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E-Commerce Overreached. Now What?
11 oktober 2022 · 26 min
It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway.
(0:21) Bill Mann discusses: - Why the investments Amazon and Shopify made were not a "delusion" - What to watch for among online retailers this holiday shopping season - Inventory management being the metric to watch in early 2023
(11:13) Mark Kantrowitz is an expert on saving for college and author of "Filing the FAFSA". Robert Brokamp talks with him about some of the most common errors people make when applying for financial aid.
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: AMZN, SHOP, W
Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Mark Kantrowitz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Calm Before The Storm
10 oktober 2022 · 24 min
It's quiet before earnings season. Too quiet. (0:21) Jason Moser discusses: - Expectations for earnings season (which really starts on Friday) - Jamie Dimon's comments about a U.S. recession being 6-9 months away - Key data around consumer savings and spending (11:58) In 2017 Intel bought Mobileye, a self-driving car company, for $15 billion. As Intel prepares to spin it out, Dylan Lewis and Ricky Mulvey discuss the relative attractiveness of the soon-to-be public Mobileye. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: ADBE, INTC, MBLY Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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Fall Q&A: Stocks, Dividends, Luxury Goods, and a Cannabis REIT
9 oktober 2022 · 28 min
You’ve got questions, so we rounded up some Fools with answers! In this fall mailbag we’re answering your voicemails and emails about: - Adobe’s $20 billion acquisition of Figma - If a cannabis REIT is a good buy - Luxury goods stocks as a hedge against inflation - Using dividend payments for a mortgage Got a question for the show? Call the Motley Fool Money hotline at 703-254-1445. Companies mentioned: XOM, RACE, RH, SWGAY, LVMUY, CPRI, MTN, PEB, ADBE, DOMO, IIPR Host: Chris Hill Guests: Matt Argersinger, Dylan Lewis, Tim Beyers, Emily Flippen, Jason Moser, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Tim Sparks
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Semiconductors 101
8 oktober 2022 · 25 min
Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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More Rate Hikes Coming
7 oktober 2022 · 39 min
Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD warning about lower revenue - Constellation Brands posting a lost in the 2nd quarter - Apple looking to boost production in India - Macy's gaining inventory insights from its own credit-card data - The latest from McCormick, Peloton, and more (19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600. (32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes. Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH Host: Chris Hill Guests: Andy Cross, Jason Moser, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl
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Bull vs. Bear: Boston Beer Co.
6 oktober 2022 · 16 min
Amazon is the latest to signal its intentions around holiday retail hiring.
(0:21) Maria Gallagher discusses: - Amazon's announcement it will increase hourly pay and hire 150,000 seasonal workers - Data around consumer spending sentiment - Why she's watching how higher-end retailers will fare this year
(8:53) You may enjoy a cold Sam Adams, Angry Orchard cider, or Truly hard seltzer, but does that make parent company Boston Beer Co. a good investment? Jason Hall and Travis Hoium engage in our latest bull vs. bear debate!
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM
Host: Chris Hill Guests: Maria Gallagher, Travis Hoium, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd
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Musk/Twitter Back On?
5 oktober 2022 · 26 min
Elon Musk says he's going to buy Twitter at the original price, and this time he means it!
(0:21) Bill Mann discusses: - His belief that the Musk/Twitter deal will get done - Forward guidance being the thing he'll be watching in the upcoming earnings season - Why he believes stagflation is the biggest risk to the economy right now
(10:50) If you think SaaS companies are efficient, can we interest you in a retailer that that sells gently-used goods? Jim Gillies discusses a small cap business that's been rewarding shareholders.
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: TWTR, TSLA, WINA, EBAY
Host: Chris Hill Guests: Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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1 Stock for National Taco Day
4 oktober 2022 · 25 min
And another high-profile IPO company gets taken private.
(0:21) Asit Sharma discusses: - Poshmark's all-cash deal that values the company at less than half of its IPO price. - Private market valuations coming down - National Taco Day and Chipotle's strong business
(11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing.
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG
Host: Chris Hill Guests: Asit Sharma, Rich Greifner, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Kim K, Crypto, and Porsche's IPO
3 oktober 2022 · 24 min
What are the chances the stock market makes a 4th-quarter comeback?
(0:21) Jason Moser discusses: - The chances of the S&P 500, down more than 20% year-to-date, rising over the last 3 months of the year - How the market tends to do worse the year before a recession - Kim Kardashian agreeing to pay $1.2 million to settle charges from the SEC she failed to disclose payment for touting crypto on Instagram
(12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen.
