Hey, what happened to all of those SPACs going public? Dylan Lewis and Bill Mann look back on the great SPAC boom, when more than $240 billion flowed into blank check companies between 2020 and 2021, and discuss:
- The incentives that both created the boom and bust
- Rare SPACs that may have a bright future ahead
- A potential arbitrage opportunity for investors watching SPACs

Stocks mentioned: NKLA, DKNG, LCID, QS, UTZ

Additional resource: What Are SPACs in Finance? - https://www.fool.com/investing/how-to-invest/stocks/spac/

Host: Dylan Lewis
Guest: Bill Mann, Chamath Palihapitiya
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

S&P 500 and Nasdaq had their 7th straight negative week and investors (including us) are feeling the pain. (0:30) Ron Gross and Jason Moser discuss:
- How history shows staying invested through downturns pays off in the long run
- Major retailers struggling with inventory
- Signs of strength in the home improvement industry
- Two stocks on their radar: Costco and Marqueta

(14:20) Best-selling author Michael Lewis shares insights from the latest season of his podcast, Against The Rules, and discusses:
- Why he chose "expertise" as the theme for this season's episodes
- How you can spot a real expert
- What CEOs can learn from their employees who are six levels down
- His thoughts on cryptocurrency and NFTs
- The experience of going back to re-read his first book, Liar's Poker

Our Investing Starter Kit includes 15 stocks and 5 ETFs.
Get a free copy here - http://fool.com/starterkit

Stocks discussed: WMT, TGT, HD, LOW, COST, MQ

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Michael Lewis
Engineers: Dan Boyd, Austin Morgan

What's the Lipstick Effect? So glad you asked. (0:25) Maria Gallagher discusses:
- TJX defying the recent trend of retailers struggling
- How TJX can potentially smooth out its results in good economic times
- Why she thinks beauty companies are the best examples of "Lipstick Effect" stocks

Plus we take a call from Bryan in Kansas City and talk about how to evaluate which stocks in your portfolio might be good candidates to add to.

Got a question for the show? Call our hotline: 703-254-1445

Stocks discussed: TJX, HSY, LVMUY, EL, PG, ULTA, UL

Host: Chris Hill
Guests: Maria Gallagher
Producer: Ricky Mulvey
Engineers: Dan Boyd

"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses:
- Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers
- The inventory glut major these retailers will have to work through
- Lowe's benefitting from the residential home environment
- Whether Target's stock is more attractive after today's drop

(13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista.

Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB

Host: Chris Hill
Guests: Bill Mann, Tim Beyers, Jayshree Ullal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses:
- Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results
- Being a blacksmith, not a goldsmith
- Home Depot raising guidance after strong 1st-quarter profits
- The role of higher mortgage rates play for home improvement retailers

(15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators.

Stocks discussed: WMT, HD, LOW, AMZN

Host: Chris Hill
Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Mark Reeth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses:
- JetBlue Airways going hostile in its pursuit of Spirit Airlines
- McDonald's leaving a major market for the first time in its history
- The prospect of other major restaurant chains following McDonald's and closing up shop in Russia

(10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages.

Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Brian Stoffel to discuss:
- Why you should ask yourself “how much is enough?”
- How to align your investments with a personal mission statement
- And yes, financial lessons from chimpanzees

Host: Brian Stoffel
Guest: Martha Beck
Producer: Ricky Mulvey
Engineers: Dan Boyd, Spencer Daniel

After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company does it well. Motley Fool senior analysts Bill Mann, John Rotonti, and Auri Hughes discuss six companies handling capital allocation in a Foolish way, including:
- How a stock with a slow-growing top-line can become a long-term compounder
- One company that was built to make acquisitions
- When it’s a “crime” for a company to pay a dividend
- How to water-proof your shoes

Stocks discussed: CSU, CNSWF, BRK.A, BRK.B, ACN, WDFC, TXN, ADYEY, MQ, CHD, HD

Bonus resource - https://www.fool.com/investing/2016/09/07/interview-with-broad-run-investment-management.aspx

