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Battling Giants
1 december 2022 · 24 min
What's it like competing against a business that's 1,000 times bigger than your own?
(0:21) Emily Flippen discusses: - Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it - Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce - Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's
(12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean.
Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL
Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson
Host: Chris Hill Guests: Emily Flippen, Jeff Santoro, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick Engdahl
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FTX Collapse: Lessons for Investors
30 november 2022 · 30 min
The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX.
(0:21) Jim Gillies discusses: - Why the Dow Jones Industrial Average is "the dumbest index" - Where investors can find ballast for their portfolios
(15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors.
Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR
Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd
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Commodities...Seriously?
29 november 2022 · 21 min
With more retail data rolling in, it might also be time to start paying attention to commodities.
(0:21) Asit Sharma discusses: - Cyber Monday's results mirroring Black Friday's - How the headlines around strong holiday retail may be masking weakness underneath - Why stock investors may have to start paying attention to the price of copper
(9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy.
Stocks mentioned: ADBE
Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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China Protests Hit U.S. Stocks, NFL Viewing Hits New Record
28 november 2022 · 19 min
Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China.
(0:21) Jason Moser discusses: - Black Friday's new record of $9 billion spent - How other retailers are competing with Amazon - NFL viewing on Thanksgiving Day setting new records
(9:33) Bill Mann discusses: - Rising unemployment among China's young adults - How municipalities are "drowning in debt" - The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble
Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC
Host: Chris Hill Guest: Jason Moser, Bill Mann, Engineer: Dan Boyd
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What Really Drives Stocks Higher?
27 november 2022 · 25 min
Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession.
Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss:
- How growth stories can change through time. - Sectors showing the power of compounding dividends. - If a “Fed Put” still exists.
Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/
Host: John Rotonti Guest: Richard Bernstein Producer: Ricky Mulvey Engineers: Heather Horton, Dan Boyd
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Hidden Moats
26 november 2022 · 27 min
Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages. Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss: - What it means for a company to have a moat - Key metrics that can show whether a company has a competitive advantage - Moats in utility poles, engineering software, and gentlemen’s clubs Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF Host: Ricky Mulvey Guests: Jim Gillies, Iain Butler Engineer: Rick Engdahl
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4 Stocks We're Thankful For
25 november 2022 · 40 min
Cue the sound effect, it's time for our Thanksgiving Special!
(0:21) Ron Gross and Jason Moser discuss: - Humble Pie (aka, stocks we were wrong about) - Stocks we're thankful for - Turkey stocks to avoid - Financial topics we really hope don't come up this holiday season
(19:11) We revisit our conversation Scott Galloway, author of the bestselling book “Adrift: America in 100 Charts” and discuss a potential rebranding for nuclear energy, and which CEO has created the most shareholder value.
(37:20) Jason and Ron share two stocks on their radar: AMETEK and Taiwan Semiconductor.
Stocks discussed: APPH, WD, SBUX, DIS, HD, COST, NKE, BRK.B, TSLA, BBBY, AME, TSM
Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Galloway Engineer: Dan Boyd
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Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions
24 november 2022 · 57 min
Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense!
(1:45) Chris Hill, Bill Barker, and Bill Mann discuss: - What should be on the “Mount Rushmore of Thanksgiving Side Dishes” - Where we would go if we were in the Witness Protection program - Pro sports mascots to represent Team USA at the World Cup - Movie sequels and characters we’d like to see more of - A wedding reception that went viral
Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Dan Boyd
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“$5 Billion Feels Like Overkill”
23 november 2022 · 26 min
Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: - Questions about Autodesk’s capital allocation strategy. - Nordstrom's plans for a tough retail environment. - Favorite Thanksgiving traditions! (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years. Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN
Host: Asit Sharma Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Is Zoom Video an Acquisition Target?
22 november 2022 · 29 min
Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target.
(0:21) Bill Mann discusses: - Bob Iger's second day back as CEO - Best Buy, and CEO Corie Barry, defying expectations (again) - Zoom Video shares falling close to a 2-year low - How Zoom could fit well into Oracle's business
(12:25) Robert Brokamp talks with Megan McCoy, professor at Kansas State University, about relationships and money.