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: META, P911, VWAPY
Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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Ben Franklin: Founding Father of Microfinance and Open-Source Tech
2 oktober 2022 · 28 min
If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life. Robert Brokamp talks with Michael Meyer, author of “Benjamin Franklin's Last Bet: The Favorite Founder's Divisive Death, Enduring Afterlife, and Blueprint for American Prosperity” about: - Franklin's mistakes in estate planning - The power of small, anonymous donations - Other fun facts about America's first celebrity Host: Robert Brokamp Guest: Michael Meyer Producer: Ricky Mulvey Engineer: Rick Engdahl
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No Solutions, Just Trade Offs: Doomberg on Worldwide Energy Challenges Molecules, Physics, and Platitudes
1 oktober 2022 · 28 min
The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken.
Wait, what?
Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken.
Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about:
- The state of Europe’s energy crisis. - Nuclear’s place in a decarbonized future. - And what the Nord Stream pipeline attack means for the world.
Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl
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Scott Galloway on CEOs, Big Tech, and Energy
30 september 2022 · 40 min
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and product announcements.
(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.
(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.
Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA
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An IPO, In This Environment?
29 september 2022 · 28 min
Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!
(0:18) Dylan Lewis and Tim Beyers discuss: - Why Porsche is going public while other companies are holding off. - Down rounds in the private markets. - Promising results for Biogen’s Alzheimer’s treatment.
Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift.
Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW
Host: Dylan Lewis Guests: Tim Beyers, Matt Argersinger, Deidre Woolard Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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"All of this has happened before."
28 september 2022 · 22 min
If what's happening today with Apple seems familiar, it should. (0:21) Jim Gillies discusses: - Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to ramp up production - How history is an excellent guide on what today's short-term drop in Apple's stock means for long-term investors - Why now is the time to invest (even if it doesn't feel great) (10:00) Ricky Mulvey talks with best-selling author Blake Crouch about gene modification, and a future that may be closer than most people imagine. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: AAPL Host: Chris Hill Guests: Jim Gillies, Blake Crouch Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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Mistakes? We've Made A Few
27 september 2022 · 27 min
When you don't get what you want, you get experience. (0:21) Asit Sharma discusses: - The S&P 500 hitting a new low for the year - Seeking out companies with "fortress balance sheets" - Whether Mullen Automotive is a meme stock - Learning from mistakes and staying in the game (11:00) Economists and personal finance authors have very different opinions on topics like savings and investing. Alison Southwick and Robert Brokamp break down the differences and share their own thoughts. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: MULN, UA Host: Chris Hill Guests: Jason Moser, Brian Stoffel, Jamie Louko Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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Prime Day 2: E-Commerce Boogaloo
26 september 2022 · 21 min
For the first time ever, Amazon is having a second "Prime Day" event. (0:21) Jason Moser discusses: - Behind-the-scenes planning that led up to this announcement - Inventory clearing, and the role it may play in this event before Amazon's final holiday push - Apple finding their headliner for next year's Super Bowl halftime show (11:00) Brian Stoffel and Jamie Louko engage in a Bull vs. Bear debate over AirBnb. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: AMZN, AAPL, ABNB, EXPE, BKNG Host: Chris Hill Guests: Jason Moser, Brian Stoffel, Jamie Louko Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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What Do Higher Interest Rates Mean for REITs?
25 september 2022 · 20 min
Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest rates may be in its early innings.
John Worth is the executive vice president for research and investor outreach at the National Association of Real Estate Investment Trusts, or Nareit. Deidre Woollard and Matt Frankel caught up with Worth to talk about: - Strong REIT business performances and sliding stock prices - The lasting effects of COVID on commercial real estate - Why private equity firms are buying up public REITs
Companies mentioned: PLD, DRE
Hosts: Deidre Woollard, Matt Frankel Guest: John Worth Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry
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Morgan Housel on Inflation, Incentives, and Investing through Bear Markets
24 september 2022 · 25 min
“No one's success is proven until they've survived a calamity.”
