutics and Itron. Plus, Wall Street Journal Senior Personal Technology Columnist Joanna Stern talks CES, Facebook, Twitter, and weird tech.
When a company in your portfolio holds a conference call with analysts, is the call in the morning or afternoon? As best-selling author Dan Pink writes in his book When: The Scientific Secrets of Perfect Timing, the answer matters more than you think.
Why should investors be watching 5G, financials, healthcare, and industrials in 2021? Why do Cloudflare and Docusign have big upside potential? Will Berkshire Hathaway, Etsy, and NBC’s Peacock surprise investors in 2021? Will Roblox score a big IPO? Are Marriott International and Match Group poised for a comeback? And how will the cannabis industry fare in the new year? Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser tackle those questions and make some reckless predictions about 2021. And our analysts discuss Airbnb, Cerence, Discord, Live Events, Nikola, nCino, Peloton, and Quidel.
Dave Barry is the rare humor writer who has also been awarded a Pulitzer Prize for Commentary. For anyone looking to inject some humor in their writing, Dave has some simple advice to follow.
In 2020, Zoom Video grew from 10 million daily meeting participants to 300 million daily meeting participants. How has Zoom managed to scale? How will Zoom maintain its culture? What’s it like when your company becomes a verb? Motley Fool senior analyst Bill Mann explores those questions with Zoom Chief People Officer Lynne Oldham. One of 2020’s most successful IPOs was insurance company Lemonade. Motley Fool CEO Tom Gardner and Motley Fool contributor Asit Sharma talk with Lemonade co-founder and CEO Daniel Schreiber about disruption, data, and the future of insurance.
Are digital payments on the rise? Yes. But if you’re looking to teach your kid about money, best-selling author Beth Kobliner shares why handing them cash can help make the lessons stick.
Teladoc and Livongo join forces in a mega-merger. Airbnb, DoorDash, and Snowflake headline a red-hot IPO market. Jose Andres and Jack Dorsey set a high bar for benevolence. Medtronic shares its design for ventilators with the world. Disney makes a successful pivot to streaming video. And DraftKings and Rollins score big returns for investors. Host Chris Hill and Motley Fool analysts Ron Gross and Jason Moser discuss some of the year’s top stories and explain why Salesforce CEO Marc Benioff, Starbucks CEO Kevin Johnson, and Zoom CEO Eric Yuan get their votes for CEOs of the year. We talk about some of the year’s more questionable investments, including Lululemon’s purchase of Mirror and Viagogo’s purchase of StubHub. We reflect on two of the year’s big surprises: Bed Bath & Beyond and Cloudflare. And Jason and Ron share two stocks on their radar: Alarm.com and Editas Medicine. Plus, Motley Fool cofounder and CEO Tom Gardner talks with Appian founder and CEO Matt Calkins about the big business of low-code software.
With the market on track to finish up for 2020, some investors are already asking when the next downturn will come. Howard Marks, co-founder of Oaktree Capital, explains why “when” is a word investors should avoid.
Disney shares surge on big news from Disney Plus. DoorDash delivers a big IPO. Airbnb delivers an even bigger IPO. Starbucks hits an all-time high. And Chipotle serves up clothing! Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and talk about the latest from Chewy, Costco, Lululemon, and Stitch Fix. Plus, Jason and Emily share a couple of stocks on their radar: Axon Enterprises and Qualcomm. And Motley Fool retirement expert Robert Brokamp shares some year-end financial tips.
A single penny costs more than two cents to make, which means the U.S. government loses roughly $90 million a year on its production. Stephen Dubner, co-author of the bestselling "Freakonomics" books and host of “Freakonomics Radio”, makes the case for getting rid of the penny altogether.
Wall Street shrugs off disappointing jobs numbers. Salesforce buys Slack and squares off against Microsoft. Docusign beats on the top and bottom lines. Crowdstrike, Five Below, and Zscaler all hit all-time highs. Zoom Video reports strong earnings but slips on slowing revenue growth. Ulta Beauty slips on slowing sales. Okta rises on earnings. WarnerMedia disrupts the movie business. And Oreos go Gaga! Motley Fool analysts Andy Cross and Ron Gross weigh in on those stories and share two stocks on their radar: Fulgent Genetics and Lemonade. Plus, toy industry analyst Jackie Breyer talks holiday toys, scented Play Doh, and the state of the toy business.
Motivation is important for a number of reasons, but how and why it works can be misunderstood. In his best-selling book Smarter, Faster, Better: The Secrets of Being Productive in Life and Business, Charles Duhigg shares how motivation can be a learned skill.
It’s our Thanksgiving Special! Host Chris Hill and Motley Fool analysts Ron Gross and Jason Moser explain why they’re thankful for Cerence, Nike, and PayPal. We discuss why investors might want to avoid stock market turkeys Blue Apron, Macy’s, and Slack. And since no Thanksgiving is complete without dessert, we dig into a few slices of humble pie and talk Zillow and EPR Properties. Our analysts explain why they don’t want to talk about Robinhood, stock splits, or “Stay at home” stocks at the Thanksgiving table. Plus, we revisit our conversation with Collaborative Fund’s Morgan Housel, author of the best-selling book, The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness.
Looking for a movie to fit the Thanksgiving season? Nell Minow, corporate governance expert and film critic, shares why the often-overlooked Thanksgiving movie “What’s Cooking?” is worth finding.
Walmart delivers big online sales. Target and Williams-Sonoma hit all-time highs. Home Depot and Lowe’s fall on earnings. Amazon gets into the pharmacy business. And Radio Shack returns! Motley Fool analysts Andy Cross and Jason Moser discuss those stories and weigh in on the latest from Intuit, Workday, Goldman Sachs, and Zaxby’s. Plus, Andy and Jason share two investment ideas on their radar: Cerence and Roblox. And Loup Ventures managing partners Gene Munster and Doug Clinton take stock in the future of video games and talk Apple, Google, and Microsoft.
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Disney dominates the film industry, but within the company itself the studios are a smaller fish in a big pond. How much pressure is there for the animated films to generate revenue beyond the box office? Ed Catmull, co-founder of Pixar and longtime executive at Disney, shares how his teams maintain the balance between commercial output and artistic risk.
Pfizer announces encouraging results from its COVID-19 vaccine. Disney gives investors 73 million reasons for optimism. Beyond Meat reports a surprising loss. Lyft reports a surprising increase in revenue. And DoorDash prepares for an IPO. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on the latest from Cisco Systems, DraftKings, McDonald’s, and Unity Software. And Ron and Jason share a couple of stocks on their radar: Cloudflare and Titan International. Plus, Motley Fool analyst Emily Flippen talks about what the election outcome means for the cannabis industry.
Investors keep asking if bitcoin is a good investment, but is the digital currency actually, y’know…..money? Charlie Wheelan, author of the best-selling “Naked” series of books (e.g, Naked Economics) shares why bitcoin doesn’t pass the money test.
Investors react to the election. Uber reports a big loss but scores a big win at the ballot box. The Trade Desk soars on earnings. CVS Health names a new CEO. Match Group and MercadoLibre hit all-time highs. Paycom and Qualcomm surprise. And Clorox cleans up. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on PayPal, Peloton, Roku, Square, Upwork, and Wayfair. Plus, our analysts share two stocks on their radar: Alarm.com Holdings and Scotts Miracle-Gro.
Theranos promised the world a breakthrough in blood-testing technology, until everything came crashing down in early 2018. Alex Gibney, director of the award-winning documentary The Inventor: Out For Blood In Silicon Valley, discusses Theranos founder Elizabeth Holmes’ talent for telling a story.
Alphabet surges on strong earnings. Microsoft reports higher profits but disappoints with guidance. Amazon reports record quarterly sales. Facebook falls on concerns over a decline in U.S. and Canadian users. Starbucks serves up a surprise. Apple dips on weak iPhone sales. And Netflix raises prices. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and dig into the latest results from Etsy, Pinterest, Shopify, Tupperware, Twitter, and Under Armour. Our analysts share three stocks on their radar: Wix.com, Inphi, and EPAM Systems. And we talk about what the upcoming election means for investors.
Mars makes some of the most popular chocolate candies in the world. It’s dedication for secrecy rivals Willy Wonka. Joelle Glen Brenner, author of the book The Emperors of Chocolate: Inside the Secret World of Hershey and Mars, shares why secrecy is such a crucial ingredient in the industry.
Intel falls on a big drop in its data center business. Netflix reports its weakest subscriber growth in 4 years. Tesla reports its 5th consecutive quarter of profitability. Southwest Airlines rises despite reporting its biggest loss ever. Chipotle falls despite a surge in digital sales. Procter & Gamble hits an all-time high. Boston Beer gets a big boost from hard seltzer and Twisted Tea. Coca-Cola reports better-than-expected profits. Quibi calls it quits. And Jack in the Box serves up chicken-scented face masks. Motley Fool analysts Ron Gross and Jason Moser discuss those stories, weigh in on some recent dividend hikes, and share two stocks on their radar: Ameris Bancorp and CRISPR Therapeutics. Plus, corporate governance expert and film critic Nell Minow shares some surprising insights on the state of the movie business.
The overwhelming majority of small businesses in America are one-person operations. Unfortunately, there are aspects to running a business that even prepared minds don’t think of. Laura Adams, personal finance expert and author of Money-Smart Solopreneur: A Personal Finance System for Freelancers, Entrepreneurs, and Side-Hustlers, shares the most common mistake people make when starting a new business.
Apple unveils its new iPhones. Fastly falls on TikTok concerns. United Airlines CEO predicts flying won’t return to normal until 2024. Amazon reports that third-party sellers brought in $3.5 billion on Prime Day. Intuitive Surgical deals with headwinds from the pandemic. Johnson & Johnson pauses its COVID vaccine trial. Disney restructures its business around streaming. Coca-Cola pulls the plug on Tab. And Edge Innovations makes robot dolphins a reality. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Visteon and Bed Bath & Beyond. Plus, Common Sense Media Founder Jim Steyer talks social media and the shifting technology landscape.
Even before he became CEO of Apple, Tim Cook was known as a steady operator who was both thoughtful and, at times, cautious. Best-selling author Leander Kahney shares how joining Apple in the late 1990s might have been the biggest risk Tim Cook has taken in his professional life.
Roku and Netflix rise on upgrades. AT&T prepares to sell DirecTV at a steep loss. Movie theater stocks AMC, Cinemark, and Cineworld tumble on news that Cineworld is closing all cinemas in the U.S. and U.K. IBM spins off its legacy business. AMD gets serious about acquiring chip maker Xilinx. Domino’s dips due to rising cheese costs. Software company Alteryx surges on a boost in guidance. Costco reports big sales numbers for September. And Apple and Amazon get primed for big events. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Equinix and EXP World Holdings. Plus, management consultant Roger Martin shares insights from his book, When More Is Not Better: Overcoming America’s Obsession with Economic Efficiency.
Ever buy a ticket to something, not enjoy yourself, and stay anyway? Sunk costs can be a powerful force, but Professor Richard Nisbett says the smarter move is to resist them and walk out.
The market reacts to news that President Trump has tested positive for COVID-19. The Labor Department reports slowing jobs growth. Bed Bath & Beyond soars on surprising earnings. Twilio hits a new high. Pepsi gets a boost from snacks. McCormick serves up strong earnings and a stock split. Popeye’s gets into the chocolate-stuffed beignet business. And the Supreme Court of Ireland rules that Subway bread isn’t really bread. Motley Fool analysts Andy Cross and Ron Gross discuss those stores and share two stocks on their radar: Union Pacific and Rocket Companies. Plus, journalist Matthew Yglesias talks about his new book, One Billion Americans: The Case for Thinking Bigger.
Financial jargon can make even the smartest people feel stupid. Jason Zweig, longtime columnist for The Wall Street Journal, shares his insights into why it works and how to get around it.
Costco reports strong growth but shares slip. Nike just does it. AutoZone revs up revenues. Stitch Fix gets slammed. Tesla generates some buzz from Battery Day. Nikola founder and Chairman Trevor Milton abruptly resigns. Quibi explores strategic alternatives. And Amazon unveils an indoor drone security camera. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Unity and Inspire Medical. Plus, Wharton Professor and consumer behavior expert Katy Milkman talks temptation bundling and how an increase in temperature makes us bad at shopping.
When are the self-driving electric cars going to flood our streets and highways? Tony Seba, co-founder of the independent think tank RethinkX, believes it will happen sooner than most do. Part of his rationale has to do with how many companies and organizations he believes will be pushing for it to happen.
Snowflake dazzles with the biggest software IPO ever. Adobe reports record revenue. Lennar Corp raises the roof with big earnings. Nvidia makes a $40 billion buy. Telehealth company AmWell makes its debut on Wall Street. FedEx hits a new all-time high. Dave & Buster’s declines on bankruptcy concerns. And the nation prepares for a Peeps-free Halloween. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share a couple of stocks on their radar: Nike and Freshpet. Plus, award-winning personal finance expert Laura Adams offers helpful tips for anyone starting a business and shares other insights from her new book, Money-Smart Solopreneur: A Personal Finance System for Freelancers, Entrepreneurs, and Side-Hustlers.
Once upon a time, 1-hour comedy specials were a rare bird. Will the big investments Netflix has made in stand-up comedy backfire? Jason Zinoman, comedy critic for The New York Times, weighs in on the business of comedy.
Peloton revs up on earnings. Chewy wavers. RH Holdings hits a new all-time high. Lululemon tumbles. Citigroup makes history with a new CEO. And investors refuse to cut Slack any slack. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on the latest from Kroger and Dave & Buster’s. Plus, our analysts share two stocks on their radar: Editas and Synaptics. And Motley Fool retirement expert Robert Brokamp talks portfolio allocation, dividend aristocrats, and how to grow your most important moneymaking asset.
It was the best August for the stock market since 1984. Is the market overvalued? What stocks should investors keep on a short leash? What stocks still have room to run? What should investors be focused on going forward? Motley Fool analysts Ron Gross and Jason Moser tackle those questions and weigh in on holiday retail, Apple, Bed Bath & Beyond, Target, and Teladoc. The guys share some surprising predictions about Chipotle and Tesla and share two stocks on their radar: Docusign and Walmart. Plus, the Collaborative Fund’s Morgan Housel shares insights from his new book, The Psychology of Money: Timeless Lessons onWealth, Greed, and Happiness.
Ok, it’s not just you. It’s all of us. Why do human beings tend to make bad decisions when it comes to spending money? According to Dan Ariely, best-selling author and professor of psychology and behavioral economics, a lot of it comes down to the environment we face as consumers.
Microsoft and Walmart team up to pursue TikTok. Salesforce reports a record quarter. Workday gets the job done. Okta hits an all-time high. Best Buy gets a big boost from online sales. Ulta Beauty surges. And McDonald’s adds some spice. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Chewy and Medallia. Plus, Matt Argersinger, lead advisor of Millionacres, a Motley Fool investing service, talks about the current environment for commercial real estate and shares some opportunities for investors in real estate today.
Looking to get support for your ideas? Dr. Robert Cialdini, author of the best-selling book Influence: The Psychology of Persuasion, recommends using a key word when making the request.
Walmart reports big earnings and big growth in e-commerce. Target surges on record same-store sales growth. Home Depot and Lowe’s hit all-time highs. Uber and Lyft attempt to navigate regulatory concerns. Foot Locker gets a boost from its latest quarter and reinstates its dividend. Apple becomes the first U.S. company to hit a $2 trillion-dollar valuation. Citigroup makes a $900 million mistake. And Burger King gets creative with custom facemasks. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Ross Stores and Autodesk. Plus, Washington Post sports columnist Barry Svrluga talks about the future of the college and pro sports.
Award-winning writer Morgan Housel shares how behavior can have a greater impact on your financial life than investing skills. His book The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness will be released September 8th.
Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in more than eight years. Apple and Fortnite engage in a battle royale. Lyft deals with sinking revenue and California concerns. SmileDirectClub gives investors something to frown about. And Starbucks, Dunkin’, and Hershey’s get a head start on fall and Halloween. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Bed Bath & Beyond and Qualcomm. Plus, Lakehouse Capital Chief Investment Officer Joe Magyer discusses investing during the pandemic, why digital payment companies are creating structural changes, and how his thinking on Berkshire-Hathaway has evolved.
The late, great David Bowie was not just one of the most influential musicians of the past 50 years. He was also brilliant at hedging financial risk. In her book An Economist Walks Into A Brothel: And Other Unexpected Places to Understand Risk, economist Allison Schrager explains how Bowie turned his song catalog into a bond.
Disney’s streaming service gets the job done. Wayfair crushes expectations. Arista Networks sells off despite beating expectations. Square gets a boost from the Cash App. Teladoc and Livongo Health enter into a telemedicine merger. Wix.com posts strong revenue growth but swings to a loss. Etsy generates triple digit revenue growth. Twilio reports record results, but the stock takes a breather. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: LivePerson and Health Catalyst. Plus, entrepreneur, author, and philanthropist John Hope Bryant talks financial dignity and economic empowerment.
Solomon’s Paradox, the ability to think more sensibly about other people’s problems than our own, is common. In her book Weird: The Power of Being an Outsider in an Insider World, Olga Khazan shares how people can use Solomon’s Paradox to their own advantage.
Amazon, Apple, and Facebook all rise on their latest earnings reports. Alphabet 2nd-quarter makes history, but not in a good way. PayPal and Teladoc Health hit all-time highs, while Visa and Mastercard deal with lower payment volumes. Andy Cross, Jason Moser, and Ron Gross analyze those stories, as well as the latest from Starbucks, UPS, Sherwin-Williams, Scotts Miracle-Gro, McDonald’s, and Pinterest. Plus they share three stocks on their radar: CEVA, Kinsale Capital Group, and J M Smucker.
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Scott Galloway is a professor at NYU Stern and author of the best-selling book The Four: The Hidden DNA of Apple, Amazon, Facebook, and Google. As the CEOs of those four businesses get ready to head to Capitol Hill, Galloway makes the case for breaking up their companies.
Intel plunges on chip delays. Microsoft declines despite a record quarter. Twitter pops on strong user growth. Chipotle serves up strong digital growth but slips on closed restaurants. Coca-Cola’s CEO says the worst is over. Intuitive Surgical surprises. Boston Beer surges. Tesla slides. Disney delays Mulan indefinitely. And Slack goes to war with Microsoft. Analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Equinix and Qorvo. Plus, MercadoLibre’s Head of Investor Relations Federico Sandler talks online retail, online payments, and the future of the e-commerce giant.
Other than their fields of study Daniel Kahneman and Amos Tversky could hardly be more different. In The Undoing Project: A Friendship that Changed Our Minds, best-selling author Michael Lewis shares how these two Israeli psychologists surprised their colleagues by not only working together, but also enjoying the process.
The FBI investigates a major Twitter hack. Netflix sells off on earnings. Domino’s serves up strong sales growth. Banking software company nCino has a big Wall Street debut. Pepsi gets a boost from snacks. Fiat Chrysler & Peugot unveil Stellantis. Motley Fool analysts Andy Cross and Ron Gross discuss those stories and the latest from Johnson & Johnson, UnitedHealth, and big banks. The guys also share two stocks on their radar: Boston Beer and 3M. Plus, CNBC reporter Kate Rooney discusses the latest with Robinhood, fintech, VC investing, and how Silicon Valley is rethinking office space.
“Marketplace Radio” host Tess Vigeland walked away from her job with no idea what was next. In her subsequent book, Leap: Leaving a Job with No Plan B, to Find the Career and Life You Really Want,she outlines a key piece of advice for anyone thinking about a job switch.
Retailers continue to struggle as Bed Bath & Beyond announces plans to close more than 20% of its stores over the next two years. Levi’s sales fall more than 60% for the second quarter. Berkshire Hathaway buys Dominion Energy’s natural gas assets. SiriusXM buys Stitcher. And Kraft Heinz makes mayonnaise ice cream a reality! Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Zoom Video Communications and Rollins. Plus, food and beverage industry analyst David Henkes discusses the current state of the restaurant industry, Uber's acquisition of Postmates, and what restaurants will look like post-pandemic.
Back in the day a great stand-up comedy set on “The Tonight Show with Johnny Carson” meant instant success, but so much has changed since then. Greg Fitzsimmons, stand-up comedian and host of the long-running comedy podcast “Fitzdog Radio”, explains that despite the increased competition comedy is still a meritocracy for those willing to work for it.
It’s our Independence Day Weekend Special! Corporate governance expert and film critic Nell Minow analyzes the latest corporate scandals and the future of the movie industry. Award-winning writer Morgan Housel talks with journalist and best-selling author Bethany McLean about Tesla, Elon Musk, and the business of fracking.
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Professional baseball almost didn’t make it out of the 1880s. In his book The Summer of Beer and Whiskey,writer Ed Achorn explains how a new owner of the team in St. Louis helped saved the business of baseball with creative ideas like selling beer at the games.
Google deals with slipping ad sales while Facebook and Amazon gain market share. Amazon buys a new car. McCormick hits a new high. Nike stumbles. And Microsoft pulls the plug on its stores. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and weigh in on the latest from Albertson’s, Chuck E. Cheese, and Darden Restaurants. The guys share two stocks on their radar: Etsy and Houlihan Lokey. Plus, Atlantic writer Olga Khazan shares some insights from her book, Weird: The Power of Being an Outsider in an Insider World.
In general, perseverance is a good thing. But David Epstein, author of the best-selling book *Range: Why Generalists Triumph in a Specialized World*, points out that demonstrating grit is not *always* the best course of action.
Retail sales rebound in May. Walmart teams up with Shopify. Spotify teams up with DC Comics. Wirecard plummets on accounting concerns at the German payment firm. And Groupon investors react to quarterly results and a 1-for-20 reverse stock split. Motley Fool analysts Andy Cross and Jason Moser discuss those stories, debate the finer points of Disney wine, and share two stocks on their radar: Skyworks Solutions and AeroVironment. Plus, DocuSign CEO Dan Springer talks about the big business of electronic signatures.
What’s the key to unlocking your team’s potential? Jeff Weiner, longtime CEO of LinkedIn, shares key steps leaders can take to get the most out of a diverse team.
The market tumbles as the Fed Chairman warns the recovery might take a couple of years. Adobe hits an all-time high on record revenue. Lululemon slips on earnings. Starbucks closes some locations in the U.S. and Canada. Five Below hangs in. Chewy delivers. Grubhub snubs Uber. And Hertz revs up on news that the bankrupt rental car company is attempting to offer a billion dollars in stock. Analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Fastly and Globus Medical. Plus, Motley Fool CEO Tom Gardner and analyst Abi Malin talk with Dallas Mavericks owner Mark Cuban about the future of sports, the future of work, and the value of money.
When a business is looking to grow, it needs to figure out how to effectively spread excellence throughout its organization. Bob Sutton, Stanford professor and author of the book Scaling Up Excellence: Getting to More, Without Settling for Less, shares that one way to do that is to get rid of the jerks.
Investors react to surprising employment numbers. Zoom Video connects with its latest earnings and doubles revenue guidance. Slack sells off. And DocuSign delivers. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on the latest from Dick’s Sporting Goods, eBay, and Levi Strauss. And Ron and Jason share two stocks on their radar: Target and FLIR Systems. Plus, Motley Fool CEO Tom Gardner talks with Shopify CEO Tobi Lutke about the business of Shopify, the value of diversity, and the future of work.
SpaceX, Elon Musk’s company, launched NASA astronauts into orbit over the weekend. But they face competition from Jeff Bezos’ company, Blue Origin. Christian Davenport, author of the best-selling book The Space Barons: Elon Musk, Jeff Bezos, and the Quest to Colonize the Cosmos., shares how Bezos has had cosmic ambitions his entire life.
The total number of unemployment claims climbs above 40 million. Costco slips on earnings. Salesforce sells off. Dollar Tree and Dollar General rise on strong growth. Williams-Sonoma serves up a surprise. And Hertz Global files for Chapter 11. Motley Fool analysts Ron Gross and Jason Moser discuss those stories, weigh in on the latest from Ulta Beauty, and share two stocks on their radar: Intercontinental Exchange and Bill.com. And we talk with Motley Fool contributor Rick Munarriz about Disney World's reopening, HBO Max, and the streaming wars.
When everyone is in agreement on a project or idea, is there a hidden downside? Jonah Sachs, entrepreneur and author of the book Unsafe Thinking: How to Be Nimble and Bold When You Need it Most, reveals that finding constructive ways to disagree can be a key to unlocking creativity.
Facebook, MasterCard, and Spotify announce new work-from-home policies. Lowe’s, Home Depot, Target, and Walmart report big growth in same-store sales. The U.S. Senate passes a bill that would impose new listing requirements for Chinese companies. And Take-Two Interactive hits an all-time high. Motley Fool analysts Emily Flippen and Ron Gross discuss those stories and weigh in on the future of retail and the future of real estate. Our analysts share two stocks on their radar: TJX Companies and Pinduoduo. And Motley Fool analyst Tim Beyers and Motley Fool contributor Dan Kline talk with TiVo CEO Dave Shull about television, streaming video, and the future of TiVo.
How did Bernie Madoff pull off the biggest Ponzi scheme in history? Diana Henriques, journalist and author of the bestseller The Wizard of Lies: Bernie Madoff and the Death of Trust, reveals that Madoff had an unusual gift for someone orchestrating fraud.
Retail sales fall more than 16% in April. Uber and GrubHub explore a possible merger. Marriott and Under Armour tumble on disappointing earnings. Diagnostics company Quidel gets a big boost from the FDA. And DraftKings hits a new high. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on the best way to build a portfolio. Our analysts share a couple of stocks on their radar: Intellia Therapeutics and Axon Enterprise. Plus, Camping World CEO Marcus Lemonis talks about the business of RVs and shares some insights from his CNBC show, The Profit.
