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A Denim Moat
21 maart 2024 · 29 min
Getting into the jeans business is harder than it may seem. Lees meer
(00:13) David Meier and Deidre Woollard discuss:
- Chewy’s customer growth problem.
- If Chewy is the future of veterinary care.
- The picks and shovels play behind sports betting.
(14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround.Companies discussed: CHWY, SRAD, GES, GAP
Claim your Epic discount: www.fool.com/epicHost: Deidre Woollard
Guests: David Meier, Mary Long, Lauren Sherman
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Split Your Burrito and Your Stock
20 maart 2024 · 30 min
Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG. Lees meer
(00:13) Tim Beyers and Dylan Lewis discuss:
- Chipotle’s historic 50-for-1 stock split and why the burrito-maker still has plenty of growth ahead of it.
- Apple and Google-parent Alphabet’s talks to bring Gemini into the iPhone, and why it’s a no-brainer for both businesses.(13:48) Motley Fool Money’s Mary Long caught up with Lauren Sherman, a fashion correspondent at Puck to talk about Abercrombie and Fitch’s turnaround and epic 2023.
Companies discussed: CMG, AAPL, GOOG, GOOGL, ANF
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Lauren Sherman
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Nvidia Sells Chips Like Pancakes
19 maart 2024 · 30 min
The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement. Lees meer
(00:21) Asit Sharma and Ricky Mulvey discuss:
- The advancements in Nvidia’s new Blackwell GPU.
- If any competitors are closing in on the tech giant.
- Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting.Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security.
Stock Advisor discount link for podcast listeners: www.fool.com/asit
Got a question for the show? Email us at podcasts@fool.com
Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Meet The New Kids
18 maart 2024 · 28 min
Deckers Outdoor and Super Micro Computer enter the S&P 500. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- What it means to join the S&P 500.
- The brands driving Deckers Outdoor’s growth.
- Why an EV blunder may have cost Hertz’s CEO his job.(16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.
Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA
Host: Deidre Woollard
Guests: Jason Moser, Daniel Newman
Producer: Ricky Mulvey
Engineers: Chace Przylepa, Dan Boyd
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As Luck Would Have It
17 maart 2024 · 19 min
In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans. Lees meer
Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss:
Being early to trends, and lucky to sell
The importance of journaling
Time horizons, and what it means for stocks to be “up for sale every day.”
To learn more about Stock Advisor, our flagship investing service, visit: www.fool.com/emily
Host: Nick Sciple
Guests: Jim Gillies, Emily Flippen
Producer: Mac Greer
Engineers: Rick EngdahlCompanies discussed: BCE, RY, NFLX, GPRO, AMZN
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The Power of Place
16 maart 2024 · 27 min
Younger generations want more experiences and less stuff. That’s a problem for retailers. Lees meer
Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:
- The evolution of grocery stores, and how regional players can compete.
- Why direct-to-consumer brands have a scaling problem.
- How Harley Davidson stores became a social destination.Company discussed: HOG
Host: Deidre Woollard
Guest: Kevin Ervin Kelley
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Desireé Jones
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AI Gives and AI Takes
15 maart 2024 · 40 min
AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe. Lees meer
(00:21) Andy Cross and Matt Argersinger discuss:
- The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules.
- Why AI is pushing Oracle up and Adobe down after earnings.
- The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story,(19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..
(34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.
Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC
Host: Dylan Lewis
Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Under Armour CEO Walks The Plank
14 maart 2024 · 32 min
The old CEO is the new CEO at the athletic brand, but can he turn the ship around? Lees meer
(00:21) Jason Hall and Deidre Woollard discuss:
- Why Kevin Plank is back in the CEO seat at Under Armour.
- What makes Dick’s Sporting Goods so resilient.
- The making of a perfect storm for homebuilders.(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.
Companies discussed: LEN, PGY, DKS, UA, UAA
Host: Deidre Woollard
Guests: Gal Krubiner, Bill Mann, Jason Hall
Producer: Ricky Mulvey
Engineers: Kyle Carruthers, Dan Boyd
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From 40-Bagger to Flatliner
13 maart 2024 · 26 min
NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller. Lees meer
(00:21) Matt Frankel and Dylan Lewis discuss:
- Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.