You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separate in the financial world and making that distinction can take a few decades. Chris Hill talked with best-selling author Morgan Housel in front of a live audience about: - Why inflation is so personal and variable - Elon Musk’s best product (hint: it’s not a car) - The power of incentives - The secret to 99% of Warren Buffet’s success - Investing through bear markets
Companies mentioned: BRK.A, BRK.B, HOOD, TSLA
If you're a member of any Motley Fool service you can access the video for the full interview here: https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/wealth-greed-and-happiness-with-best-selling-autho Host: Chris Hill Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Dan Boyd
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Recession Fears, House Hacking, Consumer Spending for the Holidays
23 september 2022 · 39 min
For the 5th time in 6 weeks, there was a lot of red on Wall Street. (0:30) Jason Moser and Maria Gallagher discuss: - The Fed's latest rate hike spooking investors - Costco delivering (yet again) in the 4th quarter - Darden Restaurants walking a fine line with customers - DocuSign's hiring its new CEO from Alphabet - Amazon declaring victory with Thursday Night Football (19:45) Deidre Woollard and Matt Frankel talk with Robert Leonard, host of the Millennial Investing podcast, about house hacking. (28:30) Maria and Jason answer questions from the Fool Mailbag and share two stocks on their radar: Lululemon Athletica and Microsoft. Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed on the show: COST, TGT, UPS, WMT, DRI, DOCU, GOOG, GOOGL, AMZN, AAPL, PYPL, PG, LVMH, LULU, MSFT Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Deidre Woollard, Matt Frankel, Robert Leonard Producer: Ricky Mulvey Engineers: Dan Boyd
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Are SPACs Done?
22 september 2022 · 23 min
What does it say that no private company wants a check for $1.1 billion?
(0:21) Bill Mann discusses: - The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected) - Chamath Palihapitiya shutting down two SPACs and returning money to investors - Whether SPACs are essentially over
(13:02) Rachel Warren talks with author Ross Dawson about his new book Thriving on Overload: The 5 Powers for Success in a World of Exponential Information.
Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.
Host: Chris Hill Guests: Bill Mann, Rachel Warren, Ross Dawson Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry
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YouTube vs. TikTok
21 september 2022 · 24 min
Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash.
(0:25) Maria Gallagher discusses: - YouTube's announcement of a new revenue-sharing model for creators of short-form videos - How this strategy can help with retaining existing creators - Why should really hate to see Lisa Su leave the corner office at AMD
(10:00) Ricky Mulvey and Asit Sharma talk about how some people make investing harder than it needs to be, and how to make your investing life a little easier.
Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.
Stocks mentioned: GOOG, GOOGL, COST, AMD, ADBE, TTD
Host: Chris Hill Guests: Maria Gallagher, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd
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"Make no mistake, this too shall pass."
20 september 2022 · 27 min
Bear markets always come to an end, but they're not necessarily fun while they last.
(0:21) Bill Mann discusses: - The market reacting to the Federal Reserve's announcement a day before the Fed actually makes it - Why large companies like Microsoft are quietly preparing for 2023 and 2024 - The bizarre incident involving Beyond Meat's chief operating officer
(11:25) Alison Southwick and Robert Brokamp talk with Emily Flippen about some of the biggest consumer goods storylines of the year, and potential radar stocks for investors.
Stocks mentioned: MSFT, BYND, NFLX, LULU, PTON, CHWY, SG, BARK, VDC
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Pessimism High? Might Be Time To Buy
19 september 2022 · 21 min
"The best time to buy is when pessimism is prevalent." (0:21) John Rotonti discusses: - Why the rise in investor pessimism gets him excited to go shopping for investments - What he's watching - A mind-blowing stat about how important it is to stay invested in the market (10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable). Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP, TEAM, HUBS, CRM Host: Chris Hill Guests: John Rotonti, Tim Beyers, Tim White Engineers: Dan Boyd, Rick Engdahl
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Liz Ann Sonders on Economic Cycles, Stock Prices, and Investing Mistakes
18 september 2022 · 30 min
Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about: - The “mother’s milk” of stock prices - How this market is simultaneously like the 1970s, post-WWII, and completely unique - One common rebalancing mistake that investors often make
Host: John Rotonti Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan
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CRISPR, Gene Therapies, and Cure Pricing Conundrums
17 september 2022 · 24 min
Genetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch.
Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA
Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd
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Amazon's Big Bet on the NFL
16 september 2022 · 40 min
Another rough week for the stock market coincides with Amazon's exclusive start to Thursday Night Football.