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Given the pandemic, high school and college commencements just won’t be the same this year. So we decided we’d have Scott Galloway, NYU professor and author of The New York Times bestseller The Algebra of Happiness: Notes on the Pursuit of Success, Love, and Meaning, shares his advice for the graduating class of 2020.
The unemployment rate surges to nearly 15%. Uber and Lyft shares rise on earnings. MercadoLibre, PayPal, and Twilio hit all-time highs. And Disney announces plans to reopen Shanghai Disneyland. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on Activision Blizzard, Berkshire Hathaway, Beyond Meat, Electronic Arts, Etsy, Pinterest, Roku, Shake Shack, Square, and Wayfair. Plus, our analysts share three stocks on their radar: Costco, Coupa Software, and Smartsheet.
When new ideas are presented, it turns out that middle managers may not have the best track record for predicting success. Adam Grant, author of The New York Times bestseller Originals: How Non-Conformists Move the World, explains why peers have the edge in giving feedback.
An additional 4 million Americans file for unemployment as the total number of unemployed tops 30 million. The S&P 500 wraps up its best month since 1987. Amazon reports surging sales and rising costs. Apple sees strength in services. Mastercard and Visa beat expectations. Alphabet gets a boost from YouTube. Microsoft gets a boost from the Cloud. And Facebook rises on strong engagement. Motley Fool analysts Aaron Bush, Andy Cross, and Jason Moser discuss those stories and weigh in on the latest from Atlassian, McDonald’s, Microsoft, Spotify, Starbucks, Teladoc, and Twitter. Aaron talks about the future of gaming. And the guys share three stocks on their radar: Beyond Meat, Medtronic, and Docusign.
More than 4.4 million Americans file for unemployment as the total number of unemployed climbs to 26 million. Netflix adds 16 million subscribers for the quarter. Verizon loses subscribers and withdraws guidance. Chipotle gets a big boost from digital sales. DraftKings makes its Wall Street debut. Snap surges on surprising growth. Coca-Cola falls on concerns over declining volume. And Domino’s delivers. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share a couple of stocks on their radar: Masimo and Roku. Plus, Time Value of Money Fund manager Michael Shearn talks about what he looks for in leadership and shares some of his favorite stocks.
“Rock Around The Clock” was a flop when Bill Haley & The Comets first released it. Derek Thompson, author of the best-selling book Hit Makers: How to Succeed in an Age of Distraction, explains how luck helped give the song a second chance at success.
More than 5 million more Americans file for unemployment as the monthly total surpasses 22 million. Abbott Labs gets a boost on optimism over its coronavirus testing. Gilead Sciences gets a boost on optimism over its coronavirus treatment. Procter & Gamble reports its biggest U.S. sales gain in decades. Amazon hits an all-time high. Comcast launches a preview of its Peacock streaming service. And Verizon buys BlueJeans Network, a videoconferencing company. Motley Fool analysts Jason Moser and Ron Gross discuss those stories, take stock in the banking and airline industries, and weigh in on some dividend hikes. Plus, the guys share a few stocks on their radar: Spotify and CRISPR Therapeutics. And Okta co-founder and COO Frederic Kerrest talks cloud-based security software, password protection, and misconceptions about entrepreneurs.
Having more work conversations via video conference? You’re not alone. Effective conversations at work are more challenging these days. Fortunately Emily Hoffman, the communications expert behind "Crucial Conversations," has some helpful tips to share.
The Fed announces a new $2.3 trillion program to boost the economy. Another 6.6 million Americans file for unemployment. Shares of Zoom Video fall on security concerns. And Disney+ surpasses 50 million subscribers. Motley Fool analysts Jason Moser and Emily Flippen discuss those stories, weigh in on the future of retail, and share some spring cleaning tips for investors. Emily and Jason share two stocks on their radar: Kura Sushi and Wayfair. Plus, 2U CEO and co-founder Chip Paucek talks about the future of education and offers up some advice for graduates. Other stocks discussed include Costco, Nordstrom, Ulta Beauty, and Walmart.
Trying to lose weight? Might be time to change the scale. Dan Ariely, professor of psychology and behavioral economics at Duke University, offers up some weighty advice on losing weight.
The Federal Government launches a $350 billion small business lending program. Over 10 million Americans file for unemployment. Oil stocks rise. Constellation Brands serves up big earnings. And Luckin Coffee plummets on fraud allegations. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and talk about what to look for when reading a balance sheet. And the guys share a couple of stocks on their radar: Costco and Domino’s. Plus, food and beverage industry analyst David Henkes talks about the government stimulus and the future of the restaurant business.
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Companies make thousands of acquisitions each year. Dan Heath, co-author of the New York Times bestseller Decisive: How to Make Better Choices in Life and Work, has a word of warning. The thinking that drives those decisions is the same thinking teenagers use.
Congress passes a $2 trillion-dollar stimulus. A record 3.3 million Americans file for unemployment. The Federal Reserve cranks up lending. And the stock market has its best 3-day gain since 1931. Motley Fool analysts Andy Cross, Jason Moser, and Ron Gross discuss what it all means for investors and discuss the future of the insurance, retail, and cruise industries. Our analysts weigh in on how Starbucks CEO Kevin Johnson and Nike CEO John Donahoe are navigating the coronavirus crisis. And we make the case for why Warren Buffett should consider buying Chubb, Costco, PayPal, Progessive, Moody’s, Southwest Airlines, or Starbucks. Plus, Jason and Ron share a couple of stocks on their radar: Disney and Sony.
Working hard? That’s great. But if you want to avoid burnout then Daniel Levitin, professor of psychology and behavioral neuroscience at McGill University and best-selling author, has a tip to help everyone from students to CEOs.
New York and California order nearly all residents to stay home. The government pushes back the tax filing deadline. And the stock market has another rough week. How should investors navigate the coronavirus crisis? Is it time to buy? Which industries should investors avoid? And which businesses will benefit from changing consumer behavior? Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser tackle those questions and discuss the fear of missing out and the fear of being invested. Plus, the guys share a couple of stocks on their radar: Redfin and Intuitive Surgical.
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The average return of the stock market is 9-10%. So why does the market rarely hit that number in a given year? Legendary investor Howard Marks explains.
The stock market has its worst day since 1987 as coronavirus concerns grow and Wall Street sentiment turns decidedly bearish. How should investors be approaching this market? Which companies are still well-positioned for the long term? Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser tackle those questions and weigh in on the latest from Disney, Docusign, Pepsi, and Slack. The guys discuss why American Tower, Globant, and EPAM Systems are on their radar. The Motley Fool’s co-founder David Gardner shares his thoughts on the market sell-off, black swans, and the future of higher education.
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Does the carrot-and-stick method actually work? For certain tasks, yes. But as best-selling author Dan Pink explains, managers who use this as the sole way of motivating their team are making a mistake.
Investors navigate market volatility as coronavirus concerns grow. Campbell Soup heats up. Costco delivers a strong 2nd quarter. JPMorgan Chase CEO Jamie Dimon recovers from emergency heart surgery. Andy Cross, Ron Gross, and Jason Moser analyze those stories and the latest news from Chipotle, Okta, and Zoom Video. Plus, the guys discuss why 3M, Churchill Downs, and Luckin Coffee are on their radar. NYU Professor of Psychology Emily Balcetis shares highlights from her book, Clearer, Closer, Better: How Successful People See the World.
"Winners never quit and quitters never win.” Is it possible quitting is actually underrated? Stephen Dubner, co-author of the bestselling "Freakonomics" books, makes the case for re-examining how we think about quitting.
The stock market has its worst week since the financial crisis of 2008. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser talk about the coronavirus concerns and market sell-off. Plus, our analysts discuss earnings from Best Buy, Booking Holdings, Etsy, Home Depot, Lowe’s, Shake Shack, and Teladoc. We discuss Disney’s new CEO and Panera’s new coffee subscription. And we share three stocks on our radar: Adobe, Kinsale Capital, and Waste Management.
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Millions of high school students are trying to decide where to spend the next four years of their lives. For them, and their parents, best-selling author Malcolm Gladwell offers a word of advice.
Walmart reports strong e-commerce growth but has problems with fun and games. Dropbox surprises investors and aims for profitability by the end of 2020. Domino’s delivers again. And McDonald’s introduces Quarter Pounder-scented candles. Motley Fool senior analysts Ron Gross and Jason Moser, and Jeff Fischer of 1623 Capital, discuss those stories and weigh in on the latest from Amazon, Boston Beer, Stamps.com, Texas Roadhouse, and Virgin Galactic. Plus, the guys share three stocks on their radar: Pinterest, Synaptics, and Hasbro. And toy expert Chris Byrne analyzes the current state of the industry and the business of Baby Yoda. Click here to take our brief listener survey, and thanks for helping us out!
How does a routine become habit-forming? One important part is figuring out a reward for the routine itself. For example, as Charles Duhigg (best-selling author of “The Power of Habit”) explains, the reward for brushing your teeth is not necessarily what you think it is.
Nvidia shakes off its “crypto hangover” and reports blowout earnings. Shopify soars. Pepsi surprises. And Roku rises. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Mattel, Lyft, Under Armour, and Restaurant Brands International. Plus, our analysts talk about the coronavirus and what it means for investors. We dig into Facebook’s Pinterest-like app, Samsung’s foldable phone, Kellogg’s Incogmeato, and Kentucky Fried Crocs. And our analysts share three stocks on their radar: Appian, Tencent, and Salesforce.
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The key to a lasting relationship is…economics? Jenny Anderson, co-author of the best-seller “Spousonomics: Using Economics to Master Love, Marriage, and Dirty Dishes” offers tips on how your loving relationship can benefit from cost-benefit analysis. (Yes, really.)
Alphabet breaks out its YouTube revenue for the first time. Activision Blizzard scores with “Call of Duty: Mobile”. Casper’s IPO turns into a snoozefest. Pinterest pops. And Chipotle serves up strong growth. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Disney, Take-Two Interactive, Twitter, and Yum! Brands. And we share three stocks on our radar: Empire State Realty Trust, Limelight Networks, and Moody’s. Plus, corporate governance expert and film critic Nell Minow talks diversity in the boardroom and makes predictions for this year’s Academy Awards. (To get 50% off our Stock Advisor service, go to http://RadarStocks.fool.com.)
Pulitzer Prize-winning film critic Roger Ebert wasn’t just a lifelong fan of movies. He also knew the business well enough to see Blockbuster Video’s demise months before Netflix was even a public company. Moreover, he could recognize a money line of dialogue.
Amazon’s huge 4th-quarter gets the company back above the trillion-dollar market cap. Apple and Microsoft continue their hot streaks, while Facebook sells off due to margin concerns. Jason Moser, Andy Cross, and Ron Gross analyze the latest earnings results from Tesla, Visa, Colgate-Palmolive, McCormick, Starbucks, McDonald’s, and PayPal. Plus, we discuss IBM’s new CEO, Atari’s new line of hotels, and why the guys have Mastercard, Walker & Dunlop, and Pinterest are on their radar.
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The NFL’s financial health is not in doubt. The health of its players, however, is getting more attention than ever. Back in 2011, when concussions were just beginning to become a topic of interest, best-selling author Michael Lewis saw a future in which star players would walk away from the game before it was too late.
Intel reports surprising earnings and hits a 19-year high. Netflix rises on strong international growth. American Express and Atlassian hit all-time highs. And Procter & Gamble deals with sagging diaper demand. Senior analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and also weigh in on AMD, Comcast, Disney, IBM, and Intuitive Surgical. And they share three stocks on their radar: Tractor Supply, Live Oak Bank, and Datadog. Plus, Villanova sports law professor Andrew Brandt talks about the business of the NFL and the future of sports gambling. Thanks Health IQ. See if you qualify for lower rates! www.healthiq.com/fool Thanks to Grammarly for supporting The Motley Fool. For 20% off a Grammarly premium account, go to www.Grammarly.com/fool
“One of the time-honored traditions of investors is to play the role of skeptic.” Even in October 2000, when his company’s stock had fallen 50% in less than a year, Amazon founder Jeff Bezos was able to see profitability in the days ahead.
Goldman Sachs, JP Morgan, and Morgan Stanley hit 52-week highs but Wells Fargo slips. The National Retail Federation reports healthy holiday spending but Target tumbles on disappointing sales numbers. Gap decides not to spin off Old Navy. And Visa makes a big purchase. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on Five Below, Tailored Brands, and Netflix’s new partnership with Ben & Jerry’s. Our analysts share three stocks on their radar: Freshpet, Teladoc Health, and SmileDirectClub. Plus, media and entertainment analyst Tim Beyers talks Amazon, Apple, Disney, Netflix, NBC streaming, cybersecurity stocks, and investing in the cloud.
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Costco reports some holiday cheer thanks to the strong trifecta of toys, candy, and alcohol. Bed Bath & Beyond sinks. Lennar raises the roof. And Grubhub delivers a denial. Motley Fool analysts Andy Cross, Emily Flippen, and Ron Gross discuss those stories and weigh in on the latest from Constellation Brands, Luckin Coffee, Pier 1 Imports, Macy’s, Kohl’s, and Taco Bell. Our analysts share three stocks on their radar: Accenture, Livongo, and Meituan Dianping. Plus, The Motley Fool’s Rex Moore shares some insights from CES 2020 and talks 5G, driverless cars, and 3D printing.
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Why should investors be watching 5G, banking, and small cap stocks in 2020? Why do ANSYS, Arista Networks, and CRISPR have big upside potential? Why should investors keep Grubhub, Harley-Davidson, and Nordstrom on a short leash? And is it time for the CEOs at TripAdvisor, Under Armour, and Berkshire Hathaway to update their LinkedIn profiles? Analysts Andy Cross, Ron Gross, and Jason Moser tackle those questions and explain why they’re bullish on Adobe, Stitch Fix, and Target. Plus, we discuss upcoming IPOs we’d like to see and make some reckless predictions about Berkshire Hathaway, DocuSign, and the data analytics industry.
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Disney Plus works its magic. WeWork falls down on the job. Best Buy rewards investors. And Constellation Brands unloads some cheap beer. Analysts Andy Cross, Ron Gross, and Jason Moser discuss some of the year’s top business stories, stock market surprises, underappreciated stories, and dumb investments. We share why Chipotle, Microsoft, and Target each have a claim on having the “Best CEO of 2019”. Businesses analyzed this week include Amazon, Lumentum, Lyft, Microsoft, Uber, and more. Plus, we revisit our conversation with NYU professor and best-selling author Scott Galloway, who talks about his latest book, The Algebra of Happiness: Notes on the Pursuit of Success, Love, and Meaning.
Nike scores with its Jordan brand. IAC buys Care.com for $500 million. FedEx delivers disappointing earnings. Bed Bath & Beyond surges after its new CEO cleans house. And General Mills gets a big boost from Blue Buffalo. Motley Fool analysts Ron Gross and Jason Moser discuss those stories, weigh in on surprising earnings from Blackberry and Winnebago, and debate the relative merits of eggnog and mistletoe. And we talk about why American Tower and Cerence are two stocks to watch. Plus, Motley Fool retirement expert Robert Brokamp serves up some year-end financial advice and talks retirement and saving for college.
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Costco slips on earnings and a website glitch. GameStop tumbles on flagging same-store sales growth. Adobe hits an all-time high. And Stitch Fix surprises Wall Street. Motley Fool analysts Aaron Bush, Andy Cross, and Jason Moser discuss those stories, dig into the latest from Lululemon, and take stock in an aging opportunity. They also share why they’re keeping an eye on Bill.com, Monster Beverage, and Trimble. Plus, Stanford professor Bob Sutton shares insights from his best-selling book, Scaling Up Excellence: Getting to More Without Settling for Less.
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Google’s co-founders relinquish control of Alphabet. Expedia and United Airlines make their own changes at the top. Five Below rises on earnings. Zoom Video gets a poor reception. And McDonald’s tests a new chicken sandwich. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Constellation Brands, DocuSign, and Ulta Beauty. And we explain why investors should watch Adobe, CrowdStrike, and Hasbro. Plus, Toy Insider Editorial Director Jackie Breyer talks hot holiday toys and explains why Target is winning the toy war.
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It’s our Thanksgiving Special! Analysts Andy Cross, Ron Gross, and Jason Moser share why they’re thankful for stocks MarketAxess, CRISPR, and Zoetis. They discuss why investors might want to avoid stock market turkeys Uber, TripAdvisor, and Smile Direct. And since no Thanksgiving is complete without dessert, we dig into a few slices of humble pie and talk Arista, Camping World Holdings, and Eventbrite. Plus, we revisit our conversation with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.Thanks Health IQ. See if you qualify for lower rates! Go to www.healthiq.com/fool.
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Target hits a new all-time high on earnings. Macy’s and Kohl’s tumble. Lowe’s rises. Home Depot slips. Nordstrom surprises. And Schwab and TD Ameritrade may be teaming up. Analysts Andy Cross, Ron Gross, and Jason Moser tackle these stories, weigh in on the latest from Intuit, and dig into Tim Hortons’ holiday menu. They also share why they’re keeping an eye on Dave & Buster’s, PayPal, and Box. Plus, corporate governance expert and film critic Nell Minow talks WeWork and New Coke, Disney streaming, and must-see movies. (To get 50% off our Stock Advisor service, go to http://RadarStocks.Fool.com.)
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Is it better to be a generalist or a specialist? Can you ever have too much grit? And what do birds and frogs have to do with business success? On this week’s show, we revisit our conversation with David Epstein, author of the New York Times bestseller Range: Why Generalists Triumph in a Specialized World.
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Disney earnings produce some magic. Gap gets a new look. And Zillow raises the roof. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Roku, Activision Blizzard, Take-Two Interactive, Match Group, Booking Holdings, Tripadvisor, Expedia, Uber, and Papa John’s. They also share why they’re keeping an eye on Adobe, Boston Omaha, and Baozun. Plus, The Facebook Effect author David Kirkpatrick talks Mark Zuckerberg, tech breakups, and the future of Facebook. (To get 50% off our Stock Advisor service, go to http://RadarStocks.Fool.com.)
Google buys Fitbit. Apple hits a new high on earnings. Facebook connects with advertisers. And Barbie gives Mattel a boost. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Arista Networks, Avis Budget, Dine Brands Global, Etsy, Grubhub, Starbucks, Teladoc Health, Texas Roadhouse, and Wayfair. (To get 50% off our Stock Advisor service, go to http://RadarStocks.Fool.com.)
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Amazon slips as one-day shipping costs rise. Microsoft climbs higher thanks to growth in the cloud. Tesla generates its best day in six years. Southwest Airlines reports record earnings despite MAX headwinds. And Biogen surges on encouraging results from a discontinued Alzheimer’s drug. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from eBay, Hasbro, Hershey, PayPal, Twitter, and Visa. Plus, we debate overrated and underrated Halloween candies and share three stocks on our radar.
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Netflix reports strong international growth but shares slip on slowing domestic growth. UnitedHealth rises on healthy earnings. And Coca-Cola serves up big revenues thanks to zero-sugar sodas and Coca-Cola Plus Coffee. Motley Fool analysts Andy Cross, Emily Flippen, and Jason Moser discuss those stories and the latest from American Express, Ameris Bancorp, Atlassian, Intuitive Surgical, and Yum! Brands. Plus, we take stock in the retail industry (with the holidays looming) and the state of online advertising.
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Bed Bath & Beyond gets a boost from a new CEO. IAC unloads its stake in Match Group. Domino’s cools off on increased competition. Roku rises on a big investment. And Hooters’ parent company gets into the cancer drug development business. Motley Fool analysts Aaron Bush, Ron Gross, and Jason Moser discuss those stories and talk about the business ripple effects of the ongoing unrest in Hong Kong. Plus, bestselling author Leander Kahney shares some insights from his new book, Tim Cook: The Genius Who Took Apple to the Next Level.
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Charles Schwab cuts trading commissions to zero and TD Ameritrade and E*Trade follow suit. Pepsi hits an all-time high thanks to healthy returns from healthier snacks. Costco slips on disappointing earnings. And Bed, Bath, & Beyond stays afloat despite slumping sales. Motley Fool analysts Andy Cross, Emily Flippen, and Jason Moser discuss those stories as well as Constellation Brands, McCormick, and Stitch Fix. Plus, Motley Fool contributor Dan Kline analyzes the latest news from professional wrestling, the NFL, Harley-Davidson, and McDonald’s. (To get 50% off our Stock Advisor service, go to http://RadarStocks.Fool.com.)
Peloton stumbles on its IPO. Wells Fargo names a new CEO as eBay, Juul, and WeWork say goodbye to their CEOs. And Nike hits a new high. Analysts Andy Cross, Rob Gross, and Jason Moser discuss those stories and weigh in on McDonald’s new Beyond Meat-based PLT sandwich. Plus, Motley Fool senior analyst Bill Mann sits down with Collaborative Fund’s Morgan Housel to discuss investor psychology, stock allocation, and risk tolerance.
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Microsoft hikes its dividend and buys back stock. Apple launches its subscription gaming service. Airbnb announces plans for an IPO. And FedEx delivers disappointment. Analysts Aaron Bush, Emily Flippen, and Ron Gross discuss these stories and the latest from Datadog, General Mills, WeWork, and YUM! Brands. Plus, we dip into the Fool Mailbag to discuss AI’s future. And Motley Fool auto analyst John Rosevear weighs in on GM’s strike, Ford’s future, and Amazon’s electrifying buy.
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Smile Direct leaves investors frowning. WeWork reworks its corporate governance. Old Navy prepares to split from The Gap. And Popeye’s brings new meaning to BYOB. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Dave & Buster’s, GameStop, Shopify, and Zscaler. Plus, media and entertainment analyst Tim Beyers talks new iPhones and Apple’s evolving business (To get 50% off our Stock Advisor service, go to http://RadarStocks.fool.com.)
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Lululemon jumps on strong growth in men’s sales and an improved outlook. Docusign delivers big returns on e-signatures. And Slack slips after its first earnings report as a public company. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Constellation Brands, PagerDuty, WeWork, and Zoom Video. Plus, we dip into the Fool Mailbag, and communications expert Emily Hoffman teaches us how to navigate crucial conversations.
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What should investors be watching for the rest of 2019? Which stocks should investors keep on a short leash? And which stocks are we even more bullish on? Analysts Andy Cross and Jason Moser tackle those questions and offer up some business predictions. Plus, food and beverage industry analyst David Henkes talks restaurants, the rise of delivery, “ghost kitchens”, and the two trends investors should be watching.
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Target shares hit an all-time high. 2nd-quarter profits for both Home Depot and Lowe’s were higher than expected. And sports retailers Foot Locker, Dick’s Sporting Goods, and Hibbett Sports continue to struggle. Emily Flippen, Ron Gross, and Jason Moser analyze the retail landscape as they search for market-beating stocks. We discuss the latest with Intuit, Salesforce.com, Nordstrom, Baidu, Hasbro, Entertainment One, American Tower, Lyft, and Bilibili. Plus, a conversation with Dan Albert, author of Are We There Yet? The American Automobile Past, Present, and Driverless. (To get 50% off our Stock Advisor service, go tohttp://RadarStocks.Fool.com.)
Walmart stock pops on another strong quarter, while shares of Macy's and Tapestry both suffer double-digit losses. Ron Gross and Jason Moser analyze the current state of retail and share why they believe Nordstrom and Under Armour have genuine opportunities to improve their standing with investors. We discuss the latest with General Electric, NVIDIA, Darden Restaurants, Berkshire-Hathaway, and Hologic. Plus, Motley Fool co-founder David Gardner discuss when to sell, when to add to your winners, investing takeaways from his recent trip to China, and his upcoming investor presentation on August 20th. (For more information on David Gardner's investor presentation visit http://Blast.Fool.com.)
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Uber stock tumbles after reporting a $5.2 billion loss. Disney announces a Netflix-priced streaming bundle. Kraft Heinz hits a new low. Roku connects. And Chipotle serves up new queso. Analysts Aaron Bush, Ron Gross, and Jim Mueller discuss these stories and weigh in on the latest earnings from Activision Blizzard, Lyft, and Zillow. Plus, Motley Fool Director of Small Cap Investing Bill Mann talks international investing, salmon farming, ethics cheers, and top gloves.
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The Fed cuts interest rates for the first time since 2008. Procter & Gamble hits an all-time high. Apple gets a boost from services and wearables. Shopify rises. Pinterest pops. And Square stumbles. Analysts Ron Gross and Jason Moser discuss those stocks and weigh in on the latest results from Beyond Meat, Kellogg, Spotify, and Under Armour. Plus, Motley Fool retirement expert Robert Brokamp shares some surprising truths about retirement and explains why 70 is the new 65.
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It’s Earnings-Palooza! We’ve got the latest from Alphabet, Starbucks, Amazon, Facebook, Snap, MarketAxess Holdings, Tesla, Boston Beer, Align Technology, Chipotle, Hasbro, Mattel, McDonald’s, and more! Andy Cross, Emily Flippen, and Ron Gross analyze those stories, preview next week’s Federal Reserve meeting, and share three stocks on their radar.
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Netflix falls 12% after falling short by a couple million new subscribers. Domino’s same-store sales come in low. Amazon sells more than 175 million items on Prime Day. Blue Apron and eBay both hit a 52-week high. And Wall Street’s big banks post their latest results. Emily Flippen, Ron Gross, and Jason Moser analyze those stories and share why they’re keeping an eye on Chipotle, Hasbro, and Boston Beer. Plus, media & entertainment industry analyst Tim Beyers gives his headline for this year’s San Diego Comic-Con and weighs in on the increasingly competitive video streaming wars.
