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Squarespace’s $6.9B Takeover, First of Many?
13 mei 2024 · 29 min
Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list? Lees meer
(00:21) Jason Moser and Dylan Lewis discuss:
- Permira private equity’s plans to take website-builder Squarespace private at $6.9B.
- The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.(14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.
Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX
Monarch Money free trial offer: www.monarchmoney.com/fool
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, Ricky Mulvey,
Producer: Ricky Mulvey
Engineers: Dan Boyd
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Lessons From Startups
12 mei 2024 · 20 min
“Ideas are cheap; the people are what matter.”
Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people.
Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss: Lees meerHow to spot strong leaders.
The downside of overconfidence.
How company culture affects stock returns.
Companies discussed: SPOT
Host: Ricky Mulvey
Guest: Martin Gonzalez
Producer: Mary Long
Engineer: Dez Jones
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“A Great First Effort from Apple”
11 mei 2024 · 24 min
Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss: Lees meer
- The training and educational use cases for spatial computing.
- How Apple and Meta products stack up against each other.
- Meta’s virtual reality strategy.
- The strong value proposition for VR training in healthcare.Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED
Host: Mary Long
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Tim Sparks
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It’s Always About the Forecast
10 mei 2024 · 41 min
Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending.. Lees meer
(00:21) Ron Gross and Andy Cross discuss:
- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.
- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.
- How drinkmaker Celsius continues to find the energy for growth.(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.
(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.
Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST
Host: Dylan Lewis
Guests: Andy Cross, Ron Gross, David Gardner, Mary Long
Engineers: Dan Boyd
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Roblox Hits Roadblock
9 mei 2024 · 32 min
Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash. Lees meer
(00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.
Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.
Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account
Host: Ricky Mulvey
Guests: Kirsten Guerra, Nick Sciple
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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“This Looks Bad. Look Over Here.”
8 mei 2024 · 26 min
Uber’s earnings may seem a little hand-wavy, but there's more to the story.
At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.
Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.
Tickers discussed: UBER, SICP, JOBY, TOST
Host: Mary Long
Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey
Engineer: Tim Sparks
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Is Streaming Profitable?
7 mei 2024 · 33 min
For anyone besides Netflix? Lees meer
First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.
Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.
Tickers discussed: DIS, AXON, NFLX, GLD
Learn more about the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Desiree Jones
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What Buffett Is Selling and Saying
6 mei 2024 · 24 min
When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway. Lees meer
(00:13) Jim Gillies and Dylan Lewis discuss:
- Berkshire’s past and future succession-- planning.
- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy.
- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.Companies discussed: BRK.A, BRK.B, AAPL
Monarch Money free trial offer: www.monarchmoney.com/fool
Host: Dylan Lewis
Guests: Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks
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More AI = More Cyberthreats
5 mei 2024 · 37 min
The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence. Lees meer
“This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.
They also discuss how these breaches work, and what you can do to protect yourself and your family.
Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows
To become a Motley Fool member, head to www.fool.com/signup
Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN
Host: Tim Beyers
Guest: Tim White
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Customer is Key This Earnings Season
3 mei 2024 · 41 min
Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling. Lees meer
(00:21) Ron Gross and Jason Moser discuss:
- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.
- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.
- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.
Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Dan Boyd
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Peloton Needs A Wizard
2 mei 2024 · 28 min
We’re talking big moves and Big Oil as earnings season continues. Lees meer
At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.
At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.
Companies discussed: PTON, SHEL, XOM, COP
Host: Deidre Woollard
Guests: Jason Hall, Tom Chivers
Producer: Ricky Mulvey, Chace Przylepa
Engineers: Dan Boyd
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Starbucks Faces a Tall Order
1 mei 2024 · 28 min
Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching?
- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s
Companies discussed: SBUX, AMZN, MCD
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, David Henkes
Producer: Mary Long
Engineers: Dan Boyd
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PayPal Turns Around (Slowly)
30 april 2024 · 32 min
Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots. Lees meer
(00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.
(16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.