(0:30) Emily Flippen and Ron Gross discuss: - FedEx shares having a historically bad day amid talk of a recession - Adobe spending $20 billion for a start-up software design firm - Optimism around Starbucks after an impressive (and detailed) investor day - Twilio laying off 11% of employees - Two business leaders and their legacies
(19:45) John Ourand from the Sports Business Journal discusses Amazon's investments in NFL programming, Disney's thinking about ESPN, college football playoff expansion, and story lines for the MLB playoffs.
(35:30) Ron and Emily share two stocks on their radar: Union Pacific and Costco.
Stocks discussed on the show: FDX, ADBE, SBUX, TWLO, AMZN, DIS, AAPL, UNP, COST
Host: Chris Hill Guests: Emily Flippen, Ron Gross, John Ourand Engineer: Dan BoydGenetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch.
Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA
Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd
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Housing Trends w/ Trex CEO Bryan Fairbanks
15 september 2022 · 26 min
Regulators take a closer look at buy-now, pay-later companies.
(0:21) Bill Mann discusses: - The Consumer Financial Protection Bureau announcing plans to oversee BNPL businesses like Affirm Holdings - Why this is not an example of government overreach - His very recent trip to eastern Europe and the current state of energy access in the region
(13:30) Deidre Woollard interviews Trex CEO Bryan Fairbanks in front of a live audience and discusses the "public spaces" part of Trex's business, and what gets Fairbanks excited to go to work every day.
If you're a member of any Motley Fool service, you can access the entire interview with Bryan Fairbanks here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/the-global-supply-chain-and-housing-trends-with-tr/ Stocks mentioned: PYPL, SQ, AFRM, TREX, HD, LOW
Host: Chris Hill Guests: Bill Mann, Deidre Woollard, Bryan Fairbanks Engineers: Dan Boyd, Austin Morgan
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"Days like yesterday are a gift."
14 september 2022 · 27 min
Down days in the market aren't fun, but they may also be great days to buy stocks.
(0:21) Jim Gillies discusses: - Why his rule is to never buy stocks on a day the market is up - The types of companies he's been buying shares of lately - Takeaways from Starbucks' investor day event
(16:24) Ollen Douglass, managing partner of Motley Fool Ventures, talks with Jenny Abramson, founder and managing partner of Rethink Impact, in front of a live audience about investing in private companies and what she looks for company leaders.
Stocks mentioned: SBUX
Host: Chris Hill Guests: Jason Moser, Marc Rapport, Joseph Ori Engineers: Dan Boyd, Spencer Daniel
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What's On Your Watchlist?
13 september 2022 · 27 min
If you're a long-term investor, today was a good day to go shopping.
(0:21) Asit Sharma discusses: - Stocks, across the board, falling in response to the Consumer Price Index data for August - Jay Powell, and the increasing likelihood of a third consecutive rate hike of 0.75% - The importance of having a watchlist of stocks - Buying great businesses at lower prices
(11:10) Tim Beyers joins Alison Southwick and Robert Brokamp to discuss the various businesses "tech stocks" actually consist of.
Stocks mentioned: SPY, QQQ, AMZN, DIS, GOOG, GOOGL, JNJ, NVDA
Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Tim Beyers, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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ESPN Isn't Going Anywhere
12 september 2022 · 28 min
Disney promoted upcoming movies and Disney+ programming at the D23 Expo, but CEO Bob Chapek's comments about ESPN caught Wall Street's attention.
(0:21) Jason Moser discusses: - Why Disney spinning off ESPN wouldn't be the same as eBay spinning off PayPal - Live sports driving ad rates (and audience figures) higher - Major retailers continuing to invest, despite recent challenges
(17:08) Marc Rapport talks with Joseph Ori, executive managing director at Paramount Capital Corporation, about commercial real estate trends and the red-hot industrial market.
Stocks mentioned: DIS, DKNG, EBAY, PYPL, WMT, TGT, AMZN, DRI, HD, PLD, DRE
Host: Chris Hill Guests: Jason Moser, Marc Rapport, Joseph Ori Engineers: Dan Boyd, Spencer Daniel
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Aswath Damodaran on Valuation, Inflation, Bezos, and Musk
11 september 2022 · 36 min
If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on: - Inflation’s new questions for investors - Tesla valuations (from $50 billion to $1 trillion) - Incentives, correlations, and costs in ESG scoring - Jeff Bezos, Elon Musk, and the companies they've built
Stocks mentioned on the show: TSLA, MO, BLK, AMZN
If you're a member of any Motley Fool service you can access the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/
Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan
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Ancient Philosophers, Modern Investing Wisdom
10 september 2022 · 26 min
Do you really own your stocks? The stoics might suggest otherwise. Ricky Mulvey and Brian Stoffel serve up an introduction to stoicism, and why these philosophers from a few thousand years ago have practical advice for investors today. They discuss: - Fundamentals of stoicism - The dichotomy of control (and what it means for investors) - Seneca’s complex relationship with wealth - Company leaders that may exhibit some stoic virtues
Companies mentioned: COST, AAPL, BRK.A, BRK.B
Host: Ricky Mulvey Guest: Brian Stoffel Engineer: Dan Boyd
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1 Question For Your Stocks
9 september 2022 · 40 min
As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?"
