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Costco Cracks Down
28 juni 2023 · 25 min
Netflix isn’t the only company solving a sharing problem. (00:21) Bill Barker and Ricky Mulvey discuss: - Delta’s investor day and rosy profit guidance. - General Mills hitting a pricing power limit. - How Costco is solving its free rider problem. - AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story.
Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play.
Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE
Host: Ricky Mulvey Guests: Bill Barker, Jason Moser, Matt Frankel Engineer: Dan Boyd
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What to Do with Dividends
27 juni 2023 · 28 min
One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time.
(00:21) Jim Gillies and Ricky Mulvey discuss: - Walgreens Boot Alliance’s disappointing 3rd quarter. - The pharmacy chain’s turnaround story. - What to look for in investor presentations. - Why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity.
Plus, (11:54) Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers.
Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD
Links: Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/
Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0
Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Matt Argersinger Engineer: Dan Boyd
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Carnival Sets Course For Debt Reduction
26 juni 2023 · 26 min
Bookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom?
(00:21) Jason and Deidre Woollard discuss: - The strong demand for cruises and travel. - How Carnival’s plans to pay off its heavy debt load. - The prospects for Oddity Tech, a new DTC-brand IPO.
(14:55) Ricky Mulvey and author Robert Glazer discuss why investors should look for businesses with a cultural advantage and how to spot one.
Companies discussed: CCL, GS, ABNB, TSLA, AMZN, WP, BARK, BIRD
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Robert Glazer Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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Amazon Vs. Walmart
25 juni 2023 · 26 min
Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets.”
- How Amazon often beat Walmart’s low-price guarantee. - The incentives that slowed down Walmart’s e-commerce rollout. - Why WalMart was hesitant about creating a loyalty program. - Amazon and Walmart’s push into healthcare.
Companies discussed: AMZN, WMT
Host: Mary Long Guest: Jason Del Rey Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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“One Up on Wall Street” Book Club
24 juni 2023 · 28 min
You probably know something that a Wall Street analyst doesn’t, and that gives you an edge. Mary Long and Ricky Mulvey revisit Peter Lynch’s investing classic “One Up on Wall Street: How to Use What You Already Know to Make Money in the Market.” They discuss: - How to research a company beyond earnings statements - One common misunderstanding about Lynch’s style of investing - Where regular investors can find an edge over institutional money Companies discussed: FDX, NVDA, MCD Have a book recommendation for the book club? Let us know at podcasts@fool.com Host: Mary Long Guest: Ricky Mulvey Engineer: Tim Sparks
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Deal or No Deal?
23 juni 2023 · 40 min
Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Why more rate hikes are on the way. - How housing’s impact on inflation probably won’t slow down any time soon. - Why Activision and Adobe shareholders might not want their company’s proposed acquisitions to go through.
(19:11) Deidre Woollard spoke with Atif Qadir, the founder of proptech company Commonplace, about how issues at regional banks affect real estate, and whether empty office space can really be turned into apartments.
(31:16) Emily and Matt break down two ideas on their radar: Spotify and Schwab US Dividend Equity ETF.
Stocks discussed: ADBE, AMZN, IRBT, MSFT, ATVI, SPOT, SCHD
Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woolard, Atif Qadir Engineer: Dan Boyd
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Alibaba Shakes Things Up
22 juni 2023 · 28 min
Alibaba shuffles the deck as it heads towards spinning off its cloud division.
(00:21) Bill Mann and Deidre Woollard discuss: - Alibaba’s leadership changes. - The difference between spin-offs and IPOs for Alibaba shareholders. - If Amazon makes it too hard to unsubscribe from Prime.
(15:50) Deidre Woollard and Ricky Mulvey cover what happens when a stock trades under $1.
Companies discussed: BABA, AMZN, WE, NKLA, VCSA, APRN
Host: Deidre Woollard Guests: Bill Mann, Ricky Mulvey Producer: Ricky Mulvey Engineer: Dan Boyd
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EVs Get Supercharged
21 juni 2023 · 28 min
Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon.