Stocks mentioned: DIS, BBY, AMZN, ZM, MSFT, ORCL
Host: Chris Hill Guest: Bill Mann, Robert Brokamp, Megan McCoy Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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Bob Iger 2: Return of the CEO!
21 november 2022 · 23 min
Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger.
(0:21) Jason Moser discusses: - The board's sudden reversal on Chapek - Expected changes in Disney's executive ranks - Iger's strengths in building relationships - Iger's track record in succession planning
(13:11) Dylan Lewis and Kirsten Guerra engage in a bull vs. bear debate over Pinterest.
Stocks mentioned: DIS, PEP, PINS, META
Host: Chris Hill Guest: Jason Moser, Dylan Lewis, Kirsten Guerra Producer: Ricky Mulvey Engineer: Dan Boyd, Tim Sparks, Rick Engdahl
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Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos
20 november 2022 · 19 min
The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hill caught up with Cuban to discuss:
- Why he’s able to sell a leukemia drug for thousands of dollars less than competitors - Stocks he bought during the pandemic - Advice for potential NFL owner Jeff Bezos
To check out Mark's new business go to www.CostPlusDrugs.com
Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN
Host: Chris Hill Guest: Mark Cuban Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim Sparks
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2022: New Learnings for Investors
19 november 2022 · 26 min
Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about: - 2022 through the lens of a small business - The importance of evaluating the management team of a small cap company - How fear can be contagious for investors - Keeping an eye on inflation as we head into 2023 - Optimism around the UNC men's basketball team Check out the Rule Breaker Investing podcast with David Gardner! https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738 Host: Chris Hill Guests: Bill Mann, Emily Flippen, David Gardner Engineers: Rick Engdahl, Dan Boyd
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Big Retail, Holiday Preview, and Chewy CEO Sumit Singh
18 november 2022 · 40 min
If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays. (0:30) Emily Flippen and Jason Moser discuss: - Walmart beating expectations and raising guidance - Home Depot and Lowe's delivering the goods (without a boost in share prices) - Target's self-inflicted problems continuing - Former Domino's CEO Patrick Doyle taking his talents to Restaurant Brands International - The latest from Williams-Sonoma, Berkshire Hathaway, and Taiwan Semiconductor (19:15) Emily talks with Sumit Singh, CEO of Chewy, about the pet products industry, when it's ok to lose money on customer acquisition, and why his company is expanding into pet healthcare. (32:20) Emily and Jason discuss: - Sam's Club's new pricing strategy - Two stocks on their radar: Chart Industries and Zoom Video Stocks mentioned: WMT, HD, LOW, TGT, WSM, NVDA, BRK.A, BRK.B, TSM QSR, DPZ, CHWY, ROVR, GTLS, ZM Host: Chris Hill Guests: Jason Moser, Emily Flippen, Sumit Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Family Ties & the “Buffett Premium”
16 november 2022 · 19 min
Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common.
(0:21) Ron Gross discusses: - Getting inspiration from a sitcom character - Buying his 1st stock from research in an investing newsletter - His enduring admiration for Costco - The undefinable-but-real value of the “Buffett Premium” when examining Berkshire-Hathaway’s business
Stocks mentioned: DIS, NFLX, COST, BRK-B
Host: Chris Hill Guest: Ron Gross Engineer: Dan Boyd, Tim Sparks
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"A combination of fraud and delusion"
15 november 2022 · 27 min
One reason we like Charlie Munger is he rarely, if ever, minces words. (0:21) Bill Mann discusses: - The latest PPI data boosting the market - Walmart's inventory levels (and 3rd-quarter results) catching Wall Street's attention - Charlie Munger sounding off on crypto (13:37) Alison Southwick and Robert Brokamp dip into the Fool Mailbag to answer questions about Roth IRAs, how ETFs work, and more! Companies discussed: WMT, GE, UAA Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Twitter's Gift To Competitors
14 november 2022 · 23 min
Social media companies selling advertising have been handed an unexpected gift (if they're able to take it).
(0:21) Jason Moser discusses: - Disney's historic win at the box office this weekend being overshadowed by the specter of layoffs - CEO Bob Chapek's metric for success in 2024 - Eli Lilly falling victim to a prank on Twitter and pulling its ad business in response - How Snap, Facebook, and Instagram need to take advantage of their sudden opportunity
(11:35) Jason and Matt Frankel take a closer look at the returns that safe investments are offering.
