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Disney’s Activist Investor (Reprise)
10 oktober 2023 · 31 min
Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss: Lees meer
Unity Technologies CEO, John Riccitello, stepping down from his seat.
How Unity handled pricing changes with its developers.
Trian Partners increasing its stake in Disney.
Questions about Disney’s turnaround story.
Plus, (15:45) Alison Southwick and Robert Brokamp discuss the growing trend of unretirement.
Companies discussed: U, DIS
Hosts: Ricky Mulvey, Alison Southwick Guests: Jason Moser, Robert Brokamp Engineer: Rick Engdahl
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Add To Cart
9 oktober 2023 · 30 min
Mobile shopping is expected to rule e-commerce this holiday season.
(00:13) Asit Sharma and Deidre Woollard discuss: Lees meerIf consumer spending will remain strong over the holiday season.
The impact of the rise of mobile shopping.
Whether or not retailers can trust the supply chain.
(13:27) Founders and investors sit on opposite sides of the table and they don’t always agree. Venture capitalist Jerry Neumann and serial founder Liz Zalman look at both sides in their book Founder vs. Investor.
Access your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed:ADBE, AMZN, SHOP, UPS, WMT, UBER, DDOG, OKTA
Host: Deidre Woollard Guests: Asit Sharma, Jerry Neumann, Liz Zalman Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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Walter Isaacson on Elon Musk
7 oktober 2023 · 49 min
Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick?
Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The importance of the letter X How to craft a “cocktail of a fanatical risk taker” And Musk’s latest endeavor into “real world artificial intelligence”
Tickers discussed: TSLA, GOOG, GOOGL
Host: Ricky Mulvey Guest: Walter Isaacson Producer: Mary Long Engineer: Dan Boyd
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EVs and Inside Elon Musk’s Mind
6 oktober 2023 · 41 min
BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge.
(00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta’s plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar’s. - China’s BYD heating up the race in EVs.
(19:11) Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. .
(33:00) Bill and Ron break down two stocks on their radar: Chevron and Burford Capital.
Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR
Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson Engineers: Dan Boyd
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The Future Of The American Drinker
5 oktober 2023 · 30 min
Beer continues to shine but will future generations be less likely to drink alcohol at all?
(00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and spirits can rebound for Constellation Brands. - The future of cannabis and Tilray’s tough path to profitability.
(17:17) Deidre Woollard interviews Joel Marcus, CEO of Alexandria Real Estate Equities about the future of this life sciences real estate investment trust.
Companies discussed: ARE, STZ, TLRY
Host: Deidre Woollard Guests: Bill Barker, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton
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A Pure Play Cereal Company?
4 oktober 2023 · 32 min
(00:21) Asit Sharma and Dylan Lewis discuss:
- How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg. - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs.
(15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potential, and its new food court offerings.
(27:05) The Motley Fool Money team goes out into the field to taste test Costco’s new roast beef sandwich, mango smoothie, and strawberry ice cream.
If you're looking for investing ideas, we’re offering Motley Fool Money listeners a discount on our flagship service, Stock Advisor. To learn more head to fool.com/mfmdiscount
Companies discussed: K, KLG, ARMK, VSTS, COST
Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Ricky Mulvey, Sierra Baldwin, Mary Long Engineers: Dan Boyd
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All Eyes On the Sphere
3 oktober 2023 · 27 min
The shiniest thing in Las Vegas is also a publicly traded company.
(00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefiting from a shift toward experiences. - The business behind the dramatic new venue, Sphere.
Plus, (9:41) Robert Brokamp interviews Roger Young, CFP and Thought Leadership Director at T. Rowe Price about the company’s research on retirement spending.
Companies mentioned: LYV, ABNB, MSGS, SPHR, TROW
Hosts:Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Roger Young Engineers: Dan Boyd, Rick Engdahl
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The Game of the UAW Strikes
2 oktober 2023 · 30 min
If you want to know the reasons behind someone’s actions, it’s important to find out the incentives.
(00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious about IPOs. - The impossibility of creating a super app.