Companies discussed: PYPL, INTU, ZM, KNSL
Host: Ricky Muvley
Guests: Matt Frankel, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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Big Drama At Paramount
29 april 2024 · 32 min
Ahead of earnings at Paramount, potential deals and rumors are flying. Lees meer
At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.
At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.
Companies discussed: SOFI, INVH, DPZ, PARA
Host: Deidre Woollard
Guests: Jason Moser, Dallas Tanner
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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How to Win in Business: Be Right, Be Positive
28 april 2024 · 31 min
Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater? Lees meer
Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:
The power in being contrarian
One mega cap that knows how to innovate
Why ROIC is not a foolproof metric for investors.
Companies discussed: MSFT, IBM, AMZN, NFLX, BRK
Host: Ricky Mulvey
Guest: Elliott Parker
Producers: Mary Long
Engineers: Rick Engdahl
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Why Resale is Forever
27 april 2024 · 32 min
Winmark doesn’t make a lot of noise. The business speaks for itself. Lees meer
Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&P 500 since its IPO, and delivered an annualized return of 18% over the past five years.
So, investors may want to pay attention to it.Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:
- The growth of Play It Again Sports and a slowdown at Music Go Round.
- How Heffes thinks about capital allocation.
- Building an everlasting business.Company discussed: WINA
Host: Jim Gillies
Guest: Brett Heffes
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Earnings: Chipotle, Tesla, and Alphabet Soar
26 april 2024 · 41 min
We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse. Lees meer
(00:21) Andy Cross and Emily Flippen discuss:
- Chipotle’s stellar comps and future store growth opportunity.
- Why Tesla’s low-priced EV offering has investors overlooking down results.
- Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that.
- What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.(19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.
Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.
Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross
Engineers: Dan Boyd
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Meta Slows Its Roll
25 april 2024 · 23 min
At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business. Lees meer
And what was it about Meta’s earnings that gave the market pause?
Companies discussed: IBM, HCP, META, NOW, CMG, ALGN
Host: Deidre Woollard
Guest: David Meier
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Tesla: Carmaker Now, Robotaxi Future
24 april 2024 · 24 min
Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited. Lees meer
At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok.
Companies discussed: TSLA, BA, V
Host: Dylan Lewis
Guests: Jason Moser
Producer: Mary Long
Engineer: Dan Boyd
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These Investments Fight Inflation
23 april 2024 · 26 min
A primary reason to invest now? Have money to buy stuff decades later. Lees meer
The stock market can help you with that goal, but so can government bonds.
At (00:21), we look at earnings from General Motors and Spotify.
At (15:44), we cover the reasons that inflation is sticky, and what investors can do about it.
Companies discussed: GM, SPOT, DAL, SGOV,
Dividend report link: www.fool.com/2024dividends
Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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A 216% Premium for Home Tours
22 april 2024 · 24 min
Matterport, a former SPAC, finds a new home. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- Why this week may be crucial for the market.
- If cable companies need to worry about Verizon.
- What CoStar really sees in Matterport.(13:05) Sanmeet Deo and Ricky Mulvey break down On Holdings appeal for shoe lovers and stockholders.
Companies discussed: ONON, CSGP, MTTR, VZ, TMUS, CMCSA
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Sanmeet Deo, Ricky Mulvey, Jason Moser
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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A Shift to Hard Assets
21 april 2024 · 25 min
Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there. Lees meer
Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:
- What an aging American population means for stocks.
- How natural gas companies benefit from a growing global middle class.
- The case for adding commodities to a retirement portfolio.Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK
Host: Deidre Woollard
Guest: Lawrence McDonald
Producers: Ricky Mulvey, Mary Long
Engineers: Tim Sparks, Desiree JonesLearn more about your ad choices. Visit megaphone.fm/adchoices
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Before You Open an Investment Account
20 april 2024 · 26 min
You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss: Lees meer
- The three things needed to invest in individual stocks.
- How to select a brokerage.
- The fees that investors will encounter, and how to avoid some of them.Companies mentioned: HOOD, SOFI, SCHW
Host: Robert Brokamp
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Strong Earnings Results, Mixed Reactions
19 april 2024 · 40 min
Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions. Lees meer
(00:21) Ron Gross and Matt Argersinger discuss:
- Whether investors should be buying Netflix’s “pay attention to this, not that.”
- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..
- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.
(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.
Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE
Host: Dylan Lewis
Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge
Engineers: Dan Boyd, Rick Engdahl
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The Treasure Hunt Economy
18 april 2024 · 27 min
Are little luxuries are still scoring with consumers? Lees meer
(00:21) Sanmeet Deo and Deidre Woollard discuss:
- How smartphone and EV demand are impacting Taiwan Semiconductor.
- Japan’s place in the tech race.
- More uses for weightloss drugs.(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.
Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO
Host: Deidre Woollard
Guests: Sanmeet Deo, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Tim SparksPublic.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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Reminder: The Chip Biz is Cyclical
17 april 2024 · 26 min
The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks. Lees meer
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why ASML’s earnings show a slowdown in investment in chip manufacturing.
- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.
- What to watch from enterprise software companies as they report later in earnings season.(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?
Companies discussed: ASML, UAL, BA
Host: Dylan Lewis
Guests: Tim Beyers, Deidre Woollard, Steven Jacobs
Engineers: Dan Boyd
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Big Banks and Big Screens
16 april 2024 · 30 min
Dealmaking is back, and the banks are loving it. Lees meer
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors.
- A long comeback for wealth management at Merrill Lynch.
- IMAX’s cash flow story and the future of movie theaters.Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.
Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick EngdahlGot a question for the show? Email us at podcasts@fool.com.
Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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The Treat Yourself Economy Rolls On
15 april 2024 · 24 min
Retail numbers tell the story of a strong consumer. Lees meer
(00:21) Bill Barker and Deidre Woollard discuss:
- Retail sales numbers and what people are and aren’t buying.
- What drives good numbers for Goldman Sachs.
- Charles Schwab’s bounce-back quarter.(14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.
Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY
Host: Deidre Woollard
Guests: Julian Nebreda, David Meier, Bill Barker
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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Braze Blazes Ahead
14 april 2024 · 35 min
You know the saying: keep your friends close, keep your … customers … closer.
Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about: Lees meerBraze’s origin story.
The power of personalized marketing.
The company’s latest results, and its plans to create even more value in the future.
Companies discussed: BRZE
Host:Tim Beyers
Guest: Bill Magnuson
Producer: Mary Long
Engineers: Rick Engdahl, Tim SparksLearn more about your ad choices. Visit megaphone.fm/adchoices
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SBF Goes to Jail
13 april 2024 · 30 min
Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore?
Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about: Lees meerFTX’s inevitable decline.
The resurgence of meme coins, and smaller stories in the crypto space.
The side effects of creating cryptocurrencies.
Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF
Host: Ricky Mulvey
Guest: Zeke Faux
Producer: Mary Long
Engineer: Rick Engdahl
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Everything at Highs: Tech, Rates, Gold and Cocoa
12 april 2024 · 41 min
Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors? Lees meer
(00:21) Emily Flippen and Matt Argersinger discuss:
- The latest inflation numbers and whether the Fed will actually cut rates in 2024.
- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.
- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.
(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.
Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman
Engineers: Dan Boyd
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Ok, Cloud
9 april 2024 · 28 min
Google is the latest tech company to host a conference full of AI pronouncements. Lees meer
(00:21) Asit Sharma and Deidre Woollard discuss:
- Why the market is smiling on Alphabet lately.
- How Google’s announcements show the company’s AI ambitions.
- What Blackstone might buy next.(17:26) Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement.
Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN
Host: Deidre Woollard
Guests: Asit Sharma, Robert Brokamp
Producers: Ricky Mulvey, Mary Long
Engineers: Ricky Mulvey, Dan Boyd
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If You Build It, Chips Will Come
8 april 2024 · 29 min
Tawain Semiconductor’s plans for Arizona factories just got a bit bigger. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- The ambitious plans for U.S. semiconductor growth.
- The challenges of building factories in Arizona.
- If Jamie Dimon is the new Warren Buffett.(13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.