Companies discussed: DIS, AMZN, LLY, META, SNAP
Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd
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Leadership Strategies & Using Sports to Teach Business
13 november 2022 · 25 min
More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, there are plenty of reasons to be optimistic about the future of female leadership and entrepreneurship. Julia Boorstin is CNBC’s Senior Media & Tech Correspondent and the author of “When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them.” Deidre Woollard caught up with Boorstin to discuss: - Closing the funding gap for female-led companies - Shifting power dynamics in healthcare - What sports can teach kids about business - Why female leadership strategies are valuable for any business
Companies mentioned: RENT, REAL, SFIX
Host: Deidre Woollard Guest: Julia Boorstin Producer: Ricky Mulvey Engineer: Dan Boyd
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Retail, Inventory, and Deals!
12 november 2022 · 25 min
Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: - Which retailers are tackling inventory challenges well - An overlooked metric for retailers - And a compelling opportunity for long-term investors
Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY
Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/
Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd
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We Love Cooling Inflation!
11 november 2022 · 40 min
Several factors in the Big Macro pushed stocks higher at week's end.
(0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's potential for pulling back Covid restrictions - The role layoffs will play in the coming months - Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report - The latest from The Trade Desk, Lyft, and Marqeta
(19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change.
(32:10) Jason and Ron return to talk about - Carnival Cruise's intriguing strategy to battle rising food costs - Two stocks on their radar: Outset Medical and Titan International
Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI
Host: Chris Hill Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Did We Just Hit The Bottom?
10 november 2022 · 27 min
A lower-than-expected CPI number sent stocks soaring. (0:21) Jim Gillies discusses: - Why he believes the reaction on Wall Street could signal a bottom for stocks - Bumble benefitting from today's market rise - How, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price (15:47) Jeremy Bowman talks with GitLab CFO Brian Robins about how his company is helping other companies develop software, and the trade-off between growth and profitability. Companies discussed: BMBL, MTCH, GTLB Host: Chris Hill Guests: Jim Gillies, Jeremy Bowman, Brian Robins Producer: Ricky Mulvey
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CEO's Seat Getting Warmer
9 november 2022 · 29 min
The House That Mickey Built appears to be struggling.
(0:21) Tim Beyers discusses: - Disney's 4th-quarter financials disappointing Wall Street - How the media division is dragging down the parks division - Redfin shutting down its home-flipping business and laying off 13% of staff
(14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself".
Companies discussed: DIS, NFLX, RDFN, HD
Host: Chris Hill Guests: Tim Beyers, Deidre Woollard, Bernie Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Money & The Average American
8 november 2022 · 22 min
Rough years for Lyft and Tripadvisor get even rougher.
(0:21) Ron Gross discusses: - Lyft disappointing Wall Street in one key metric - Why Uber's diversification is currently an asset - Tripadvisor's guidance pulling down the stock
(10:54) Alison Southwick and Robert Brokamp talk with Jack Caporal and analyze data around average American salaries, savings, and what it means for your financial goals.
Companies discussed: LYFT, UBER, TRIP
Host: Chris Hill Guests: Ron Gross, Alison Southwick, Robert Brokamp, Jack Caporal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Amazon Music is now FM Radio
7 november 2022 · 27 min
Sometimes opportunity comes in the form of competitors making a mistake.
(0:21) Jason Moser discusses: - Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week - How long it will take to know if Mark Zuckerberg's investments in the metaverse will pay off - Amazon angering Prime members with an "upgrade" of their music service that changes the user experience for the worse - Spotify and Apple being gifted an opportunity to find new members for their music services
(13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google.
Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL
Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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McKinsey’s Hidden Influence
6 november 2022 · 28 min
One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss: - Why Fortune 500 companies pay millions of dollars for the firm’s advice - What “The Carnegie Way” meant for US Steel - McKinsey’s relationship with the FDA and what it means for drugmakers
Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY
Host: Ricky Mulvey Guest: Michael Forsythe Engineer: Dan Boyd
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Buybacks Done Well (and Not-So-Well)
5 november 2022 · 24 min
Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss: - A common misunderstanding investors have about free cash flow - Why management teams often struggle at doing share repurchases well - How Apple became a “shining example” of superior capital allocation - One less-familiar company that’s executed buybacks well
Companies discussed: APPL, META, ORLY
Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower
Host: Dylan Lewis Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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Surprising Earnings and Portfolio Protection
4 november 2022 · 40 min
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's cautious optimism heading into the holidays - North American same-store sales fueling the rise of Starbucks - The latest from Qualcomm, Atlassian, and Uber (19:15) Rachel Warren talks with Jon Maier, chief investment officer at Global X, about how to protect your portfolio during an economic downturn and trends he's watching over the next 3, 5, and 10 years. (30:30: Andy and Jason return to talk about - Hershey's latest quarter - Investing strategy for a college student - Two stocks on their radar: Ulta Beauty and The Trade Desk Stocks mentioned: SQ, PYPL, ETSY, SBUX, QCOM, TEAM, UBER, HSY, VOO, ULTA, TTD Host: Chris Hill Guests: Jason Moser, Andy Cross, Rachel Warren, Jon Maier Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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"The clock is ticking."
3 november 2022 · 24 min
Some companies have bright futures, while others simply run out of time.
(0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth
(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.
Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM
Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Airbnb's Record Quarter, Nikola's Early Days
2 november 2022 · 19 min
If you think this is a market that will automatically reward a stock because the company posted record revenue, think again.
(0:17) Asit Sharma discusses: - Why today's announcement from the Federal Reserve won't change the way he invests - Record revenue highlighting Airbnb's 3rd-quarter results - Whether today's drop in share price looks like a buying opportunity
(8:31) Ben Foldy, Wall Street Journal reporter and host of the podcast "Bad Bets", shares insights on Nikola founder Trevor Milton, his early career, and the steps that led to one of the hottest stocks of the pandemic.
Companies discussed: ABNB, NKLA, KNX
Host: Chris Hill Guest: Asit Sharma, Ben Foldy Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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A "Shock and Awe" Acquisition
1 november 2022 · 27 min
A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it.
(0:17) Bill Mann discusses: - Why he believes a "shock and awe" price was worth paying for J&J - How Abiomed strengthens the company's medical device portfolio - Amazon expanding its ad-free music library for Prime members - Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies
(10:33) Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver.
Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA
Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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4 Stocks We Just Bought
31 oktober 2022 · 24 min
October turned out to be the best month for the Dow Jones Industrial Average in a long time.
(0:17) Jason Moser discusses: - The importance of staying invested through bear markets - JPMorgan Chase going after the rental payment market - How much JPM has been investing in technology - Wells Fargo issuing a "double downgrade" of Hanesbrands
(13:49) Matt Frankel joins Jason to discuss four companies they bought shares of recently.
Companies discussed: JPM, HBI, HD, MKC, STOR, O, PINS
Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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Industrial Companies with Moats
30 oktober 2022 · 29 min
“When the party is happening in the penthouse, this is a sector that’s in the basement.”
Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about: - Why investors often misunderstand the industrial sector - How companies are using 3D printing and blockchain technology - Why family-run companies have key advantages for long-term investors - The biggest challenge for companies in the Titanium Economy
Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ
Host: Ricky Mulvey Guest: Nick Santhanam Engineer: Dan Boyd
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Who Killed the Candy Bar?
29 oktober 2022 · 24 min
If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss: - Why candy is a growing market that’s also shrinking - Hershey’s M&A strategy and supply chain questions - Official Halloween candy power rankings
Companies mentioned: HSY, GIS, NKE
Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire
Host: Ricky Mulvey Guest: Asit Sharma Engineer: Dan Boyd
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Apple, Amazon, and 2 New All-Time Highs
28 oktober 2022 · 40 min
The biggest tech companies reported this week, but it was Apple that shined the brightest.