(13:50) Ricky Mulvey interviews Marc Robinson, the principal consultant at MSR Strategy and an expert in game theory to understand the rules of the game in this United Autoworkers strike.
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed: F, GM, STLA, PYPL
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Marc Robinson Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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In the Pilot’s Seat
1 oktober 2023 · 30 min
The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit?
Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss:
How to find your centerpoint – in airshows and investing
What it’s like to sit on a multi-million-dollar sell option
And the importance of being “glad to be here”
Host: Ricky Mulvey Guest: John Foley Producer: Mary Long Engineers: Rick Engdahl
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Mobile Payments Around the World
30 september 2023 · 27 min
Not everyone has a bank in the developing world, but mobile phones are everywhere.
Mary Long and Asit Sharma discuss:
The evolution of payments in India
Micropayments versus credit cards
How MercadoLibre is gaining traction with cross-border payments in Latin America
The move for payments companies to become a superapp
Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA
Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl
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The Latest Shut-Down
29 september 2023 · 41 min
Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market.
(00:21) Jason Moser and Andy Cross discuss: - The government shutdown and how investors and federal employees should be processing the news. - The FTC’s antitrust case against Amazon and what it means for big tech. - Earnings updates from Costco, Nike, and Carmax.
(19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. .
(33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange.
Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM
Host: Dylan Lewis Guests: Jason Moser, Andy Cross, Ricky Mulvey, Rick Munarriz Engineers: Dan Boyd
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Can’t Touch This
28 september 2023 · 33 min
How do you measure things like brand and people?
(00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands.
(18:24) Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon.
Companies discussed: RBLX, ACN, PTON, LULU, KO
Host: Deidre Woollard Guests: David Meier, Kirsten Guerra, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd
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Matchmaking, Break-ups, and a Survivor
27 september 2023 · 24 min
It’s the antitrust case everybody saw coming – does it have merit?
(00:21) Asit Sharma and Dylan Lewis discuss:
- The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forced innovation in e-commerce. - What Tinder’s new $500/month “Select” tier says about freemium business models. - Alibaba’s plan to spin out its first business unit – logistics segment Cainiao.
(16:02) The Motley Fool’s own Emily Flippen will be on the 45th season of Survivor – ahead of the show’s premiere tonight on CBS, Mary Long caught up with Emily about why she was excited to take on the challenge of being a castaway.
Companies discussed: AMZN, MTCH, BABA, LULU, WM, TXRH
Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Emily Flippen Engineers: Dan Boyd
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How Fools Use ETFs
26 september 2023 · 28 min
We like stocks. We also like exchange traded funds.
But first, (00:21) Ricky Mulvey and Jim Gillies discuss: - A difficult stretch for small-cap stocks. - Costco’s new healthcare offering. - One piece of Costco’s valuation that’s often forgotten by investors. Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios.
Companies/ETFs mentioned: COST, CIBR
Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann Engineers: Dan Boyd, Rick Engdahl
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The Business of Nightclubs
25 september 2023 · 31 min
RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business.
(00:21) Jason Moser and Deidre Woollard discuss: - The wisdom Amazon’s bet on Anthropic. - Why Amazon is getting into charging for streaming. - If check-out-free technology is finally reaching its tipping point.
(12:25) Ricky Mulvey interviews the CEO of RCI Hospitality, Eric Langan on his view on consumer spending, capital allocation, and his journey to the CEO seat.
5 Stocks Under $49 report here: http://www.fool.com/report.
Companies discussed: AMZN, WMT, DIS, RICK
Host: Deidre Woollard Guests: Ricky Mulvey, Eric Langan, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd
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Containing Big Tech
24 september 2023 · 29 min
When your information is everywhere, is it possible to rein it back in?
Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss: - The implications of biometric data collection in a world where big tech runs rampant - Which companies are getting the privacy game right (and wrong) - Angel investing, and workarounds to weak links in existing cybersecurity systems
Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT
Host: Deidre Woollard Guest: Tom Kemp Producer: Mary Long Engineers: Dan Boyd, Kyle Carruthers
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CEO Shake-Ups
23 september 2023 · 27 min
Executives are on the move. The first half of 2023 has seen the highest CEO turnover rate on record, per executive outplacement firm Challenger, Gray, & Christmas.