Host: John Rotonti
Guests: Bill Mann, Auri Hughes
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss:
- Historic numbers to put the current market into perspective
- Disney's better-than-you-might-think results
- Rough times for coffee chain Dutch Bros
- Unity Software's drive for profitability
- Signs of life from Affirm Holdings
- The latest from Roblox, The Trade Desk, and Peloton

(19:00) Bill Mann talks with Okta co-founder Frederic Kerrest about lessons from his new book, Zero to IPO: Over $1 Trillion of Actionable Advice from the World’s Most Successful Entrepreneurs.

(34:15) Maria analyzes Airbnb's platform enhancements, then she and Jason share two stocks on their radar: Airbnb and Home Depot.

Stocks discussed: DIS, BROS, U, AFRM, RBLX, TTD, PTON, OKTA, HD, ABNB

Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Bill Mann, Frederic Kerrest
Engineers: Dan Boyd, Rick Engdahl

If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses:
- Sonos being "underrated" as a business
- Revenue growth being Sonos' key metric to watch
- Why we keep hammering the point about taking the long view in stock investing

(15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming.

Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF

Host: Chris Hill
Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime
Producer: Ricky Mulvey
Engineers: Dan Boyd

Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses:
- Roblox shares rising despite (on the surface) a disappointing Q1 report
- Developer exchange fees
- Why The Trade Desk is a company in transition

(15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services.

Stocks discussed: RBLX, TTD, FVRR

Host: Chris Hill
Guests: Tim Beyers, Asit Sharma, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses:
- Why he believes that "poor uses of capital have not been punished"
- Anchoring to 52-week highs and lows, and why it's dangerous
- The level of concern over rolling lockdowns in China

(14:47) Alison Southwick and Robert Brokamp talk with Business Insider's Mark Reeth about uncommon leading economic indicators, including the Men's Underwear Index. (Yes, really.)

Stocks discussed: SBUX, EL

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Mark Reeth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses:
- Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege
- Meta Platforms placing a freeze on hiring
- The huge opening weekend box office for "Dr. Strange and the Multiverse of Madness"
- Encouraging data around younger Americans' comfort level with going to theaters

(14:55) Motley Fool contributor Rachel Warren talks with AppHarvest CEO Jonathan Webb about why he founded his company, the future of farming, and trends investors should be watching.

Stocks discussed: UBER, FB, DIS, PARA, CMCSA, SONY, APPH

Host: Chris Hill
Guests: Jason Moser, Rachel Warren, Jonathan Webb
Producer: Ricky Mulvey
Engineers: Dan Boyd

The future of the metaverse is murky, even if its present technical challenges are clear. But there may be a few trillion reasons why investors should keep their eyes on this new frontier. Venture capitalist Matthew Ball is author of the upcoming book, “The Metaverse: And How It Will Revolutionize Everything.” Asit Sharma talks with him about:
- The technical challenges in bringing the metaverse to life
- A murky future for all involved
- Why Nike may have meaningful exposure to the metaverse

To learn more, click here - https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/what-is-the-metaverse/

Stocks mentioned: RBLX, FB, NKE, U

Host: Asit Sharma
Guest: Matthew Ball
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Ready for a vacation? You’re not the only one! Deidre Woollard talks with Matt Argersinger, lead investor for Millionacres, about the state of hospitality, and the companies and REITs that stand to benefit from more travel. They also discuss:
- How resorts are recovering
- The present obstacles for Airbnb
- Why the outlook for business travel is a mixed bag

Stocks mentioned: SUI, ABNB, RHP, MTN, PEB, DIS

Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss:
- Pitfalls and potential for stock investors

- Rocky times for e-commerce companies Etsy, Shopify, and Wayfair
- Booking Holdings and Marriott leading the travel industry
- AMD defying expectations
- Under Armour hitting an 11-year low
- The latest from Zillow, Block, and Starbucks

 

(19:00) Malcolm Ethridge, CFP and host of “The Tech Money Podcast”, weighs in on the Nasdaq selloff and the potential for commercial real estate. He also offers a sneak preview of his upcoming book!