(0:30) Jason Moser and Matt Argersinger discuss: - The diversity and strength of Apple's business lines - Slowing growth in Amazon Web Services - Meta Platforms hitting its lowest point in 6 years - Ford Motor's demonstration of fiscal discipline - The latest from Alphabet, Microsoft, and Visa
(19:15) Jason and Matt continue the earnings analysis and discuss: - ExxonMobil and McDonald's hitting new highs - Chipotle's plans for growth - Surprisingly strong weeks for Teladoc Health and Intel - Overrated and underrated Halloween candy - Two stocks on their radar: SiTime Corp. and Lennox International
Got a question about investing? Email podcasts@fool.com
Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM
Host: Chris Hill Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd
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Meta Misses, Shopify Stabilizes
27 oktober 2022 · 28 min
On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016.
(0:21) Andy Cross discusses: - Meta's worrisome R&D spending metric - Low expectations helping to fuel Shopify's rise - Comcast beating tough quarterly comps, thanks in part to the Minions
(13:41) Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day.
Companies discussed: META, SHOP, CMCSA, WEST
Host: Chris Hill Guest: Andy Cross, Scott Ford Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Alphabet, Visa, Roku
26 oktober 2022 · 21 min
Google's parent company disappointed Wall Street, but share buybacks continue.
(0:21) Bill Mann discusses: - Alphabet being a strong business, despite recent downturns - Spinning off YouTube being an idea that doesn't make sense - Visa wrapping up the fiscal year in strong fashion - CEO Al Kelly being among those who do not expect a recession in 2023
(10:56) Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company.
Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX
Host: Chris Hill Guest: Bill Mann, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Coke's Pop, Weber's Buyout, Stock Market Superstitions
25 oktober 2022 · 26 min
Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power.
(0:21) Jason Moser discusses: - Coca-Cola's strength in the face of currency headwinds - PayPal's new partnership with Amazon - Weber's largest shareholder grilling up a buyout offer - A new metric for retail businesses: DTRG
(13:17) Just in time for Halloween, Alison Southwick and Robert Brokamp break down stock market superstitions.
Companies discussed: KO, PEP, PYPL, AMZN, SHOP, LULU, WEBR, COOK
Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Big Tech Earnings Preview
24 oktober 2022 · 29 min
Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week.
(:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big tech companies. - More details about Twitter's acquisition. - Why Chinese tech stocks are dropping as Xi Jingping begins his third term.
The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts.
Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL Host: Dylan Lewis Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Crazy Eddie and the Art of Stock Fraud
23 oktober 2022 · 29 min
Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier.
Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After going public in the 1980s, the stock became nearly a ten-bagger before investigators found it to be a fraud. Investors may not have suspected that the retailer boosted profit margins by manipulating a cash skim, but there were some other signs that the soaring stock price didn’t tell the whole story.
Ricky Mulvey talked with Gary Weiss, author of “Retail Gangster: The Insane, Real-Life Story of Crazy Eddie” about: - Why investors bought into Eddie Antar’s hype - How criminals save money on sales tax - The eventual downfall of Crazy Eddie
Host: Ricky Mulvey Guest: Gary Weiss Engineers: Rick Engdahl, Dan Boyd
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What “Currency Headwinds” Mean for Investors
22 oktober 2022 · 26 min
Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at four economies around the world, including: - England’s pension and interest rate problems - The challenges of investing in China - A massive raw material exporter with a currency that outperformed the US dollar
(NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister
Companies mentioned: CNSWF, NXGPY
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Stocks (and Investing Books) We're Bullish On
21 oktober 2022 · 40 min
Snap fell 30% and took other social media and advertising stocks down with it.
(0:30) Emily Flippen and Ron Gross discuss: - Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news - American Express shares falling despite increased full-year guidance - Boston Beer's strong 3rd-quarter report - The latest from Microsoft, Netflix, Tesla, and Tractor Supply
(19:15) Emily and Ron dip into the Fool Mailbag and discuss: - Medical device pure-plays - Investing books they recommend - Surprising economics of pumpkin spice - The latest from McDonald's and Keurig Dr. Pepper - Stocks they're more bullish on - Two stocks on their radar: ASML Holding and Blackstone
Got a question about investing? Email podcasts@fool.com
Stocks mentioned: SNAP, PINS, META, GOOG, GOOGL, CAT, DE, AXP, NFLX, MSFT, TSLA, TSCO, SAM, MCD, DNUT, SYK, MDT, ZBH, JNJ, RMD, SG, FNCL, JPM, SBUX, PEP, KO, KDP, BX, ASML
Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Dan Boyd
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Tesla's Optimism Springs Eternal
20 oktober 2022 · 21 min
Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future.