Deidre Woollard caught up with Anand Chokkavelu and Ricky Mulvey to talk about what it means when a leader leaves. They discuss:
Whether CEO transitions truly change an investment thesis
Where to source ideal replacement candidates
And recent examples of expected departures, activist strong-arming, and questionable plays
Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT
Host: Deidre Woollard Guest: Anand Chokkavelu, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl
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The Office Space Depression
22 september 2023 · 42 min
Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis.
(00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay.
(19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future.
(33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike..
Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE,
Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here.
Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd
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Powell Stays Put, For Now
21 september 2023 · 25 min
Interest rates are paused but the hikes may not be over yet.
(00:21) Bill Mann and Deidre Woollard discuss: - What metrics the Fed is looking at before its next meeting. - How FedEx’s business has evolved over time. - The traits a good chief financial officer should have.
(14:52) Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain.
Companies discussed: FDX, UPS, TMDX
Host: Deidre Woollard Guests: Bill Mann, Tom King Producer: Ricky Mulvey Engineer: Dan Boyd
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“Good Discipline” From IPOs and Investors
20 september 2023 · 31 min
There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves.
(00:21) Tim Beyers and Dylan Lewis discuss:
- The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations. - An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers.
(20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden.
You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report.
Companies discussed: CART, ARM, NDAQ, KVYO, BRZE
Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Greg Harden Engineers: Dan Boyd, Kyle Carruthers
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Three Strikes
19 september 2023 · 30 min
The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss: - How investors can measure an automaker’s profits. - A long-term problem for legacy carmakers. - The impact of the strike on Tesla. - Digital payments adoption in India.
Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. Companies discussed: F, GM, STLA, TSLA, PYPL Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl
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The Battle For Breakfast
18 september 2023 · 29 min
Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market.
(00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snacks still have growth potential. - Monster’s ability to become a 100-year brand.
(13:35) Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the company that runs both WWE and UFC, and address the challenges it may face in the future.
Companies discussed: K, TKO, MNST, CELH
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, John Nash Producer: Ricky Mulvey Engineers: Rick Engdahl
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Number Go Up
17 september 2023 · 29 min
“I’d pull back the curtain and there was nothing there.”
The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative reporter for Bloomberg and the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall.” They discuss:
- Why investors are quick to throw belief out the window - What really happens at an NFT party with Snoop Dogg, Eminem, and Jimmy Fallon - Questions around stablecoins, and one company “quilted out of red flags” - What happens when you spend a book advance on a JPEG image
Tickers discussed: USDT
Host: Deidre Woollard Guest: Zeke Faux Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Annie Pope
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Back-to-School Stocks
16 september 2023 · 19 min
Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation.
Deidre Woollard, Mary Long, and Ricky Mulvey got together to talk about companies that could ride the tailwinds of back-to-school season. They discuss:
Surprises from a survey revealing the brand preferences of college interns Lees meerWhy “experiential” spending could be the future, or failure, of one big-box sports retailer
If chatbots killed the homework help business
And six stocks that play to back-to-school trends
Tickers discussed: MBG.DE, TSLA, META, GOOGL, UBER, LYFT, SPOT, AAPL, PYPL, DKS, TGT, SNAP, ELF, CMG, CHGG Host: Mary Long Guest: Deidre Woollard, Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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A 1700s Cobbler Is Going Public
15 september 2023 · 41 min
We break down two IPOs on today’s show, one for your phone and one for your toes.
(00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of Apple’s latest iPhone release. - The scoop on two new IPOs – Arm Holdings and Birkenstock.
(19:02) Ben Mezrich talks about the origin story of the meme stock and his book-turned-movie Dumb Money, in theaters this weekend.
(31:38) Jason and Bill break down two stocks on their radar: PayPal and Schwab.