(00:12) Asit Sharma and Dylan Lewis discuss:
- Why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS).
- What’s behind Tesla’s 140% jump in shares so far in 2023
- Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program.
NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS”
(12:30) Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them. Lees meerCompanies discussed: TSLA, F, GM, LOW, TGT, HD, CVS
Host: Dylan Lewis
Guests: Asit Sharma, David Johnston, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Tim Sparks
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PayPal's Growth Story
20 juni 2023 · 27 min
DraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14) Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy now, pay later loans.
-The payment processor's capital allocation strategy. -The DraftKings bid to buy a rival operator. -Why sports betting companies have a customer stickiness problem.
Plus, (12:20) Alison Southwick and Robert Brokamp answer listener questions about 401(k)s, investing, and cash management.
Companies/tickers mentioned: PYPL, KKR, AFRM, DKNG, TQQQ
"Women Power Rule Breakers - A Sparks Conversation" event registration https://fool.zoom.us/webinar/register/WN_BbdTqNGmQXKbWOx_zlb7bw#/registration
Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp Engineers: Tim Sparks, Rick Engdahl
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UFC Economics
18 juni 2023 · 29 min
You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. Michael Thomsen is the author of “Cage Kings: How an Unlikely Group of Moguls, Champions, and Hustlers Transformed the UFC into a $10 billion Industry”. Ricky Mulvey caught up with Thomsen to discuss: - The rise and transformation of the UFC - How president Dana White negotiates with fighters - What investors may want to know about the upcoming merger between WWE and the UFC Companies discussed: EDR, WWE Host: Ricky Mulvey Guest: Michael Thomsen Producer: Deidre Woollard Engineer: Rick Engdahl
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The Evolution of Urbanism
17 juni 2023 · 26 min
For the past century, cities have centered around work. What happens when that’s no longer the case?
Deidre Woollard and Matt Argersinger discuss:
What downtowns might look like when they become more than just “containers for work”
How different REITs are approaching the new commercial real estate landscape
The promise and problems of “15-minute cities”
Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA Host: Deidre Woollard Guest: Matt Argersinger Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks
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The New Bull Market
16 juni 2023 · 40 min
Some are saying it’s a bull market, we’re calling it a giddy one.
(00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up. - Why the market was hungry for shares of restaurant brand Cava.
(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people. Lees meer(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.
Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR
Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd
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Selling Secrets Across The Globe
15 juni 2023 · 27 min
A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong?
(00:15) Bill Mann and Deidre Woollard discuss:
- The high value of getting a leg up on the competition in the semiconductor industry.
- If companies can do anything to keep secrets from leaking out.
- Why Alphabet’s adtech is attracting regulators’ attention.
(13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals and its role at the center of cystic fibrosis treatment.
Companies discussed: GOOG, GOOGL,KO, VRTX, SSNLFHost: Deidre Woollard
Guests: Bill Mann, Ricky Mulvey, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks
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Netflix’s Promising Next Act
14 juni 2023 · 27 min
Netflix’s is aiming to return to growth by cracking down on password sharing.
(00:12) Jim Mueller and Dylan Lewis discuss:
The encouraging data behind Netflix’s password crackdown and ad-supported membership. Lees meerWhy it still might be a bit early to bank on those growth levers for Netflix.
How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv.
(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage.
Companies discussed: NFLX, AAPL, AMZN, DIS, INTU
Host: Dylan Lewis
Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma
Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers
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An Inflection Point for adidas
13 juni 2023 · 29 min
Inflation is slowing down. Is this what a soft landing looks like?
(00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss: - Big macro takeaways from the latest inflation numbers. - How adidas is dealing with the fallout from discontinuing its Yeezy line. - If the apparel maker has balance sheet risk.
Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor.
Companies discussed: ADDYY, NKE
Article discussed: https://www.bloomberg.com/news/features/2023-05-25/adidas-s-yeezy-mess-has-been-a-billion-dollar-nightmare-for-the-business Lees meerHost: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl
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Icahn Gets His Way
12 juni 2023 · 25 min
Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?