(0:30) Jason Moser and Emily Flippen discuss: - DocuSign's latest results, and using the company as a lens for looking at other businesses - Good news (finally!) for Asana shareholders - Rough weeks for UiPath and Bilibili - RH taking a "Tiffany-like" approach to their business
(19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: - Stocks they've been buying over the past year - Acquisitions they'd like to see - Uber's upcoming robot delivery tests in Texas and California - 2 stocks on their radar: Casey's General Stores and McCormick
Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC
Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Dan Boyd
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Apple is Peloton's New Nightmare
8 september 2022 · 28 min
"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders.
(0:21) Tim Beyers discusses: - Fitness+ becoming a serious problem for Peloton - Apple not raising prices (in the U.S.) on the new iPhones - Tim Cook reminding us of his ability to be "a stone cold assassin"
(13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company.
Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC
Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Engineers: Dan Boyd
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3 CEOs Walk Into A Bar...
7 september 2022 · 33 min
It's CEO Day! (Ok, not really, but CEOs were very much in the news today.)
(0:21) Jason Moser discusses: - Target eliminating a long-standing policy to extend Brian Cornell's job as CEO for 3 more years - Starbucks' plan to spend the next six months onboarding CEO-in-waiting Laxman Narasimhan
(17:50) Ricky Mulvey talks with Entrepreneur Magazine editor-in-chief Jason Feifer about key takeaways from his new book Build for Tomorrow: Embrace Change, Adapt Fast, and Future-Proof Your Career and Life.
Stocks mentioned: TGT, SBUX, DIS, SQ, BRDS, NFLX
Host: Chris Hill Guests: Jason Moser, Ricky Mulvey, Jason Feifer Engineers: Dan Boyd, Rick Engdahl
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Europe's Energy Challenge
6 september 2022 · 26 min
The energy situation in Europe is getting more challenging. Finland's economic affairs minister (0:12) Bill Mann discusses: - CVS Health buying Signify Health for $8 billion in cash - Finland's minister of economic affairs comparing Europe's energy situation to the collapse of Lehman Brothers - How his investing outlook has been affected (14:54) Nick Sciple joins Alison Southwick for an overview of the energy industry. (We opened the show with the tragic news of Bed Bath & Beyond CFO Gustavo Arnal taking his own life. If you are having suicidal thoughts, contact the Suicide & Crisis Lifeline at 988 for support and assistance from a trained counselor.) Stocks mentioned: CVS, SGFY Host: Chris Hill Guests: Bill Mann, Alison Southwick, Nick Sciple Engineers: Dan Boyd, Rick Engdahl
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Knowing When To Quit
4 september 2022 · 23 min
Annie Duke was a professional poker player before retiring in 2012. Now, she is a decision-making consultant for a venture capital firm and author of the upcoming book, “Quit: The Power of Knowing When to Walk Away.”