Stocks discussed: DAL, AAL, AAPL, ARM, BIRK, PYPL, SCHW
Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Ben Mezrich Producer: Mary Long Engineers: Rick Engdahl, Tim Sparks
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Deadline In Detroit
14 september 2023 · 28 min
It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles.
(00:26) Bill Barker and Deidre Woollard discuss: - The demands of the United Auto Workers. - The fading allure of auto shows. - If vehicles will just keep getting bigger.
(17:02) Ricky Mulvey and Deidre Woollard ponder the return to office and if things in our working lives will ever be the same again.
Companies discussed: F, GM, TSLA, STLA, WE, META, AMZN
Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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Apple's Compounding iPhone Iteration
13 september 2023 · 32 min
Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Apple’s fall update and the details on the iPhone 15 and 15 Plus.
- How the company is using phones to feed content for its future Vision Pro headsets.
- Why we want to be hearing more about Slack during Salesforce’s Dreamforce conference.
(19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes.
Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV
Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, Bill Mann Engineers: Tim Sparks, Dan Boyd
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Why IPO?
12 september 2023 · 31 min
Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus.
(15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation.
Companies discussed: CHTR, DIS, ARM
Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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Twinkies Find A New Home
11 september 2023 · 28 min
The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers.
(00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instacart’s valuation dropped. - Kroger’s push to make the Albertsons deal happen.
(16:09) Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand.
Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK
Host: Deidre Woollard Guests: Jason Moser, Jesse Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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The Four Pillars of Investing with William Bernstein
10 september 2023 · 32 min
“The essence of investing is not maximizing returns, but rather maximizing odds of success.”
William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio,” now in its second edition. Motley Fool Senior Advisor Robert Brokamp caught up with Bernstein to discuss:
- Why a 2% real return is “quite spectacular” - The math and Shakespeare of investing - Why value stocks may have fallen out of fashion - What the history of the stock market reveals about modern bubbles
Host: Robert Brokamp Guest: William Bernstein Producer: Ricky Mulvey Engineer: Rick Engdahl
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Expectations Investing Part 2: General Motors to Nvidia
9 september 2023 · 32 min
What does an investor have to believe for today’s share price to make sense?
Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss:
- Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term.
Companies discussed: GM, CP, ADYEY, NVDA
Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl
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Disney’s Lost Decade and Next Act
8 september 2023 · 40 min
The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.
Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals.
(31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo.
Stocks discussed: DIS, NFLX, ABNB, UBER
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd
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Expectations Investing Part 1
7 september 2023 · 32 min
How can you use a company’s stock price to give you a window into the future?
(00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies.
(18:20) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.
Companies discussed: PATH, AI, ASAN, NVDA
Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Airbnb Leaves NYC, Joins S&P 500
6 september 2023 · 28 min
New York City cracked down on short-term rentals, but is it a big deal for Airbnb?
(00:21) Ricky Mulvey and Jason Moser discuss: - How restrictions on short-term rentals could impact Airbnb’s growth story. - Why investors are sour about AMC’s new share issuance. - One company managing its share count well.
Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”.
Companies discussed: ABNB, EXPE, AMC, LOW
Hosts: Ricky Mulvey, Deidre Woollard Guests: Jason Moser, Oliver Franklin-Wallis Engineers: Dan Boyd, Tim Sparks
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Cable Takes on The Mouse
5 september 2023 · 30 min
If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.
(00:21) Ricky Mulvey and Jim Gillies discuss: - Charter Communications’ problem with the streaming economy. - DoorDash’s battle with restaurants over pricing. - Why investors may want to look at Canadian banks.
Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.
Companies discussed: CHRT, DIS, DASH
Host: Ricky Mulvey Guests: Jim Gillies, Deidre Woollard, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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Stadium Sponsors – Buy or Sell?
3 september 2023 · 24 min
NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums? Lees meer
(00:41) Ricky Mulvey and Dylan Lewis discuss:
- Why stadium sponsors generally don’t outperform their peers or the market.
- When major sponsorships do and don’t make sense as part of a marketing budget.