- New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.
- The banks to watch instead.(13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.
Companies discussed: DLTR, NYCB, DOUL
Host: Dylan Lewis
Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra
Engineers: Desiree Jones, Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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BMW’s Kinder Egg Strategy
12 maart 2024 · 32 min
Why does ASML want to leave its home country? Lees meer
(00:21) Bill Mann and Ricky Mulvey discuss:
- A growth problem for the European tech giant.
- BMW’s ability to make a profit on electric vehicle sales.
- Product problems for BYD Auto.Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.
Companies discussed: ASML, BMWYY, TSLA, BYDDY
NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html
Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial.
Host: Ricky Mulvey
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas
Engineers: Dan Boyd, Rick Engdahl
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Clean Energy Solutions, Profitability Questions
11 maart 2024 · 31 min
Stem CEO John Carrington is full speed ahead on the clean energy transformation. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- Don Julio’s Oscars moment.
- If Oscar buzz is still powerful for movie makers.
- How Reddit is more like X than Pinterest.(15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.
Companies discussed: DIS, PINS, SNAP, META, STEM
Host: Deidre Woollard
Guests: John Carrington, Jason Moser, Ricky Mulvey
Producers: Dylan Lewis, Ricky Mulvey
Engineers: Dan Boyd, Mary Long, Rick Engdahl
Special Thanks: Jason Hall
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The Sky’s The Limit
10 maart 2024 · 29 min
Sky Harbour sees massive opportunities in the world of private aviation.
Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss: Lees meerHow Sky Harbour is building home bases for planes.
The massive growth in private aviation and why it’s poised to continue.
Turning underutilized airports into hubs.
Companies discussed: SKYH, GD, BDRBF, FDX
Host: Deidre Woollard
Guests: Tal Keinan, Bill Mann
Producer: Dylan Lewis
Engineers: Kyle Carruthers, Rick Engdahl
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A One-Night Tenant
9 maart 2024 · 29 min
Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss: Lees meer
If Airbnb can take a greater share of the hospitality market.
Why sports and the Sphere are a winning combination for Las Vegas.
How large-group travel provides a safety net for Ryman Hospitality.
Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard
Guest: Matt Argersinger
Producer: Dylan Lewis
Engineer: Rick Engdahl
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Death, Taxes, Retail Membership Programs
8 maart 2024 · 41 min
Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program. Lees meer
(00:21) Ron Gross and Jason Moser discuss:
- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.
- Target’s rebound and how it might get back to growth.
- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.
(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.
Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Nell Minow
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Can This Bank Be Saved?
7 maart 2024 · 32 min
Big pockets have weighed in at New York Community Bank, can they turn the ship around? Lees meer
(00:21) Bill Barker and Deidre Woollard discuss:
- Why New York City Bank needed a deep-pocketed rescue.
- Abercrombie & Fitch’s incredible rise.
- American Eagle’s tough bet on logistics.(18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.
Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN
Host: Deidre Woollard
Guests: Mary Long, Matt Frankel, Bill Barker
Producer: Dylan Lewis
Engineers: Rick Engdahl, Dan BoydThank you to NordVPN -- get an exclusive NordVPN deal here ↣ https://nordvpn.com/MOTLEYFOOL
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Soaring Stocks and EVTOLs
6 maart 2024 · 34 min
Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Target finally finding its footing, and how the company is turning to loyalty programs for more growth.
- Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down.
- Bitcoin’s spot-ETF fueled rise to all-time highs.(16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel.
Companies discussed: TGT, CRWD, BTC, JOBY, ACHR
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo
Engineers: Rick Engdahl, Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Trouble or Turnaround Plays?
5 maart 2024 · 26 min
We try to separate the falling knives from the buying opportunities. Lees meer
(00:21) Jim Gillies and Dylan Lewis discuss:
- NYCB’s credit downgrade, material weaknesses, and current struggles.
- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.
- Why Jim likes the prospects for beat-up fintech company PROG holdings.(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.
