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Amazon Enters a New Lane
11 december 2024 · 30 min
As if everything weren’t already enough, Amazon now sells cars.
(00:14) Asit Sharma and Mary Long discuss:
- Disruptions to traditional car dealerships.
- Amazon’s next potential venture.
- The rise and fall of GM’s driverless ambitions.
Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.” Lees meerCompanies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Jim Gillies
Engineer: Rick Engdahl
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What Do Investors Underrate?
10 december 2024 · 30 min
Riding coattails isn’t a bad thing in investing.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- The alleged killer of Unitedhealthcare’s CEO getting caught.
- A sporting goods retailer buying back a lot of stock.
- Aritzia’s comeback year.
Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales. Lees meerCompanies/tickers discussed: UHC, ASO, LULU, TSE: ATZ
Sign up for Breakfast News: breakfast.fool.comHost: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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The $1 Trillion Ad Opportunity
9 december 2024 · 32 min
Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?
(00:14) David Meier and Dylan Lewis discuss:
- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.
- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.
- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.
(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett Lees meerCompanies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR
Host: Dylan Lewis
Guests: David Meier, Asit Sharma, Mary Long
Producer: Ricky Mulvey
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Introducing the Dividend Seven
8 december 2024 · 32 min
Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss: Lees meer
- How a company enters into the Dividend Seven.
- If Home Depot can still be a growth stock.
- The metrics that dividend investors need to understand.
- Companies that have raised their dividend for decades.Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK
Host: Mary Long
Guests: Matt Argersinger, Anthony Schiavone
Producer: Ricky Mulvey
Engineers: Desireé Jones, Rick Engdahl
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2024 in Review: Energy
7 december 2024 · 32 min
It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year. Lees meer
Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss:
- How the US has gotten more efficient at extracting oil from the ground.
- The challenges facing companies hoping to build small nuclear reactors.
- Flatlining investor interest in renewables.Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR
Host: Ricky Mulvey
Guest: Nick Sciple
Producer: Mary Long
Engineers: Rick Engdahl
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Your “Portfolio Wrapped”
6 december 2024 · 39 min
Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.
(00:14) Jason Moser and Asit Sharma discuss:
- Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested.
- Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts.
- What reinvention Airbnb might be scheming up for 2025.
- Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year.
(19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz.
(33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop. Lees meerStocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Bitcoin Breaks $2 Trillion
5 december 2024 · 31 min
The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet.
(00:14) Jason Moser and Ricky Mulvey discuss:
- The murder of Unitedhealthcare’s CEO.
- What’s contributed to Bitcoin’s rise to $100,000 per token.
- Chewy’s trouble finding new customers.
Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround. Lees meerCompanies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP
Host: Ricky Mulvey
Guests: Jason Moser, Sanmeet Deo
Producer: Mary Long
Engineer: Rick Engdahl
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Stop! Please Sign In Again
4 december 2024 · 27 min
Okta achieves profitability; another CEO gets a software lesson from a torn Achilles.
(00:14) David Meier and Mary Long discuss:
- Okta’s earnings and the future of logging in
- Marc Benioff’s ability to turn vision into performance
- Salesforce’s AI-driven future
Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement. Lees meerVisit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool
Companies discussed: OKTA, CRM
Host: Mary Long
Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Who Won Black Friday, Cyber Monday?
3 december 2024 · 30 min
More shoppers bought from Shopify merchants and foot traffic declined in physical stores.
(00:14) Bill Mann and Ricky Mulvey discuss:
- Shopping data from the holiday weekend and what retailers should be cautious of.
- South Korea’s tense political situation, and what it means for the country’s companies.
- Why Wall Street is rewarding a more focused AT&T.
Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information. Lees meerCheck out the Giving Done Right Podcast: https://givingdoneright.org/
Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA
Host: Ricky Mulvey
Guests: Bill Mann, Dave Hatter
Engineer: Rick Engdahl
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Intel: 3rd in a Two-Horse Race
2 december 2024 · 34 min
Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?
(00:14) Tim Beyers and Dylan Lewis discuss:
- Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.
- The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.
- How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term.
(20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up. Lees meerGet a two week free trial of 1Password at www.1password.com/MOTLEYFOOL
Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY
Host: Dylan Lewis
Guests: Tim Beyers, Dave Hatter, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Dirty Words: Election, Tariffs, Spatchcock
29 november 2024 · 41 min
It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks! Lees meer
(00:33) Ron Gross and Jason Moser discuss:
- The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers.
- Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon.