(00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail. - Carl Icahn’s history of activist investing. - Thoma Bravo’s success in buying companies and repackaging them for sale.
(14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today’s investing universe.
Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal Producer: Ricky Mulvey Engineer: Dan Boyd
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Are Banking Relationships Sticky?
11 juni 2023 · 22 min
When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then?
Motley Fool Senior Analyst Bill Mann caught up with Chip Mahan, CEO of Live Oak Bank. They discuss:
- The breakdown of communication between regulators and Silicon Valley Bank - How Live Oak Bank is differentiating itself from larger institutions - Why traditional banks may face margin issues in the “not too distant future”
Companies discussed: LOB, JPM
Host: Bill Mann Guest: Chip Mahan Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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“No One Will Ever Need a PC in Their Homes.”
10 juni 2023 · 31 min
A new technology won’t go far unless it solves a migraine-level problem.
Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss:
- How investors can think about adoption lifecycles and tech investments - Where generative AI lands on the hype cycle - One key sign that a new product has “crossed the chasm” for widespread adoption - ChatGPT’s “nice to haves”
Companies discussed: IT, AAPL, MDB, HUBS
Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: Rick Engdahl
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Spatial Computing and Safety Deposit Boxes in the Sky
9 juni 2023 · 40 min
Will mixed reality win out over virtual reality? And is crypto a security?
(00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit against Coinbase and Binance, and what it means for crypto.
(19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row.
(33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard Engineer: Dan Boyd
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Game over for GameStop’s CEO
8 juni 2023 · 22 min
GameStop’s CEO is out and Spotify is shaking up its podcast strategy.
(00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - If GameStop can move beyond meme status and find new growth. - Spotify’s layoff’s and what it signals about its strategic shift.
(11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next. Companies discussed: MSFT, GME, SPOT, SNOW
Host: Deidre Woollard Guests: Bill Barker, Asit Sharma, Bob Muglia Producer: Ricky Mulvey Engineer: Rick Engdahl
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Mixed Signals From Real Estate and Regional Banks
7 juni 2023 · 27 min
The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money.
(00:15) Bill Mann and Dylan Lewis discuss:
How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
The follow-on effects that could hit regional banks.
Why insiders at regional banks are buying up shares despite the pessimism.
(13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around.
Companies discussed: LOB, CHWY, GME, BBBY, BABA
Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Melissa Lee Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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Apple's $3500 "Snowboard Goggles"
6 juni 2023 · 24 min
Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.”
(00:21) Ricky Mulvey and Nick Sciple discuss: - Apple’s Vision Pro Product, its biggest product launch in a decade. - How Apple's hardware strategy differs from Meta. - The Vision Pro’s possibilities and limitations. - The SEC’s complaint against Coinbase.
Plus, (13:32) Alison Southwick and Robert Brokamp discuss how to plan for a healthier retirement. Companies discussed: AAPL, META, COIN
Article discussed: https://www.wsj.com/articles/apple-vision-pro-i-tried-the-new-mixed-reality-headset-f49a8811
Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl
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AI Is Not A Person
5 juni 2023 · 29 min
The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat.
(00:21) Jason Moser discusses: - What a potential Directors Guild deal means for entertainment. - The challenges facing streamers as they look for more ways to profit from content. - Whether or not Apple can take headsets out of their gaming niche.
(16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again.
Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA
Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd
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Who Controls the Magnets?
4 juni 2023 · 32 min
If you didn’t have a reliable supply of electricity, what would you do to secure it?
Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss:
- Why more countries are turning to coal - The challenges of building a reliable green energy grid - The resurgence of interest in nuclear energy - Supply chain issues for electric car batteries
Company mentioned: SMR
Host: Nick Sciple Guest: Robert Bryce Producer: Ricky Mulvey Engineer: Dan Boyd
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A Sea Change in Space Exploration
3 juni 2023 · 26 min
Low Earth orbit now has some real estate problems.