Companies discussed: NYCB, SFIX, PROG
Host: Dylan Lewis
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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Consumers, Choice, And Apple
4 maart 2024 · 30 min
The European Commission is the latest to take aim at Apple’s app store. Lees meer
(xx:xx) Jason Moser and Deidre Woollard discuss:
- Why Spotify and Apple are engaging in a new music streaming battle.
- If Spirit Airlines will seek another buyer.
- Why the latest go-private offer may be good news for Macy’s shareholders.(18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.
Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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What’s Up With Super Micro?
3 maart 2024 · 26 min
When a stock goes parabolic, there’s more to the story than business performance. Lees meer
Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:
- Super Micro’s real business.
- The original bull thesis for the data center service company.
- Super Micro’s relationship with Nvidia.
- What’s behind the stock’s recent performance.Stocks discussed: SMCI, NVDA, DELL, HPQ
Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Tim Sparks
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The Small Cap Show
2 maart 2024 · 26 min
With small caps, come great thrills. What about great rewards?
Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss: Lees meerIf the disappearance of “the small-cap premium” is a win for investors.
How to navigate environments with limited feedback.
The value (or lack thereof) of book value.
Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B
Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Tech in 2024: AI and Dividends
1 maart 2024 · 41 min
The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club. Lees meer
(00:21) Jason Moser and Matt Argersinger discuss:
- Elon Musk’s lawsuit against OpenAI and Sam Altman
-.Apple putting an end to Project Titan and its automotive ambitions.
- Earnings updates from Axon and Okta, and a new dividend from Salesforce.(19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.
(33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay.
Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel
Engineers: Dan Boyd
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Platforms, Platforms, Platforms
29 februari 2024 · 29 min
For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers. Lees meer
(00:21) David Meier and Deidre Woollard discuss:
- The power of a great CFO.
- What a change in leadership means for Snowflake.
- Why growing revenue isn’t just about new customers.(17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.
Companies discussed: CRM, OKTA, SNOW, C
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: David Meier, Gary Stevenson
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Desiree Jones
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Greed is Short
28 februari 2024 · 29 min
When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.
- Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.
- Coupang’s continued rise as the major player in e-commerce in South Korea.(17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.
Companies discussed: AAPL, BYND, CPNG
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Carrie Sun
Producer: Mary Long
Engineers: Chace Pryzlepa, Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Earnings for Breakfast, Cereal for Dinner
27 februari 2024 · 33 min
Zoom has a new growth story. Are investors buying it? Lees meer
(00:21) Ricky Mulvey and Bill Barker discuss:
- Zoom’s quarter, and if the company has a moat.
- AutoZone’s international growth.
- Wendy’s plan to test surge pricing.
- If cereal is a part of a complete and nutritious dinner.Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.
Got a question for the show? Email us at podcasts@fool.com.
Companies discussed: ZM, AZO, WEN, KLG, SCHW
Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Berkshire After Charlie
26 februari 2024 · 28 min
Warren Buffett’s annual letter points to a steady path ahead. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- Why Berkshire Hathaway doesn’t pay a dividend.
- If utility businesses are in trouble.
- What a mountain of cash means for the insurance business.(17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.
Companies discussed: BRK.A, BRK.B, DPZ, LULU
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Ken Costa
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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Charles Duhigg on Supercommunicators
25 februari 2024 · 30 min
What happens when a group of hedge fund managers share the last time they cried?
Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about: Lees meer- The habits of Supercommunicators.
- How Boeing and Netflix navigated communications crises.
- An under-the-radar figure running the technical side of Microsoft.Host: Mary Long
Guest: Charles Duhigg
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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The Dawn of Spatial Computing
24 februari 2024 · 29 min
You’ve probably interacted with large language models. The next version might be large vision models.
Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about:
- How businesses, like Lockheed Martin and Lowes, are already using spatial computing.
- The current challenges developing apps for the Vision Pro
- Virtual air rights, digital fashion, and questions about the future of spatial computing.
Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL
Host: Deidre Woollard
Guest: Cathy Hackl
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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It’s NVIDIA’s world and we’re just living in it!