 

(34:15) Jason and Ron discuss a new breakfast innovation and share two stocks on their radar: Outset Medical and Domino’s Pizza.

 

Stocks discussed: ETSY, SHOP, W, BKNG, MAR, AMD, Z, ZG, SQ, UA, UAA, SBUX, OM, DPZ

 

Looking for 15 more stocks and 5 ETFs?
Get a copy of our free investing starter kit at http://fool.com/starterkit

 

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Malcolm Ethridge
Engineer: Dan Boyd

The Nasdaq fell 5%, continuing a rough year for investors. (0:20) Andy Cross discusses:
- The short-term pain being felt by all investors, including us
- Shopify's 1st-quarter results looking similar to Amazon's
- Deliverr, the logistics company Shopify just bought for $2.1 billion
- EPAM Systems, the IT services provider that surprised investors with a strong 1st quarter

(17:00) Jim Gillies talks with Ricky Mulvey about MTY Food Group, a Canadian food franchisor small cap with potential.

Stocks discussed: SHOP, AMZN, EPAM, MTY, MTYFF, WEN

Host: Chris Hill
Guests: Andy Cross, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Ride-sharing stocks took a hit today, but don't assume they're the same. (0:20) Maria Gallagher discusses:
- Uber's scale outweighing Lyft's
- Prospects for Uber reaching profitability by the end of 2023
- Challenges in China contributing to Starbucks suspending guidance for the rest of the fiscal year
- Starbucks 12% same-store sales growth in the U.S.
- Match Group getting a new CEO

(15:03) Emily Flippen and Asit Sharma discuss the business of pets ownership and the prospects for small-cap Rover Group.

Stocks discussed: UBER, LYFT, SBUX, MTCH, BMBL, ROVR, CHWY, FRPT

Our Investing Starter Kit includes 15 stocks and 5 ETFs.
Get a free copy here - http://fool.com/starterkit

Host: Chris Hill
Guests: Maria Gallagher, Emily Flippen, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

A trio of earnings reports from Hilton Hotels, Expedia, and Avis Budget Group give us the chance to zoom in on the travel industry. (0:20) Asit Sharma discusses:
- Key metrics for hotels, bookings, and car rentals
- Travel industry's growth having a positive ripple effect on advertising revenue
- Why he prefers travel brands with staying power

(13:10) Alison Southwick and Robert Brokamp discuss how to adjust your monthly budget after you get a raise.

Here's the retirement calculator Bro mentioned! - http://calcxml.com/calculators/retirement-planning?skn=606

Stocks discussed: HLT, EXPE, CAR, ABNB, MAR

Host: Chris Hill
Guests: Asit Sharma, Alison Southwick, Robert Brokamp,
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Just because it's been a rough start to 2022 doesn't mean the market is automatically going higher the rest of this year. (0:20) Jason Moser discusses:
- Why right now is a gut check for every investor
- What recent history says about the Nasdaq falling in the first 4 months of the year
- The types of businesses he's looking to invest in right now

(15:20) Matt Frankel spent the weekend in Omaha, Nebraska at "Woodstock for Capitalists". Ricky Mulvey talks with Matt about his biggest takeaways from the Berkshire-Hathaway annual meeting.

Stocks discussed: PYPL, JNJ, HD, LOW, MKC, BRK.A, BRK.B, PGR, CVX, OXY, ATVI, MSFT

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

For more than 25 years Michelle Singletary has penned the nationally syndicated column "The Color of Money". Between her column and her books, she doesn't hold back when it comes to helping people be smarter about budgeting and personal finances. Deidre Woollard caught up with her to talk about:
- How our financial habits changed during the pandemic
- One significant way to take control of your budget
- Why she suggests not buying a home right now

Host: Deidre Woollard
Guest: Michelle Singletary
Producer: Ricky Mulvey
Engineers: Brandon Gentry, Dan Boyd

Office Hours: Valuing ETFs, Investing For Kids, and Creating Dividends

You've got questions? We've got answers! John Rotonti and Robert Brokamp answer audience questions about investing in ETFs, cash management, measuring risk, and more.