Deidre Woollard caught up with Ashlee Vance, author of “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.” They discuss:
- The new business opportunity in clearing space junk - How a self-taught engineer created a commercially successful rocket company - The massive trade-offs that space companies make by going public
Companies discussed: RKLB, SPCE
Host: Deidre Woollard Guest: Ashlee Vance Producer: Ricky Mulvey Engineer: Rick Engdahl
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Consumer Spending is Tightening Up… Kind Of
2 juni 2023 · 40 min
Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally.
(00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. - The numbers behind MongoDB’s blowout earnings release.
(19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk.
(32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems.
Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV
Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing Engineer: Dan Boyd, Tim Sparks
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Is AI Taking Tech To The Top?
1 juni 2023 · 34 min
With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?
(00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce.
(19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.
Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V
Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd
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The House’s Cut is Going Up
31 mei 2023 · 21 min
It’s tough facing the house, whether you’re playing it or trying to pay for one.
(00:21) Asit Sharma and Dylan Lewis discuss:
The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow.
(12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space.
Companies discussed: MGM, CZR, LLY, NVO, WW
Host: Dylan Lewis Guests: Asit Sharma, Dana Corl, Keith Speights Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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Debt Ceiling Drama, AI's Peak, and Expired Coffee
30 mei 2023 · 28 min
What kind of day has it been? (00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and why we haven't reached "peak AI" yet - Listener feedback over the years and the concept of "playing to the back of the room" - A surprise guest (via audio) (20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert. Companies discussed: NVDA Host: Chris Hill Guest: Bill Barker Engineers: Dan Boyd
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Peter Zeihan on China, Apple, and Europe
28 mei 2023 · 27 min
Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China?
Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss:
- Why Apple is diversifying production away from China - What an aging population means for the United States economy - Why de-dollarization is less likely than many think
Company discussed: APPL
Host: Bill Mann Guest: Peter Zeihan Producer: Ricky Mulvey Engineers: Dan Boyd
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Apropos of Something
27 mei 2023 · 27 min
Chris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, colleague, and friend. They discuss:
Why it pays dividends to ask good questions
Why timing matters in the studio, but not so much in the market
The importance of investing in people
Companies mentioned: SBUX, V, MA, PYPL, SQ
Host: Mary Long Guests: Ron Gross, Steve Broido, Alison Southwick, Bill Mann, Mac Greer, Bill Barker, Jason Moser, Matt Argersinger, Chris Harris, Dan Boyd Producer: Ricky Mulvey Engineer: Rick Engdahl
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Big Tech's Banner 2023 Continues
26 mei 2023 · 40 min
Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting.
(00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling.
(19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.”
(34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes.
Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks
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Nvidia Booms
25 mei 2023 · 28 min
The graphics processing maker became $200 billion more valuable in a single day.
(00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders.
Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon.
Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN
Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton
Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb
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The Chip War’s Next Chapter
24 mei 2023 · 29 min
Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain.
[00:21] Asit Sharma and Dylan Lewis discuss:
China’s ban on Micron chips for companies working on key infrastructure projects. Apple’s multibillion dollar deal with Broadcom and the company’s increased investment in U.S. manufacturing and supply chain. How investors should be looking at the tech hardware companies in their portfolio.
[13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later."
Companies discussed: MU, AAPL, AVGO, BRK
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yanely Espinal Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan
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Is Zoom Still A Growth Stock?
23 mei 2023 · 23 min
Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat?
(0:21) Bill Barker discusses: - Zoom’s growth trajectory - Where Zoom’s revenue might come from next - Are Lowe’s and Home Depot too similar?
(14:02) Social Security reform has been back in the news lately. Alison Southwick and Robert Brokamp break down the myth-conceptions that surround Social Security.
Companies discussed: ZM, MSFT, HD, LOW, DKS, AMZN
Host: Deidre Woollard Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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The Next Chipotle or the Next Sweetgreen?
