Sun, 30 April 2023
If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust division’s work on private equity. He's also authored a new book, “Plunder, Private Equity’s Plan to Pillage America.” Ricky Mulvey caught up with him to talk about: - The techniques many private equity companies use to generate short-term returns - A key misunderstanding about the fall of in-person retailers - Private equity’s impact on medical billing, bakeries, and insurance Companies discussed: CG, KKR, BX Host: Ricky Mulvey Guest: Brendan Ballou Engineer: Tim Sparks
Direct download: 20230430_MFM_weekend_template_mixdown.mp3
Category:general -- posted at: 11:00am EDT |
Sat, 29 April 2023
You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership. Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about: SPOILER ALERT: This episode discusses plot points for “Succession” through season 4 , episode 5. Companies discussed: WAYA, GOJO, BRK.A, BRK.B, DIS, AAPL, LMVUY, GE Host: Ricky Mulvey Production Assist: Mark Underwood |
Fri, 28 April 2023
A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: (19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting. (31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare. Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET Host: Dylan Lewis |
Thu, 27 April 2023
For the first time in a while, Facebook's parent company gave shareholders reason to smile. (00:21) Bill Mann discusses: (14:25) How much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast, Brian Stoffel talks with artificial intelligence expert Hamza Lebbar and Motley Fool CEO Tom Gardner. To hear the entire new episode of Stock Advisor Roundtable, click here:
Host: Chris Hill |
Wed, 26 April 2023
How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators? (00:21) Bill Barker discusses: (15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services. Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM Host: Chris Hill |
Tue, 25 April 2023
First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions. (00:21) Jim Gillies discusses: (16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk about the "new normal" of hybrid work. Companies discussed: FRC, MEDP, PEP Check out the newest episode of our premium podcast, Stock Advisor Roundtable! Host: Chris Hill |
Mon, 24 April 2023
Streaming video was an industry in flux even before this weekend's surprise news. |
Sun, 23 April 2023
If a country can’t get natural gas to power its needs, where does it turn next? Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss: Company mentioned: PXD Host: Nick Sciple |
Sat, 22 April 2023
“A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON Host: Sierra Baldwin |
Fri, 21 April 2023
As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. (33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN Host: Chris Hill Guests: Andy Cross, Jason Moser, Bill Mann Engineer: Dan Boyd |
Thu, 20 April 2023
Buzzfeed was in a rough spot even before the ad market softened. (00:21) Dylan Lewis discusses: (10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors. Companies discussed: BZFD, META, BABA Host: Chris Hill |
Wed, 19 April 2023
What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl |
Tue, 18 April 2023
Now that all of the Big Banks have reported earnings, what stands out? (00:21) Bill Mann discusses: (11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options. Companies discussed: BAC, JNJ, PG, NVDA Host: Chris Hill |
Mon, 17 April 2023
What do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: (16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers. Got a question about stocks? Companies discussed: RBLX, ZBRA Host: Chris Hill |
Sun, 16 April 2023
Money is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss: Host: Alex Friedman |
Sat, 15 April 2023
Investing doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about: Companies discussed: MSFT, WDFC, META, GOOG, GOOGL, DUK, UNP, WM Host: Mary Long |
Fri, 14 April 2023
Investors cheered the steadily improving inflation story. |
Thu, 13 April 2023
We asked the audience about recent stock purchases and they did not disappoint! (00:21) Asit Sharma discusses: (12:29) What's a stock you've bought recently and why did you buy it? Ricky Mulvey and Jason Moser dig through some of what our listeners have been buying and discover companies with moats and one short of a teddy bear business. Got a question about stocks? Companies discussed: DAL, AMZN, SCHW, OM, NKE, ASMLF, BOC, BBW Host: Chris Hill |
Wed, 12 April 2023
You might be familiar with some of the brands, but the company's name is probably not on your radar. (00:21) Jim Gillies discusses: (17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidre Woollard about the "Wall Of Debt" that's coming due and some more promising sectors in real estate for investors to keep an eye on. Companies discussed: MTY, MTYFF, MEDP, SBNY Host: Chris Hill |
Tue, 11 April 2023
If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory. (00:21) Bill Mann discusses: (11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it. Companies discussed: KMX, INTU Host: Chris Hill |
Mon, 10 April 2023
Earnings season kicks off on Friday. What should investors be watching? (00:21) Jason Moser discusses: (16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now. Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER Host: Chris Hill |
Sat, 8 April 2023
A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss: - The lines between gambling and investing, and when they get blurry. |
Fri, 7 April 2023
If you clean out your closet once in a while, consider doing the same with your investment portfolio. |
Thu, 6 April 2023
There are no style points in investing, and big brands continue to dominate teen spending habits. (00:21) Dylan Lewis and Nick Sciple discuss: (10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch. |
Wed, 5 April 2023
Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. |
Tue, 4 April 2023
The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. Host: Dylan Lewis |
Mon, 3 April 2023
Tesla hit all time records for production and deliveries but left Wall Street unsatisfied. |
Sun, 2 April 2023
If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss: - Where Silicon Valley Bank and the FDIC faltered in the lead-up to the bank run - Ripple effects from the recent bank runs that investors should consider - Hindenburg’s report on Block - How to pack a "go bag" for your savings Companies mentioned: JPM, SIVBQ, FRC, FIZN, SQ, SBUX, ORCL Host: Ricky Mulvey Guest: Sultan Meghji Engineer: Tim Sparks |
Sat, 1 April 2023
Before you make the rules, you might have to break the rules.
Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about: - How he taught his children to invest - Memorable financial lessons from April Fool’s Day pranks in the past - What happens to rule breaker companies when they grow - The Fool Foundation’s mission and upcoming online event
To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org.
Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX
Host: Chris Hill Producer: Ricky Mulvey Engineer: Dan Boyd |
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