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The S&P 500 and DJIA both hit record highs. Ford Motor and Volkswagen team up on autonomous vehicles and EVs. Zoom Video has a bug problem. Slack shares fall as competition from Microsoft Teams heats up. Pepsi hits a new high, and Lululemon starts a surprising new business. Andy Cross, Emily Flippen, and Jason Moser analyze those stories and share three stocks they’re watching closely this earnings season. Plus, Carl Quintanilla discusses the growing popularity of vaping, the focus of CNBC’s new documentary “Vaporized: America’s E-Cigarette Addiction”.
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What can parents learn from the success of tennis star Roger Federer? When is grit a problem? Should travel soccer get the boot? What’s the best predictor of success in the business world? Is it better to be a frog or bird? And what should every graduate know about the road ahead? On this week’s show, we explore those questions and more with David Epstein, author of the New York Times bestseller Range: Why Generalists Triumph in a Specialized World.
Nike reports a rare profit miss. FedEx delivers a warning but shares climb. Apple announces a big departure. And a Taco Bell hotel quickly sells out. Analysts Ron Gross and Jason Moser discuss those stories and dig into big banks, Constellation Brands, General Mills, Shopify and McCormick. Plus, Motley Fool CEO Tom Gardner talks with Zoom founder and CEO Eric Yuan about video conferencing technology and the future of the workplace.
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The S&P 500 hits a record high as Wall Street (and investors) read the latest tea leaves from the Fed. Slack makes a successful debut in the public markets. Facebook introduces a new cryptocurrency. And Oracle hits a new high. Motley Fool analysts Andy Cross and Ron Gross, and Jeff Fischer of 1623 Capital, discuss those stories and weigh in on earnings from Adobe, CarMax, and Darden Restaurants.
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Lululemon takes a breather. Casey’s General Store hits a new high. Restoration Hardware raises the roof. And Blue Apron delivers a reverse stock split. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on Chewy’s IPO, Dave & Buster’s earnings, and bad bank names. Plus, Motley Fool co-founder David Gardner talks with 2U CEO Chip Paucek about the future of education.
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Wall Street reacts to reports that U.S. regulators are preparing to investigate Amazon, Apple, Facebook, and Google over potential antitrust concerns. How worried should investors be? Analysts Andy Cross, Ron Gross, and Jason Moser tackle that topic and debate the age-old investing question, value play or value trap? Plus, we revisit Motley Fool co-founder David Gardner’s conversation with best-selling author Dan Pink about the science of perfect timing.
Uber beats. Gap tanks. Williams-Sonoma soars. And Costco slips. Analysts Ron Gross and Jason Moser discuss these stories and dig into the latest from Okta, Ulta Beauty, and Zynga. Plus, comedian Greg Fitzsimmons talks Stitches, stand-up, and the business of comedy. Thanks to Airbnb for supporting Motley Fool Money. Go to airbnb.com/fool and start hosting. You’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by July 31. Terms and conditions apply.
Target hits the mark. Best Buy surprises. Intuit rises. And Coca-Cola gets a refresh. Analysts Andy Cross and Jason Moser discuss those stories and discuss earnings from Autodesk, Home Depot, Lowes, and Splunk. Plus, corporate governance expert and film critic Nell Minow talks Boeing, Disney, and summer movies.
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Walmart delivers. Pinterest plummets. Baidu reports a rare loss. And Taco Bell gets into the hotel business. Analysts Andy Cross, Ron Gross, and Jason Moser tackle these stories and weigh in on earnings from Alibaba, NVIDIA, and Wix. Plus, NYU professor and best-selling author Scott Galloway talks about his new book, The Algebra of Happiness: Notes on the Pursuit of Success, Love, and Meaning.
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Uber makes it stock market debut. Should investors take a ride on the ride-sharing giant? Analysts Andy Cross, Ron Gross, and Jason Moser tackle that question and discuss the latest from Boston Beer, Disney, Booking Holdings, Match Group, Stamps.com, The Trade Desk, and Zillow. Plus, NYU professor and best-selling author Scott Galloway makes the case for breaking up big tech. Thanks Clear. Get your first two months of Clear for free by going to clearme.com/fool2019 and using promo code fool2019. Thanks to Grammarly for supporting The Motley Fool. For 20% off a Grammarly premium account, go to http://www.Grammarly.com/Fool.
Apple surprises. Alphabet stumbles. Berkshire Hathaway loads up on Amazon. And Beyond Meat serves up a big IPO. Analysts Andy Cross, Ron Gross, and Jason Moser discuss these stories and dig into the latest earnings from Arista Networks, CBS, Mastercard, Shake Shack, Shopify, Spotify, Square, Twilio, Under Armour, and Wayfair.
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Microsoft’s market cap crosses the trillion-dollar mark as shares hit an all-time high. Amazon reports its most profitable quarter ever. Facebook surprises, but in a good way. And Uber and Slack get ready for their public debuts. Analysts Andy Cross, Emily Flippen, and Jason Moser discuss those stories and dig into earnings from Comcast, Domino’s, PayPal, Starbucks, and Twitter. Plus, CNBC’s Becky Quick talks Warren Buffett and previews the Berkshire Hathaway annual meeting.
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What’s one stock that sparks joy? What’s one stock that should be thrown out? What’s a highflier that investors should consider trimming? On this week’s Motley Fool Money Spring Cleaning Special, analysts Andy Cross, Ron Gross, and Jason Moser tackle those questions and share some of their favorite cleaning tips. Plus, best-selling author Daniel Levitin shares some thoughts from his book, The Organized Mind: Thinking Straight in the Age of Information Overload.
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Disney shares hit an all-time high after the unveiling of Disney+, a streaming service that’s less expensive than Netflix’s. Uber gets ready for its Wall Street debut. Delta takes off. JetBlue plans for a trip to Europe. And Rite Aid extinguishes its e-cigarette business. Analysts Andy Cross, Emily Flippen, and Ron Gross discuss these stories, dig into the latest hot IPO, and talk Pinterest. Plus, we talk with David Kuo, CEO of Motley Fool Singapore about the US-China trade war and investing in Asia.
A federal judge orders Elon Musk and the SEC to put on their “reasonableness pants." Tradeweb pops on its IPO. Amazon’s ad business gains on Google. And Burger King introduces an Impossible Whopper. Analysts Andy Cross and Jason Moser discuss these stories and weigh in on the latest from Constellation Brands, Disney, and Teladoc. Plus, Allison Schrager shares some insights from her book, An Economist Walks Into A Brothel: And Other Unexpected Places to Understand Risk.
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Lyft rises in its public markets debut. Wells Fargo makes a change at the top. Lululemon hits a new high. Analysts Aaron Bush, Ron Gross, and Jason Moser discuss those stories and dig into the latest from McCormick, Blackberry, and Restoration Hardware, as well as surprising e-commerce news. Plus, Motley Fool media analyst Tim Beyers reviews Apple’s big event and discusses Google, Microsoft, and the future of gaming.
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Disney completes the Fox deal. Levi’s makes a successful return to the public markets. Biogen suffers a big setback. And Nike slips on earnings. Analysts Emily Flippen, Jim Mueller, and Jason Moser discuss those stories and dig into news from CVS Health and Papa John’s. Plus, Lakehouse Capital Chief Investment Officer Joe Magyer talks about Google’s new game and shares some Australian stock ideas.
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Boeing’s 737 Max gets grounded. Facebook makes some changes at the top. And Ulta Beauty reports stylish earnings. Motley Fool analysts Ron Gross and Jason Moser, and 1623 Capital Portfolio Manager Jeff Fischer, discuss those stories and dig into the latest from Adobe Systems, MongoDB, Oracle, Stitch Fix, and Uber. Plus, Academy Award-winning director Alex Gibney talks Theranos and his new HBO documentary, The Inventor: Out for Blood in Silicon Valley.
The government reports surprisingly low jobs growth. Facebook CEO Mark Zuckerberg lays out a new vision that doubles down on privacy. And Costco produces some bulky earnings. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and dig into the latest from Big Lots, Eventbrite, Okta, National Beverage, and Salesforce.com. Plus, Andy talks with Q2 CEO Matt Flake about the future of banking.
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MercadoLibre hits a new high. Booking Holdings falls on guidance. And Etsy crafts a twenty-percent rise. On this week’s show – live from Austin, Texas - analysts Andy Cross and Jason Moser dig into those stories and talk Square, Teladoc, and Lucky Charms-like beer. And we revisit Motley Fool CEO Tom Gardner's conversation with Southwest Airlines co-founder Herb Kelleher.
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Kraft Heinz plummets on weak earnings and an SEC subpoena. Stamps.com loses an Uncle Sam-sized partner. Wayfair delivers. And Zillow renovates. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and dig into the latest from Boston Beer, Domino’s Pizza, Texas Roadhouse, and Walmart. Plus, Motley Fool CFP and retirement expert Robert Brokamp talks tax tips and retirement planning.
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Amazon rebuffs the Big Apple. Coke fizzles while Pepsi sparkles. And NVIDIA stops the bleeding. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and talk Activision Blizzard, Shopify, Restaurant Brands International, and UnderArmour. Plus, corporate governance expert and film critic Nell Minow talks about the problem with stock buybacks and previews the Oscars.
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Jeff Bezos squares off with the National Enquirer. Chipotle sizzles. And Alphabet ramps up its spending. Our analysts discuss those stories and dig into the latest from Disney, Electronic Arts, Take-Two Interactive, Hasbro, Mattel, Papa John’s, Skechers, Spotify and Twitter. Plus, on Satya Nadella’s 5th anniversary as Microsoft CEO, tech journalist Mary Jo Foley talks about Nadella and the future of Microsoft.
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Amazon fails to impress Wall Street. Microsoft reports some cloudy returns. And Facebook connects. Analysts Andy Cross, Ron Gross, and Jason Moser discuss these stories and dig into the latest from Apple, eBay, MasterCard, PayPal, Tesla, and Visa. Plus, Wall Street Journal editor Nat Ives talks about the business of Super Bowl marketing.
Is the recent stock market volatility par for the course or an aberration? Is it better for investors to be paranoid or complacent? On this week’s show, award-winning financial columnist Morgan Housel tackles those questions and talks stock market history and psychology. Plus, analysts Aaron Bush, Ron Gross, and Jason Moser dig into earnings from Comcast, Intuitive Surgical, McCormick, and Starbucks. And we discuss the latest news on eBay, Mastercard, and Papa John’s.
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Netflix rises on a price hike but slips on earnings. Atlassian hits a new high. UnitedHealth reports healthy earnings. Lululemon hits its stride. And Tesla makes a big cut. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories, dig into the latest from American Express and Tiffany, and celebrate the life of Vanguard founder John Bogle. Plus, Reuters transportation writer Paul Lienert talks cars, trucks, and “big-ass” crossovers.
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Costco and Target report big holiday numbers. Macy’s tumbles on disappointing December sales. Bed, Bath, and Beyond goes above and beyond. Activision Blizzard loses control over Destiny. And Taco Bell goes on a health kick. Analysts Aaron Bush, Andy Cross, and Ron Gross discuss those stories and weigh in on Ford Motor, Constellation Brands, and Interactive Brokers. Plus, analyst Rex Moore joins us from Las Vegas to talk self-driving cars and other cutting-edge technologies at CES.
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Which stocks have true potential for upside this year? What industries and trends should investors be watching? Which CEOs are on the hot seat? And which stocks should investors avoid? Aaron Bush, Matt Argersinger, Jason Moser, and Ron Gross discuss 20 potential investing opportunities in the year ahead and make some reckless predictions. Plus, we discuss Apple’s latest stumble and upcoming IPOs we’re excited to see.
Most surprising business story of the year? Best & worst CEOs? Andy Cross, Ron Gross, and Jason Moser analyze those topics (and more), reflect on the year that was, and share the dumbest investments of 2018. Plus, Oaktree Capital co-founder Howard Marks shares investing insights and talks about his latest book, Mastering the Market Cycle: Getting the Odds on Your Side.
The worst December stock market since 1931. Political turmoil. And a Federal Reserve that may be reevaluating. Analysts Matt Argersinger and Ron Gross talk about what it all means for investors and dig into the latest news from Fedex, Nike, Twitter, and Jack in the Box. Plus, our analysts weigh in on the future of FANG stocks and share some stocks on their radar. And author Gillian Zoe Segal shares stories of success from her book, Getting There: A Book of Mentors.
Johnson & Johnson falls on health concerns over the company’s baby powder. Under Armour gets a rough reception after its investor day. And Starbucks announces plans to deliver coffee in the U.S. and double its store count in China. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and the latest from Adobe Systems, Markel, and Casey’s General Stores. Plus, CNBC host Carl Quintanilla previews 2019 and talks cannabis, Facebook, and General Electric.
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Mr. Market continues its wild ride. Restoration Hardware raises the roof. Altria bets big on cannabis. And Vail Resorts hits a few moguls. Analysts Matt Argersinger, Ron Gross, and Jason Moser discuss those stories and delve into the latest news from Toll Brothers, Yum! Brands, Altria, and Amazon. The guys also share why Equinix, Apple, and NVR are on their radar. Plus, Motley Fool Wealth Management’s Director of Financial Planning Megan Brinsfield offers up some year-end financial advice.
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Marriott gets hacked and as many as 500 million guests could be affected. General Motors announces it's cutting 15% of its workforce. And Tiffany loses some of its sparkle. Analysts Andy Cross, Ron Gross, and Jason Moser weigh in on these stories and discuss the latest from United Technologies, Abercrombie & Fitch, Salesforce, Dick’s Sporting Goods, and Burlington Stores. Plus, toy expert Chris Byrne takes stock in some hot toys for the holidays.
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It’s our Thanksgiving Special! Analysts Matt Argersinger, Andy Cross, Jeff Fischer, Emily Flippen, Ron Gross, and Jason Moser share why they are thankful for stocks like Berkshire-Hathaway, Twilio, Starbucks, Disney and more. Plus, we highlight why investors might want to avoid turkey stocks like GoPro, GameStop, Mattel and others. And since no Thanksgiving is complete without dessert, we dig into a few slices of humble pie.
Home Depot and Walmart report big earnings but fail to impress Wall Street. Nvidia nosedives on a crypto slowdown. And Eventbrite gets a chilly reception. Analysts Aaron Bush, Matt Argersinger, and Jason Moser discuss these stories and review Apple’s budding film career. Plus, corporate governance expert and film critic Nell Minow talks shareholder rights, Stan Lee, and must-see holiday movies.
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Disney works its magic and unveils the name of its new streaming service. Twilio surges. And Activision Blizzard, Yelp, and Zillow tumble. Analysts Jeff Fischer, David Kretzmann, and Jason Moser discuss these stories and dig into the latest news from Take-Two Interactive, Skyworks Solutions, and Match Group. Plus, Grand Canyon Education CEO Brian Mueller talks about the business of higher education.
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Shares of Apple fall despite quarterly profits rising 41%. Starbucks hits an all-time high. Fitbit and Under Amour give shareholders a reason to smile. Kraft Heinz and GE hit new lows. Ron Gross, Jason Moser, and Matt Argersinger analyze those stories, along with the latest results from Alibaba, Shake Shack, MercadoLibre, Spotify, Teladoc, and Yum Brands. Plus, we share three stocks on our radar.
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On this week’s show, we revisit two of our favorite interviews. Award-winning financial columnist Morgan Housel talks about the psychology of money, long tails, and investor misconceptions. Plus, Chris Hill discusses the business of popularity with Atlantic Senior Editor Derek Thompson, author of Hit Makers: The Science of Popularity in an Age of Distraction.
Netflix adds seven million subscribers for the quarter and crushes Wall Street expectations. Analysts Andy Cross, Jason Moser, and Jeff Fischer talk about Netflix’s latest numbers and delve into earnings from American Express, Atlassian, Domino’s, Procter & Gamble, PayPal, and Intuitive Surgical. Plus, Motley Fool analyst David Kretzmann talks about the business of cannabis.
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While stocks rise in the long run, this week reminded investors that stocks go down faster than they go up. Ron Gross, David Kretzmann, and Jason Moser analyze what happened, how emotions can get the better of us, and what investors can do to prepare for the next drop. We also share why we’d be ok if Twilio, Match Group, Visa, Mastercard, and Idexx Laboratories fell some more next week. Square needs a new CFO, Sears a miracle, and we dip into the Fool Mailbag to discuss both cannabis and Coca-Cola. Plus, cybersecurity expert Bruce Schneier talks about the growing challenge of hacking and his new book Click Here to Kill Everybody: Security and Survival in a Hyper-connected World.
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Unemployment hits a 49-year low. Tech giants may have been hacked by China. Elon Musk’s tweeting sends Tesla shares lower. Costco struggles with “material weakness”. And Tronc decides to change its name back to Tribune Publishing. Ron Gross, Matt Argersinger, and Aaron Bush analyze those stories, discuss the latest news from Barnes & Noble and Tencent Holdings, and share some stocks on their radar. Plus, legendary investor Howard Marks talks about his new book Mastering the Market Cycle: Getting the Odds on Your Side.
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The SEC sues Tesla CEO Elon Musk for fraud. Analysts David Kretzmann, Seth Jayson, and Jason Moser talk Tesla, Nike, Vail Resorts, McCormick, Michael Kors, hot IPOs, and Dunkin’s new name. And Bloomberg technology editor and best-selling author Brad Stone talks Uber, Lyft, Facebook, and Amazon.
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A Canadian cannabis company produces big returns for shareholders. Amazon unveils new products. Medtronic makes a big buy. Olive Garden delivers for Darden Restaurants. And Disney gets a boost from ESPN+. Jason Moser, Matt Argersinger, and Ron Gross analyze those stories along with the latest from FedEx, Under Armour, Eventbrite, United Natural Foods and more. Plus, Bloomberg Businessweek writer and best-selling author Ashlee Vance talks Elon Musk, Tesla, SpaceX, and weird technologies.
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Hurricane Florence makes landfall. Apple unveils new phones. Nike hits a new high. Dave & Buster’s delivers. Sears surprises. And Volkswagen kills a bug. Motley Fool analysts Matt Argersinger, Ron Gross, and Jason Moser delve into these stories and discuss the latest with Kroger, AMD, and more. Plus, analyst Tim Beyers weighs in on Tesla, the battle for the living room, and why Microsoft might be the new Apple.
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Wages increase at their fastest pace since 2009. Five Below and Okta rack up big returns for shareholders. Tesla falls on news that its Chief Accounting Officer is leaving. And Mattel gets into the movie business. Andy Cross, Matt Argersinger and Ron Gross discuss those stories and share some stocks on their radar. Plus, Pulitzer Prize-winning journalist and best-selling author Charles Duhigg talks big tech, trade wars, and productivity tips.
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What should investors be watching for the rest of 2018? What are investors missing in today’s market? Analysts Jason Moser and Matt Argersinger tackle those questions and share a few stocks on their radar. Plus, best-selling author Malcolm Gladwell talks about his book, David and Goliath: Underdogs, Misfits, and the Art of Battling Giants. Thanks to Molekule for supporting Motley Fool Money. Get $75 off your 1st order at http://www.molekule.com and use the promo code “fool”.
Target posts its best quarter in a decade. Alibaba drops despite a strong 1st-quarter report. Pepsi buys SodaStream. Gap struggles with its namesake brand. Investors put sports retailers in the penalty box. And Lowe’s hits an all-time high. As we officially enter the longest bull market in history Jason Moser, Matt Argersinger, and Ron Gross analyze those stories and share why the future looks bright for investors. Plus, journalist Sarah Kessler talks about her new book Gigged: The End of the Job and the Future of Work. Thanks to Away for supporting The Motley Fool. Go to awaytravel.com/fool and use the promo code “fool” to get $20 off a suitcase!
Walmart racks up its fastest sales growth in a decade. Nordstrom dazzles. Macy’s slips. J.C. Penney plummets. Home Depot nails it. And Amazon goes to the movies. Our analysts discuss those stories and weigh in on Southwest Airlines and flying miniature horses. Plus, author Jonah Sachs talks about his new book, Unsafe Thinking: How to Be Nimble and Bold When You Need It Most.
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Tesla’s dramatic week has Wall Street debating the company’s future. Superheroes rescue Disney’s 2nd-quarter report. Trade Desk’s stock soars on record revenue. And Match Group shareholders feel the love. Andy Cross, Jason Moser and David Kretzmann analyze those stories as well as the latest from Etsy, Zillow, Booking Holdings, Papa John’s and more. Plus, Washington Post writer Christian Davenport shares highlights from his new book The Space Barons: Elon Musk, Jeff Bezos, and the Quest to Colonize the Cosmos.
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Apple reaches a trillion-dollar milestone. Baidu faces a Google-sized potential competitor. Blue Apron fails to deliver. And Red Robin and TripAdvisor lose altitude. Ron Gross, Jason Moser and Matt Argersinger analyze those stories, as well as the latest from Tesla, Square, Take-Two Interactive, and Activision Blizzard. Plus, Restaurant Business Magazine executive editor Jonathan Maze talks Chipotle, IHOP, McDonalds, and the changing restaurant business.
Facebook plummets on slowing growth. Amazon rises on record profits. Chipotle serves up big earnings. Atlassian surrenders to Slack. And Spotify tries to produce sweet music for investors. Our analysts discuss those stories and weigh in on earnings from Twitter, Electronic Arts, GrubHub, PayPal, Starbucks, and Under Armour. Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get $50 off your first job post.
Microsoft shares hit an all-time high thanks to strength in the company’s cloud business. Netflix falls on concerns over subscriber growth. American Express doesn’t get rewarded. And Skechers gets kicked around. Analysts Matt Argersinger, David Kretzmann, and Jason Moser discuss those stories and weigh in on the latest from eBay, Domino’s, and Papa John’s. Plus, Motley Fool co-founder David Gardner talks with best-selling author Dan Pink about the science of perfect timing.
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JP Morgan Chase reports record profits. Wells Fargo disappoints. Pepsi rises. And Groupon looks for a buyer. Abi Malin, Jason Moser, and Jeff Fischer discuss those stories and share some stocks on their radar. Plus, Appian CEO Matt Calkins talks low-code software, investing, and board games.
“Investing is not the study of finance, it’s the study of how people behave with money.” Award-winning financial columnist Morgan Housel stops by Fool HQ to share how psychology drives financial decisions, why long tails drive everything, and some of the biggest misconceptions in investing. Plus, we revisit our conversation with best-selling author Dan Heath, discussing his latest book The Power of Moments: Why Certain Experiences Have Extraordinary Impact.
Nike hits an all-time high. Bed Bath & Beyond flounders, as BJ’s Wholesale Club has a surprisingly strong IPO. Amazon moves in on the pharmacy business. McCormick serves up a spicy quarter. And the SEC has a few questions for National Beverage. Jason Moser, Ron Gross, and Matt Argersinger analyze those stories and share why they’ve got their eyes on Lam Research, Snap, and Delta Airlines. Plus, David Gardner reflects on the 25th anniversary of The Motley Fool and shares a few stocks on his radar.
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Disney increases its offer for 21st Century Fox. Kroger delivers. CarMax and Winnebago rev up. GE gets the boot. Starbucks cools off. And Chipotle expands its menu. Ron Gross, Jason Moser and David Kretzmann analyze those stories and share a few stocks on their radar. Plus, Ritholtz Wealth Management Director of Research Michael Batnick talks about his new book, Big Mistakes: The Best Investors and Their Worst Investments.
AT&T completes its acquisition of Time Warner. Comcast increases its offer for 21st Century Fox’s assets, setting the stage for a battle with Disney. Etsy shares soar on a hike in fees. And IHOP flips pancakes for burgers. Jason Moser, Jeff Fischer and Aaron Bush tackle those stories and take stock in the future of video games. Plus, Motley Fool media and entertainment analyst Tim Beyers weighs in on the future of Apple, Disney, Netflix, and YouTube.
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Warren Buffett and Jamie Dimon make the case for ending earnings guidance. Howard Schultz steps down from Starbucks. Twitter joins the S&P 500. Five Below soars above expectations. And Smucker tries to get out of a jam. Ron Gross, Jason Moser, and Matt Argersinger analyze those stories and share a few stocks on their radar. Plus, entrepreneur, best-selling author, and Facebook Live creator Randi Zuckerberg talks Facebook, work-life balance, and investing. Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get a $50 credit toward your first job post.
On this week's show, we revisit some of our favorite conversations about investor behavior. Best-selling author Carl Richards talks about the benefits of the overnight test. Christopher Chabris talks invisible gorillas and intuition. And Dan Ariely talks investing and irrationality.
Lowe’s gets some love. Footlocker jumps higher. Tiffany sparkles. And what the heck is GDPR??? Aaron Bush, David Kretzmann, and Jason Moser talk earnings news, analyze what a new set of privacy rules means for investors, and offer book recommendations for your summer reading list. Plus, corporate governance expert and film critic Nell Minow talks Facebook, Disney, and summer movies.
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Macy’s surprises. Walmart slips. Home Depot sells off. PayPal makes a big buy. And Campbell’s Soup gets a shakeup. Our analysts discuss those stories and dish out some marital advice for the royal wedding. Plus, Villanova sports law professor Andrew Brandt talks about the Supreme Court’s decision on sports gambling.
Thanks to Molekule for supporting our podcast. Get $75 off your 1st order at http://www.molekule.comand use the promo code “fool”. Thanks also to HelloFresh. Go to HelloFresh.com/MF30 and use the code MF30 to get $30 off your first week of deliveries.
Wall Street shrugs off big earnings from Disney. Nvidia connects. TripAdvisor flies higher. MercadoLibre stumbles. Electronic Arts wraps up a strong year. iQiyi pops, while Dropbox drops. Plus, Bloomberg technology editor and best-selling author Brad Stone talks about Uber’s plan for flying taxis and weighs in on the latest from Google, Amazon, and Airbnb.