- The topics they don’t want to touch at the Thanksgiving table: the election and tariffs.(19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey.
A reminder, you can reach us at: (703) 254-1445, radio@fool.com, or @MotleyFoolMoney on X.(34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara.
Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com
Stocks discussed: TGT, OM, COST, AXON, GTX, IOT.
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser
Engineers: Rick Engdahl
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Many Thanks, Mr. Buffett
27 november 2024 · 26 min
Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.
(00:14) Asit Sharma and Dylan Lewis discuss:
- NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race.
- The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years.
- Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week. Lees meerVisit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B,
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Rick Engdahl
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Stock Floats, Lemonade Flies
26 november 2024 · 33 min
After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty.
(00:14) Kirsten Guerra and Mary Long discuss:
- How experiential shopping has lifted Dick’s Sporting Goods.
- Two paths forward for Kohl’s.
- Why Lemonade deserves a spot in a Thanksgiving parade.
Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement. Lees meerVisit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool
Companies discussed: DKS, KSS, M, LMND, BROS
Host: Mary Long
Guests: Kirsten Guerra, Robert Brokamp, Christine Benz
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Oops! $132 Million Disappeared
25 november 2024 · 30 min
Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors.
(00:14) Jason Moser and Ricky Mulvey discuss:
- How more than a hundred million dollars can go missing.
- The impact of weight-loss drugs on junk food manufacturers.
- Some advice for investors looking for artificial intelligence “picks and shovels” plays.
Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events. Lees meerVisit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com
Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html
Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentimeCompanies discussed: M, CAG, TPL, NFLX
Host: Ricky Mulvey
Guests: Jason Moser, Lucas Shaw
Producer: Mary Long
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Fast Fashion’s Unknowns
24 november 2024 · 28 min
Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low? Lees meer
Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss:
- The questions about how fast fashion became ultra-fast fashion.
- Why Shein’s leaders may be staying quiet.
- How an export and tax loophole is driving business for Shein and Temu, and why that could change.Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/
Companies discussed: PDD, AMZN OTC: HNNMY,
Host: Mary Long
Guest: Timothy McLaughlin
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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You Can’t Patent LSD
23 november 2024 · 25 min
Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:
- Advice to investors looking at a highly speculative industry.
- The cash and regulatory questions for these companies.
- Key differences between the cannabis market and psychedelic stocks.
- The challenges of doing a double-blind test on psychedelic compounds. Lees meerCompanies discussed: CMPS, CYBN, ATAI
Host: Mary Long
Guest: Keith Speights
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Desireé Jones
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Expectations Over Results
22 november 2024 · 41 min
The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.
(00:55) Jason Moser and Emily Flippen discuss:
- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”
- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one.
- Snowflake’s strong report and what its new deal with Anthropic means .
(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.
(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai. Lees meerGet a two week free trial of 1Password at www.1password.com/MOTLEYFOOL
Visit our sponsor at www.landroverusa.comStocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Dan Durn
Engineers: Rick Engdahl
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Comcast Spins Out Cable Networks
21 november 2024 · 30 min
Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo.
(00:14) Bill Barker and Ricky Mulvey discuss:
- Nvidia’s quarter and data center growth.
- Why Comcast is spinning off its cable assets.
- Microstrategy’s unusual bond offering.
Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties. Lees meerVisit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool
Companies discussed: NVDA, CMCSA, MSTR, EGP
Host: Ricky Mulvey
Guests: Bill Barker
Producer: Mary Long
Engineer: Rick Engdahl
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Target Misses the Mark
20 november 2024 · 29 min
The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task?
(00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus:
- The state of the consumer heading into the holiday shopping season.
- What it takes to build out a true omnichannel operation.
- How management teams land on forward guidance.
Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal. Lees meerLearn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX
Host: Mary Long
Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey
Engineers: Rick Engdahl
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Walmart’s Flywheel Keeps Spinning
19 november 2024 · 31 min
But the retailer’s valuation is giving investors more questions.
(00:14) Nick Sciple and Ricky Mulvey discuss:
- Highlights from Walmart’s quarter.
- What shoppers want from mac and cheese.
- Why nicotine pouches may be “the biggest consumer product story this decade.”
Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” Lees meerVisit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool
Companies discussed: WMT, COST, PMI, MO, TPB
Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Christine Benz
Producer: Mary Long
Engineer: Rick Engdahl
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Netflix: Show Me the Ad Money
18 november 2024 · 28 min
Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model. Lees meer
(00:15) Seth Jayson and Dylan Lewis discuss:
- Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter.
- Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry.
- Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.(14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.
Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH
Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial.
Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Asit Sharma
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Charles Duhigg on How Silicon Valley Learned to Lobby
17 november 2024 · 29 min
Campaign contributions are just table stakes for companies trying to make legislation in their favor. Lees meer
Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:
- How Airbnb mobilized voters in San Francisco.
- The battle to regulate artificial intelligence.
- How the crypto industry is building political power.Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster
Companies discussed: MSFT, ABNB, COIN
Host: Mary Long
Guest: Charles Duhigg
Producer: Ricky Mulvey
Engineers: Tim Sparks, Austin Morgan
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Valuation 101
16 november 2024 · 37 min
Price matters. But how do you build a case for what the right price is? Lees meer
Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss:
- How to put P/E ratios in context – and how to look beyond that metric.
- Levers Walmart could pull to double its earnings.
- Growth stories for Netflix that go beyond subscriber count.Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX
Host: Ricky Mulvey
Guest: Patrick Badolato
Producer: Mary Long
Engineer: Rick Engdahl
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Subscribers Drive Spotify and Disney
15 november 2024 · 41 min
It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. Lees meer
(00:15) Andy Cross and Matt Argersinger discuss:
- Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.
- Why Cava and Instacart are both taking a breather post-earnings
- How the macro environment and housing market continues to weigh on activity for Home Depot.(19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.
(34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.
Learn more about the Range Rover Sport at www.landroverusa.com
and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/FoolStocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA
Host: Dylan Lewis
Guests: Andy Cross, Matt Argersinger, Robert Brokamp
Engineers: Rick Engdahl
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Is ESPN Undisruptable?
14 november 2024 · 30 min
The future is growing brighter, and more efficient, for the entertainment giant.
(00:13) Jason Moser and Ricky Mulvey discuss:
- Highlights from Disney’s quarter.
- The future of ESPN.
- Amazon’s new discount shopping venture, Haul.
Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch. Lees meerSign up for Breakfast News: breakfast.fool.com
Companies discussed: DIS, AMZN, RKLB
Visit our sponsor: www.vanta.com/fool
Host: Ricky Mulvey
Guests: Jason Moser, Yasser El-Shimy
Producer: Mary Long
Engineer: Rick Engdahl
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1 Restaurant = $51 Million
13 november 2024 · 33 min
Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?
(00:13) Tim Beyers and Mary Long discuss:
- The difficulties in valuing Cava.
- Why the fast casual restaurant doesn’t want to lean too far into digital channels.
- How Toast is able to keep growing despite macro headwinds.
Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers. Lees meerLearn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX
Host: Mary Long
Guests: Tim Beyers, Rick Munarriz
Engineers: Rick Engdahl
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Shopify’s Comeback Story
12 november 2024 · 31 min
The e-commerce giant is proving that growth can forgive past valuation sins.
(00:26) Jim Gillies and Ricky Mulvey discuss:
- Why investors are cheering Shopify’s latest results.
- An automotive supplier that can provide a ballast for portfolios.
- Why excitement about the market right now isn’t quite a mania.
Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection. Lees meerGot a question for the show? Email us at podcasts@fool.com.
Companies/tickers discussed: SHOP, ALV, RCL
Visit our sponsor at www.public.com/motleyfool
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineer: Rick EngdahlPublic.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of
individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more
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The Antidote to Euphoria? Normal.
11 november 2024 · 34 min
When companies or crypto go parabolic, force yourself to think: what does normal look like?
(00:13) Tim Beyers and Dylan Lewis discuss:
- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.
- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.
(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models. Lees meerCompanies discussed: BTC, HOOD, COIN, AXON, RDDT, META
Host: Dylan Lewis
Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo
Engineers: Dez Jones, Rick Engdahl
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“Pretty soon we’ll all be trillionaires, or whatever.”
10 november 2024 · 29 min
While the storylines in crypto have gone quieter, coin prices have not. Lees meer
Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about:
- The most genuine argument for crypto adoption.
- Why more politicians have warmed up to the space.
- What you have to believe, to be a Bitcoin maximalist.
- A shoestring crypto operation that’s more profitable than Nike.Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT
Host: Mary Long
Guest: Zeke Faux
Producer: Ricky Mulvey
Engineer: Desireé Jones
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What’s Exciting About Superintelligence?
9 november 2024 · 27 min
Diseases become easier to solve. Bureaucracy is simplified. But what will work look like?
OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.
They discuss:
- If building general intelligence is a winner-take-all game.
- How AI advancements could develop in the next decade.