Got a question for the show? Call our voicemail: 703-254-1445

Bonus resource - https://www.fool.com/investing/2020/07/16/do-you-have-an-investing-checklist.aspx

Host: John Rotonti
Guest: Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Dan Boyd

The biggest companies in the U.S. markets couldn't stop April being the worst month for the stock market in years. (0:30) Emily Flippen and Ron Gross discuss:
- Amazon falling more than 10% after a weak 1st-quarter report
- Apple's supply chain outlook
- Microsoft delivering strong earnings across its business units
- Atlassian's guidance outweighing great 3rd-quarter profits
- Pinterest bouncing back from a 52-week low
- The latest from Meta Platforms, Alphabet, and Pinterest

(19:00) CNBC host Becky Quick calls in from the Berkshire-Hathaway annual meeting to discuss Warren Buffett's investing strategies, inflation, the strength of the U.S. economy, and more.

(35:40) Emily and Ron share two stocks on their radar: Teladoc Health and Sherwin-Williams.

Stocks discussed: AMZN, AAPL, MSFT, FB, TEAM, ROKU, GOOGL, PINS, BRK, HP, SHW, TDOC

Looking for 15 more stocks and 5 ETFs?
Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill
Guests: Ron Gross, Emily Flippen, Becky Quick
Engineer: Dan Boyd

It's one of the best advantages a business can have: a moat to keep competitors at bay. (0:21) Asit Sharma discusses:
- Meta Platforms bouncing back from its recent lows
- PayPal's strong 1st-quarter revenue and lowered guidance for the full fiscal year
- The growing strength of ServiceNow's cloud business

(14:22) Jason Moser and Matt Frankel discuss some ways to identify businesses with moats, and share some stocks that know how to protect themselves.

Stocks discussed: FB, PYPL, NOW, BRK.A, BRK.B, AAPL, KO, BB, DIS, GOOG, GOOGL, INTC, AMZN, PGR

Some of the stocks mentioned today are featured in our free Investing Starter Kit.
Get your copy here - http://fool.com/starterkit

Host: Chris Hill
Guests: Asit Sharma, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

To understand Alphabet's latest results it helps to look past the headlines and hand-wringing. (0:20) Jason Moser discusses:
- 1st-quarter revenue growing 23%
- Alphabet's board approving a $70 billion share buyback plan
- CFO Ruth Porat's continued strong performance with the company's capital allocation
- The pricing power of Chipotle boosting its 1st-quarter results
- How Chipotle's specific plans for opening new locations provides clues as to where the business goes from here

(12:00) Jim Mueller and Bill Mann square off in a "bull vs. bear" debate over Netflix.

Who made the better argument?
Vote in our poll on Twitter @MotleyFoolMoney

Stocks discussed: GOOG, GOOGL, CMG, NFLX

Host: Chris Hill
Guests: Jason Moser, Jim Mueller, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Now that Elon Musk has a deal in place to take Twitter private, we have a few questions. (0:20) Bill Mann discusses:
- The mediocre performance (to date) of Twitter's business
- Whether Tesla shareholders should be nervous about Musk running another company
- How other ad-driven businesses like Pinterest and Facebook are feeling
- The latest results, and near-term future, for bellwether stock UPS

(14:00) Inflation is rising, but that's probably not a good enough reason by itself to expect a raise at work. Alison Southwick and Robert Brokamp talk with Kara Chambers, head of People Development at The Motley Fool, for insights and suggestions.