23 februari 2024 · 41 min
Earnings season rolls on plus some acquisitions made the news this week: Lees meer
(00:21) Emily Flippen and Andy Cross discuss:
- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre
- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”
(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot
Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS
Host: Ron Gross
Guests: Emily Flippen, Andy Cross, Kurt Wagner
Engineers: Dan Boyd
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The NVDA Show
22 februari 2024 · 27 min
What does Nvidia’s blockbuster quarter signify for the future? Lees meer
(00:21) Tim Beyers and Deidre Woollard discuss:
- What is fueling Nvidia’s growth?
- How far the demand for GPUs can stretch.
- What concerns Tim about Nvidia’s capital allocation.Companies discussed: NVDA
Host: Deidre Woollard
Guest: Tim Beyers
Producers: Ricky Mulvey
Engineer: Dan Boyd
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Is PayPal the Next Meta?
21 februari 2024 · 33 min
Investors want PayPal to become the next Meta, but it’s not easy to transform a business.
(00:13) David Meier and Deidre Woollard discuss:
- The reason behind Palo Alto Network’s lowered outlook.
- Where the next big cybersecurity threats could come from.
- Fubo’s attempt to sport a sports streaming superpower.
(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.
Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Matt Frankel, Ricky Mulvey, David Meier
Producer: Ricky Mulvey, Mary Long
Engineers: Rick Engdahl, Tim Sparks
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Capital One Applies for a Credit Card
20 februari 2024 · 34 min
Capital One wants Discover for a $35 billion dollar all stock deal. Lees meer
(00:21) Ricky Mulvey and Jim Gillies discuss:
- How a merged Capital One and Discover would compare to the big banks.
- The investor reaction to the proposed merger.
- Home Depot’s earnings.
- The end of an activist story at a company that makes garden rakes.Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.
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Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann
Producer: Mary Long
Engineers: Dan Boyd, Jim Gillies
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Harvard Business Prof on Failing Well
18 februari 2024 · 24 min
Why would Eli Lilly put on a failure party? Lees meer
Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:
- The complex failure at Boeing.
- What to do after something goes wrong.
- The problem with “move fast and break things.”Companies discussed: BA, LLY
Host: Deidre Woollard
Guest: Amy Edmondson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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Change Equals Opportunity
17 februari 2024 · 21 min
Did Netflix kill the video star? Lees meer
James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of “Education is Freedom: The Future Is in Your Hands.” Deidre Woollard caught up Keyes to discuss:
- What it is like to be a CEO at a company facing bankruptcy.
- 7-Eleven and the American Dream.
- Blockbuster’s early streaming play
- How AI is changing education.Company discussed: NFLX
Host: Deidre Woollard
Guest: James Keyes
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Stock Market Whip Lash
16 februari 2024 · 41 min
Economic data and earnings season combined for a volatile weak in the stock market. Lees meer
(00:21) Bill Mann and Jason Moser discuss:
- The latest inflation numbers and what they mean for investors
- Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk
- Nvidia’s disclosure of its investments and how it impacted stocks(19:11) Corrado Russo shares some thoughts on the international real estate market.
(34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot
Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS
Host: Ron Gross
Guests: Bill Mann, Jason Moser, Corrado Russo
Engineers: Dan Boyd
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Winter Chills Spending
15 februari 2024 · 30 min
Retail numbers fall as some wonder if it’s more than cold weather holding consumers back. Lees meer
(00:21) Bill Barker and Deidre Woollard discuss:
- How the retail spending numbers might impact the Fed.
- If Stellantis is ready to take on Big EV.
- Deere’s returns for investors.(17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout.
Companies discussed: WMT, DG, KR, STLA, GM, F, DE
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Host: Deidre Woollard
Guests: Bill Barker, Chris Andrews
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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Lyft’s Typ0
14 februari 2024 · 28 min
Shares of the ride hailing soared more than 60% on a mistake. Lees meer
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Airbnb’s $6 billion share buyback.
- Lyft’s earnings mistake and business fundamentals.