- Monster Energy’s brilliance in focusing on extreme sports.Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL
Host: Dylan Lewis
Guests: Ricky Mulvey
Engineers: Tim Sparks
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A Homebuyer's Dilemma Might Be A Homebuilder's Delight
2 september 2023 · 26 min
Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it.
- Why homebuilders are in a good position right now.
- If renting will become permanent for more Americans and which companies might benefit. Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB
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Different Customers, Different Retail Results
1 september 2023 · 39 min
The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.
(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.
(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan
(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara.
Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT
Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl
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Salesforce Rights The Ship
31 augustus 2023 · 33 min
It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.
(00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth.
(21:12) Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.
Companies discussed: CRM, CRWD, MSFT, ZS, TDUP
Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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Buffett Quotes Under the Microscope
30 augustus 2023 · 30 min
We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of.
(00:12) Bill Mann and Dylan Lewis discuss:
- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company.
(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.
Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL
Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd
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"When in Doubt, Zoom Out"
29 augustus 2023 · 28 min
Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss: - Macy’s and Nordstrom charging 32% APRs for retail cards. - Historical context on rising delinquencies. - Best Buy’s quarter, and sales slowdown. Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.
Companies discussed: BBY, M, JWN, DFS
Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl
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Instacart Is IPO Ready
28 augustus 2023 · 34 min
Instacart is profitable and it’s growing, Is that enough to spark investor interest?
(00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market.
(17:31) Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.
Companies discussed: LYV, DASH, UBER
Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd
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Redfin On The Attack
27 augustus 2023 · 29 min
Real estate is always a tough business to be in, but especially right now.
Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes.
Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way.
Deidre Woollard sat down with Glenn to discuss:
- The challenges of the current real estate market. - How Redfin plans to take share in the luxury space. - What value two recent acquisitions have added to the business.
Companies discussed: RDFN
Host: Deidre Woollard Guest: Glenn Kelman Engineer: Rick Engdahl
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Companies Going on Offense
27 augustus 2023 · 31 min
Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators.
Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss:
- Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem. - Lisa Su’s “David and Goliath” story at Advanced Micro Devices
Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR
Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl
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Earnings Buzzwords: AI and Shrink
25 augustus 2023 · 40 min
Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI.
(00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk.
(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.
(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.
Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY
Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers
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Nvidia Shoots For The Stars
24 augustus 2023 · 29 min
Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.
(00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time.
Companies discussed: NVDA, AMD, INTC, SNOW
Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd
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Not Your Older Cousin’s Abercrombie
23 augustus 2023 · 19 min
Abercrombie is back in vogue, but be careful chasing this cyclical business.
(00:21) Jason Moser and Dylan Lewis discuss:
- The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions. - At all-time lows, is Peloton more interesting? - How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment.
Companies discussed: PTON, ANF
Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd
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Retail Shrink Gets Bigger?
22 augustus 2023 · 20 min
Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affecting results.
Companies discussed: ZM, LOW, DKS
Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd
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Cybersecurity Is Big Business
21 augustus 2023 · 25 min
The threats are getting bigger but so are the businesses trying to prevent them.
David Meier and Deidre Woollard discuss: - Metrics to watch in business-to-business tech companies. - Why Palo Alto Networks reported on a Friday night. - The growth trends for cybersecurity as a whole.
Companies discussed: ZM, PANW, ZS, CRWD
Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
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How a Scam Spreads
20 augustus 2023 · 21 min
A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple.
The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investors hoped their money would help unlock Ghana’s inheritance and billions of dollars worth of gold. Many were sold 10-to-1, even 100-to-1 returns on this promise. Yepoka Yeebo is the author of “Anansi’s Gold: The Man Who Looted the West, Outfoxed Washington, and Swindled the World.” Ricky Mulvey caught up with Yeebo to discuss: - How a scammer builds credibility. - The investor biases can lead someone to be defrauded. - How the money in the trust fund scam’s scheme actually disappeared. Host: Ricky Mulvey Guest: Yepoka Yeebo Producer: Deidre Woollard Engineer: Tim Sparks
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