Apple surprises. Walmart gets serious in India. Shake Shack raises the roof. T-Mobile and Sprint hope the third time’s a charm. Snap slumps. And Tesla’s CEO generates some electricity. Plus, CNBC’s Becky Quick talks about the new documentary, Warren Buffett: Investor. Teacher. Icon. Thanks to Blooom for supporting MarketFoolery. Get a month free with blooom401k.com/fool and use the promo code “fool”.
Amazon hits a new high, and raises the price on Prime. Alphabet racks up big profits amid higher spending. Facebook posts record revenue, while Microsoft’s cloud goes higher. Which one of these tech behemoths will get to a $1 trillion market cap first? Jason Moser, David Kretzmann, and Jeff Fischer analyze those stories, as well as the latest results from Visa, PayPal, Baidu, Twitter, Chipotle, Intel and more. Plus, we dip into the Fool Mailbag and share a few stocks on our radar.
Amazon gives Wall Street 100 million reasons to be bullish. Netflix produces another great quarter. Wells Fargo gets a billion-dollar fine. And Mattel’s CEO jumps ship. Ron Gross, Jason Moser and David Kretzmann analyze those stories and share 3 stocks on their radar. Plus, best-selling author Jim Miller offers his thoughts on the business of ESPN, Disney, and the future of sports media. Thanks to Blooom for supporting MarketFoolery. Get a month free with blooom401k.com/fool and use the promo code “fool”.
Mark Zuckerberg testifies before Congress. Bed Bath & Beyond takes a bath. And Walmart and Amazon battle it out in India. Ron Gross, Matt Argersinger and Jim Mueller analyze those stories and more. Plus, David Kirkpatrick, author of The Facebook Effect, talks about the future of Facebook. Thanks to Slack for supporting The Motley Fool. Slack: Where work happens. Go to Slack.com to learn more.
Facebook deals with a growing crisis as Mark Zuckerberg prepares to testify before Congress. And Spotify makes its Wall Street debut via a direct public offering. Our analysts discuss those stories and share some stocks on their radar. Plus, Pulitzer Prize-winning reporter and best-selling author Charles Duhigg talks trade wars, innovation, and the case against Google.
In the wake of the 2008 financial collapse, hundreds of China-based companies merged with American shell companies. Many of those companies reported assets and revenues out of line with their actual value. And investors were left holding the bag. That’s the subject of a new documentary, The China Hustle. On this week’s show, Chris talks with director Jed Rothstein. And best-selling author Daniel Levitin shares some thoughts from his book, The Organized Mind: Thinking Straight in the Age of Information Overload.Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to www.legalzoom.com and use the promo code “Fool” at checkout.
Facebook’s CEO finally emerges to discuss the Cambridge Analytica scandal. Nike finally has a blowout quarter. Dropbox soars on its first day of trading. Jason Moser, Matt Argersinger and David Kretzmann discuss those stories, as well as the financial metric Wall Street is trying to keep secret. Plus, award-winning columnist Morgan Housel reflects on how slowly we accept life-altering inventions and why we love a good story.
Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to www.Harrys.com/Fool. And thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (use the promo code “Fool”).
Adobe hits a new all-time high. Toys R Us calls it quits. Ulta Beauty wows. And Snap stumbles. Our analysts discuss those stories. Plus, CNBC media and entertainment reporter Julia Boorstin talks South by Southwest, media disruption, VR, and Disney.
Investors cheer the latest jobs report. Toymakers tank on a possible Toys R Us liquidation. Cigna shakes up the healthcare industry. And Costco helps consumers prepare for the apocalypse. Plus, marketing consultant Steve Miller talks about his new book, Uncopyable: How to Create an Unfair Advantage Over Your Competition.
Best Buy and Kohl’s report strong holiday profits. Amazon buys Ring. And Spotify files to go public. Plus, Lakehouse Capital fund manager Joe Magyer talks Buffett, small caps, hot trends, and investing in Australia. Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to LegalZoom.com. Use the promo code “Fool” at checkout.
General Mills loads up on pet food. Walmart stumbles. Texas Roadhouse sizzles. Boston Beer fizzles. And Kylie Jenner breaks up with Snap. Plus, corporate governance expert and film critic Nell Minow talks Chipotle, Black Panther, and Academy Awards.
Baidu announces IPO plans for its video service. Under Armour jumps higher. Boston Beer and Chipotle name new CEOs. And Alibaba’s Chairman hits the big screen. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool co-founder Tom Gardner talks with LinkedIn CEO Jeff Weiner about the Microsoft marriage, the power of diversity, and the power of predictive analytics.
The market has another wild week. What does the decline mean for investors? Our analysts weigh in on the market sell-off, discuss tech trends they’re watching, and share some stocks on their radar. Plus, we revisit our interview with Steve James, Academy Award-nominated director of Abacus: Small Enough to Jail. Thanks to Audible for supporting Motley Fool Money. Get a free audiobook with a free 30-day trial at audible.com/fool or text FOOL to 500-500.
Amazon, Alphabet, Apple, eBay, Facebook, McDonald’s, Microsoft, and PayPal report earnings. And Hostess takes the cake with its new bonus plan. Our analysts weigh in on those stories and share some stocks on their radar. Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to LegalZoom.com and use Fool at checkout.
Starbucks loses steam. Intel hits a new high. Netflix delivers. And Dell rethinks its need for privacy. Plus, Sports Illustrated columnist Andrew Brand talks about the business of football. Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to Harrys.com/Fool.
Amazon names the finalists for its second headquarters and boosts Prime prices. IBM breaks a losing streak. Lionsgate entertains suitors. Apple brings cash home. And Starbucks goes cashless. Plus, veteran auto industry journalist Paul Lienert talks electric cars, autonomous cars, Ford, and GM. Thanks to Slack for supporting The Motley Fool. Slack: Where work happens. Find out why at slack.com.
Facebook makes a big change. Walmart boosts pay and closes some Sam’s Club stores. And Activision Blizzard bumps up its game. Plus, best-selling author Dan Pink talks about his new book, When: The Scientific Secrets of Perfect Timing.
Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (promo code “Fool”).
What industries should investors be watching this year? Which stocks will provide upside, and which CEOs really need a good year? Jeff Fischer, Ron Gross, Abi Malin, Jason Moser and David Kretzmann preview the year ahead and make some reckless predictions.
Thanks to Audible for supporting Motley Fool Money. Get a free audiobook with a free 30-day trial at audible.com/fool or text FOOL to 500-500.
On this week’s show, we revisit two of our favorite interviews from 2017. NYU business professor Scott Galloway talks big tech and shares some insights from his book, The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google. Plus, Chris talks about the business of popularity with Derek Thompson, author of Hit Makers: The Science of Popularity in an Age of Distraction.
FedEx soars. Nike struggles. Alphabet and Papa John’s get new leadership. Our analysts discuss those stories and more. Plus at the 19:53 mark, best-selling author Dan Ariely shares how we can make better decisions about our money.
Thanks to Slack for supporting The Motley Fool. Learn more at www.slack.com
Disney buys a big part of 21st Century Fox. Costco delivers surprising online numbers. And Waste Management once again proves that trash is treasure. Plus, CNBC’s Carl Quintanilla talks bitcoin, business, and what to watch in 2018.
To get a limited-edition holiday shave set while supplies last, go to Harrys.com/Fool.
YouTube gets into the music business. Starbucks opens a venti-sized roastery in China. Disney and Fox get closer to a deal. And Walmart makes a change. Plus, Motley Fool CFP and retirement expert Robert Brokamp shares some year-end tips and talks tax reform. Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (promo code “Fool”).
Costco hits an all-time high. Chipotle makes a change at the top. Buffalo Wild Wings goes private as Applebee’s offers a surprising promotion. Ron Gross, Matt Argersinger, and David Kretzmann analyze the retail landscape and much more. Plus, toy industry expert Chris Byrne talks about this year’s hot toys. Thanks to Slack for supporting The Motley Fool. Slack: Where work happens. Find out why at slack.com.
In the spirit of Thanksgiving, our analysts share 7 stocks they’re thankful for, and dig into some humble pie (i.e., stocks we were wrong about). Plus, corporate governance expert and film critic Nell Minow talks about the state of corporate boardrooms and shares some must-see movies for the holidays.
Wal-Mart hits an all-time high on growing e-commerce sales. Gap and Restoration Hardware rise on surprising earnings. And Comcast and Disney pursue a deal with Fox. Plus, Chris talks Southwest Airlines and popsicle hotlines with Dan Heath, author of The Power of Moments: Why Certain Experiences Have Extraordinary Impact.
Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to Harrys.com/Fool.
How did two Israeli psychologists change the way we understand the human mind? What is the future of Wall Street? What did Oakland A’s GM Billy Beane really think about Moneyball? And who is responsible for keeping geese off airport runways? Before a live audience at FoolHQ, best-selling author Michael Lewis answers those questions and shares some insights from his newest book, The Undoing Project. Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to Harrys.com/Fool.
Apple posts blowout earnings, pushing its market cap closer to the $1 trillion mark. Facebook shares record profits and plans to spend more on security. Starbucks closes the books on its online store and Tazo Tea. Ron Gross, Jason Moser and Matt Argersinger analyze the latest from MercadoLibre, Tesla, Under Armour, Activision Blizzard and more, and share a few stocks on their radar. Plus, Chris talks about the battle for the living room with NYU Professor Scott Galloway, author of The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google. To check out the latest from Motley Fool Wealth Management just go to http://Personal.Fool.com.
Alphabet, Amazon and Microsoft all hit new highs after their latest earnings reports. Jason Moser, Matt Argersinger and Jeff Fischer analyze the growing dominance of these tech giants. We also take a look at Baidu, Intel, Twitter and more, and share a few stocks on our radar. Plus, we get the inside scoop on two of the biggest candy makers as we talk with Joel Glenn Brenner, author of The Emperors of Chocolate: Inside the Secret World of Hershey and Mars.
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Shares of General Electric lose power. Netflix delivers strong international growth. PayPal surges. Skechers soars higher. And Ruby Tuesday goes private. Plus, Pulitzer-prize winning columnist Steven Pearlstein talks about the next big financial bubble. Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to Harrys.com/Fool.
Delta flies higher on earnings. Wells Fargo slips on higher legal costs. Domino's drops despite strong sales. And MercadoLibre sells off on concerns over Amazon. Plus, at the 20:23 mark, NYU business professor Scott Galloway talks about his new book, The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google.Thanks to Slack for supporting The Motley Fool. Slack: Where work happens. Find out why at slack.com.
Costco slips on margin concerns. Netflix hits an all-time high after the company announces a price hike. And General Motors reports some electrifying news. Plus, Chris talks about the business of popularity with Derek Thompson, author of Hit Makers: The Science of Popularity in an Age of Distraction. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30-day trial at audible.com/fool. Thanks to Bombfell for supporting The Motley Fool. Get $25 off your first purchase at http://bombfell.com/fool
Nike trips in North America. Roku pops in its Wall Street debut. McCormick reports some appetizing earnings. And the CEO of American Airlines makes a surprising declaration. Plus, Chris talks Facebook and Russia with David Kirkpatrick, author of The Facebook Effect: The Inside Story of the Company That is Connecting the World.
FedEx delivers. CarMax revs up. Finish Line finishes strong. Bed Bath & Beyond takes a bath. And General Mills brings back a classic breakfast cereal. Plus, investigative journalist Diana Henriques talks about her new book, A First-Class Catastrophe: The Road to Black Monday, the Worst Day in Wall Street History. Thanks to Harry's for supporting The Motley Fool. Get your Free Trial Set - go to Harrys.com/Fool .
Apple unveils its new iPhone. Target hires for the holidays. Oracle shareholders have their worst day in years. Nestle adds some caffeine. And Chipotle rolls out queso. Plus, film critic and corporate governance expert Nell Minow weighs in on the Equifax data breach and the disappointing summer box office.
Florida braces for Hurricane Irma. Equifax suffers a massive data breach. Disney sells off on earnings concerns. Restoration Hardware raises the roof. And Fitbit gets a healthy boost. Plus, Sports Illustrated columnist Andrew Brandt takes stock in the future of pro football.
Businesses deal with Hurricane Harvey's impact. Wells Fargo reports more fake accounts. Lululemon reports surprising earnings. Gilead Sciences makes a big buy. And Match hits a new high as Tinder heats up. Plus, Motley Fool co-founder Tom Gardner talks small caps and shares some insights from the brand-new edition of The Motley Fool Investment Guide. Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool and use the promo code "fool".
On this week's show, we revisit two of our favorite interviews. Behavioral economist Dan Ariely, author of The Honest Truth about Dishonesty, talks about the business of lying. And former mobster Louis Ferrante talks about his book, Mob Rules: What the Mafia Can Teach the Legitimate Businessman.
Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to Harrys.com/Fool
It’s Retail-palooza! We dig into the latest results from Walmart, Target and Alibaba. Home Depot builds record profits, while Foot Locker and Dick’s Sporting Goods deliver minor league results. Plus, in the wake of the Chinese government cracking down on multi-level marketing firms we revisit our interview with Ted Braun, director of the Herbalife documentary "Betting On Zero."
Walt Disney is breaking up with Netflix. Priceline loses altitude. Snap plummets. And Blue Apron delivers bad news. Plus, amusement park industry analyst Martin Lewison talks theme parks and must-ride rollercoasters.
Apple shines. Take Two Interactive scores. Teva Pharmaceutical gets crushed. And Yelp surprises Wall Street while Under Armour stumbles. Plus, veteran auto industry journalist Paul Lienert talks about the mood in Detroit and shares a surprising prediction about self-driving cars. Thanks to Bombfell for supporting The Motley Fool. Get $25 off you first purchase at http://bombfell.com/fool .
Facebook surprises. Alphabet and Amazon slip. Baidu rises. And McDonald's delivers. Our analysts talk about those stories and weigh in on earnings from Chipotle, Electronic Arts, McDonald's, and Starbucks.
Netflix shares hit a new high. Microsoft’s cloud business continues to grow. Visa and American Express ring the cash register for investors. Pepsi revives an old brand while Chipotle deals with another health crisis. Plus, Forbes contributor Rob Salkowitz calls in from San Diego to provide analysis of this year’s Comic-Con and the business of pop culture.
Thanks to Slack for supporting The Motley Fool. Learn more at slack.com.
Thanks also to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to Harrys.com/Fool.
Prime Day is Amazon’s biggest ever. Target raises guidance. Citigroup, Wells Fargo and JP Morgan Chase report strong profits. HBO and Netflix rake in Emmy nominations, while Visa offers $10,000 to small businesses willing to quit cash. Our analysts discuss those stories, offer a preview of earnings season, and go bargain-hunting for stocks (in addition to the usual “Stocks On Our Radar”.)
Volvo generates some electricity. Tesla decelerates. And Berkshire Hathaway makes a big buy. Our analysts discuss those stories and share some stocks on their radar. Plus, New York Times comedy critic Jason Zinoman talks about his new book, Letterman: The Last Giant of Late Night. Thanks to Slack for supporting The Motley Fool. Learn more at www.slack.com.
On this week's show, we revisit two of our favorite interviews from 2017. Award-winning director Peter Kunhardt talks about his documentary, Becoming Warren Buffett. And best-selling author Michael Lewis talks about his new book, The Undoing Project: A Friendship That Changed Our Minds. Thanks to Harry's for supporting The Motley Fool. Get your Free Trial set - go to Harrys.com/fool.
Bed, Bath, & Beyond takes a bath. Oracle hits a new high. Tesla talks China. And Ken gets a makeover. Plus, Texas Roadhouse founder and CEO Kent Taylor talks about the ingredients for success. Thanks to Thumbtack for supporting The Motley Fool.
Amazon buys Whole Foods. What does the deal mean for consumers, investors, and competitors? Our analysts tackle those questions and delve into the latest news from General Electric, Nike, and Kellogg. Plus, best-selling author Brad Stone discusses the future of Uber.
Apple unveils a new sound. Alibaba hits a new high. And Nordstrom considers going private. Plus, investigative journalist Diana Henriques talks about her best-selling book turned HBO film, The Wizard of Lies. Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at www.casper.com/fool and use the promo code "fool".
Motley Fool analysts Matt Argersinger and Jason Moser discuss some under the radar stocks and stories. And behavioral economist Dan Ariely discusses his newest book, Payoff: The Hidden Logic That Shapes Our Motivations.
Ford shifts gears. Best Buy beats. Take Two scores. And Lowe's lumbers. Plus, corporate governance expert and film critic Nell Minow talks Berkshire, Disney, and summer movies. Thanks to Harry's for supporting The Motley Fool. Get your Free Trial Set - go to Harrys.com/fool.
Wal-Mart surprises. Alibaba works its magic. Jack in the Box pops. And Home Depot hits a new high. Plus, Stanford economist and RethinkX founder Tony Seba talks about a big disruption to the transportation industry. Thanks to Slack for supporting The Motley Fool. Learn more at slack.com.
Retailers stumble. Electronics Arts scores. Snap gets slammed. Whole Foods gets a refresh. And Marriott hits a new high. Plus, award-winning filmmaker Steve James talks about his new film, Abacus: Small Enough to Jail. Thanks to Harry's for supporting The Motley Fool. Get your Free Trial Set - go to Harrys.com/Fool .
Apple sells 50 million iPhones for the quarter. Facebook closes in on 2 billion subscribers. And MercadoLibre does its best Amazon impression. Plus, best-selling author and New York Times journalist Charles Duhigg talks American Express, Chase, and the battle to be your credit card. Thanks to Slack for supporting The Motley Fool. Learn more at slack.com.
Amazon and Google find big profits in the cloud. Starbucks slips. And Buffalo Wild Wings dips. Plus, CNBC's Becky Quick previews the annual Berkshire Hathaway meeting.
IBM continues its losing streak. Visa hits a new high. Mattel hits a 52-week low. And housing-related stocks raise the roof. Plus, CNBC's Kayla Tausche talks Wall Street, Trump, and tax reform. Thanks to Warby Parker for supporting The Motley Fool. Order your FREE Home Try-On's at http://www.warbyparker.com/fool .
On this week's Spring Break Special, we revisit two of our favorite interviews. Disney Animation Studios President Ed Catmull talks about the business of creativity. And Freakonomics co-author Stephen Dubner talks about how to think like a freak.
JAB picks up Panera. Amazon adds a new play. And Plug Power gets a big boost. Plus, Motley Fool co-founder David Gardner talks Tesla, Mercado Libre, and investing in 300-baggers. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/fool.
Blackberry surprises. Dave & Buster's rises. Facebook shares a new story. And Lululemon tumbles. Plus, Betting on Zero documentary filmmaker Ted Braun talks about one hedge fund manager's billion dollar bet against Herbalife.
Disney's CEO extends his stay. Sears gets slammed. Nike drops. And Twitter searches for premium revenue. Plus, Motley Fool Wealth Management financial planner Megan Brinsfield offers tax advice for investors. Thanks to Audible for supporting Motley Fool Money. Listen to Audible's new original series: Ponzi Supernova. Details at audible.com/ponzi. Audible and Amazon Prime members listen free.
The Fed hikes rates. Intel makes a big buy. And Caterpillar faces a federal probe. Plus, CNBC's Julia Boorstin talks VR, 3D, and the future of movies at this year's South by Southwest. Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!
Facebook signs a deal to stream soccer. Vail Resorts heats up. And Bojangles' stumbles. Plus, best-selling author Michael Lewis talks about his new book, The Undoing Project: A Friendship that Changed Our Minds.
Snap has a big debut on Wall Street. Domino's delivers. And Target misses the mark. Plus, best-selling author Brad Stone talks about his new book, The Upstarts: How Uber, Airbnb, and the Killer Companies of the New Silicon Valley Are Changing the World.
What would a cut in corporate taxes mean for investors? Which stocks will benefit most from the new administration? Our analysts tackle those questions and discuss investing for income. Plus, we revisit our conversation with Brian Christian, author of Algorithms to Lie By: The Computer Science of Human Decisions. To check out our brand new service, Motley Fool Total Income, go to TotalIncomeRadio.Fool.com .
Warren Buffett loads up on Apple. TripAdvisor stumbles. SodaStream sparkles. And potential mergers rock Wall Street. Plus, corporate governance expert and film critic Nell Minow talks Trump, Academy Awards, and the evolution of the movie business. Thanks to Thumbtack for supporting The Motley Fool. Hire local, skilled pros for just about anything at thumbtack.com today.
Activision Blizzard scores. Twitter tumbles. And Hasbro soars. Plus, best-selling author Beth Kobliner talks about her new book, Make Your Kid a Money Genius. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30-day trial at audible.com/fool.
Apple posts a record quarter. Amazon brings the profits. Facebook ramps up spending while Under Armour dials back expectations. We delve into those stories and more of the latest earnings news. Plus, sports business analyst Andrew Brandt discusses the changing economics of the NFL.
Starbucks slows. Microsoft surprises. Apple sues Qualcomm. And Twinkie goes cold. Plus, Emmy-award winning director Peter Kunhardt talks about his new HBO documentary, Becoming Warren Buffett.
Netflix hits a new high. Big Blue posts big profits. P&G raises guidance. We consider bidding on the iconic car from “Smokey & The Bandit” and share a few stocks on our radar. Plus, retirement expert Robert Brokamp talks investing trends for 2017 and the best way to monitor your mutual funds.
Big banks report bigger profits. Apple moves into original television programming. Chipotle climbs on surprising sales. And Hasbro makes a big move with Monopoly. Plus, veteran auto industry reporter Paul Lienert talks Trump, trucks, and self-driving cars.
Automakers rev up sales. Retailers report some not-so-happy holiday numbers. Apple reports some big numbers for its apps. And Sears unloads its toolbox. Plus, Motley Fool analyst David Kretzmann reports from Las Vegas about some of the hot tech trends at CES 2017.
What was the underappreciated business story of 2016? Which stocks should investors be watching in 2017? Which stocks should investors avoid? Our analysts reflect on 2016, preview the new year, and make some reckless predictions.
On this week's show, we revisit some of our favorite conversations about investor behavior. Best-selling author Carl Richards talks about the benefits of the overnight test. Christopher Chabris talks invisible gorillas and intuition. And Dan Ariely talks investing and irrationality.
The Fed raises interest rates. Chipotle makes big changes in the boardroom. Yahoo! gets hacked. And Pier 1 stuns Wall Street. Plus, CNBC's Carl Quintanilla talks about the business of binge-watching and previews the year ahead. Get a free preview of our brand new service Motley Fool Explorer at GoExplorer.Fool.com .
Costco and Lululemon rise on earnings, while Restoration Hardware flunks its holiday test. Chipotle and Starbucks host investor days. Coca-Cola picks a new CEO, as warm weather hurts Vail Resorts. Plus, toy industry analyst Chris Byrne discusses the hot toys for the holidays and what Star Wars: Rogue One means for toymakers.
Unemployment drops to its lowest rate since 2007. Starbucks announces a change at the top. Guess reports some unfashionable earnings. And Taco Bell unveils a Cheeto-filled quesadilla. Plus, corporate governance expert and film critic Nell Minow talks Trump, Target, and holiday movies. To check out The Motley Fool's new skill for Amazon's Echo just go to www.fool.com/alexa.
In the spirit of Thanksgiving, our analysts give thanks and help themselves to some humble pie. Best-selling author Dan Heath talks about his book, Decisive: How to Make Better Choices in Life and in Work. And Pawn Stars star Rick Harrison talks about life at the Gold & Silver.
Best Buy surprises. Salesforce.com rises. And Berkshire Hathaway takes to the skies. Our analysts discuss those stories and behavioral economist Dan Ariely talks about his new book, Payoff: The Hidden Logic That Shapes Our Motivations.
What does a Trump victory mean for investors? Is Shake Shack's success sustainable? Will Priceline fly even higher? And will Disney spin off ESPN? Our analysts tackle those questions and share three stocks on their radar.
On this week's show, we share two of our favorite interviews. Motley Fool CEO Tom Gardner talks Facebook, Amazon, Google, and Tesla with best-selling author David Kirkpatrick. And we revisit our interview with writer and statistician Nate Silver, author of The Signal and the Noise: Why So Many Predictions Fail - but Some Don't.
Amazon and Apple slip on earnings. Mastercard surprises. Chipotle stumbles. And Google gains. Our analysts discuss those stories and weigh in on a mega merger. Thanks to Criquet for supporting The Motley Fool. For 20% off your first purchase, go to criquetshirts.com/fool and us the promo code "fool".
Microsoft hits an all-time high. Netflix delivers. Hasbro gets a boost from princess power. And Snoopy gets sent to the doghouse. Plus, best-selling author Roger Lowenstein talks about his newest book, America's Bank.
Samsung pulls the plug on the Galaxy Note 7. Wells Fargo's CEO steps down. And Snapchat's parent company prepares to go public. Plus, Motley Fool Asset Management's Bill Mann talks stocks, bonds, and investing overseas. Thanks to Tommy John for supporting The Motley Fool. Go to tommyjohn.com/fool and use the promo code 20% off your 1st order!
On this week's show, we revisit two of our favorite interviews. Motley Fool co-founder Tom Gardner talks with Malcolm Gladwell about his book, David and Goliath: Underdogs, Misfits, and the Art of Battling Giants. And Dan Pink shares some motivational insights from his book, Drive: The Surprising Truth About What Motivates Us.
Costco serves up bulky earnings. Frito Lay delivers for Pepsi. McCormick spices things up. And a beer maker gets a whole lot bigger. Plus, Brian Christian, co-author of Algorithms to Live By, talks computer science, decision-making, and the 37% rule.
Thanks to Pearl Auto for supporting this episode. Go to http://PearlAuto.com/Fool to get free 2-day shipping!