- Why Uber and Lyft aren’t as close as investors may think.Plus, (15:03) Dylan Lewis, Deidre Woollard, and Mary Long join Ricky for a Valentine’s Day themed roundtable about finding red and green flags for investments.
Stocks discussed: ABNB, LYFT, UBER, CNTS, ECL, ULTA, CRM, MELI, TDOC, AAPL
Host: Ricky Mulvey
Guests: Tim Beyers, Dylan Lewis, Deidre Woollard, Mary Long
Engineers: Dan Boyd, Tim Sparks
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A Stock To Spice Things Up
13 februari 2024 · 30 min
Love can be stubborn and so can inflation. Lees meer
(00:21) Ricky Mulvey and Nick Sciple discuss:
- Wall Street’s reaction to the latest inflation print.
- Shopify acting like a growth stock.
- A new partnership for Tiger Woods.Plus, (15:20) Jason Moser and Bill Mann join Alison Southwick and Robert Brokamp to share some Valentine’s Day themed stories about stocks.
Stocks discussed: SHOP, GOLF, NKE, CSCO, COST, MKC
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Host: Ricky Mulvey
Guests: Nick Sciple, Alison Southwick, Robert Brokamp, Bill Mann, Jason Moser
Engineers: Dan Boyd, Rick Engdahl
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Are Big Ads Worth The Spend?
12 februari 2024 · 32 min
Celebrities, talking cats, and bad animation, did those Big Game ads connect? Lees meer
(00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss:
- What brands are looking for from a major spend.
- The increasing bifurcation of the watching experience.
- If it takes more than a celebrity or three to make a great ad.(19:11) Mary Long and Rick Munarriz compare Match and Bumble and break down the prospects for these two publicly traded matchmakers.
Companies discussed: PARA, DIS, PDD, MTCH, BMBL, ETSY, VZ, CGSP, RDFN, MNST
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Host: Deidre Woollard
Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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The Next Internet
11 februari 2024 · 29 min
Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom’s fervent belief that AI is the next internet, but better. In this segment from a recent episode of our premium podcast, Stock Advisor Roundtable, Brian and Tom also discuss: Lees meer
The future of fraud detection.
How to succeed at thinking clearly.
The amorality of big tech companies.
To gain access to all episodes of “Stock Advisor Roundtable” and get two stock picks each month, become a Motley Fool Stock Advisor member here: www.fool.com/signup
If you’re already a Stock Advisor member, check out other episodes of Stock Advisor Roundtable here.Tickers discussed: NVDA, TSLA, ABNB, SQ, NOW, EQT, META, KNSA
Host: Brian Stoffel
Guest: Tom Gardner
Producer: Mary Long
Engineer: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Stocks for the Big Game
10 februari 2024 · 27 min
Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history. Lees meer
Mary Long caught up with Motley Fool Senior Analyst Jason Moser for conversation about the publicly traded companies associated with the game, and find out if any are worth an investor’s attention.
Plus, Mary interviews Dave Schwartz, Ombuds at the University of Nevada, Las Vegas and a student of gambling history.
Companies discussed: UAL, BA, ALGT, CPB, PEP, PARA, NFLX
Host: Mary Long
Guests: Jason Moser, Dave Schwartz
Producer: Ricky Mulvey
Engineers: Tim Sparks, Annie Pope
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Big Wins: Burrito, Music, Ride-Hailing
9 februari 2024 · 41 min
The industry defining companies continue to win in fast-casual, music streaming, and transportation. Lees meer
(00:21) Emily Flippen and Matt Argersinger discuss:
- Chipotle’s status as big burrito, and how things look as the stock hits all-time highs.
- Spotify and Uber’s impressive combo of growth and efficiency.
- Earnings updates from Roblox, Simon Property Group, and Enphase.(19:11) Valentine’s day is coming up – to help our listeners in matter gift-giving and money in relationships, Deidre Woollard caught up with Scott Rick a marketing professor at The University of Michigan and the author of "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships."
(34:04) Emily and Matt break down two stocks on their radar: Starbucks and Snap.