Stocks discussed: TWTR, DRI, TSLA, FB, PINS, UPS

Want even more stock ideas?
Get a copy of our FREE investing starter kit - http://fool.com/starterkit

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Kara Chambers
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Shares of Coca-Cola hit a new all-time high today, continuing a trend of steady results for big soda producers. (0:20) Jason Moser discusses:
- Coke's strong 1st-quarter organic revenue growth
- CEO James Quincey's warning of "storm clouds" on the horizon
- The success of Coke's 2018 acquisition of Costa Coffee
- Why companies like Coke and Pepsi are outperforming major beer companies

(11:00) Senior analysts Maria Gallagher and Alyce Lomax break down what investors need to know about reviewing board members, CEO Pay, and the other big issues surrounding proxy voting.

Stocks discussed: KO, PEP, BUD, TAP, SAM, XOM

Want even more stock ideas?
Get a copy of our FREE investing starter kit - http://fool.com/starterkit

Host: Chris Hill
Guests: Jason Moser, Maria Gallagher, Alyce Lomax
Producer: Ricky Mulvey
Engineers: Dan Boyd

Genes aren’t always predictive, but understanding them better could dramatically improve our healthcare system. Motley Fool contributor Brian Orelli interviews Anne Wojcicki, the CEO of 23andMe, about her company and why it’s looking to tell you much more than the names of your long-lost relatives. They discuss:
- Opportunities in direct-to-consumer healthcare
- Creating more personalized medicine
- The limits of genetic testing

Host: Brian Orelli
Guest: Anne Wojcicki
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss:
- Assets, liabilities, and when more liabilities can actually be a good thing
- A surprising way one retailer generates cash from its balance sheet
- Companies holding the most formidable cash piles in the world

Stocks: COST, GOOG, GOOGL, LOW, F, NCLH, RAD

Host: John Rotonti
Guest: Bill Mann
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss:
- A challenging immediate future for Netflix
- Tesla's record profits in Q1
- Elon Musk's progression towards buying Twitter
- Papa John's signing a new 3-year deal with board member Shaquille O'Neal
- The latest from Gap, Boston Beer Co., and Johnson & Johnson

(19:00) Matt Argersinger, lead investor for Millionacres, analyzes the current state of housing, why we still have too much office space in the U.S., and areas of real estate investing he likes right now.

(31:00) Ron and Jason return to answer a listener's voicemail question about Traeger, and share two stocks on their radar: Atlassian and Twilio.

Stocks discussed: NFLX, TSLA, TWTR, GPS, SAM, JNJ, PZZA, HD, TREX, PEB, RHP, MTN, LYV, MAR, ABNB, COOK, TEAM, TWLO

Looking for even more stock ideas? Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Matt Argersinger
Engineer: Dan Boyd

As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses:
- American, United, and the other major U.S. carriers
- The airline-tangent stock he prefers
- AT&T's timing with the spinoff of Warner Media
- HBO Max gaining subscribers
- Sleep Number's cash flow being better than its stock price would indicate

(19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks.

Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU

Host: Chris Hill
Guests: Jim Gillies, Deidre Woolard, Beth Kindig
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses:
- The growing competition in video streaming
- Shares of Roku and Disney falling as well
- How investors should think about the growth prospects for Netflix
- Lululemon Athletica's plan to double its annual revenue in the next five years

(15:30) Ricky Mulvey talks with Motley Fool senior analyst Sanmeet Deo about Xponential Fitness, a small-cap company rising in the boutique space.

Stocks discussed: NFLX, ROKU, DIS, LULU, XPOF, PLNT

Host: Chris Hill
Guests: Tim Beyers, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses:
- Johnson & Johnson's rise despite lowering guidance
- How J&J's margins are better than they appear
- The company's 60-year streak of increasing its dividend
- Didi Global's upcoming shareholder meeting to vote on delisting from the NYSE

(10:30) Alison Southwick and Robert Brokamp talk with Motley Fool bureau chief Kirsten Guerra about how to find good financial advice on TikTok.