Is Twitter about to get acquired? Is Bed, Bath, and Beyond cleaning up its act? Will Facebook's latest admission alienate advertisers? Our analysts tackle those questions and share some stocks on their radar. Plus, television critic Andy Greenwald talks AMC, Atlanta, and the future of television.
Apple's iPhone 7 connects with investors. Samsung heats up - but not in a good way. Bayer and Monsanto combine forces. And retailers report some dog days in August. Plus, best-selling author Bill Taylor talks about his new book, Simply Brilliant: How Great Organizations Do Ordinary Things in Extraordinary Ways. For a free preview of our Motley Fool One service, go to OneRadio.Fool.com.
Wells Fargo is fined for fake accounts. Apple cuts the wire. Dave & Buster's dips. And Restoration Hardware rises. Plus, influence expert Robert Cialdini shares some influential insights from his new book, Pre-Suasion: A Revolutionary Way to Influence and Persuade.
On this week's Labor Day special, Freakonomics co-author Stephen Dubner talks about his new book, When to Rob a Bank: And 131 More Warped Suggestions and Well-Intended Rants. And Charlie Wheelan shares some insights from his book, Naked Money: A Revealing Look at What It Is and Why It Matters.
Best Buy surprises. Herbalife slides. Tiffany shines. And a drugmaker faces big blowback. Plus, Charles Duhigg offers some productive insights from his new book, Smarter, Faster, Better: The Secrets of Being Productive in Life and Business.
Home Depot and Lowe's may have more room to run. Sports retailers have a strong week. The wireless wars heat up. An activist takes on Buffalo Wild Wings, while McDonald's makes a rash decision. We discuss those stories and share three stocks on our radar. Plus, Frank Ahrens shares highlights from his new book Seoul Man: A Memoir of Cars, Culture, Crisis and Unexpected Hilarity Inside a Korean Corporate Titan.
Alibaba flies higher. Disney delivers. Shake Shack stumbles. And Walmart makes a big buy. Plus, journalist Jenny Anderson talks about her book, Spousonomics: Using Economics to Master Love, Marriage, and Dirty Dishes.
Fitbit climbs. TripAdvisor stumbles. Electronic Arts scores. And FireEye gets singed. Plus, Motley Fool retirement expert Robert Brokamp shares the latest and greatest thinking on how much you need to retire.
Alphabet, Amazon, and Apple report big earnings. Panera serves up strong growth. Verizon buys Yahoo. Twitter tumbles. And Whole Foods slips. Our analysts delve into the week's top business stories and share three stocks on their radar.
On this week's show, we revisit two of our favorite interviews. Behavioral economist Dan Ariely, author of The Honest Truth about Dishonesty, talks about the business of lying. And former mobster Louis Ferrante talks about his book, Mob Rules: What the Mafia Can Teach the Legitimate Businessman.
Nintendo scores a huge hit with Pokemon Go. Amazon hits a new high. And Starbucks serves up some appetizing news. Plus, CNBC host Kayla Tausche talks about the business of big banks.
The government reports surprising jobs numbers. Danone makes a big buy. Pepsi hits a new high. And Chipotle faces new problems. Plus, Motley Fool Asset Management portfolio manager Bill Mann talks Brexit, Tootsie Roll, and investing overseas.
We celebrate America's 240th birthday with our Financial Independence Special, featuring encore interviews with best-selling authors and radio hosts Dave Ramsey and Clark Howard.
Britain votes to leave the European Union. What does it mean for investors? Our analysts tackle that question and delve into some big news from Tesla. Plus, Cognex CEO Robert Willett talks about the business of machine vision.
Microsoft buys LinkedIn. Lumber Liquidators bounces back. We analyze those stories and more, and share the best money advice from our Dads. Plus, technology columnist Charles Arthur analyzes the Brexit vote, Apple, Google, and hot tech trends.
Dave & Buster's racks up big earnings. Restoration Hardware gets hammered. Keurig Green Mountain goes cold. And Disney gets ready for its Shanghai debut. Plus, Motley Fool columnist Morgan Housel shares some surprising insights on risk. For a preview of our Fool Fest Digital Pass, go to digitalpass.fool.com/money .
What do worse-than-expected jobs numbers mean for investors? Is Michael Kors stock back in fashion? Are Nike and Under Armour undervalued? Our analysts tackle those questions and share some stocks on their radar. Plus, CNBC's Carl Quintanilla talks about the new CNBC series, Binge.
Costco posts strong profits. Monsanto rebuffs Bayer. And GoPro gets a shot of Red Bull. Plus, corporate governance expert and film critic Nell Minow talks Disney succession, Buffett wisdom, and must-see movies.
Secret agents, Bitcoin, and Fed conspiracies, oh my! Best-selling author Charlie Wheelan talks about his new book, Naked Money: A Revealing Look at What It Is and Why It Matters. Plus, our analysts discuss Google, earnings guidance, and REITs.
Retail stocks get hammered. Disney loses some of its magic. Jack in the Box pops. And Electronic Arts scores big. Plus, Motley Fool co-founder David Gardner weighs in on Tesla, AI, and unconventional investing wisdom. Thanks to Audible for supporting this episode. Get a free 30-day trial at audible.com/fool.
Tesla revs up production. Priceline loses altitude. Activision Blizzard scores. Zillow raises the roof on guidance. And KFC serves up a surprising new offering. Our analysts discuss some of the week's top business stories and share some stocks on their radar.
Amazon reports its most profitable quarter in history. Facebook connects. Apple slips. And Comcast makes a big buy. Plus, Thomson Reuters transportation editor Joe White kicks the tires on driverless cars.
Alphabet, Microsoft, and Netflix slip. McDonald's surprises. And Under Armour rises. Plus, CNBC's Becky Quick previews the annual Berkshire Hathaway meeting.
Wall Street's big banks report. Mark Zuckerberg lays out his vision for Facebook. And PC sales continue to fall. Plus, best-selling author Ashlee Vance talks Elon Musk, Tesla, and SpaceX. For a free preview of our Motley Fool PRO service, go to TryPro.Fool.com.
Disney shuffles its front office. Under Armour splits. Twitter bets on football. And Tesla accelerates. Plus, Motley Fool analyst Joe Magyer talks Amazon, China, and underappreciated Australian stocks.
Chipotle serves up a Better Burger. McDonald's expands in China. And Lululemon jumps. Plus, Washington Post sportswriter Barry Svrluga talks about the business of baseball.
What's been the biggest surprise of 2016 so far? What's the big question our analysts have for the rest of 2016? And what happens when you take investment advice from a stock-picking, Hungarian ballet dancer? Plus, Wall Street Journal columnist Jason Zweig talks about his latest book, The Devil's Financial Dictionary.
FedEx delivers. Oracle rides the cloud. Chipotle stumbles. And SeaWorld Entertainment makes a big, big decision. Our analysts discuss those stories and USA Today San Francisco bureau chief John Swartz talks South by Southwest. For a chance to win your own investing library, go to podcasts.fool.com.
What's the key to being really productive? Pulitzer Prize-winning author Charles Duhigg offers some insights from his new book, Smarter Faster Better: The Secrets of Being More Productive in Life and Business. And our analysts weigh in on earnings news from Bojangles, Shake Shack, and Dollar General. For Jeff Fischer's free crash course on options, go to OptionsRadio.Fool.com.
Valeant tumbles on news of an SEC investigation. Ambarella reports a big drop in profits. Kate Spade rises. And HP Enterprise surprises. Our analysts discuss those stories and delve into the latest employment numbers. And Motley Fool Asset Management Portfolio Manager Bill Mann talks China, Japan, and the big business of Hello Kitty. To check out a highlight reel from our recent investing conference in San Diego, go to digitalpass.fool.com .
Home Depot raises the roof. Restoration Hardware gets hammered. And Domino's delivers. Our analysts discuss some of the week's earnings news and dig into some field research on the Chicken McGriddle. Corporate governance expert and film critic Nell Minow talks Apple vs. Uncle Sam and shares her Oscar picks. Plus, we share details on The Motley Fool's 1st-ever digital pass to our recent investing conference in San Diego. To learn more go to digitalpass.fool.com .
Apple squares off with the FBI. Investors bid Priceline higher. Wal-Mart stumbles. And Boston Beer falls flat. Our analysts discuss those stories and share three stocks on their radar. Plus, hedge fund manager Jeff Gramm shares some insights from his new book, Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism.
Disney slips on concerns over ESPN. Pepsi serves up a dividend increase. Panera serves up an earnings surprise. Tesla revs up on future guidance. And TripAdvisor takes flight. Our analysts discuss those stories and share some stocks on their radar. Plus, Wharton professor Adam Grant offers up some original insight from his book, Originals: How Non-Conformists Move the World.
LinkedIn plummets on weak first quarter guidance. Alphabet surpasses Apple in the race to a trillion dollar market cap. GoPro reports some not so sporty earnings. And Conoco Phillips cuts its dividend. Our analysts discuss those stories and share some stocks on their radar. Plus, ESPN analyst Andrew Brandt talks about the business of football.
Facebook reports record earnings thanks to strong growth in advertising. Microsoft connects with its cloud business. Apple loses some of its shine after projecting a decline in revenues. And McDonald's brings home the bacon thanks to all-day breakfast. Our analysts discuss the week's top business stories and share some stocks on their radar.
Which companies will be the big winners and losers from the East Coast blizzard? Our analysts discuss that story and delve into earnings news from American Express, Netflix, and Southwest Airlines. Plus, Motley Fool columnist Morgan Housel talks market volatility. For a free preview of our Supernova service, go to www.SupernovaRadio.Fool.com .
The stock market enters correction territory. Is it time for investors to buy? Our analysts tackle that question, delve into GoPro's dramatic fall, and share some stocks on their radar. Plus, Thomson Reuters transportation editor Joe White shares some highlights from the North American International Auto Show and weighs in on the future of autonomous vehicles. For a free preview of our Supernova service, go to www.SupernovaRadio.Fool.com .
Wall Street had its worst starting week ever. Our analysts discuss how should investors react to China’s volatility and which blue-chip stocks are on their watch lists. Plus, we analyze the latest from the auto industry, specialty retail, financial services and more. Bill George shares lessons from his latest best-seller, Discover Your True North: Becoming An Authentic Leader. To check out our new podcast center go to www.fool.com/podcasts
Which stocks should investors be watching in 2016? Is it time to buy oil stocks? What's the big question for 2016? Our analysts preview the new year, make some reckless predictions, and offer up some resolutions.
On this week's show, we revisit some of our favorite interviews on investor behavior. Best-selling author Carl Richards talks about the benefits of the overnight test. Christopher Chabris talks invisible gorillas. And Dan Ariely talks investing and irrationality.
What's the biggest investing story of 2015? The biggest surprise? The best CEO? The worst CEO? On this week's show, our analysts weigh in on some 2015 surprises, highlights, and lowlights.
Chipotle serves up some reassurance. Keurig Green Mountain perks up. And Kinder Morgan oils down its dividend. Our analysts discuss those stories and CNBC's Carl Quintanilla talks big banks, stock market surprises, and Star Wars.
YouTube goes shopping for TV and movies. Yahoo! considers selling its U.S. media business. And holiday retail gets off to a strong start. Our analysts discuss those stories and toy industry analyst Chris Byrne offers a preview of what's hot this year. For a free copy of our best-selling e-book, The Motley Fool Guide to Investing for Beginners, go to www.fool.com/beginners.
In the spirit of Thanksgiving, our analysts talk turkey, share some stocks they're thankful for, and dig into some humble pie. Plus, Motley Fool CEO Tom Gardner talks with Malcolm Gladwell, author of David and Goliath: Underdogs, Misfits, and the Art of Battling Giants.
Wal-Mart surprises. Jack in the Box pops. Square makes its public markets debut. And Urban Outfitters buys a pizza chain? Our analysts discuss those stories and share three stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks Wall Street reform, Volkswagen, and Star Wars. For a free preview of our MDP service, go to MDPRadio.Fool.com.
Macy's and Nordstrom take a tumble. Homebuilder D.R. Horton raises the roof. Cisco Systems slips. And Priceline trips. Our analysts discuss those stories and Wall Street Journal columnist Jason Zweig talks about his new book, The Devil's Financial Dictionary.
Facebook and Visa hit new highs. Disney's theme parks deliver while TripAdvisor loses some altitude. Our analysts discuss those stories and weigh in on stronger-than-expected jobs numbers. Plus, Motley Fool columnist Morgan Housel talks market volatility and shares some fatherly financial advice.
Apple reports record earnings. Starbucks grinds out big profits. LinkedIn connects. And Buffalo Wild Wings goes cold. Our analysts discuss those stories and Yahoo! Finance markets correspondent Nicole Sinclair talks holiday retail.
Alphabet, Amazon, McDonald's and Microsoft hit new highs. Valeant Pharmaceuticals plummets. And Oprah gives Weight Watchers a boost. Our analysts discuss those stories and share three stocks on their radar. Plus, CNBC's Kayla Tausche talks big banks, Square IPO, and Star Wars.
Wal-Mart stumbles. Intel slips. And TripAdvisor takes flight. Motley Fool analysts Jeff Fischer, Ron Gross, and Jason Moser discuss those stories. Plus, Motley Fool Asset Management's Bill Mann talks China and investing. For Jeff Fischer's free crash course on options, go to OptionsRadio.Fool.com .
Anheuser-Bush InBev makes another bid for rival SABMiller. Domino’s Pizza serves up strong sales in the U.S., while Yum Brands continues to struggle in China. Plus, Credit Suisse Managing Director Michael Mauboussin shares some insights from his latest book, ''The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing.''
The government reports surprising unemployment numbers. Automakers report surprising sales. And rumors fly around Twitter's next CEO. Our analysts discuss those stories and psychology professor Richard Nisbett shares some insights from his new book, Mindware: Tools for Smart Thinking.
Volkswagen hits the skids. Nike hits its stride. And Groupon takes 10% off its workforce. Our analysts discuss those stories and share three stocks on their radar. Plus, ThomsonReuters Transportation Editor Joe White talks about the implications of the Volkswagen scandal.
What does the Fed's inaction mean for investors? Will Hewlett-Packard's fortunes improve after a break-up? And will Olive Garden continue to serve up big returns? Our analysts tackle those stories and Motley Fool co-founder Tom Gardner weighs in on Apple, Netflix, and the future of financial services.
Will the Federal Reserve raise interest rates? We analyze what the Fed's next move means for investors and discuss Apple's latest gadgets and Lululemon's latest earnings. Plus, Grantland columnist Andy Greenwald analyzes the business of television.
Costco has racked up big profits for shareholders. In this special episode of Motley Fool Money, Costco co-founder Jim Sinegal shares some secrets to Costco's success.
The stock market has a wild week. What does the latest volatility mean for you? Our analysts discuss that question and share some stocks on their radar. And we revisit our interview with Stephen Dubner, co-author of When to Rob a Bank: And 131 More Warped Suggestions and Well-Intended Rants.
The stock market tumbles. Is it a time for investors to be greedy or a time for investors to be fearful. Our analysts tackle that question and weigh in on some of the week's earnings news. And former Marketplace host Tess Vigeland talks about her new book, Leap: Leaving a Job with No Plan B to Find the Career and Life You Really Want.
Google restructures. Shake Shack slips. And Warren Buffett makes a big buy. Our analysts discuss those stories and share some stocks on their radar. And Motley Fool Asset Management portfolio manager Bill Mann talks about what the volatility in China means for investors.
Walt Disney shares fall on concerns over cord cutting. Is it a buying opportunity or is Disney losing its magic? We tackle that question and talk CVS, Coach, Lumber Liquidators, Priceline, and Zillow. And Paul Downs talks about his new book, Boss Life: Surviving My Own Small Business.
Facebook and LinkedIn fail to impress Wall Street. Twitter plummets. And Whole Food slips. Our analysts tackle those stories and discuss when to sell a stock. Plus, MarketWatch columnist Chuck Jaffe talks Apple, mutual funds, and investor sentiment.
Amazon.com soars after big earnings. And Chipotle, Starbucks, and UnderArmour get in on the party as well. Our analysts tackle those stories and debate the future of McDonald's. Plus, behavioral economist Dan Ariely talks about his new book, Irrationally Yours: On Missing Socks, Pickup Lines, and Other Existential Puzzles.
Google has its best week in more than ten years. Will the tech giant overtake Apple in the race to a trillion dollar market cap? Our analysts tackle that question and delve into big earnings from Dominos, eBay, and Netflix. And Motley Fool analyst Tim Beyers talks Comic Con 2015 and the battle for the living room.
The NYSE halted trading and United Airlines grounded thousands of flights, both due to computer problems, so is it time to invest in cybersecurity stocks? China’s market is tanking, but should U.S. investors buy the dip? Plus, sportswriter Barry Svrluga analyzes baseball’s $9 billion industry and discusses his new book, “The Grind: Inside Baseball’s Endless Season”.
We celebrate America’s 239th birthday with our “Financial Independence” special, featuring encore interviews with two of the best of the business: Dave Ramsey and Clark Howard.
Nike shares hit an all-time high after strong Q4 results. Alibaba sells its U.S. business. IAC prepares to spin off Match.com, Tinder and OKCupid. Is it time to invest in online dating? We analyze those stories, dip into the Fool Mailbag and share a few stocks on our radar. Plus, Tim Hanson discusses the latest drama between Greece and the EU, investing in China, and what he’s watching in the 2nd half of 2015.
TripAdvisor soars on its partnership with Marriott. And Fitbit soars in its Wall Street debut. Our analysts discuss some of the week's top business stories and Zillow Chief Marketing Officer Amy Bohutinsky talks about the future of real estate.
On this week's show, our analysts review the first half of 2015 and talk about some of the stock market's biggest surprises. And CNBC's Carl Quintanilla talks Apple, GoPro, and the big business of extreme sports.
The government reports stronger than expected jobs numbers. Automakers report surprising sales. Yahoo! partners with the NFL. And Herbalife goes on the attack. Our analysts discuss those stories and share some stocks on their radar. Plus, Chris talks Ford, GM, and leadership with best-selling author Bryce Hoffman.
Amazon launches same-day delivery. GoPro gets into the drone business. Michael Kors reports some unfashionable numbers. And Yum! Brands brings back Colonel Sanders. Our analysts discuss those stories and share some stocks on their radar. And Motley Fool Asset Management portfolio manager Bill Mann talks investing and China.
Target reports big earnings. Home Depot raises the roof. And Red Robin flies higher. Our analysts discuss those stories and share three stocks on their radar. And corporate governance expert and film critic Nell Minow talks McDonald's, Mad Men, and Memorial Day movies.
Verizon buys AOL. American Express hikes its dividend. And Shake Shack serves up surprising earnings. Our analysts discuss those stories and other business headlines. And Motley Fool co-founder David Gardner shares some advice for graduates and talks Apple, Tesla, and Star Wars. For more insights from David and his Supernova team, go to DiscoverSupernova.fool.com
Disney reports big earnings. Whole Foods thinks small. And TripAdvisor flies higher. Our analysts discuss those stories and share three stocks on their radar. And Freakonomics co-author Stephen Dubner shares some insights from his new book, When to Rob a Bank?
Apple reports big earnings. LinkedIn and Twitter stumble. And Lumber Liquidators falls to a 3-year low. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool columnist Morgan Housel talks earnings, easy money, and misguided financial advice.
Starbucks serves up a new all-time high. And Amazon and Microsoft find big profits in the cloud. Our analysts discuss those stories and delve into earnings news from Chipotle, Google, and 3D Systems. Plus, CNBC journalist Becky Quick previews the upcoming Berkshire Hathaway annual meeting. To get a copy of our e-book on Warren Buffett, just email warren@fool.com.
Netflix delivers big earnings. Etsy has a big debut on Wall Street. And Party City gives investors reasons to celebrate. Our analysts discuss those stories and delve into other earnings news. And Google Senior Vice President of People Operations Laszlo Bock shares some insights from his new book, Work Rules!: Insights from Inside Google That Will Transform How You Live and Lead.
GE announces a $50 billion share buyback. Royal Dutch Shell agrees to buy BG for $70 billion. And LinkedIn buys online education site Lynda.com for $1.5 billion. Our analysts discuss those stories and share some stocks on their radar. And New York Times money columnist Ron Lieber talks about his new book, The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.
With the 1st quarter of 2015 in the books, what should investors be watching in Q2?McDonald’s joins Wal-Mart and Target in increasing wages for workers. We analyze Amazon’s new “Dash Button”, GoDaddy’s hot IPO, and the latest questions in the Fool Mailbag. Plus, best-selling author Michael Lewis reflects on his first book “Liar’s Poker”, the current landscape on Wall Street, and what advice he has for college graduates.
Warren Buffett and 3G Capital team up again for the merger of Heinz and Kraft Foods. Coke and Pepsi grapple with the same problem: diet soda sales falling year over year. Wall Street’s most powerful woman takes a job with Google. And McDonald’s rolls out a surprising new product line. Our analysts discuss those stories and more, plus CPA Megan Brinfield offers tax tips for investors.
Investors react to the Fed's loss of patience. Starbucks announces a stock split and gets some blowback over its latest initiative. And Nike rises on better-than-expected earnings. Our analysts discuss those stories and share some stocks on their radar. And Motley Fool CEO Tom Gardner discusses valuations, hidden gems, Chipotle, Facebook, and Shake Shack.
Apple unveils its watch. Big banks get a passing grade. Disney announces a sequel to Frozen. And Twitter bets big on video. Our analysts discuss those stories and share some stocks on their radar. And sports business analyst Kristi Dosh talks about the business of March Madness.
Costco and Wayfair deliver the goods. Lumber Liquidators collapses. And two big tech stocks make a big switch. We discuss those stories and more. Plus, Motley Fool CEO Tom Gardner talks with Middleby CEO Selim Bassoul about hot ovens and hot stocks.
Target hits the mark. Home Depot and Lowes raise the roof. And the nightmares continue for DreamWorks. Our analysts discuss those stories and Motley Fool Asset Management's Bill Mann talks Tesla, Google, and international investing.
Priceline soars. Solar City feels the heat. And Jack-in-the-Box hits a new high. Our analysts discuss those stories and share some stocks on their radar. And Amy Wilkinson talks about her book, The Creator's Code: The Six Essential Skills of Extraordinary Entrepreneurs.
The S&P 500 hits a new high. Trip Advisor soars. Whole Foods delivers. And Amerian Express declines. Our analysts discuss those stories and share some stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks proxy voting, executive pay, and Academy Awards.
Disney reports record earnings and shares hit an all-time high. Will the magic continue for investors? Our analysts tackle that question and delve into the latest numbers from Chipotle, LinkedIn, Twitter, and more. And Motley Fool Pro Australia advisor Joe Magyer talks Google and China.
Apple and Google rise on earnings. Facebook slips. McDonald's gets a new big cheese. And one company announces a legendary IPO. Our analysts discuss those stories and share some time-tested rules for investors.
Netflix surprises. McDonald's stumbles. Starbucks serves up big earnings. And the New Hampshire lottery serves up the sweet smell of bacon. Our analysts discuss those stories and share some stocks on their radar. And economist Russ Roberts shares some insights from his book, How Adam Smith Can Change Your Life: An Unexpected Guide to Human Nature and Happiness.
Intel surprises. Best Buy disappoints. And Target checks out of Canada. Our analysts discuss those stories and share some stocks on their radar. And veteran auto writer Paul Lienert shares the latest on big trucks, self-driving cars, and The North American International Auto Show.
Coach goes shoe shopping. The Container Store falls as investors fail to contain their pessimism. And Costco and J.C. Penney ring up strong holiday numbers. Our analysts discuss those stories and share some stocks on their radar. And Motley Fool Personal Finance expert Dayana Yochim shares some tips for 2015.
What's the big question for investors in 2015? Which industries are worth watching? Which stocks are poised to have a big year? In part two of our 2015 preview, we tackle those questions and talk about some stocks to watch in the year ahead. And we revisit our interview with Daniel Levitin, author of The Organized Mind.
Which industries are poised to have a big 2015? Which emerging markets will emerge for investors? Are energy companies undervalued? Motley Fool Asset Management's Bill Mann and Tim Hanson tackle those questions in part one of our 2015 preview. And we revisit our interview with How to Speak Money author John Lanchester.
What was the business story of 2014? What was the biggest surprise? Which CEOs deserver some holiday cheer? Who deserves a lump of coal? We tackle those questions and revisit our interview with How Not To Be Wrong author Jordan Ellenberg.
Costco hits an all-time high. Abercrombie & Fitch's CEO steps down. And LendingClub has a big debut on Wall Street. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool columnist Morgan Housel takes stock in declining oil prices.
The market hits new highs. Disney hikes its dividend. Abercrombie & Fitch reports unfashionable earnings. And Burger King brings back the Yumbo. On this week’s Motley Fool Money Radio Show, our analysts discuss those stories and share three stocks on their radar. Plus, CNBC’s Carl Quintanilla weighs in on some big stories for the year ahead.
On our Thanksgiving Special, our analysts talk turkey, share some stocks they're thankful for, and eat some humble pie. Plus, corporate governance expert and film critic Nell Minow talks about the Uber controversy, Toy Story 4, and the future of the movie business.
China cuts interest rates. Best Buy surprises investors. Keurig Green Mountain tumbles. And Jack in the Box heats up. Our analysts discuss those stories. Plus, Motley Fool CEO Tom Gardner talks with Whole Foods co-CEOs John Mackey and Walter Robb.
Wal-mart surprises investors. Buffett loads up on batteries. Hasbro eyes DreamWorks. And Twitter has a heart-to-heart with Wall Street analysts. Our analysts discuss those stories and explain why the battle for mobile payment may already be over.