Stocks discussed: CMG, SPOT, UBER, RBLX, SPG, ENPH
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Scott Rick
Engineers: Dan Boyd
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Disney’s New Magic: Saving Money
8 februari 2024 · 32 min
Disney’s quarter included sports, games, and a healthy dose of cutting costs. Lees meer
(00:21) Rick Munarriz and Deidre Woollard discuss:
- Disney’s ability to cut costs.
- How Disney plans to extend its IP into gaming.
- ESPN’s power moves.(17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers.
Companies discussed: DIS, FLWS, NFLX, FUBO
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Host: Deidre Woollard
Guests: Rick Munarriz, Kirsten Guerra
Producers: Ricky Mulvey, Mary Long
Engineers: Desiree Jones, Dan Boyd
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No Artificial Sweetener for Uber
7 februari 2024 · 35 min
Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs? Lees meer
(00:21) Tim Beyers and Dylan Lewis discuss:
- Uber at all-time highs and its ride-hailing dominance.
- Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.
- Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business.(17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors.
Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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See SPOT Run
6 februari 2024 · 28 min
Investors don’t want to wait for interest rate cuts. Lees meer
(00:21) Ricky Mulvey and Asit Sharma discuss:
- Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction.
- The commercial real estate risk for the central bank.
- Spotify’s strategy shift in podcasting.
- The audio company’s operating loss and big free cash flow number.Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin.
Tickers discussed: SPOT, NFLX, HODL
Host: Ricky Mulvey
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
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Golden Arches Still Gleam
5 februari 2024 · 32 min
Is chicken the new beef? McDonald’s is innovating to please global palates. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- The changing behavior of global eaters.
- How McDonald’s uses data to drive menu changes.
- Snap’s proclamation that social media is dead.(16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes.
Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP
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Host: Deidre Woollard
Guests: Patrick Badolato, Jason Moser, Ricky Mulvey
Producers: Ricky Mulvey, Mary Long
Engineers: Tim Sparks, Dan Boyd
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Aswath Damodaran: Read Less. Think More.
4 februari 2024 · 41 min
Want to follow the great investors? Then good luck beating the market. Lees meer
Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about:
- Corporate lifecycles, and why investors should understand them.
- The problem with trying to follow great investors.
- The fall of research analysts, and the rise of passive investing.
- An investing lesson from Charlie Munger.Companies mentioned: TSLA, META, BIRK, DIS, NOK
Host: Bill Mann
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineers: Dan Boyd, Desireé JonesLearn more about your ad choices. Visit megaphone.fm/adchoices
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The War Below
3 februari 2024 · 26 min
Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work. Lees meer
Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.” Deidre Woollard caught up with Scheyder for a conversation about:
Tradeoffs in mining, and why the U.S. is falling behind in the race for precious minerals.
Tensions of the clean energy transition.
The “wacky journey” of a junior mining company.
Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM
Host: Deidre Woollard
Guest: Ernest Scheyder
Producer: Ricky Mulvey, Mary LongLearn more about your ad choices. Visit megaphone.fm/adchoices
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Big Tech: AI, Devices, and Dividends
2 februari 2024 · 41 min
A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash. Lees meer
(00:21) Bill Mann and Jason Moser discuss:
- Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon.
- Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.(19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..
(35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.
Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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Powell’s No-Action Streak
1 februari 2024 · 30 min
Prospects for a rapid string of rate cuts may be fading. That’s actually good news. Lees meer
(00:21) Bill Barker and Deidre Woollard discuss:
- How fewer interest rate cuts may impact businesses.
- Peloton’s path forward.
- Ways streaks are valuable to businesses.(16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits.
Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Bill Barker, Matt Frankel, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Finding AI in Big Tech Earnings
31 januari 2024 · 30 min
Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Where AI developments are showing up in Microsoft’s financials.
- The concerns over Alphabet’s ad segment, even as it posts a return to growth.
- How the market is grading big tech companies this earnings season.(14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots.
Companies discussed: MSFT, GOOG, GOOGL, TSLA
Host: Dylan Lewis
Guests: Asit Sharma, Chris Camillo, Sanmeet Deo
Engineers: Dan Boyd
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