(0:21) Bill Mann discusses: - Economic takeaways from England's sudden need for a new Prime Minister - Questions about Tesla's accounting - Why he believes that, despite falling in 2022, Tesla's stock is still pretty expensive.
(10:11) Buck Hartzell talks with Boston Omaha co-CEOs Adam Peterson and Alex Rozek about the nuts and bolts of their business, and how they're handling short-term pain. If you're a member of any Motley Fool service you can access the full Boston Omaha interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/10/19/interview-alex-rozek-adam-peterson-boston-omaha/
Companies discussed: TSLA, BOC
Host: Chris Hill Guest: Bill Mann, Buck Hartzell, Adam Peterson, Alex Rozek Producer: Ricky Mulvey Engineers: Dan Boyd
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Netflix Rising, WWE Preparing
19 oktober 2022 · 28 min
Netflix surprises Wall Street and throws down the gauntlet at streaming competitors.
(0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected - Optimism around Netflix's new ad platform - Why he believes the stock is fairly valued (with room to run)
(11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired.
Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA
Host: Chris Hill Guest: Tim Beyers, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd
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Activist Investors Shake the Tree
18 oktober 2022 · 29 min
If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.
(0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's recent stakes in Splunk and Salesforce. - Dan Loeb's push for a spinoff at Colgate-Palmolive. - Layoffs at Microsoft.
Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan. Companies discussed: CRM, MSFT, CL, SPLK, GIS, INTC Host: Deidre Woollard Guest: Asit Sharma, Robert Brokamp, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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The War on Checks
17 oktober 2022 · 23 min
Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves.
Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd
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Opportunities in Sustainable Investing
16 oktober 2022 · 21 min
More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing? Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about: - Opportunities in sustainable investing - Renewable energy technology. - How electric vehicles can help solve green energy’s intermittency problem
Stocks mentioned: F, TSLA
Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/
Hosts: Maria Gallagher, Alyce Lomax Guest: Bruce Usher Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry
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Meet the Dividend Knights
15 oktober 2022 · 24 min
You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market.
Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss: - Surprising companies (e.g., Dillard's) that have beaten the market over a ten-year period - Listener questions about dividend stocks - One interesting income opportunity
Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL
Find the full list of Dividend Knights here: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0
Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineer: Dan Boyd
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Big Merger, Big Banks, Lessons from the NYSE Floor
14 oktober 2022 · 40 min
Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Albertson's - New details on Netflix's ad-supported tier starting in November - The latest from UnitedHealth Group, Walgreen's, and Domino's Pizza (19:15) For the past 25 years CNBC's Bob Pisani has been reporting live from the floor of the New York Stock Exchange. In his new book, "Shut Up and Keep Talking: Lessons on Life and Investing", he shares insights from investing legends (Vanguard's John Bogle) and memorable encounters with rock legends (Led Zeppelin's Jimmy Page). (37:30) Jason Moser and Ron Gross share two stocks on their radar: Uber and Stanley Black & Decker Stocks mentioned: C, JPM, MS, WFC, UNH, KR, ACI, WMT, TGT, AMZN, WBA, NFLX, DIS, MSFT, DPZ, UBER, SWK Host: Chris Hill Guests: Jason Moser, Ron Gross, Bob Pisani Engineer: Dan Boyd
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Horror Movie-nomics
13 oktober 2022 · 23 min
Why are there so many horror movies? Because they're so profitable to make.
(0:21) Jim Gillies discusses: - Volatility (the good kind!) in the market today - Insider buying being a signal he watches closely - Why he's most interested in TFS Financial Corp. and Medpace Holdings this earnings season
(12:50) As horror movie fans get ready for this weekend's release of "Halloween Ends", Ricky Mulvey talks with Catie Peiper about the economics of horror movies.
Stocks discussed: TGT, TFSL, MEDP
Host: Chris Hill Guests: Jim Gillies, Catie Peiper Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Defensive Stocks FTW
12 oktober 2022 · 22 min
No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd
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