Companies discussed: MTCH, INTC, TSM, JPM
Host: Deidre Woollard
Guests: Ron Gross, Jason Moser
Producers: Mary Long, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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Grindr Goes Beyond Dating
7 april 2024 · 28 min
How do you grow a business where a customer’s success often means they leave your product?
George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about: Lees meerGrindr’s growth story.
Looking beyond dating for platform engagement.
What companies can lose in a remote-only environment.
Companies discussed: GRND, MTCH, BMBL, NFLX, SPOT, UBER
Host: Dylan Lewis
Guest: George Arison
Producers: Mary Long, Ricky Mulvey
Engineer: Tim Sparks
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Intangible Greatness
6 april 2024 · 29 min
James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about: Lees meer
- An unlikely turnaround at a retailer serving plus sized, moderate income black women.
- Being kind versus being nice.
- When liabilities can become assets and vice versa.
- Real world goodwill versus the accounting version.Companies mentioned: NVDA
Host: Mary Long
Guest: James Rhee
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Four Rules for Using AI
5 april 2024 · 41 min
Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use. Lees meer
(00:21) Jason Moser and Bill Mann discuss:
- Why Disney and Nelson Peltz were both winners in the company’s board fight.
- Alphabet’s rumored interest in marketing software provider Hubspot.
- Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.(19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.
(34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.
Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Ethan Mollick
Engineers: Desiree Jones, Dan BoydDisclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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Is Lemonade A Lemon?
4 april 2024 · 29 min
Investors soured on the insurance company. But, what happens if the business can become cash flow positive? Lees meer
(00:21)Yasser El-Shimy and Deidre Woollard discuss:
- Why big trucks might become less popular.
- If slowing EV production makes long-term sense.
- The power demands of artificial intelligence.(16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet.
Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG
Host: Deidre Woollard
Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan BoydDisclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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The Chip Biz: Taiwan and Intel
3 april 2024 · 28 min
The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking.
- Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing.
- Bob Iger and Disney’s board victory, and where the company should be focused now.(14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.
Companies discussed: TSMC, INTC, DIS, SPIR, NVDA, CAT
Host: Dylan Lewis
Guests: Asit Sharma, Peter Platzer, Ricky Mulvey
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Valuation Matters
2 april 2024 · 30 min
Value and growth investors don’t need to be at odds. They’re all playing the same game. Lees meer
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Payments company, Nuvei, going private and the deal's winners and losers.
- A demand shift to hybrid vehicles.
- What Tesla’s deliveries miss means for the carmaker.(16:39) Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances.
Companies discussed: NVEI, PYPL, ADYE.Y, TSLA
Link to a discounted Stock Advisor subscription: www.fool.com/signup
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Top Stocks to Buy Right Now (April 1 Edition)
1 april 2024 · 33 min
With the market hitting new highs, which stocks can go the distance? Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- Another big stumble for AT&T.
- Why 3M’s spin-off might be worth watching.
- What’s driving gold prices.(17:01) Asit Sharma and Ricky Mulvey discuss stocks that can beef up your portfolio, in a special April 1st themed conversation.
Companies discussed: T, SOLV, MMM, UPS, PATH, AMD
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Asit Sharma, Erin Karney
Producer: Ricky Mulvey
Engineer: Dan Boyd
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David Gardner on Financial Freedom, AI, and Basketball
31 maart 2024 · 31 min
Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner? Lees meer
Dylan Lewis caught up with Gardner for a conversation about:
- Loss aversion and Rule Breaker investing
- The 2nd Anniversary of The Motley Fool Foundation.
- And play a special March Madness-themed Market Cap Game Show.Stocks mentioned: NVDA, AMZN
Host: Dylan Lewis
Guest: David Gardner
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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To LEO and Beyond
30 maart 2024 · 31 min
Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss:
- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.
- Rent in low-Earth orbit.
- Defense systems and the hope of a space-based “McDonald’s Effect.” Lees meerCompanies discussed: MRK, PFE, MRNA, NVDA
Host: Ricky Mulvey
Guests: Tom Vice
Producer: Mary Long
Engineer: Dan Boyd
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Can a New CEO Fix Boeing?