22 mei 2023 · 26 min
Mediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers? (00:21) Jason Moser discusses: - The growth of Cava and the company’s plans for capital raised during the IPO - How Cava could end up as the next Chipotle (or not) - What another big week of retail earnings portends (12:43) A lot of companies are talking about artificial intelligence on their conference calls this earnings season. Ricky Mulvey talks with Motley Fool analyst Meilin Quinn about a business that may be getting a genuine tailwind from AI.
Companies discussed: CMG, SG, COST, LOW, BBY, HD, WMT, TGT, CHGG, DUOL
Host: Chris Hill Guests: Jason Moser, Meilin Quinn Producer: Ricky Mulvey Engineer: Dan Boyd
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AI is Much More than ChatGPT
21 mei 2023 · 30 min
An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? Rob LoCascio is the founder and CEO of LivePerson, a company that develops conversational commerce and AI software. Ricky Mulvey caught up with LoCascio to discuss: - How artificial intelligence will change how you interact with brands - Starboard Value’s campaign to change LivePerson’s board and CEO - The unlocks that quantum computing could provide tech companies - What natural language processing programs are revealing about interspecies communication Companies mentioned: LPSN, GOOG, GOOGL Host: Ricky Mulvey Guest: Rob LoCascio Engineer: Rick Engdahl Production Assist: Dana Corl
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Managing Cash Amid High Inflation
20 mei 2023 · 21 min
The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. Dylan Lewis caught up with Robert Brokamp to discuss: - How banks benefit from your inertia, and how that costs you - Ideas for managing cash for the next few weeks, months, and years - Money market funds paying more than 4%, and the caveats to understand before utilizing those accounts - Who can benefit from I Bonds and less-liquid savings vehicles Website mentioned: https://www.fool.com/the-ascent/ Host: Dylan Lewis Guest: Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl
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Big Retail, Apple, and the Fight for "Taco Tuesday"
19 mei 2023 · 40 min
As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy lifting in its latest results - Reports that Apple will unveil a $3,000 device at its developer conference in early June - Netflix impressing advertisers and Wall Street - The latest from Home Depot, Target, Foot Locker, and Deere (19:11) Scott Phillips, chief investment officer at Motley Fool Australia, shares the current state of play for investors Down Under, Australian stocks to watch, and predictions for this year's Rugby World Cup. (30:28) Ron and Jason discuss Taco Bell fighting to free the phrase "Taco Tuesday" from its current trademark holder and share two stocks on their radar: Owens Corning and Lowe's. Stocks discussed: WMT, HD, TGT, FL, AAPL, MSFT, DE, NFLX, DIS, TTD, ASX, AMZN, MDB, GOOG, GOOGL, TEAM, TNE, YUM, LOW, OC Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Phillips Engineer: Dan Boyd, Tim Sparks
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TikTok's 1st Ban
18 mei 2023 · 23 min
Is Montana's move against TikTok a speed bump or the start of a trend?
(00:21) Bill Mann discusses: - How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama - Shares of Bath & Body Works popping 10% on its latest earnings report - Names for scented candles
(14:15) As the retail landscape continues to evolve, Motley Fool contributor Rachel Warren talks with Anjee Solanki, Director of Retail Services at Colliers, about one category that's holding its own.
Companies discussed: META, GOOG, GOOGL, SNAP, BBWI, DG, ELF, ULTA
Host: Chris Hill Guests: Bill Matt, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
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Short-Seller vs Prize Fighter
17 mei 2023 · 26 min
What happens when a short-seller collides with an activist investor?
(00:21) Bill Barker discusses: - Target's 1st-quarter results beating expectations - CEO Brian Cornell's comments about organized (and violent) retail theft - Retail sales rising in April
(11:15) Dylan Lewis and Bill Mann discuss Hindenburg Research's report on Icahn Enterprises, raising questions about the conglomerate's accounting practices and its dividend.