Morgan Housel interviewed Duke in front of a live audience about: - Key differences between patience and stubbornness - How a quitter created Slack - Avoiding the sunk cost fallacy - How pre-mortems can make you a better investor
Host: Morgan Housel Guest: Annie Duke Producer: Ricky Mulvey Engineer: Tim Sparks
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Expectations Investing with Michael Mauboussin
3 september 2022 · 26 min
Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including:
- The approach of "expectations investing" and how to apply it
- Why a company's base case for growth is so important
- Peloton’s faulty growth predictions
- Businesses with real option value Lees meerCompanies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT
Host: Bill Mann
Guest: Michael Mauboussin
Producer: Ricky Mulvey
Engineers: Tim Sparks
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Fall Preview for Investors
2 september 2022 · 39 min
With four months left in 2022, what should investors be focusing on? (0:30) Emily Flippen and Jason Moser discuss: - Getting ready to "eat the volatility" - Why they're watching holiday shopping and the Fed's language - Meta Platforms and Lululemon need a strong end to the year - Capital allocation they want to see - 2 stocks that are still expensive (despite their recent drops) - 2 stocks looking attractive at their current price - Ideas for new consumer product innovations (19:45) Best-selling author Dan Pink shares insights from his latest book, The Power of Regret: How Looking Backward Moves Us Forward, including: - How embracing regret can improve our lives - Key lessons for investors - What Julius Caesar and Elmo can teach us about self-reflection For more about Dan and his latest book, visit http://danpink.com Stocks discussed on the show: META, LULU, ZM, CMG, CRM, OKTA, ABNB, TWLO, CHWY, PEP, COOK Host: Chris Hill Guests: Emily Flippen, Jason Moser, Dan Pink Engineer: Rick Engdahl
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Wake Me Up When September Ends
1 september 2022 · 20 min
When it comes to the stock market, the 1st day of September is looking an awful lot like the entire month of August. (0:25) Jason Moser discusses: - Okta shares falling 30% as the company deals with ongoing challenges integrating its acquisition of former rival Auth0 - Snap's restructuring plans, layoffs, and increased focus on revenue growth, user growth, and augmented reality - Five Below's stock getting a boost from optimism for the discount retailer's plans for the holidays Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl
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12 Free Resources for Investors
31 augustus 2022 · 18 min
Time for some freebies! Chris Hill and Ricky Mulvey discuss some of the best investing resources that won’t cost you a penny. Some you’ll probably know and some you may not. Here's the full list:
Websites & Writers: Investopedia: https://www.investopedia.com/ EDGAR: https://www.sec.gov/edgar/searchedgar/companysearch Glassdoor: https://www.glassdoor.com/ YouTube (We know you know how to find it, but this is a FULL resource list): https://www.youtube.com/ SatPost by Trung Phan: https://trungphan.substack.com/ The Irrevant Investor: https://theirrelevantinvestor.com/ Aswath Damodaran Courses: https://pages.stern.nyu.edu/~adamodar/New_Home_Page/home.htm
Podcasts: Check Your Balances: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Plain English with Derek Thompson: https://www.theringer.com/plain-english-with-derek-thompson-podcast The Watch: https://www.theringer.com/the-watch
Library Stuff: Hoopla: https://www.hoopladigital.com Libby: https://www.overdrive.com/apps/libby
Host: Chris Hill Guest: Ricky Mulvey Engineer: Dan Boyd
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1 Hidden Tech Stock, 92 Birthday Candles for Warren Buffett
30 augustus 2022 · 12 min
Day 2 and we're live (again) from FoolFest 2022! (0:21) Tim Beyers discusses: - Why Walmart is the un-tech tech stock - Interview highlights from investor Michael Mauboussin and author Annie Duke - How Warren Buffett can (or should) celebrate his 92nd birthday Stocks mentioned: WMT, BRK-A, BRK-B Host: Chris Hill Guest: Tim Beyers Engineer: Dan Boyd
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Unexpected Inflation, More Acquisitions, VC Mindset
29 augustus 2022 · 13 min
We're live from FoolFest 2022 and we've got highlights from the day so far!
(0:21) Bill Mann discusses: - How the cost of power is putting English pubs in danger - The specific type of acquisition he expects to see more of - Deals in today's market - Takeaways from an interview with venture capital investor Jenny Abramson, founder of Rethink Impact Stocks mentioned: GOOG, GOOGL, CRM, DPZ, DIS
Host: Chris Hill Guest: Bill Mann Engineer: Dan Boyd
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YouTube’s Rocky Road to the Top
28 augustus 2022 · 32 min
Google’s acquisition of YouTube is now remembered as one of the most successful tech acquisitions ever, but that result was far from obvious in 2006.
Bloomberg reporter Mark Bergen is the author of the upcoming book “Like, Comment, Subscribe. Inside YouTube’s Chaotic Rise to World Domination.” Dylan Lewis caught up with Bergen to talk about: - YouTube’s “Forrest Gump-like” tendency to be a part of world-changing events - The platform’s complicated relationship with its creator base - One missed opportunity around kids and education - The acquisition of YouTube, and its early days at Google
Stocks mentioned: GOOG, GOOGL, META
Host: Dylan Lewis Guest: Mark Bergen Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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David Gardner on Investing During Tough Markets
27 augustus 2022 · 22 min
2022 has been a challenging year for stocks in general, and rule-breaker stocks specifically. But the companies you buy during difficult times can become the best investments you make.
Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about: - Maintaining a “net buyer mindset” during a downturn - 2 books that can help you improve your investing mindset - Investing lessons from Zoom’s “short strange trip”
Stocks mentioned: ZM, GOOG, GOOGL, SPCE
Host: Chris Hill Guest: David Gardner Engineers: Dan Boyd, Tim Sparks
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Fed Chief Speaks, Wall Street Reacts
26 augustus 2022 · 40 min
Strong words from Federal Reserve chairman Powell sent stocks down on Friday.
(0:30) Jason Moser and Emily Flippen discuss: - Why long-term investors should not be surprised by Powell's comments - Snowflake's strong week - Zoom Video shares falling to a 2-year low - Ulta Beauty's strong 2nd-quarter sending shares close to an all-time high - Amazon making headlines for what it is NOT planning to do - The latest from Peloton, Electronic Arts, Nvidia, Salesforce, and Intuit
(19:45) Maria Gallagher talks with Harvard Business School professor Ranjay Gulati about key insights from his book, Deep Purpose: The Heart and Soul of High-Performance Companies.
(29:45) Emily and Jason answer listener questions about Quidelortho Corp. and Berkshire-Hathaway, and share two stocks on their radar: Doximity and Autodesk
Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest.
Stocks discussed on the show: SNOW, ZM, PTON, ULTA, AMZN, EA, NVDA, CRM, INTU, ETSY, QDEL, BRK.A, BRK.B, ADSK, DOCS
Host: Chris Hill Guests: Emily Flippen, Jason Moser, Maria Gallagher, Ranjay Gulati Producer: Ricky Mulvey Engineer: Dan Boyd
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Conference Preview!
25 augustus 2022 · 15 min
We're hours away from the official start of FoolFest 2022 (our annual investing conference) and we've got a preview of coming attractions!
(0:21) Dylan Lewis discusses: - Setting the agenda for stock investors - Why we're looking forward to hearing from Michael Mauboussin and Trex CEO Bryan Fairbanks - Highlights from the event we'll be bringing to the podcast
FoolFest is free for Motley Fool members. If you're not yet a member, just go to fool.com/foolfest to sign up for Stock Advisor and register for the event.
If you're already a member of ANY Motley Fool service go to foolfest.fool.com to register.
Stocks mentioned: TREX
Host: Chris Hill Guest: Dylan Lewis Engineer: Dan Boyd
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Peloton: Some Assembly Required
24 augustus 2022 · 23 min
Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site.
(0:21) Bill Mann discusses: - The upside potential for Peloton - Whether Peloton may become part of Amazon's Prime membership offerings - Toll Brothers blaming supply chain and labor shortages for a cut in guidance - Nordstrom's challenges with inventory and family ownership
(11:31) Jeremy Bowman and Jason Hall engage in a Bull vs. Bear debate over Beyond Meat. Who won the debate? You can cast your vote in our poll on Twitter @MotleyFoolMoney.
Stocks mentioned: PTON, AMZN, TOL, JWN, BYND, YUM
Host: Chris Hill Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd
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The Triumph of Adding to Your Winners
23 augustus 2022 · 19 min
How would you react if the first company you bought shares of went bankrupt within three years?
(0:21) Matt Argersinger discusses: - The rise and sudden fall of Wang Laboratories - Why his search for "the next Warren Buffett" ended badly - Amazon and The Home Depot sharing discipline as a common business trait - How he overcame the challenge of adding to his winners
Stocks mentioned: BH, SAM, AAPL, AMZN, HD, MELI, EBAY
Host: Chris Hill Guest: Matt Argersinger Engineer: Dan Boyd
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Cooking with Stocks
22 augustus 2022 · 23 min
Inspiration for great investments can come from anywhere, including your childhood kitchen. As we head into the dog days of August, we're sharing "origin story" conversations with some of the investors you've heard on this show. (0:21) Jason Moser discusses: - The important (and very different) roles his parents played in his investing life - 1st stock he ever bought - How the worst stock he ever bought is now the property of JP Morgan Chase - The proverbial "one that got away" - The dividend aristocrat that takes him back to his childhood Stocks mentioned: CSCO, JPM, MKC, NFLX, APPH, AMZN Host: Chris Hill Guest: Jason Moser Engineer: Dan Boyd
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