29 maart 2024 · 40 min
Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues? Lees meer
(00:21) Emily Flippen and Jason Moser discuss:
- Boeing’s hunt for a new CEO, and the difficulty of shifting company culture.
- Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech.
- McCormick’s strong earnings, and Amazon’s continued investment in AI.(19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.
(30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.
Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin
Engineers: Dan Boyd
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Betting On Big Remodel
28 maart 2024 · 30 min
Home Depot buys a distribution network for landscaping, roofing and pools. Lees meer
(00:14) Bill Barker and Deidre Woollard discuss:
- Why Home Depot is buying a distribution network.
- The cyclical nature of home remodeling.
- If RH’s lofty goals are attainable.(13:34) As a tribute to Daniel Kahneman, we revisit his 2013 conversation with Morgan Housel
Companies discussed: HD, RH
Claim your Epic discount: www.fool.com/epicHost: Deidre Woollard
Guests: Bill Barker, Morgan Housel, Daniel Kahneman
Producers: Mary Long, Ricky Mulvey
Engineer: Tim Sparks
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Bridges and Digital Toll Roads
27 maart 2024 · 26 min
Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard? Lees meer
(00:21) Bill Mann and Dylan Lewis discuss:
- The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it.
- Visa and Mastercard’s $30B settlement with merchants over interchange fees.
- A curious crypto story with Nilam Resources.(12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less.
Companies discussed: V, MA
Host: Dylan Lewis
Guests: Bill Mann, Deidre Woollard, Kara Swisher
Engineers: Dan Boyd
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NAR Settlement: Real Estate’s Potential Winners And Losers
26 maart 2024 · 32 min
The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold. Lees meer
(00:21) Nick Sciple and Ricky Mulvey discuss:
- How the settlement could impact realtors and traditional brokerages.
- The potential effect on Redfin’s growth story.
- Why CoStar may be a winner in the shake-up.Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family.
Link to receive the “3 Dividend Stocks” report: www.fool.com/2024dividends
Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP
Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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The Long Goodbye
25 maart 2024 · 28 min
Boeing’s CEO is moving on, just not quite yet. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- The ins and outs of Boeing’s CEO search.
- Why Masimo may spin out its consumer division.
- If Elliott Management can make Match soar.(16:21) IWG CEO Mark Dixon explores the opportunity his company sees in the global shift toward hybrid work.
Companies discussed: IWG, BA, MASI, MTCH, PYPL, ETSY
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Mark Dixon
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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The Dividend Returns
24 maart 2024 · 26 min
For decades, dividends have been out of style. History suggests that may soon change. Lees meer
Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss:
The coming return of the “cash nexus.”
Semantics, and how academic finance differs from a real-world balance sheet.
Why free cash flow is king.Host: Deidre Woollard
Guest: Daniel Peris
Producers: Mary Long, Ricky Mulvey
Engineers: Chace Pryzlepa, Tim SparksCompanies discussed: META, CRM, BA, FHI
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Does F1 Need Netflix?
23 maart 2024 · 32 min
The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in. Lees meer
Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of the new book, “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest Growing Sport.” Ricky Mulvey caught up with them both to discuss:
How a used car dealer became a global entertainment magnate.
Why the underdog never seems to win in racing.
The inseparability of Ferrari and F1.
Host: Ricky Mulvey
Guests: Jonathan Clegg, Joshua Robinson
Producer: Mary Long
Engineers: Rick EngdahlCompanies discussed: LSXMA, FWON.A, FWON.B, FWON.K, RACE, MBGY.Y, NFLX, AAPL
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FTC vs. Apple’s Walled Garden
22 maart 2024 · 40 min
For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure. Lees meer
(00:19) Emily Flippen and Jason Moser discuss:
- The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple.
- Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut.
- Earnings from Chewy, Nike, Lululemon, and Accenture.(18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet”
(33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway.
Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Brian Feroldi
Engineers: Rick Engdahl, Austin MorganLearn more about your ad choices. Visit megaphone.fm/adchoices