- Lingering questions and worries about the future of superintelligence. Lees meerRead Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here.
Companies mentioned: MSFT, GOOG, GOOGL, TSM, META
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Desireé Jones
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The Election, The Fed, and What’s Next
8 november 2024 · 40 min
The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. Lees meer
(00:40) Jason Moser and Bill Mann discuss:
- The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration.
- At all-time highs after earnings, will the good times keep rolling for Axon and Palantir?
- Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.(19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.
(28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.
Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers
Engineers: Rick Engdahl
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Two Growth Stocks Hit a Snag
7 november 2024 · 22 min
Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil.
(00:21) Bill Mann and Ricky Mulvey discuss:
- Earnings from MercadoLibre and Celsius.
- The difficult market for energy drink makers.
- Schwab opening up 24 hour trading for stocks. Lees meerCompanies discussed: MELI, CELH, MNST, SCHW
Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL
Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineer: Rick Engdahl
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Markets Love Certainty
6 november 2024 · 24 min
Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week. Lees meer
(00:20) Asit Sharma and Dylan Lewis discuss:
- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies.
- Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange.
- Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon.
- Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound.Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO
Host: Dylan Lewis
Guests: Asit Sharma
Producer: Mary Long
Engineers: Rick Engdahl
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Smart Money ≠ High Returns
5 november 2024 · 29 min
A red hot software company is continuing to impress investors.
(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:
- Palantir’s impressive results.
- Harvard’s “just ok” endowment returns.
- Why individuals have advantages over institutional investors.
- Stories causing them to be rationally optimistic. Lees meerCompanies discussed: PLTR, ACN, CTSH, VRTX
Host: Ricky Mulvey
Guest: David Meier
Producer: Mary Long
Engineer: Rick Engdahl
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Breaking Down Berkshire Earnings
4 november 2024 · 27 min
There are a lot of billions on that balance sheet. What might Buffett want to do with all of it?
(00:21) Jason Moser and Mary Long discuss:
- What to make of Berkshire’s latest sells.
- Turnaround ideas for TGI Friday’s.
- Uber’s expanding network. Lees meerLearn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO
Host: Mary Long
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Sweetgreen Cofounder on Infinite Kitchens and Food Innovation
3 november 2024 · 29 min
Some companies drop new products. sweetgreen drops new vegetables. Lees meer
Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about:
- The future of automation and eating.
- Creating an “Apple-like” retail experience at a restaurant.
- sweetgreen’s balance between value and growing to become profitable.Companies discussed: SG
Host: Mary Long
Guest: Nicolas Jammet
Producer: Ricky Mulvey
Engineers: Tim Sparks, Heather Horton
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Stocks To Buy No Matter Who Is President
2 november 2024 · 24 min
When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying. Lees meer
Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:
What to do when you’re on edge – about investments and life.
Whether politics matter in investing.
Stocks they’re buying regardless of who’s in the White House.
The note by Tom Engle that is read at the end of the show is also available here.
Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC
Host: Ricky Mulvey
Guest: Alicia Alfiere, Matt Argersinger
Producer: Mary Long
Engineers: Desiree Jones, Rick Engdahl
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Big Tech's AI Spending Spree
1 november 2024 · 40 min
Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. Lees meer
(00:42) Bill Mann and Matt Argersinger discuss:
- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.
- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.
- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week.
(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.
Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.
Host: Dylan Lewis
Guests: Bill Mann, Matt Argersinger, David Gardner
Engineers: Rick Engdahl
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The Overlooked, Obscure, and... Undervalued?
31 oktober 2024 · 24 min
If you want to find market-beating stocks, sometimes you have to go where few others are.
(00:15) Jim Gillies and Ricky Mulvey discuss:
- Why the market may be overreacting to Boot Barn’s CEO departure.
- A niche-grocer that’s seen its stock 2x in the past year.
- Finding “growth at a reasonable price.”
Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween. Lees meerCompanies discussed: BOOT, SFM, AER, HSY
Host: Ricky Mulvey
Guests: Jim Gillies, Larry the Werewolf
Producer: Mary Long
Engineers: Rick Engdahl, Austin Morgan
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A Golf Clap for Google
30 oktober 2024 · 31 min
The company’s cloud segment just got A LOT more efficient.
(00:21) Tim Beyers and Mary Long discuss:
- The transition from “search engines” to “answer engines.”
- Google’s fast-improving position within the cloud computing market.
- Lessons learned from SuperMicro’s steep rise and sharp fall.
Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping. Lees meerLearn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE
Host: Mary Long
Guests: Tim Beyers, Bill Mann, Ricky Mulvey
Engineers: Rick Engdahl, Desiree Jones
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PayPal Looks Beyond Payments
29 oktober 2024 · 32 min
It’s not just a payments company.
(00:34) Jason Moser and Ricky Mulvey discuss:
- PayPal’s move to become a commerce platform, and how it’s impacting the business.
- What’s next for Venmo.
- McDonald’s traffic problems.
Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path. Lees meerVisit our sponsor at www.landroverusa.com
Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineer: Rick Engdahl
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Boeing, Election Betting, Expanded Options
28 oktober 2024 · 29 min
Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue.
- The CFPBs “open banking” push and what it means for consumers and banks.
- Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business.
(16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out. Lees meerVisit our sponsor at www.landroverusa.com
Companies discussed: HOOD, BA, CVNA
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Yasser El-Shimy
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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Activision Blizzard: What Microsoft Got for $69 Billion
26 oktober 2024 · 37 min
Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce. Lees meer
Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about:
- The magic that made Blizzard Entertainment.
- The state of the video game industry.
- Why Grand Theft Auto VI is taking so long to develop.Companies discussed: MSFT, TTWO, OTC: NTDOY
Host: Ricky Mulvey
Guest: Jason Schreier
Producer: Mary Long
Engineer: Desireé Jones
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The Great Cacao Shortage
25 oktober 2024 · 40 min
Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.
(00:44) Ron Gross and Jason Moser discuss:
- Tesla’s return to growth expectations and positive returns for investors in 2024.
- How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger.
- Earnings from UPS and Coke, and McDonald’s E.Coli issues.
(19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st.
(35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly. Lees meerVisit our sponsor at www.landroverusa.com
Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Rick Engdahl
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Tesla: Full Self-Driving is Safer than Humans
24 oktober 2024 · 27 min
In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles.
(00:21) David Meier and Ricky Mulvey discuss:
- Tesla returning to growth.
- Expectations for full self driving and humanoid robots.
- Peloton’s deal with Costco.
Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library. Lees meerMotley Fool video library: https://www.fool.com/premium/news-and-analysis/media
Companies discussed: TSLA, PTON, ESRT
Host: Ricky Mulvey
Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser
Producer: Dylan Lewis
Engineer: Rick Engdahl
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Starbucks Goes Back to Basics
23 oktober 2024 · 29 min
The coffee chain drops some bad news early, while General Motors takes a victory lap.
(00:21) Kirsten Guerra and Mary Long discuss:
- Starbucks’ bitter earnings
- Brian Niccols’ barista-focused turnaround plan
- Surprising beats from an old automaker
Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business. Lees meerVisit our sponsor at www.landroverusa.com
Companies discussed: SBUX, GM, CART
Host: Mary Long
Guests: Kirsten Guerra, Tim Beyers
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Do You Need a New Phone?
22 oktober 2024 · 32 min
The answer is probably no, and that’s impacting telecom companies. Lees meer
(00:21) Ricky Mulvey and Tim Beyers discuss:
- What a longer hardware upgrade cycle means for Verizon.
- If this delay could impact the PC market, and electronics retailer Best Buy.
- Major League Soccer’s record regular season.
- YouTube’s advantages for streaming sports.Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell.
Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineers: Desireé Jones, Rick Engdahl
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Doomers vs. Dollar-Cost Averaging
21 oktober 2024 · 33 min
When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.
(00:22) Jason Moser and Dylan Lewis discuss:
- Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&P 500 concentration.
- What investors can learn from someone focused on tail-risk hedging.
- The peace of mind hedges investors can put in place for their own portfolios Lees meer(19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time.
Visit our sponsor at www.landroverusa.com
Companies discussed: AAPL, MSFT, NVDA, SONO
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Asit Sharma
Producer: Mary Long
Engineers: RIck Engdahl
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The Rise and Fall of Victoria’s Secret
20 oktober 2024 · 26 min
When a retailer falls, it falls quickly.
Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.”
- What Les Wexner understood about American consumers.
- The new competition for Victoria’s Secret.
- Lessons for retailers from Abercrombie & Fitch. Lees meerCompanies discussed: VSCO, ANF
Host: Mary Long
Guests: Lauren Sherman, Chantal Fernandez
Producer: Ricky Mulvey
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Stocks as FOMO Insurance
19 oktober 2024 · 33 min
Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight? Lees meer
Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss:
What we can learn from King Charles’ portfolio.
The math of winners vs. losers.
How to think about expected value.
Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks, Austin Morgan
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