Stocks discussed: JNJ, DIDI, AMC, GME, GOOG, GOOGL

Got a question about stocks, industries, or trends?
Call our voicemail: (703) 254-1445

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Kirsten Guerra, Robert "Bro" Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses:
- His headline from Amazon CEO Andy Jassy's annual shareholder letter
- Why AWS isn't getting spun off
- Amazon doubling their fulfillment capacity in just 2 years
- The company's approach to MLPs (Minimum Loveable Products)

(13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high.

Got a question about stocks, industries, or trends?
Call our voicemail: (703) 254-1445

Stocks discussed: AMZN, UPST, SQ

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd

Grab your notebook and get ready to dive deep. 

Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock. 

Rotonti discusses:
 
- How to pick a discount rate for investments. 
- The key difference between fair and intrinsic value.
- How to project free cash flows. 

Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode. 

Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/ 

Stocks discussed: IBM, NEE, PEP

Host: John Rotonti
Producer: Ricky Mulvey 
Engineer: Rick Engdahl

Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss:
- Stocks investors should consider trimming like hedges
- 2 stocks to throw out altogether
- Stocks that spark so much joy Marie Kondo would be proud
- Potential comebacks for online retailers
- Why they'd be hold Zscaler and Disney shares like Brood X cicadas
- Actual cleaning tips!

(19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.

Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445.

Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B

Host: Chris Hill
Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks
Engineers: Dan Boyd, Rick Engdahl

Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down:

- The details of Musk’s offer.
- How the market is pricing in the probability of this takeover.
- The issues at Tesla that may also warrant Musk’s attention right now.

(14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”.

 

Stocks: TWTR, TSLA, GS, NVDA, CRWD

 

Host: Dylan Lewis

Guests: Bill Mann, Asit Sharma, Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss:
- How rising interest rates may affect mortgage lenders.
- PayPal’s CFO moving to Walmart.

- A rebound for Delta Airlines.

 

Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend.

Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD

 

Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool

Host: Deidre Woollard
Guests: Jason Moser, Emily Flippen, Meilin Quinn
Producer: Ricky Mulvey
Engineer: Tim Sparks

Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market.

 

(0:17) Yasser El-Shimy joins Asit Sharma to discuss:

- Why investors are hoping that inflation has peaked.
- Carmax’s earnings miss and the state of the used car market.
- The growing trend of buying homes sight unseen.

When are you gonna get me a car? (14:55) Alison Southwick and Robert Brokamp continue their conversation with Ron Lieber, personal finance columnist for The New York Times and the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.”

 

Got a question about stocks? Call our voicemail: 703-254-1445

 

Stocks mentioned: KMX, CVNA, FTCH, ZG, RDFN

 

Host: Asit Sharma
Guests: Yasser El-Shimy, Alison Southwick, Robert Brokamp, Ron Lieber

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss:
- The potential reasons why Elon Musk is jumping off Twitter’s board.

- Warner Bros. Discovery’s first day as a publicly traded company.

- A potential seller’s strike at Etsy.

(20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other.

Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG

 

Host: Deidre Woollard

Guests: Tim Beyers, Matt Argersinger

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl, Annie Franks

Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses:
- How Gross traded bonds to beat the market for decades
- Why PIMCO may have “started the party” that led to the Great Recession
- Why Bill Gross was blasting 50 Cent’s music at his neighbor’s house

Bonus resource!
How to Invest in Bonds - https://www.fool.com/investing/how-to-invest/bonds/

Host: Ricky Mulvey
Guest: Mary Childs
Engineer: Steve Broido, Tim Sparks

Motley Fool Senior Analyst John Rotonti continues his discussion on the most important financial statements, focusing on the cash flow statement and what it reveals to investors. In part two of this two-part series, Rotonti discusses:
- How net income becomes free cash flow
- The choices companies can make with free cash flow (and why investors should care)
- Margins that can indicate the health of public companies