On this week's show, our analysts discuss earnings news from Alibaba, GoPro, Tesla, and Whole Foods. Motley Fool columnist Morgan Housel talks elections and investing. And tech entrepreneur Josh Baer shares some startup secrets.
On this week's show, our analysts discuss earnings news from Facebook, GoPro, LinkedIn, MasterCard, and Starbucks. And Lawrence Cunningham talks about his new book, Berkshire Beyond Buffett: The Enduring Value of Values.
Apple hits a new high. Amazon stumbles. Microsoft surprises. And McDonald’s slowdown continues. Our analysts discuss those stories and share some stocks on their radar. And we talk about the power of the unconventional with Linda Rottenberg, author of Crazy is a Compliment: The Power of Zigging When Everyone Else Zags.
Stock market volatility continues. Google misses. Netflix tumbles. And Barbie trips. Our analysts discuss those stories and share some stocks on their radar. And Motley Fool CEO Tom Gardner talks with LinkedIn founder Reid Hoffman, author of The Alliance: Managing Talent in the Networked Age.
Costco hits an all-time high, Apple gets a letter from Carl Icahn, and semiconductor stocks send the Nasdaq lower. We analyze the latest headlines and talk with best-selling author Daniel Levitin about his latest book “The Organized Mind: Thinking Straight in the Age of Information Overload“.
On this week's show, our analysts discuss the surprising jobs numbers, eBay's PayPal spin-off, and Wayfair's red-hot IPO. And we talk with John Lanchester, author of How to Speak Money: What The Money People Say - And What It Really Means.
Blackberry unveils the Passport. A giant in the bond business changes teams. And Apple deals with a new twist. Our analysts discuss those stories and Motley Fool columnist Morgan Housel shares some of his unpopular opinions.
Alibaba works its magic on Wall Street. FedEx delivers. And Oracle's CEO steps down. Our analysts discuss those stories and share three stocks on their radar. Plus, Facebook Effect author David Kirkpatrick talks about the future of Facebook.
Apple introduces a smartwatch. Lululemon reports fashionable earnings. And Activision Blizzard meets its Destiny. Our analyst discuss those stories and share some stocks on their radar. Plus, we talk with Adam Tanner, author of What Stays in Vegas: The World of Personal Data - Lifeblood of Big Business - and the End of Privacy as We Know It.
Apple deals with problems in the cloud. CVS goes on a health kick. And Twitter gets ready for some football. Our analysts discuss those stories and Motley Fool Asset Management's Bill Mann talks investing overseas.
Is high-speed trading a big problem for investors? On this week's show, we revisit our interview with Michael Lewis, author of Flash Boys: A Wall Street Revolt.
On this week’s show, Motley Fool CEO Tom Gardner talks with Zillow CEO Spencer Rascoff about the big business of real estate. And we revisit our conversation with Think Like a Freak co-author Stephen Dubner.
Wal-Mart fails to impress Wall Street. Kate Spade slips. And Noodles & Company leaves investors feeling hungry. Our analysts discuss some of the week's top business stories. Plus, Wired Senior Editor Adam Rogers talks about the business of booze.
Disney reports big earnings. Procter & Gamble announces a big move. And shares of Lululemon rise on insider selling news. We discuss those stories and Motley Fool analyst Joe Magyer weighs in on value investing, GM, Facebook, and Google.
Twitter reports a profit. Zillow makes a big buy. And Buffalo Wild Wiings serves up some not so hot earnings. Our analysts discuss those stories. And Motley Fool co-founders David and Tom Gardner talk Tesla, Facebook, and market volatility.
Shares of Facebook hit a new high. Chipotle serves up big gains. Amazon stumbles. And Apple rises. Our analysts discuss some of the week's big earnings news and take stock in the business of Comic-Con.
Microsoft cuts 18,000 jobs. Mattel slips on Barbie bearishness. And Google climbs on stronger-than-expected revenues. Our analysts discuss those stories and share three stocks on their radar. And just how did LEGO go from near-bankruptcy to Everything is Awesome? Chris talks with Wharton Professor David Robertson, author of Brick by Brick: How LEGO Rewrote the Rules of Innovation and Conquered the Global Toy Industry.
The Fed's bond buying will end in October. Earnings season starts with a bang for Alcoa, but a thud for The Container Store and Lumber Liquidators. We analyze an upcoming merger for Big Tobacco and an upcoming makeover for one restaurant chain. Plus, portfolio manager Bill Mann discusses European banks, the best way for companies to use cash, and why he's heading to Japan.
On this week's show, we revisit some of our favorite interviews on investor behavior. Best-selling author Carl Richards talks about the benefits of the overnight test. Christopher Chabris talks invisible gorillas. And Dan Ariely talks investing and irrationality.
GoPro has a big debut. Nike hits a new high. Barnes & Noble spins off the Nook. And television networks score a big victory. Our analysts discuss those stories and share three stocks on their radar. Plus, CNBC's David Faber talks about the new CNBC documentary, Amazon Rising.
The Fed continues tapering. Amazon introduces a smartphone. And FedEx hits a new high. Our analysts discuss those stories and share three stocks on their radar. Plus, Jordan Ellenberg shares some insights from his book, How Not to Be Wrong: The Power of Mathematical Thinking.
Intel rises. Priceline buys OpenTable. Twitter's COO resigns. Lululemon stumbles. And GM issues another recall. Our analysts talk about those stories and Motley Fool Singapore Director David Kuo shares his thoughts on the slowdown in China.
General Motors CEO Mary Barra fires 15 employees in the wake of an internal investigation. Pandora hits a sour note. And Krispy Kreme serves up some not-so-sweet earnings. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk about the business of soccer with Stefan Szymanski, co-author of Soccernomics: Why England Loses, Why Germany and Brazil Win, and Why the U.S., Japan, Australia, Turkey--and Even Iraq--Are Destined to Become the Kings of the World's Most Popular Sport.
Apple buys Beats. Michael Kors reports some fashionable numbers. And Google unveils its latest self-driving car. Our analysts discuss those stories and share some stocks on their radar. And actor, comedian, and podcaster Adam Corolla talks about his new book, President Me.
AT&T announces plans to buy DirecTV. AstraZeneca rebuffs Pfizer. And Urban Outfitters hits a 52-week low. Our analysts discuss those stories and share three stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks CEO pay and summer movies.
Freakonomics co-author Stephen Dubner talks about his new book, Think Like a Freak. And our analysts discuss Wal-Mart, Coca-Cola, SodaStream, and some of the week's other business news.
Disney reports big earnings. Whole Foods tumbles. And Activision Blizzard raises expectations. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool CEO Tom Gardner talks with Malcolm Gladwell, author of David and Goliath: Underdogs, Misfits, and the Art of Battling Giants.
The government reports surprising employment numbers. Ford and Yum name new CEOs. LinkedIn fails to connect. And Coach falls out of fashion. We discuss those stories and talk creativity with Pixar President Ed Catmull.
Our analysts discuss earnings news from Apple, Amazon, Facebook, Ford, McDonald's, Netflix, and Starbucks. And CNBC host Becky Quick previews the Berkshire Hathaway annual meeting.
Is high-frequency trading a threat to individual investors? On this week’s show, best-selling author Michael Lewis talks about his new book, Flash Boys: A Wall Street Revolt.
The Nasdaq records its worst day in more than two years. eBay and Carl Icahn decide to play nice. And Panera's CEO compares his restaurant to a mosh pit. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool columnist Morgan Housel shares his insights on market volatility, portfolio diversification, and T. Boone Pickens.
March jobs numbers come in light. The debate over high frequency trading rages on Wall Street. And Google pulls off an unusual stock split. We analyze the latest from Amazon, Barnes & Noble, GrubHub and share 3 stocks on our radar. Plus Twitter co-founder Biz Stone shares what it’s like to negotiate with Facebook CEO Mark Zuckerberg and why Wyle E. Coyote is an inspiring business leader.
Facebook makes a big buy. Microsoft introduces Office for the iPad. And Candy Crush gets crushed. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool retirement expert Robert Brokamp talks portfolio rebalancing, hidden fees, and financial planning.
Microsoft hits a 14-year high. Wal-Mart goes after GameStop. And Starbucks bets on wine and beer. Our analysts discuss those stories. Plus, best-selling author Will Thorndike shares some investing insights from his book, The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success.
Clothing retailers report some unfashionable earnings. GM deals with new questions. And Amazon hikes the price of Prime. Our analysts discuss these stories and share three stocks on their radar. Plus, Motley Fool co-founder Tom Gardner weighs in on Apple, Tesla, and investing in outsiders.
Costco disappoints. Safeway makes a deal. And SkullCandy skyrockets. Our analysts discuss some of the week's business news and share three stocks on their radar. Plus, author Brad Stone talks about his book, The Everything Store: Jeff Bezos and the Age of Amazon.
Baidu reports big earnings. Boston Beer serves up a surprise. And J.C. Penney and Target investors see some green. Our analysts discuss those stories and share three stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks Carl Icahn, Netflix, and Academy Awards.
Facebook makes a $20 billion connection. Tesla generates some electricity on Wall Street. And Lumber Liquidators raises the roof. Our analysts discuss some of the week's top business stories. Plus, Motley Fool co-founder David Gardner talks Twitter and shares some stocks on his radar.
Comcast and Time Warner Cable agree to join forces. Jos. A. Bank buys Eddie Bauer. And AIG reports a profit and hikes its dividend. On this week's show, our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool co-founder Tom Gardner talks business with Malcolm Gladwell, author of David and Goliath: Underdogs, Misfits, and the Art of Battling Giants.
CVS makes a surprising announcement. Twitter tumbles. And Disney hits a new high. Plus, Guardian technology editor Charles Arthur talks about Microsoft's new CEO.
The stock market stumbles. Facebook connects. Chipotle serves up big earnings. And Google surprises. Our analysts discuss some of the week's big stories. Plus, Leigh Steinberg talks about his book, The Agent: My 40-Year Career Making Deals and Changing the Game.
Netflix investors see green after strong subscriber growth. Microsoft surprises with strong Surface sales. And Starbucks serves up big earnings. Our analyst discuss those stories and share some stocks on their radar. Plus, Motley Fool Asset Management's Bill Mann talks international investing.
Best Buy tanks on weak holiday sales. Google spends $3.2 billion on smart-home tech company Nest. Plus, our take on Intel, UPS, Hershey. Veteran automotive writer Paul Lienert analyzes the news from Ford, GM and Tesla Motors at the North American International Auto Show in Detroit.
Target sees red after its data breach. Twitter gets downgraded. And Ford's CEO turns down Microsoft. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool analyst Matthew Argersinger shares some insights from CES 2014.
What does the market's stellar performance in 2013 mean for investors this year? On this week's show, we preview 2014.
On this week's show, we revisit two of our favorite interviews. Best-selling author Dan Pink talks about his latest book, "To Sell is Human: The Surprising Truth About Moving Others." And Panera Bread founder and CEO Ron Shaich serves up some insights on the restaurant business.
The Dow hits a record high as strong 3rd-quarter GDP numbers surprised Wall Street. Nike & FedEx deliver mixed earnings. Chipotle gets into the pizza business. Plus columnist Morgan Housel shares his outlook for 2014.
A new CEO takes the wheel at General Motors. Lululemon's CEO steps down. And MasterCard reports big earnings. Our analysts discuss those stories and share three stocks on their radar. Plus, CNBC's Carl Quintanilla talks Twitter, television, and investing in the new year.
Amazon unveils a high-flying initiative. Apple inks a deal with the world's biggest mobile carrier. And Sears spins off Lands End. Our analysts discuss those stories and we talk about the big business of blockbusters with Anita Elberse, author of Blockbusters: Hit-Making, Risk-Taking, and the Big Business of Entertainment.
On this week's show, we eat some humble pie, share some stocks we're thankful for, and talk about a few turkeys. And best-selling author and radio host Clark Howard serves up some advice from his book, Living Large for the Long Haul.
Shares of Tesla lose some energy. Target misses the mark. Green Mountain grinds out big earnings. And Campbell's Soup serves up some disappointing numbers. Our analysts discuss those stories and share three stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks JPMorgan Chase, CEO pay, and must-see movies.
Facebook gets rejected. Potbelly reports tasty earnings. And Amazon announces Sunday delivery. Our analysts discuss those stories. Plus, Motley Fool retirement expert Robert Brokamp talks retirement surprises and shares some questions you should ask your financial advisor.
The government reports some surprising employment numbers. Twitter has a big debut. And Tesla tumbles. Our analysts discuss those stories and share three stocks on their radar. And we talk about the business of big banks with financial analyst Mike Mayo, author of Exile on Wall Street.
Apple fails to impress investors. Starbucks hits a new high. And Buffalo Wild Wings serves up hot earnings. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool co-founder David Gardner talks Amazon, Netflix, and Twitter.
Microsoft rises on earnings. Amazon hits a new high. And Netflix overtakes HBO. Our analysts discuss those stories and share three stocks on their radar. Plus, Panera Bread founder and CEO Ron Shaich serves up some insights on the restaurant business.
Congress makes a deal. Google hits a new high. Chipotle heats up. And Apple makes a fashionable addition. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool columnist Morgan Housel talks about why you should invest like a psychopath.
The government shutdown continues. Costco’s quarterly profit is better than advertised, while Yum Brands’ woes continue in China. Google teams up with HP. And the craft beer brewing industry comes to a complete stop. Plus, our analysts share 3 stocks for your watchlist and senior columnist Chuck Jaffe talks mutual fund investing and how to find a financial advisor.
The government shuts down. Twitter gets ready to go public. And some Microsoft shareholders call for Bill Gates to step down. Our analysts discuss those stories and Honest Tea co-founder Seth Goldman talks about the business of tea.
Government shutdown looms, JC Penney does it again, and Nike hits an all-time high. Our guys analyze the latest on Microsoft’s next CEO and share 3 stocks on their radar. Plus, craft beer pioneer Ken Grossman takes us inside the industry with his new book, Beyond the Pale: The Story of Sierra Nevada Brewing Co.
Bernanke surprises. Microsoft makes a big buy. And Tesla accelerates. Plus, producer Jim Bruce discusses his new film, Money for Nothing: Inside the Federal Reserve.
Apple gets a weak reception. Twitter announces plans to go public. McDonald's serves up surprising earnings. And the Dow does some remodeling. Our analysts discuss those stories and tech writer Rob Pegoraro talks smartphones, smartwatches, and laser-guided beard trimmers.
The government reports weaker-than-expected jobs numbers. Microsoft makes a big buy. Samsung & Qualcomm unveil the first smart watches. And Campbell Soup serves up a new way to make soup. On this week’s show, our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool Asset Management’s Bill Mann gives his take on the some recent business developments.
On this week’s show, Naked Statistics author Charlie Wheelan talks about the numbers business. And Dan Heath talks about the business of decision-making.
ESPN's Nate Silver, Rick Harrison of Pawn Stars, and our own in-house Las Vegas expert gives us his take on gold.
Retail stocks suffer a bad week. BlackBerry puts itself up for sale. Carl Icahn takes a big bit of Apple stock and takes a shot at fellow activist investor Bill Ackman. Plus, radio host and best-selling author Clark Howard shares money-saving advice from his latest book, Living Large For The Long Run.
Amazon founder Jeff Bezos buys The Washington Post. Groupon and Tesla surprise investors. And Disney survives the Lone Ranger. Our analysts discuss those stories and retirement expert Robert Brokamp shares some timeless retirement advice.
Our analysts discuss the latest jobs report and delve into earnings news from Buffalo Wild Wings, Coach, LinkedIn, SodaStream, and Whole Foods. And CNBC correspondent Carl Quintanilla talks about the new CNBC documentary, Twitter Revolution.
Our analysts discuss earnings news from Apple, Baidu, Facebook, Netflix, and Starbucks. And best-selling author Dan Pink talks about his latest book: "To Sell is Human: The Surprising Truth About Moving Others."
The Fed Chief ressures investors. Coca-Cola loses some fizz. And Barbie stumbles. Our analysts discuss thoses stories and share three stocks on their radar. And Motley Fool co-founder Tom Gardner shares some investing wisdom.
The market hits new highs. Microsoft restructures. Kroger buys Harris Teeter. And Twinkie makes a comeback. Our analysts discuss those stories and share some stocks on their radar. And we talk business with the hosts of The Dinner Party Download.
We celebrate Independence Day with our “Financial Independence” special, featuring encore interviews with two of the best of the business: Dave Ramsey and Clark Howard.
Our analysts talk GDP growth, Barnes & Noble, and robot roaches. And we talk about the early business of baseball with Edward Achorn, author of The Summer of Beer and Whiskey.
Ben Bernanke spooks investors. Shares of Jack in the Box rise. And Men's Wearhouse gives the boot to a retail icon. We discuss those stories and talk emerging markets with Motley Fool Asset Management portfolio manager Bill Mann.
Apple unveils a new look. Google buys Waze. And Lululemon surprises investors. Our analysts discuss those stories and share three stocks on their radar. And CNBC media and entertainment reporter Julia Boorstin talks about the future of television.
The government reports surprising jobs numbers. Amazon.com rolls out a new delivery service. And IBM bets big on cloud computing. Our analysts discuss those stories and share three stocks on their radar. And Motley Fool co-founder David Gardner weighs in on Apple, Tesla, and robot overlords.
The Fed stays the course. Microsoft unveils the Xbox One. And Disney makes some surprising cuts. Our analysts discuss those stories. Plus, corporate governance expert and film critic Nell Minow talks Apple, Buffett, and Memorial Day movies.
Google hits an all-time high. Cisco hits a two-year high. And Tesla continues it sudden acceleration. Our analysts discuss those stories. Plus, we talk with Charlie Wheelan, author of Naked Statistics: Stripping the Dread from the Data.
Whole Foods produces big earnings. Tesla surprises. Groupon delivers. And Facebook eyes the map app Waze. Our analysts discuss those stories and share three stocks on their radar. And Motley Fool Income Investor Advisor Joe Mayger talks about the philsophy behind his top-rated investing newsletter.
The stock market hits a new high on stronger-than-expected jobs numbers. Our analysts talk about what it means for investors and delve into earnings news from Facebook, LinkedIn, Disney, Visa, Mastercard, and DreamWorks. And the Daily Racing Form's Steven Crist talks about the business of betting on horses.
Apple reports big earnings but fails to impress investors. Netflix surprises and its stock soars. And a fake tweet causes a flash crash. Our analysts discuss those stories and weigh in on the latest earnings from Coach, Yum! Brands, and Procter & Gamble. And CNBC host Becky Quick previews the Berkshire Hathaway annual meeting.
Our analysts discuss earnings news from Google, Microsoft, Chipotle, Intel, Coca-Cola, and Pepsi. And we talk with Kenneth Cukier, co-author of Big Data: A Revolution That Will Transform How We Live, Work, and Think.
The stock market hits a new high. J.C. Penney gets a new CEO. And PC shipments hit a new low. Our analysts discuss those stories. And Motley Fool Asset Management portfolio manager Bill Mann talks about international investing.
Samsung partners with Best Buy. Panera hits a new high. And Samoa Air makes a weighty decision. Our analysts discuss those stories. Plus, author Dan Heath talks about his new book, Decisive: How To Make Better Choices In Life And Work.
On this week's show, we revisit two of our favorite interviews. We talk with Dan Ariely, author of The Honest Truth About Dishonesty. And former Gambino family associate Louis Ferrante talks about his book, Mob Rules: What the Mafia Can Teach the Legitimate Businessman.
The EU attempts to deal with the crisis in Cyprus. Nike hits a new high. And Lululemon deals with disclosure issues. Plus, Jonah Berger discusses his new book, Contagious: Why Things Catch On.
The Dow hits an all-time high. Samsung unveils its latest rival to the iPhone. And Mayor Bloomberg suffers a sweet defeat.
Our analysts discuss the Dow's new high, drama at Dell, and Warren Buffett's annual letter. Plus, Motley Fool co-founder David Gardner talks about some of his favorite, cutting-edge companies.
Groupon CEO Andrew Mason calls it quits. Nevada and New Jersey legalize online gambling. And Priceline bucks the trend in Europe. Our analysts discuss those stories and journalist Bryce Hoffman talks about the future of Ford.
Wal-Mart and Coca-Cola hike their dividends. Google develops plans to launch retail stores. OfficeMax and Office Depot combine forces. And Sony unveils its Playstation 4. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk about the business of spying with former CIA agent J.C. Carleson, author of Work Like a Spy: Business Tips From a Former CIA Officer.
Berkshire Hathaway and 3B Capital buy Heinz. Comcast buys the remaining stake of NBCUniversal from General Electric. Our analysts discuss those stories and share three stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks Apple, Academy Awards, and the future of television.
Hedge fund manager David Einhorn sues Apple. LinkedIn connects. And Dell goes private. Our analysts discuss some of the week's big stories and talk about some stocks on their radar.
Research in Motion unveils a new Blackberry. Amazon hits a new high. And Facebook's earnings fail to connect. We discuss those stories and talk with ESPN NFL Business Analyst Andrew Brandt.
Apple reports a rare earnings miss. Netflix reports blockbuster results. And Procter and Gamble cleans up. Our analysts discuss those stories and share some stocks on their radar. And we talk business with Pulitzer Prize-winning journalist and author Ron Suskind.
Facebook unveils a new search engine. Intel's profits fall. And General Electric's earnings rise. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk about the Detroit Auto Show with Reuters Detroit Bureau Chief Paul Lienert.
We kick off 2013 by analyzing Google’s win with the FTC, strong numbers from automakers and the latest jobs report. Plus, Motley Fool columnist Morgan Housel breaks down the fiscal cliff for investors and shares why you should be wary of valet parking.
We celebrate the New Year with encore interviews with two financial and media mavens. Dave Ramsey talks money, marriage, and magic beans. And Clark Howard shares some financial tips from his latest bestseller Living Large In Lean Times.
We preview 2013 for investors by discussing CEOs on the hot seat, which stocks should go on their watchlists and which stocks to avoid. Plus, our analysts weigh in with Reckless Business Predictions for 2013.
Google Maps returns to the iPhone. Costco fails to impress Wall Street. And Berkshire Hathaway makes a new buy. Our analysts discuss those stories and share some stocks on their radar. Plus, CNBC's Carl Quintanilla talks fiscal cliff, Facebook, and the future of Twitter.
Our analysts discuss the jobs report, Citigroup layoffs, and the SEC investigation of Netflix CEO Reed Hastings Plus, Nassim Taleb discusses his new book, Antifragile: Things That Gain from Disorder.
Costco issues a special dividend. Microsoft deals with problems below the Surface. And Zynga makes a risky bet. Our analysts discuss those stories. Plus, Robert Pozen shares some insights from his book, Extreme Productivity.
Our analysts talk about some stocks they're thankful for and discuss a few turkeys. Plus, New York Times columnist Nate Silver shares some investing insights from his new book, The Signal and the Noise: Why So Many Predictions Fail - but Some Don’t.
Our analysts discuss BP's settlement, Berkshire's big buy, and some retailers' big earnings. Plus, corporate governance expert and film critic Nell Minow talks David Petraeus, Abraham Lincoln, and the future of Netflix.
What does President Obama's re-election mean for investors? Is McDonald's losing its mojo? Is Amazon's latest move a big threat to Netflix? Our analysts tackle those questions and share some stocks on their radar.
Investors react to Hurricane Sandy. Starbucks serves up big earnings. Apple announces a big departure. And Disney makes a big acquisition. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool Asset Management's Bill Mann talks investing and the election.
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Apple misses on 4th quarter earnings. Facebook reports better-than-expected earnings. And Amazon reports its first quarterly loss since 2003. Plus, former Circuit City CEO Alan Wurtzel talks about Circuit City's past and Best Buy's future.
Shares of Google plunge after an earnings surprise. Our analysts discuss Google's big miss and delve into earnings news from Chipotle, McDonald's, and Microsoft. Plus, Gina Keating talks about her new book, Netflixed: The Epic Battle for America's Eyeballs.
The unemployment rate falls to 7.8%. Facebook crosses a new milestone. Zynga hits a new low. And a hedge fund manager tells investors to short Chipotle. Our analysts discuss those stories and share some stocks on their radar.
Apple CEO Tim Cook issues an apology over the iPhone5’s maps. Research In Motion has a rare earnings win. And America steels itself for a global bacon shortage. Plus Nate Silver talks investing, elections and baseball in his new book The Signal and the Noise: Why So Many Predictions Fail - but Some Don’t.
Apple's new iPhone goes on sale. Microsoft increases its dividend. Nike buys back shares. And an online real estate company makes a big splash with its IPO.
Apple unveils the iPhone 5. McDonald's adds calories to its menu. And Facebook's CEO says it's time to double down. Our analysts discuss those stories and share some stocks on their radar. Plus, Guardian technology editor Charles author talks about his book, Digital Wars: Apple, Google, Microsoft and the Battle for the Internet.
We revisit some of our favorite interviews on our Labor Day Special. We talk about the business of lying with Dan Ariely, author of The Honest Truth About Dishonesty: How We Lie to Everyone - Especially Ourselves. And former Gambino family associate Louis Ferrante talks about his book, Mob Rules: What the Mafia Can Teach the Legitimate Businessman.
Apple, Google, Microsoft and Amazon all have events planned in September to unveil new products. Our analysts discuss which companies have the most to gain and lose, and delve into earnings from Dell, HP and Best Buy. Plus New York Times reporter Charles Duhigg discusses his best-selling book The Power of Habit: Why We Do What We Do in Life and Business and Motley Fool retirement expert Robert Brokamp shares financial tips.
Facebook and Groupon hit new lows. And Home Depot hits a 52-week high. Our analysts discuss those stories and delve into earnings news from GameStop, Sears, and Target. Plus, Pawn Stars star Rick Harrison talks about his book, License to Pawn: Deals, Steals, and My Life at The Gold and Silver.