Companies discussed: TGT, HD, IEP
Host: Chris Hill Guests: Bill Barker, Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd
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Buffett's Latest Buys (and Sells)
16 mei 2023 · 34 min
Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling.
(00:21) Jim Gillies discusses: - Home Depot's lackluster 1st-quarter results masking an otherwise strong business - Capital One getting a boost from the Oracle of Omaha - The surprising energy stock the Berkshire Hathaway team took a stake in
(19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more.
Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS
Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Time To Buy Golf Stocks?
15 mei 2023 · 29 min
Sometimes you need to stop thinking, let things happen, and be the ball.
(00:21) Jason Moser discusses: - EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skeptical) - Peloton recalling more than 2 million exercise bikes - Why he's keeping a close eye on Home Depot's earnings report on Tuesday
(13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies.
Companies discussed: MSFT, ATVI, SONY, PTON, HD, WMT, TJX, TGT, MODG, GOLF
Host: Chris Hill Guests: Jason Moser, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Making Cash vs Preserving Money
14 mei 2023 · 26 min
If you like to tinker with your investments, then it’s tough to beat the market over a long period of time.
John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown.” Deidre Woollard caught up with Jennings to discuss:
- Why the improbable happens all the time
- 1 key attribute that some of the best-performing stocks have in common - And the business advantage that “fast followers” have over pioneers
Companies mentioned: SCHW, TJX, APPL, HUM, SHW
Host: Deidre Woollard Guest: John M. Jennings Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton
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Foolish Advice for College Grads
13 mei 2023 · 23 min
Congratulations on finishing up college! So what are you going to do now?
Mary Long caught up with four Fools to get some actionable advice for new college grads. They discuss:
- What to do when you get your first paycheck. - How risk-averse grads can get in the stock market. - Preparing your finances for job hopping. - The difference between being a Rule Breaker and a Bridge Burner.
Stocks, ETFs mentioned: SPY, QQQ, BRK.B
Host: Mary Long Guests: Ron Gross, Alison Southwick, Robert Brokamp, David Gardner Producer: Ricky Mulvey Engineer: Rick Engdahl
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Alphabet's Event Serves Notice To Wall St.
12 mei 2023 · 40 min
At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email podcasts@fool.com You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd
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Money Advice from Moms
11 mei 2023 · 22 min
Spending, investing, dealing with debt...moms have seen it all. (00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is an attractive business (with a richly-valued share price) (11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Got a question about personal finance? Email podcasts@fool.com and your question might get used in next week's mailbag segment!
Companies discussed: DIS, CMCSA, TTD Host: Chris Hill Guests: Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Writers Strike & The Future of Streaming
10 mei 2023 · 19 min
The last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses? (00:21) Bill Barker discusses: - The latest inflation data putting a smile on Wall Street's face - Pricing data for gasoline and bacon - Axon Enterprise succeeding despite today's stock drop (8:48) What will the writers strike mean for streaming businesses? Dana Corl talks with Vulture television critic Jen Chaney about why the writers are striking and the ripple effects for companies like Netflix and Disney. Companies discussed: AXON, WBD, NFLX, DIS Host: Chris Hill Guests: Bill Barker, Dana Corl, Jen Chaney Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Guidance Trumps Results...Again
9 mei 2023 · 25 min
Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting.
(00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low - How PayPal's CEO search is affecting shareholders - Under Armour's continued struggles and less-than-impressive record of share buybacks
(14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college.
Companies discussed: PYPL, UA, UAA
Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Certain statements may be deemed forward-looking. There is not guarantee that these projections or forward-looking statements will come to fruition. This discussion is for informational and illustrative purposes only and should not be construed as investment advice or recommendations.
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Buffett on Apple, Banks, and Value Investing
8 mei 2023 · 22 min
When Warren Buffett speaks, investors and Wall Street tend to listen.
(00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over-diversification
(9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors.
Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG
Host: Chris Hill Guests: Jason Moser, Nick Sciple, Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineers: Dan Boyd
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