Disney delivers its biggest earnings ever. IBM considers buying part of Research in Motion. And Starbucks bets big on mobile payment. Our analysts discuss those stories and share three stocks on their radar. Plus, Spousonomics author Jenny Anderson explains how using economics can help you improve your marriage.
The government reports stronger-than-expected jobs growth. Our analysts discuss the employment numbers and delve into earnings news from Procter & Gamble, General Motors, Kraft, Abercrombie & Fitch, Gap, LinkedIn, Blue Nile, and Zip Car. Plus, David Kuo from The Motley Fool UK weighs in on the business of the Olympics.
Earnings news from Facebook, Apple, Amazon.com, Starbucks, and ExxonMobil. Motley Fool co-founder Tom Gardner talks investing philosophy, Whole Foods, Zillow, and LinkedIn.
Chipotle, Google, IBM,and Microsoft report earnings. And Yahoo! names a new CEO. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk about the business of bouncing back with Andrew Zolli, author of Resilience: Why Things Bounce Back.
China reports its slowest growth in three years. JPMorgan Chase updates investors on its big loss. Bridgepoint Education and SuperValu get slammed. And Microsoft's CEO has some fighting words for Apple. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool retirement expert Robert Brokamp shares some 401K tips.
We celebrate Independence Day with our “Financial Independence” special, featuring encore interviews with two of the best of the business. First Dave Ramsey talks money, marriage, and magic beans. After that Clark Howard shares some financial tips from his latest bestseller Living Large In Lean Times.
The Supreme Court upholds the healthcare law. Coke bets big on India. Google unveils a new tablet. And McDonald's unveils a bigger, Big Mac. Our analysts discuss those stories and share some stocks on their radar.
The Fed makes a move. Moody's downgrades big banks. Microsoft unveils its Surface tablet. And Burger King serves up a hot I.P.O. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk about the natural gas revolution with journalist Tom Wilber, author of Under the Surface: Fracking, Fortunes, and the Fate of the Marcellus Shale.
Investors brace for elections in Greece. JPMorgan Chase CEO Jamie Dimon testifies before Congress. Dell and Nokia announce some big cuts. And Microsoft makes a big buy. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk about the business of lying with Dan Areily, author of The Honest Truth About Dishonesty: How We Lie to Everyone - Especially Ourselves.
Our analysts discuss some of the big investing stories from 2012 and share some stocks on their radar. Plus, journalist Andrew Blum talks about his book, "Tubes: A Journey to the Center of the Internet".
Investors react to weaker-than-expected jobs numbers. NYC Mayor Michael Bloomberg attempts to crack down on sugary drinks. Samsung launches a big rival to the iPhone. And Amazon and Microsoft combine forces in the battle for the living room. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk horse racing, betting, and investing with Daily Racing Form publisher and columnist Steven Crist.
Shares of Facebook flounder. Dell reports weak earnings. Heinz hikes its dividend. And Yahoo! unloads its stake in Alibaba. Our analysts discuss those stories and share some stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks CEO shenanigans and must-see movies.
Facebook makes its public debut. Our analysts discuss Facebook's future and share some stock ideas. Plus, Yahoo! Finance columnist Dan Gross talks about his new book, Better, Stronger, Faster: The Myth of American Decline and the Rise of a New Economy.
JPMorgan Chase racks up a big loss. Disney reports big earnings. And Berkshire Hathaway gets involved in a bid for Avon. Our analysts talk about those stories plus share three stocks on their radar. Plus, we talk about the business of oil and gas with Pulitzer Prize-winning reporter Steve Coll, author of Private Empire: ExxonMobil and American Power.
The government reports weaker-than-expected jobs growth. Yahoo! deals with a leadership controversy. Whole Foods serves up big earnings. Green Mountain Coffee serves up some bitter earnings. And Microsoft bets on the Nook. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool co-founder Tom Gardner talks about his approach to investing.
On this week's show, our analysts discuss earnings news from Amazon.com, Apple, Coca-Cola, Dunkin' Brands, Ford, Netflix, Panera, Procter & Gamble, and Starbucks. Plus, we debate the relative merits of Google's driverless car.
Our analysts discuss the latest earnings news from Coca-Cola, Chipotle, GE, Intel, McDonald's, and Microsoft. And we talk with CNBC's Carl Quintanilla about the new CNBC documentary, The Costco Craze: Inside the Warehouse Giant.
Coinstar, Google, JPMorgan Chase, and Wells Fargo report earnings. The U.S. Justice Department files suit against Apple. And Burger King cooks up a new use for bacon. Plus, we talk innovation with Economist correspondent Vijay Vaitheeswaran, author of Need, Speed and Greed: How the New Rules of Innovation Can Transform Businesses, Propel Nations to Greatness, and Tame the World's Most Wicked Problems.
On this week's Motley Fool Money Spring Break Special, our analysts share three stocks for the next ten years. Plus, we talk about the business of creativity with Jonah Lehrer, author of Imagine: How Creativity Works.
Housing prices hit a 10-year low. Research in Motion tries to reconnect. And Starbucks tries to work out some bugs. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk home prices and stock valuations with Yale Professor Robert Shiller, author of Finance and The Good Society.
Apple announces a dividend. McDonald's CEO retires. Amazon bets big on robots. And Kraft picks a name for its global snacks business. Our analysts discuss those stories and share three stocks on their radar. Plus, Washington Post reporter Liza Mundy discusses her new book, The Richer Sex: How the New Majority of Female Breadwinners is Transforming Sex, Love, and Family.
S&P 500 dividends reach record levels. Goldman Sachs deals with a very public resignation. Disney deals with a box office flop. And Yahoo! sues Facebok. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk big banks and Wall Street culture with Credit Agricole Securities Managing Director Mike Mayo, author of Exile on Wall Street: One Analyst's Fight to Save the Big Banks from Themselves.
Apple unveils its new iPad. Starbucks serves up trouble for Green Mountain. And Pandora serves up disappointing earnings. Our analysts discuss these stories and share three stocks on their radar. Plus, Wired contributing editor David Wolman talks about his new book, The End of Money: Counterfeiters, Preachers, Techies, Dreamers – and the Coming Cashless Society.
Retailers and automakers post strong results for February. Online review site Yelp goes public. And Google's new privacy policy goes into effect. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk Apple, China, and the business of habits with New York Times investigative reporter Charles Duhigg, author of The Power of Habit: Why We Do What We Do In Life and Business.
Oil prices continue to climb. Johnson & Johnson makes a change at the top. Wal-Mart and Home Depot report earnings. And Apple debates how to deploy its cash. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk innovation with Dartmouth College Professor of Business Ron Adner, author of The Wide Lens: A New Strategy for Innovation.
Baidu, GM, and Zipcar report earnings. Warren Buffett rebalances. Kellogg's makes a big deal. And Linsanity hits Wall Street. Our analysts discuss those stories and share three stocks on their radar. Plus, corporate governance expert and movie critic Nell Minow shares her thoughts on Facebook, bad boards of directors, and the Academy Awards.
Big banks make a deal. Shares of Buffalo Wild Wings, Philip Morris, and Whole Foods hit new highs. LinkedIn connects. And Groupon disappoints. Plus, Fortune editor Adam Lashinsky shares some insights from his new book, Inside Apple.
The Government reports better than expected unemployment numbers. Facebook files to go public. And Clorox cleans up with its quarterly earnings. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk money mistakes with Carl Richards, author of The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.
The GDP grows at a 2.8% clip for the 4th quarter. President Obama announces new energy initiatives. Apple reports huge earnings. And JC Penney undergoes a big makeover. Our analysts discuss those stories and share a few stocks on their radar. Plus, we talk with Alex Goldfayn, author of Evangelist Marketing: What Apple, Amazon, and Netflix Understand About Their Customers (That Your Company Probably Doesn't).
Mortgage rates hit a new low. Google reports weaker-than-expected earnings. Yahoo!'s co-founder resigns. And Apple launches a new initiative. Our analysts discuss those stores and share some stocks on their radar. Plus, Yum! CEO David Novak shares his thoughts on leadership, China, and the Colonel's secret recipe.
Natural gas prices hit a 2.5 year low. Six big hotel chains launch up a new online service. Google cranks up its presence in China. And Sears deals with new financial woes. On this week's show, our analysts discuss those stories and share some stocks on their radar. Plus, we talk with Peter Schweizer, author of Throw Them All Out: How Politicians and Their Friends Get Rich Off Insider Stock Tips, Land Deals, and Cronyism That Would Send the Rest of Us to Prison.
Unemployment drops to 8.5%, holiday retail sales are a mixed bag and Yahoo! has a new CEO. We analyze the latest with Pepsi, Kodak, Barnes & Noble and talk with Motley Fool columnist Morgan Housel about the economic outlook for 2012.
What's the big question for investors in 2012? Which industries have the most upside? Which stocks should investors put on their watchlist? On this week's show, our analysts preview the year ahead.
On this week's show, we discuss the MF Global scandal, preview the year ahead, and share some stocks on our radar. Plus, former Gambino family associate Louis Ferrante talks about his book, Mob Rules: What the Mafia Can Teach the Legitimate Businessman.
What was the most significant business story of 2011? Who was the most influential business leader? What are the most overlooked stories of the year? What were the most undervalued stocks of the year? On this week's show, our analysts tackle those questions and share some stocks on their radar.
Jobless claims fall as the EU continues to search for a resolution to the debt crisis. Ford reinstates its dividend for the first time in 5 years. Microsoft releases a major upgrade to Xbox Live. McDonald’s stock hits an all-time high and JC Penney buys a stake in Martha Stewart. Our analysts discuss those stories and more, and share 3 stocks on their radar. Venture capitalist Paul Holland discusses the future of technology and “Something Ventured”, his documentary film about the start of the VC movement.
The unemployment rate falls to its lowest level in more than two years. Retailers report big sales numbers. Pfizer loses its patent protection for Lipitor. And pop music group Hanson taps into a new business opportunity. Our analysts discuss those stories and share three stocks on their radar. Plus, James Rickards discusses his book, Currency Wars: The Making of the Next Global Crisis.
On this week's Motley Fool Money Thanksgiving Special, our analysts give thanks for some stocks and share a few turkeys. In the spirit of Black Friday, we talk about some bargain stocks. And Toy Expert Chris Byrne talks about hot holiday toys and sheds some light on an emerging market for My Little Pony.
The European crisis escalates. Sears reports slumping sales. Heinz gets squeezed. Pepsi considers splitting itself into two. Amazon considers making a smartphone. And the new GM celebrates its first anniversary as a public company. Our analysts talk about those stories and share three stocks on their radar. Plus, Wall Street analyst Mike Mayo shares some insights from his book, Exile on Wall Street: One Analysts Fight to Save the Big Banks from Themselves.
Greece gets a new leader. The Obama administration puts a big pipeline on hold. Starbucks makes a big buy. And Disney reports big earnings. Our analysts talks about those stories and share three stocks on their radar. Plus, Harvard Professor Niall Ferguson shares some insights from his new book, Civilization: The West and the Rest.
The European financial crisis escalates. The U.S. jobless rate falls to a six-month low. Groupon goes public. Starbucks reports big earnings. And Bank of America cancels plans to charge debit card users. Our analysts talk about those stories and share some stocks on their radar. Plus, financial radio host and best-selling author Dave Ramsey talks about his new book, EntreLeadership: 20 Years of Practical Business Wisdom from the Trenches.
European leaders make a deal. Amazon, Chevron, ExxonMobil, Netflix, and Under Armour report earnings. And BP returns to the Gulf. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley FoolUK Money Talk host David Kuo talks about the future of the EU.
World markets react to the death of Libyan dictator Muammar Qadaffi. Apple, Chipotle, Intel, McDonald's, and Microsoft report earnings. And Groupon prepares for its IPO. Our analysts discuss these stories and share three stocks for the next fifty years. Plus, Honest Tea co-founder Seth Goldman talks about the business of tea.
Google reports big earnings. Hulu says it's not for sale. And a hedge fund manager gets an 11-year prison sentence for insider trading. Our analysts discuss those stories and share some stocks on their radar. Plus, best-selling business author Jim Collins talks about his new book, Great by Choice: Uncertainty, Chaos, and Luck -- Why Some Thrive Despite Them All.
Our analysts reflect on the legacy of Steve Jobs and the future of Apple. We debate the relative merits of the Occupy Wall Street protests, discuss Costco's fee hike, and share some stocks on their radar. Plus, Pulitzer Prize-winning author Daniel Yergin talks about his new book, The Quest: Energy, Security, and the Remaking of the Modern World.
Amazon introduces a Fiery challenger to the iPad. Warren Buffett announces a historic buy. Netflix makes a big deal. And Groupon takes half-off its revenues. Our analysts discuss those stories and share some stocks on their radar. Plus, Harvard Business Review Group editorial director Justin Fox discusses his book, The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street.
HP names a new CEO. Nike reports big earnings. Netflix deals with another backlash. And McDonald's and Microsoft increase their dividends. Our analysts discuss those stories and share a few stocks on their radar. Plus, CNBC's Scott Wapner talks about the new CNBC documentary, The Coffee Addiction.
Shares of Netflix tumble after the company reports lower subscriber growth. Shares of Research in Motion plunge on weaker-than-expected earnings. And Warren Buffett makes a surprising addition to the Berkshire Hathaway portfolio. Our analysts discuss those stories and share some stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks Apple, Costco, and Fall film fare.
President Obama unveils his jobs plan. Bank of America cuts more jobs. Yahoo's CEO loses her job. Hulu considers its suitors. And Groupon calls off its IPO. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool retirement expert Robert Brokamp talks about the future of Social Security.
Clark Howard shares financial tips with his latest book Living Large In Lean Times. Motley Fool co-founder & CEO Tom Gardner talks about the legacy of Steve Jobs and offers a few stocks on his radar. Plus, our analysts discuss the latest economic news, DOJ blocking the AT&T/T-Mobile deal, Amazon’s upcoming tablet launch and Starz walking away from Netflix.
Fed Chief Bernanke speaks up. Apple CEO Steve Jobs steps down. Warren Buffett makes a big buy. And Tiffany reports big earnings. Our analysts discuss those stories and share some stocks on their radar. Plus, New York Times writer Diana Henriques, author of The Wizard of Lies: Bernie Madoff and the Death of Trust, discusses how Bernie Madoff pulled off the biggest Ponzi scheme in history.
The markets have another volatile week. Google makes a big acquisition. Wal-Mart reports big earnings. And a basketball game in China causes a big stir. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool retirement expert Robert Brokamp shares three retirement tips.
The stock market closes a volatile week on a positive note. Retailers report stronger-than-expected numbers for July. Bank of America attempts to reassure investors. Warren Buffett issues a AAAA rating for the U.S. economy. And European regulators temporarily ban short-selling. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool co-founder David Gardner talks about some stocks on his radar and weighs in on the market madness.
The government reports better-than-expected employment numbers but the stock market volatility continues. Our analysts talk about Mr. Market's wild week and delve into the latest earnings from Boston Beer, Dunkin' Brands, LinkedIn, and Zip Car. Plus, Pawn Stars star Rick Harrison talks business and shares some insights from his book, License to Pawn: Deals, Steals, and My Life at The Gold and Silver.
The government reports weaker-than-expected economic growth. The debt ceiling drama continues. Amazon, Starbucks, and Whole Foods serve up big earnings. And Dunkin' Brands serves up a hot IPO. Our analysts discuss those stories and share some stocks on their radar. Plus, we talk about the future of Google with Douglas Edwards, author of I'm Feeling Lucky: The Confessions of Google Employee Number 59.
What will Apple do for an encore? What does the Greek bailout mean for the future of the EU? Should investors take stock in Coke or Pepsi? Our analysts tackle those questions and delve into earnings from General Electric, Intel, McDonald's, and Philip Morris International. Plus, CNET editor Rafe Needleman talks about some big trends in technology.
Our analysts explain why they're bullish on Adidas and Lumber Liquidators, why they're bearish on Pandora and Tesla, and why they're conflicted over Amazon.com, Chipotle, and a Chinese online dating site. Plus, financial radio host and best-selling author Dave Ramsey shares his money advice.
Stocks fall on a bad jobs report. Warren Buffett bets on the U.S. economy. Target brings home the groceries. Facebook launches video chat. And Hulu entertains suitors. Our analysts discuss those stories and share some stocks on their radar. Plus, CNBC anchor Carl Quintanilla talks about the business of BMW and shares his ultimate driving experience.
Our mid-year review! We’ve got the big stories from the 1st half of 2011 and what lies ahead for investors in the 2nd half. We’ve got business and non-business predictions, and tips to help you declare your financial independence. Plus, sports owner & technology mogul Ted Leonsis on the business of happiness and the one company he thinks has the “perfect” business model.
Greece wrestles with a new bailout. Oil prices tumble. Facebook makes a new friend. And Harry Potter gets his own business. Our analysts discuss those stories and share some stocks on their radar. Plus, fomer Motley Fool managing editor Lou Ann Lofton talks about the investing brilliance of Warren Buffett and shares some insights from her new book, Warren Buffett Invests Like a Girl and Why You Should Too.
What does the crisis in Greece mean for investors in the U.S.? Will online music service Pandora produce sweet music for shareholders? Can a retail guru from Apple turn around J.C. Penney? And should the CEO of Miracle-Gro really be targeting the marijuana market? Our analysts discuss those stories and share some stocks on their radar. Plus, CNBC sports business reporter Darren Rovell talks about the future of LeBron James and the future of pro sports.
JPMorgan Chase CEO Jamie Dimon challenges Fed Chief Ben Bernanke. Hewlett-Packard attempts to challenge Apple's iPad. Big banks lose a big vote in Congress. And Hasbro introduces a heavy metal version of Monopoly. Plus, Pawn Stars star Rick Harrison makes the case for silver over gold and talks about his new book, License To Pawn: Deals, Steals, and My Life at the Gold & Silver.
The economy adds fewer new jobs than expected. Groupon files for an IPO. Google fights with China. Nokia tumbles. And 5-Hour Energy scores with seniors. Our analysts discuss those stories and share some stocks on their radar. Plus, former Gambino family associate Louis Ferrante talks about his new book, Mob Rules: What the Mafia Can Teach the Legitimate Businessman.
Google introduces tap-to-pay technology. Hedge fund manager David Einhorn calls for Microsoft CEO Steve Balmer to step down. And Krispy Kreme reports its tenth consecutive quarter of same-store-sales growth. Our analysts tackle those topics and share some stocks on their radar. Plus, corporate governance expert and film critic Nell Minow talks whistleblowers, Netflix, and must-see movies.
LinkedIn has a big debut on Wall Street. Abercrombie & Fitch, Deere & Company, Dell, and Limited Brands report strong earnings. General Mills loads up on yogurt. And McDonald's responds to critics calling for Ronald McDonald to retire. Our analysts discuss those stories and share some stocks on their radar. Plus, we talk about the business of competition and the business of Jersey Boys with Todd Buchholz, author of Rush: Why You Need and Love the Rat Race.
Microsoft bets big on Skype. Disney loses big on Mars. Big oil gets grilled over big tax breaks. Google unveils the Chromebook. And Facebook deals with a public relations fiasco. Plus, New York Times writer Diana Henriques, author of The Wizard of Lies: Bernie Madoff and the Death of Trust, discusses how Bernie Madoff pulled off the biggest Ponzi scheme in history.
What does the death of Osama bin Laden mean for investors? What was the most surprising thing about this year's Berkshire Hathaway meeting? Will thinking like an economist really improve your marriage? We tackle those questions and talk about the business of Buffett with Lou Ann Lofton, author of Warren Buffett Invests Like a Girl: And Why You Should, Too. Plus, Spousonomics author Jenny Anderson explains how using economics can help you improve your marriage.
Fed Chairman Bernanke meets the press. Amazon, Caterpillar, Ford, and Under Armour report big earnings. And Johnson & Johnson makes a big buy. Our analysts tackle those stories, share some stocks on their radar, and offer up some advice for the royal couple. Plus, best-selling author and radio host Dave Ramsey talks money, marriage, and magic beans.
Our analysts step back from the week's news and share some timeless investing truths. Author Peter Sims offers some big insights from his book, Little Bets: How Breakthrough Ideas Emerge from Small Discoveries. Christopher Chabris talks invisible gorillas, intuition, and investing. And Dan Ariely talks about predictable irrationality.
Google reports weaker-than-expected earnings. Zipcar revs up on Wall Street. Best Buy thinks outside the big box. Cisco says goodbye to the Flip. And the Winklevoss twins learn to live on a budget. Plus, Ben Stein shares some investing lessons and weighs in on the business of Facebook and the future of Donald Trump.
Disney breaks ground in China. Google revamps YouTube. Expedia spins off TripAdvisor. And Procter & Gamble sells Pringles. Our analysts discuss those stories and share some stocks on their radar. Plus, CNBC's Becky Quick talks about the new CNBC documentary, The American Tax Cheat.
The government reports better-than-expected jobs numbers. Dunkin Donuts flirts with an IPO. Warren Buffett deals with some trouble on the ranch. And Abercrombie & Fitch deals with a bikini brouhaha. Our analysts tackle these stories and share some stocks on our radar. Plus, How We Decide author Jonah Lehrer talk about how investors can make better decisions.
Is Amazon's new venture with Google a serious threat to Apple? Are the television networks becoming Netflix's worst nightmare? And could Warren Buffett's next acquisition involve a talking duck? We tackle those questions, share some stocks on our radar, and talk tech with Washington Post columnist Rob Pegoraro.
With the evolving crisis in Japan and rising tensions in the Middle East, what are the economic implications for investors? What's behind Warren Buffett's latest big buy? Will investors get a good deal on a Groupon IPO? And how should shareholders feel about Cisco's new dividend? We'll tackle those questions and talk about the business of marriage with New York Times writer Jenny Anderson, author of Spousonomics: Using Economics to Master Love, Marriage, and Dirty Dishes.
On this week's show, we talk about the economic implications of the earthquake in Japan. Seth Jayson explains why he thinks Netflix has a Facebook-sized problem. James Early explains why Warren Buffett is the anti-Starbucks. And Ron Gross gives his take on a Twitter-based hedge fund. All that plus ESPN columnist Chad Millman talks about the business of sports gambling.
Do competitors stand a chance against the iPad 2? What does Wal-Mart's dividend hike mean for investors? What do Warren Buffett and Charlie Sheen have in common? We tackle those questions and talk about the business of happiness with tech titan Ted Leonsis.
What's behind Wal-Mart's slumping same-store-sales in the U.S.? Should Netflix fear Amazon's new video streaming service? Which stocks will benefit from rising oil prices? And how could shareholders possibly lose by investing in a business called Rent-A-Husband? All that plus CNBC's Brian Shactman talks about the future of the tobacco industry in advance of CNBC's new documentary, Cigarette Wars.
What will IBM’s Watson do for his next act? Will Starbucks grind out big profits with single-serve coffee? What’s behind Warren Buffett’s latest buying and selling? We’ll tackle those stories, visit Australia for some stock ideas, and talk Academy Awards with film critic Nell Minow.
Our analysts discuss the latest earnings from Chipotle, Cisco, and Disney. We delve into Microsoft's new deal with Nokia and talk retail with Costco CEO and co-founder Jim Sinegal.
Best-selling author Michael Lewis talks about Wall Street's next big bet. BP resumes its dividend. Mattel reports big earnings. And Netflix braces itself for some big competition. Plus, we put you to the test with our Victoria's Secret quiz and share some stocks on our radar.
Microsoft’s latest quarterly earnings were a mixed bag but we’ll tell you why the stock is poised for success. Plus, the latest earnings analysis on Amazon, Ford, McDonald’s, Netflix and more. All that (and more) and we’ll talk emerging markets, global trends, and the future of Lady Gaga with economist Daniel Altman, author of the new book Outrageous Fortunes: The Twelve Surprising Trends That Will Reshape the Global Economy.
Is President Obama's new economic advisor a bad investment? What will a new CEO do for Google? Will healthier foods translate to healthier profits for Wal-Mart? And will the iPad be able to save Playboy? We'll tackle those questions, share some stocks on our radar, and talk with New York Times writer Eduardo Porter about The Price of Everything.
Is Fed Chief Bernanke wearing rose-colored glasses? How did Intel rack up big quarterly profits? Who will be the winners and losers with the Verizon iPhone? And should investors take Ford or GM out for a spin? We'll tackle those stories and talk with Detroit Free Press business columnist Tom Walsh about the North American International Auto Show.
Is Facebook really worth $50 billion? Is GM on the road to recovery? Is Microsoft Kinect the future of television? And does the Starbucks CEO know the difference between a mermaid and a siren? On this week’s Motley Fool Money, we answer those questions and talk with Consumer Electronics Association Chief Economist Shawn DuBravac about some hot tech products at the Consumer Electronics Show in Las Vegas.
What's the big question for investors in 2011? Will Apple eclipse Exxon Mobil in market cap? Will Facebook go public? In this installment of Motley Fool Money, we offer up some New Years predictions and revisit conversations with Ford CEO Alan Mulally and Columbia University Professor Dickson Despommier, author of The Vertical Farm.
Encore Presentation: On this week's show, we talk holiday retail and share some timeless investing advice. Plus Corporate Library co-founder and film critic Nell Minow talks Buffett, markets, and movies.
Is Facebook Founder Mark Zuckerberg a good choice for Time’s Person of the Year? What’s been the most undercovered story of the year? What’s been the biggest surprise of the year? And will it be a happy new year for 2010 high-fliers Chipotle and Netflix? In this installment of Motley Fool Money, we answer those questions and talk tech with Forbes Magazine San Francisco Bureau Chief Eric Savitz.
China raises reserve requirements. Netflix gets added to the S&P 500. Kraft goes to court against Starbucks. And Howard Stern resigns with Sirius XM. On this week's show, we tackle those stories and talk about the toy business with industry expert Chris Byrne.
The EU tries to contain the crisis in Ireland. Pepsi scores in Russia. Google bids for Groupon. And Abecrombie & Fitch reports some fashionable sales growth. On this week's show, we'll talk about those stories and talk with Vanguard founder John Bogle, author of Don't Count On It: Reflections on Investment Illusions, Capitalism, "Mutual" Funds, Indexing, Entrepreneurship, Idealism, and Heroes.
On this week's show, we talk holiday retail and share some timeless investing advice. Plus Corporate Library co-founder and film critic Nell Minow talks Buffett, markets, and movies.
On this week's show, we talk about China's tightening, Ireland's crisis, Wal-Mart's expansion, and Apple's latest music. Motley Fool Managing Editor Brian Richards serves up a shot of Diageo. And Vanity Fair writer Bethany McLean talks about about her new book, All the Devils Are Here: The Hidden History of The Financial Crisis.
Asian market tumble. Gold hits a new high. Cisco and Disney report earnings. And Walmart makes a big move for the holidays. On this week's show, we'll discuss those stories, share some stocks on our radar, and talk with television critic Tim Goodman.
The stock market hits a two-year high. The Fed goes on a buying spree. The GOP wins control of the House. And Starbucks and Whole Foods report big earnings. On this week's show, we'll tackle those stories and talk with Ford CEO Alan Mulally.
Who is Todd Combs and what does Warren Buffett see in him? Has Microsoft regained its mojo? And will Kimberly-Clark revolutionize your bathroom? On this week's show, we'll answer those questions, talk about some of the week's big stock market movers, and talk about the business of the mid-term elections with CNBC's John Harwood.
China raises interest rates. Steve Jobs raises the stakes. And Chipotle serves up yummy earnings. On this week's show, we'll talk about those stories, talk tech with Washington Post columnist Rob Pegoraro, and share some stocks on our radar.
Google reports big earnings. Microsoft introduces new phone software. Fed Chief Bernanke says the economy is growing too slowly. And Starbucks says its employees are moving too fast. On this week's "Motley Fool Money", we'll tackle those stories, share some stocks on our radar, and talk vertical farming with Columbia University Professor Dickson Despommier.
On this week's Motley Fool Money, we share some of our favorite recent interviews. Michael Lewis talks about The Big Short. Alice Schroeder talks Snowball: Warren Buffett and the Business of Life. Matt Ridley makes the case for rational optimism. And Dave Barry talks about the business of humor writing.
The stock market records its best September performance in more than seventy years. AIG announces a plan to repay the U.S. government. Fisher Price announces a massive recall. And Johnson & Johnson admits to lapses in its recall. On this week's show, we'll tackle those stories and talk with filmmaker Charles Ferguson about his new documentary, Inside Job.
Warren Buffett says the recession isn't over. Microsoft hikes its dividend. Blockbuster files for bankruptcy. And Wall Street: Money Never Sleeps debuts at the box office. On this week's show, we'll tackle those stories, share some stocks on our radar, and talk with Corporate Library co-founder and film critic Nell Minow.
Warren Buffett reassures investors and Research in Motion surprises investors. On this week's show, we talk about some of the week's top business stories, share some stocks on our radar, and talk trash with CNBC host Carl Quintanilla.
Can Google Instant find success? What do Apple's new apps guidelines mean for investors? Can money buy happiness? On this week's show, we tackle those questions and talk with CNBC anchor Maria Bartiromo about her new book, The Weekend That Changed Wall Street.
We dig into the latest jobs and retail numbers and how Mariner Energy’s explosion is affecting oil stocks. Plus, why did Dell & HP have a bidding war over an unprofitable company? Should Netflix be scared of Apple TV? And can you pass our Labor Day food quiz?
Aflac CEO Dan Amos talks about the business behind the duck. Drive author Dan Pink talks about the business of motivation. Corporate Library co-founder Nell Minow talks about the movie business. And journalist Eamon Javers talks corporate espionage.
GM announces plans for an IPO. Intel buys McAfee. And Target buys some controversy. On this week's show, we talk about some of the week's business headlines, share some stocks on our radar, and talk with David Kirkpatrick, author of The Facebook Effect.
On this week's Motley Fool Money, we share some of our favorite interviews. Jonah Lehrer talks about How We Decide. Dan Ariely talks about the Upside of Irrationality. And Christopher Chabris talks Invisible Gorillas.
The US economy sheds more jobs. BP caps the well. And Research in Motion introduces a fresh Blackberry. On this week’s Motley Fool Money Radio Show, we discuss those stories, share some stocks on our radar, and talk with Peter Miller, author of The Smart Swarm: How Understanding Flocks, Schools, and Colonies Can Make Us Better at Communicating, Decision Making, and Getting Things Done.
On this week's Motley Fool Money, we share some of our favorite recent interviews. Michael Lewis talks about The Big Short. Alice Schroeder talks about Warren Buffett. Matt Ridley makes the case for rational optimism. And Dave Barry talks about the business of humor writing.
What will new financial reform law mean for consumers and investors? On this week's show, we tackle that question. review some of the year's big stories, and share some stocks on our radar.
Congress passes financial reform. Steve Jobs admits that Apple's not perfect. Intel reports big earnings. And Google disappoints Wall Street. On this week's Motley Fool Money Radio Show, we tackle those issues and talk brands with GSD&M Chairman and CEO Roy Spence, author of It’s Not What You Sell, It’s What You Stand For: Why Every Extraordinary Business is Driven by Purpose.
Some big name retailers report better-than-expected numbers for June. Android gains on the iPhone. And a foul-mouthed, animated bear creates big controversy for Best Buy. On this week's Motley Fool Money Radio Show, we tackle those stories, share some stocks on our radar, and talk with Washington Post technology columnist Rob Pegoraro.
What do the latest jobs numbers mean for investors? Will Google's Droids capitalize on the new iPhone's bad reception? Will Ryanair's vertical seats catch on with U.S. airlines? And will Hulu's new service catch on with viewers? On this week's Motley Fool Money Radio Show, we discuss those stories, share three stocks on our radar, and talk with Nicholas Carr, author of The Shallows: What the Internet is Doing to Our Brains.
What will the financial reform bill mean for investors? Will Kinnect technology connect for Microsoft? Will technical glitches hurt the new iPhone's reception? On this week's Motley Fool Money Radio Show, we discuss those stories, share three stocks on our radar, and talk with Ted Turner biographer Bill Burke.
BP agrees to set up a $20 billion escrow account. The price of gold hits an all-time high. Facebook's COO questions the future of email. And Starbucks announces plans for free WiFi. On this week's show, we tackle those questions, talk BP with The Motley Fool UK's David Kuo, and share three stocks on our radar.
BP debates paying a dividend. Google takes issue with Apple. And Bernie Madoff has some choice words for his investors. On this week's Motley Fool Money Radio Show, we discuss those stories, share some stocks on our radar, and talk irrationality and investing with best-selling author Dan Ariely.
BP deals with a spreading spill and sinking stock. The market reacts to the latest jobs numbers. And Michael Dell talks publicly about the possibility of taking his company private. In this week's Motley Fool Money Radio Show, we tackle those stories, share some stocks on our radar, and talk with Matt Ridley about his new book, The Rational Optimist: How Prosperity Evolves.
Can BP contain the damage? Is the economic recovery half-full or half empty? Who will win the battle for your living room? On this week's Motley Fool Money Radio Show, we discuss those stories and share some stocks on our radar. Aflac Chairman and CEO Dan Amos talks about a ducky decision that remade his company. And Corporate Library co-founder and film critic Nell Minow reviews some Memorial Day movies.
On this week's Motley Fool Money Radio Show, we discuss financial reform, Google television, and Kevin Costner's slick technology. We talk intuition and investing with Christopher Chabris, co-author of The Invisible Gorilla: And Other Ways Our Intuitions Deceive Us. And we share some stocks on our radar.
On this week's Motley Fool Money Radio Show, we talk EU bailout, gold prices, Disney earnings, Whole Foods earnings, and stocks on our radar. NYU Economics Professor Nouriel Roubini talks about the next big financial crisis. And business author Jeanne Bliss talks about the power of apologies.
On this week's Motley Fool Money Radio Show, we discuss Wall Street volatility, the situation in Greece, and potential problems for Apple. Plus best-selling author Dave Barry talks about the business of humor and our team of analysts shares some stock ideas for Mom.
President Obama goes to Wall Street. Apple, Chipotle, and Netflix report big, big earnings. And Congress debates the future of movie futures. In this week's Motley Fool Money Radio Show, we tackle those stories, discuss the future of Microsoft, and share three stocks on our radar. Corporate Library co-founder and film critic Nell Minow gives her take on financial reform and Kick Ass. And we talk with Washington Post business reporter Frank Ahrens about Goldman Sachs, Fabulous Fab, and the future of satellite radio.
The SEC sues Goldman Sachs. President Obama talks about the business of space. Google, Intel, and Mattel report earnings. And Twitter debuts a new business model. On this week's Motley Fool Money Radio Show, we tackle those stories, share three stocks on our radar, and talk corporate espionage with Politico reporter Eamon Javers, author of Broker, Trader, Lawyer, Spy.
What do surging same-store sales numbers mean for investors? Is Apple's latest offering a threat to Google? And is KFC's latest offering a threat to your health? In this week's Motley Fool Money Radio Show, we tackle those stories, share three stocks on our radar, and talk with business journalist Roger Lowenstein, author of The End of Wall Street.
Are US automakers on the road to recovery? What's the biggest challenge for Apple's iPad? Which company is best positioned for a post-DVD world? On this week's Motley Fool Money Radio Show, we tackle those stories and share three stocks on our radar. MIT Professor and 13 Bankers author Simon Johnson talks about the business of big banks. And CNBC Sports Reporter Darren Rovell talks about the business of Tiger Woods.
What does the overhaul in health care mean for investors? What does the crisis in Greece mean for investors? How much is Facebook really worth? And just how good were Best Buy's earnings? On this week's Motley Fool Money Radio Show, we tackle those stories, share three stocks on our radar, and talk with Stocks for the Long Run author Jeremy Siegel. We also talk about the value of celebrity with Corporate Library co-founder and film critic Nell Minow.
Investors move out of US stock funds. Pepsi makes a not-so-sweet move. And Fedex sees some positive moves in the economy. On this week's Motley Fool Money Radio Show, we tackle those stories, share three stocks on our radar, and talk with best-selling author Michael Lewis about his new book, The Big Short: Inside the Doomsday Machine.
Is Lehman Brothers the new Enron? Will Cisco's new router technology connect with investors? Are the latest retail numbers really cause for celebration? On this week's Motley Fool Money Radio Show, we'll tackle those stories, talk about the latest numbers from American Eagle, IMAX, and McDonald's, and debate the relative merits of Lindsay Lohan's lawsuit. We'll also share three stocks on our radar and talk bailouts and consumer protection with Congressional Oversight Panel Chair Elizabeth Warren.
The government reports better than expected jobs numbers, Domino's and Urban Outfitters report big sales, Tivo records a big win, The SEC goes after false profits, And Apple goes after Google. On this week's Motley Fool Money Radio Show, we tackle those stories, reflect on some money quotes from film critic Roger Ebert, and share some stocks on our radar. Plus Warren Buffett biographer Alice Schroeder talks about why one company's trash is Berkshire Hathaway's treasure.
The economy grows at its fastest pace in six years. The Fed Chief offers his prescription for the U.S. and China. And the SEC cracks down on shorting. On this week's Motley Fool Money Radio Show, we discuss those stories, tackle the latest earnings news, and share three stocks on our radar. We also talk about the business of motivation with Drive author Dan Pink and talk Academy Awards and business movies with Corporate Library co-founder and film critic Nell Minow.
The Fed hikes the discount rate. The stimulus package celebrates its first birthday. Abercrombie & Fitch exposes itself. And Comcast rebrands itself. On this week's Motley Fool Money Radio Show, we discuss those stories, share three stocks on our radar, and talk with Whole Foods co-President and COO Walter Robb.
The EU deals with big problems in Greece. Google announces big plans for broadband. And U.S. retailers report better than expected January numbers. On this week's Motley Fool Money Radio Show, we discuss those stories, debate the relative merits of Coca-Cola v. Pepsi, and share three stocks on our radar. We also talk with MIT Professor and former IMF economist Simon Johnson, co-creator of the economics website baselinescenario.com and co-author of the upcoming book, 13 Bankers: The Wall Street Takeover and the Next Financial Meltdown.
New York's Attorney General throws the book at Bank of America. Bailout beneficiary AIG prepares to hand out big bonuses. Toyota does damage control. And Apple CEO Steve Jobs goes on the attack against Google. On this week's Motley Fool Money Radio Show, we'll tackle those stories, talk with How We Decide author Jonah Lehrer, and share three stocks on our radar.
Apple introduces the iPad. Toyota issues a massive recall. And Amazon.com, Microsoft, and Netflix report big earnings. On this week's Motley Fool Money Radio Show, we'll tackle those stories, talk with Washington Post tech columnist Rob Pegoraro and Trade-Off author Kevin Maney, and share three stocks on our radar. Plus, we'll talk about the iPad that Apple isn't telling you about.
President Obama proposes a crackdown on big banks. Google and eBay report earnings. Anticipation grows over Apple's next creation. And the market responds to the latest twists in the health care debate. On this week's inaugural Motley Fool Money Radio Show, we'll tackle those stories, talk with Pulitzer Prize-winning Google Story author and New Mountain Capital Senior Adviser David Vise, and share three stocks on our radar. (New shows get uploaded every Friday by 5pm ET.)
President Obama wants to impose a fee on TARP recipients. Is it an unfair tax or a "financial crisis responsibility fee"? Google gets hacked over its Chinese site getting hacked. Should the Internet giant leave China? And Conan and Leno continue to battle it out. What does it mean for investors? All that plus three stocks for on our radar.
How big a threat to Apple is Google’s new smart phone? Was the holiday retail sales really as good as advertised? This week we crunch the numbers on the latest jobs report and look west to see what big tech news is coming out of the annual Consumer Electronics Show in Las Vegas.
Fed Chief Ben Bernanke is Time Magazine’s “Person of the Year”, but who would we pick? This week we look back at 2009 and discuss the underplayed stories of the year, as well as the company of the decade. All that plus three stocks for 2010 and beyond.
What do better-than-expected retail numbers mean for investors? Why is Yahoo! bullish on Tiger Woods? Has Goldman Sachs seen the light on executive compensation? And what will AOL do with its newfound independence? In this installment of Motley Fool Money, we tackle those stores and share three stocks on our radar.
What do better-than-expected employment numbers mean for investors? Does Bernanke deserve another term? Will Comcast win the battle for the living room? In this installment of Motley Fool Money, we tackle those questions, share three stocks on our radar, and discuss the future of the Tiger Woods brand.
Tim Geithner takes some heat. Dell delivers some disappointment. And the Mortgage Bankers Association delivers more bad news on the mortgage front. In this installment of Motley Fool Money, we tackle those stories, share three stocks on our radar, and discuss whether there will be a “new normal”.
Warren Buffett and Bill Gates take stock in the economy. Disney delivers big earnings. Playboy courts a suitor. And Intel settles with AMD. In this installment of Motley Fool Money, we tackle those stories, share three stocks on our radar, and discuss some underrated and overrated animated characters.
The unemployment rate hits 10.2%. Warren Buffett bets big on a railroad. And the 500 largest non-financial companies in the US hold record amounts of cash. We talk about what it means for investors, discuss the relative merits of Manhattan’s Pod Hotel, and share three stocks on our radar.
The economy grows more than expected in the third quarter. Edmunds.com kicks the tires on the Cash for Clunkers program. Amazon.com, Target, and Wal-mart begin rationing deeply discounted books. And McDonald’s says goodbye to Iceland. In this installment of Motley Fool Money, we give our take on the week’s business news, debate the relative merits of Chunky candy, and share three stocks on our radar.
Amazon.com and Netflix report big earnings. Microsoft unveils Windows 7. And the “Pay Czar” gets down to business. In this installment of Motley Fool Money, we tackle those topics, talk about a new study on the relationship between housework and sex, and share three stock ideas.
Google reports record profits. Bank of America reports a big loss. Wal-mart throws the book at Amazon.com. And Pepsi tries to pick up some new customers. In this installment of Motley Fool Money, we give our take on the week’s business news and share three stocks on our radar.
Retailers report better than expected same-store sales numbers. Dr. Doom warns that it could get worse. Dell and Google take on the iPhone. And Google and Microsoft court Twitter. We'll tackle those topics, talk about McDonald’s new artsy side, and share three stock ideas.
Bank of America CEO Ken Lewis says goodbye, Starbucks rolls out instant coffee, and unemployment numbers on the rise. All that plus 3 stocks our panel is taking a close look at.
A former Fed Chairman has some tough love for "too big to fail." Twitter has a new round of financing. Google has some cheaper options. And an unemployed metal-detecting enthusiast has a new lease on life. We'll tackle those topics, talk about the latest handheld gadget news, and share three stock ideas.
Fed Chief Bernanke says the recession is "very likely over." Warren Buffett says he's buying stocks. Facebook reports a profit. And France wants happiness to count as part of GDP. We'll tackle those stories, debate the relative merits of mega-author Dan Brown, and share three stock ideas.
What role did the Lehman Brothers bankruptcy play in the financial crisis? Is the Yahoo! CEO a shrewd negotiator or serious distraction? Is the latest from Apple much ado about nothing? We tackle those questions and share three stocks on our radar.
Is commercial real estate the next big hurdle for the U.S. economy? Will Disney’s purchase of Marvel mean superhero-sized returns for shareholders? And was eBay & Skype the worst corporate pairing since AOL & TimeWarner? We answer those questions and more, and share three stocks on our radar.
Is Apple working on a Kindle killer? What does an uptick in consumer spending mean for the market? Should investors bank on bank stocks? In this installment of Motley Fool Money, we tackle those topics and share three stocks on our radar.
Amazon.com, Microsoft, and Yahoo! team up against a tech rival. Starbucks announces that it's raising and lowering prices. And the Fed Chief expresses some optimism about the near term. In this installment of Motley Fool Money, we discuss those stories, share three stock ideas, and play a spirited game of "Which S&P 500 stocks have outperformed Google since Google went public five years ago?"
Does optimism from the Fed spell better times ahead for investors? Will the Chevy Volt and Nissan Leaf drive big profits? What’s in store for retailers like Costco, Wal-mart, and Target? Will JetBlue’s pricing experiment help its stock takeoff? In this installment of Motley Fool Money, we tackle those questions, share three stock ideas, and debate the relative merits of Fiji bottled water.
What do better-than-expected jobs numbers mean for investors? Are Apple and Google gearing up for a fight? Has China gone too far in its effort to deter investing scams? In this installment of Motley Fool Money, we tackle those questions, share three stocks on our radar, and offer up some fatherly advice.
Does Microsoft plus Yahoo! equal Google? Should investors heed the cautionary advice of one of Wall Street’s top money managers? Is the housing market really recovering? In this installment of Motley Fool Money, we'll tackle those questions, share three stock ideas, and discuss the relative merits of Amazon.com, Chipotle, Costco, eBay, McDonald's, and Starbucks.
Existing home sales rise for the third straight month. The Dow crosses 9,000 for the first time since January. And Amazon, Apple, Chipotle, eBay, Ford, JP Morgan, McDonald’s and Microsoft report earnings. So what does the week’s big business news mean for investors? In this installment of Motley Fool Money, we’ll give our take, offer up 3 stock ideas, and talk about the relative merits of buying shoes online.
Big banks rack up some big profits. Google's cloud rains on Twitter's parade. Wal-mart goes for the green. And Apple slaps Palm. In this installment of Motley Fool Money, we tackle those stories, share three stock ideas, and discuss the wisdom of Flannery O'Connor.
GM reemerges from bankruptcy. Google announces plans for a new operating system. Amazon cuts the price of the Kindle 2. The SEC continues to examine Apple’s disclosure about Steve Jobs’ health. We'll talk about what it all means for investors, share some investment ideas, and debate Levi Johnston’s value if he were a stock.
The unemployment rate hits a 26 year high. Bernie Madoff gets hit with a 150 year sentence. And Wal-mart takes some hits for its support of employer mandated health coverage. So what does it all mean for investors? In this installment of Motley Fool Money, we tackle those stories, debate the relative merits of Home Depot and Lowe’s, and get under the hood of high-tech car safety company AutoLiv.
The Fed says the economy should improve but Warren Buffett says the economy “needs more medicine.” Durable goods orders rise, consumer confidence climbs, and the savings rate hits a 15-year high. So what does it all mean for investors? In this installment of Motley Fool Money, we tackle that question, talk about Apple’s less-than-full-disclosure policy, and share a few stock ideas.
President Obama proposes far-reaching financial reform. What would the new regulations mean for investors? NewsCorp’s MySpace lays off 30% of its staff. Do social media sites like MySpace, Facebook, Twitter and YouTube have real money-making potential or are they just really expensive hobbies? In this installment of Motley Fool Money, we tackle those questions, offer up some Father’s Day financial advice, and share three stocks on our radar.
Does a new CEO at Palm mean trouble for competitors like Apple and Research In Motion? What does the new “compensation czar” have in store for companies like Bank of America and Citigroup? And did you hear the one about the two guys caught trying to smuggle $134 billion in U.S. bonds into Switzerland? (No, it’s not the opening of a joke, it really happened.) We’ll tackle those questions, share 3 investment ideas, and air a few beefs.
It was another good week for the market. Is it a sucker's rally or a real recovery? Are there still some bargains to be had? Will Google's new Wave swamp Facebook? What’s in store for Wal-mart and other retailers? Can Playboy's new CEO make the bunny multiply? In this week's installment of Motley Fool Money, we'll tackle those questions, share 3 stock ideas, and air a few beefs.
The economy continues to contract and foreclosures continue to rise. General Motors gears up for bankruptcy. And Microsoft adds some Bing to its search. In this installment of Motley Fool Money, Motley Fool analysts Seth Jayson and Shannon Zimmerman explain what it means for investors, air a few beefs, and share a few stock ideas.
Uncle Sam seizes and sells Florida’s BankUnited. The dollar continues its decline. And the SEC takes a closer look at just how, exactly, Bernie made off with billions. In this week’s Motley Fool Money we tackle those questions, discuss whether U.S. stocks really are cheap, air some beefs, and offer up three stock ideas.
Has Google gone to the dark side in its latest search for profits? After a $1.4 billion fine, are the chips down for Intel? Will TARP boost the bottom line for investors in insurance companies and community banks? And should investors buy eBay’s latest bid? We answer those questions, air a few beefs, and share a few stock ideas in the latest installment of Motley Fool Money.
Does Uncle Sam get a passing grade on bank stress tests? Can Amazon’s new Kindle save the newspaper industry? Are McDonald’s new coffee drinks a serious threat to Starbucks? And is Marvel’s Squirrel Girl the heir apparent to Iron Man and The Incredible Hulk? We answer these burning questions, plus offer 3 stocks on our radar in the latest edition of Motley Fool Money.
Which stocks can help you inoculate your portfolio against swine flu fears? Should President Obama put the brakes on his criticism of Chrysler’s creditors? How much should investors bank on next week’s bank stress tests? And what do Congressional oversight panels have in common with mall cops? We answer these burning questions, plus offer 3 stocks on our radar in the latest edition of Motley Fool Money.
Amazon.com, Apple, and Netflix report better than expected earnings. What does the future hold? Will Ford’s earnings drive investors back to the automaker? And when a CEO uses profanity, does that help or hurt a company’s stock? Find out in this week’s Motley Fool Money podcast.
eBay shows Skype the door. Google shows signs of slowing. And financial stocks show their better side. On this week’s Motley Fool Money we tackle those topics, offer a few stock ideas, share a few beefs, and question the wisdom of one company’s name.
Wells Fargo banks big profits. Amazon.com and Apple face the music. The SEC considers hemming some shorts. And Segway and GM introduce their pet PUMA. On this week’s Motley Fool Money, we tackle those topics, offer a few stock ideas, share a few beefs, and sample some Brandy.
Unemployment rises to its highest level since 1983. G20 leaders agree to toughen up and pay up. President Obama shows some tough love to US automakers. And rumors swirl that Google may be sweet on Twitter. So what does it mean for investors? We’ll analyze those topics, offer a few stock ideas, share a few beefs, and take a long, hard look at a what a “pig-in-a-poke” really means.
A good week for the stock market, so is it time to pop the champagne? With stocks like Amazon, Netflix, Chipotle and Best Buy on the rise, is now the time to buy? And what does the panel think of Treasury Secretary Tim Geithner’s bank rescue plan? We tackle those questions, share some beefs, highlight a few stocks on our radar, and debate the relative merits of Eliot Spitzer and Britney Spears.
What does the Fed have in common with Rambo? If you were an AIG executive, would you give back your seven-figure bonus? And if Treasury Secretary Tim Geithner were a stock, should you buy, sell or hold? In this installment of Motley Fool Money, we tackle those questions, share some beefs, and highlight a few stocks on our radar.
What happened on Wall Street to make the stock market actually go up this week? How good was the news coming out of Citigroup and Bank of America? And with layoffs hitting Sesame Street, which Muppets will be getting pink slips? We answer these burning questions, share a few beefs, and reveal some of the stocks on our radar in this week’s edition of Motley Fool Money.
The Dow hits a six year low. Bank stocks tumble. And President Obama signs the stimulus bill. So what does it all mean for investors? Find out in this week's installment of Motley Fool Money.