Bonus resource!
How Net Income Becomes Free Cash Flow: https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx

Stock discussed: CMG

Host: John Rotonti
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The topic of inflation has focused on the Federal Reserve’s response, but how are companies responding? (0:30) Emily Flippen and Maria Gallagher analyze Walmart’s aggressive push to hire more full-time truckers, as well as:
- Meta Platforms working on a currency for the metaverse
- Twitter’s incoming director: Elon Musk
- Berkshire-Hathaway’s new stake in HP
- Rite Aid’s tenuous future
- Coca-Cola’s latest flavor innovations

(19:00) John Ourand from the Sports Business Journal discusses Tiger Woods’ impact on The Masters’ ratings, Apple and Amazon striking deals with Major League Baseball, and why ESPN has one of the best TV deals for live sports.

(33:30) Maria and Emily recommend three books (The Ascent of Money by Niall Ferguson, The Art of Statistics: How to Learn from Data by David Spiegelhalter, Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio) and share two stocks on their radar: Airbnb and Etsy.

Got a question about stocks?  Call our voicemail: 703-254-1445

Stocks discussed: WMT, COST, AMZN, TGT, FB, TWTR, TSLA, BRK, HP, BBY, RAD, KO, T, PARA, AAPL, CMCSA, AMZN, DIS, ABNB, ETSY

Host: Chris Hill
Guests: Emily Flippen, Maria Gallagher, John Ourand
Engineers: Steve Broido, Rick Engdahl

Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses:

- Whether people going back to offices could be a growth catalyst for Waste Management

- The underrated subscription part of Rollins' business

- How businesses like Sherwin-Williams can be compounding machines for shareholders

 

(12:00) Alicia Hammond discusses the psychological underpinnings of why we give someone "the benefit of the doubt" and how it relates to investing.

 

Stocks discussed: WM, WCN, ROL, SHW

 

Got a stock question? Email podcasts@fool.com!

 

Host: Chris Hill

Guests: Jim Mueller, Alicia Hammond

Producer: Ricky Mulvey

Engineer: Rick Engdahl, Tim Sparks

(00:22) Acquisition battles are heating up as travel season kicks off. Asit Sharma joins Deidre Woollard to discuss:

- JetBlue’s competition with Spirit to buy Frontier Airlines.

- Amazon’s plan to launch 3,000 satellites into orbit for its broadband internet plans.
- Restaurants in the metaverse.

Jim Gillies and Brian Feroldi take a “Bull vs. Bear” approach to investing in Best Buy, (18:56) the company that was supposed to become Amazon’s showroom. You can decide who made the better argument @MotleyFoolMoney on Twitter.

 

Link: Metaverse Stocks -  https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/

Stocks: JBLU, SAVE, ULCC, AMZN, NKE, RBLX, CMG, BBY

Host: Deidre Woollard
Guests: Asit Sharma, Brian Feroldi, Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

April is Financial Literacy Month and we've got some recommendations to make you a smarter investor! (00:20) Anand Chokkavelu mentions a couple of popular titles investors may want to skip, before he recommends the following books:
Liar's Poker - Michael Lewis
The Big Short - Michael Lewis
(Shameless Plug Alert!) The Motley Fool Investment Guide - David and Tom Gardner
The Little Book That Beats The Market - Joel Greenblatt
One Up On Wall Street - Peter Lynch
Beating The Streat - Peter Lynch

(10:00) Alison Southwick and Robert Brokamp talk with best-selling author Ron Lieber about how to help your kids be smarter about money (without looking like a jerk).

Host: Chris Hill
Guests: Anand Chokkavelu, Alison Southwick, Robert Brokamp, Ron Lieber
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses:
- Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO
- The likelihood of Schultz remaining CEO beyond his "interim" period
- Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC
- The subtle-yet-important difference between a 13D filing and a 13G filing
- Whether Tesla shareholders are bothered by Musk paying attention to another company

(18:30) Asit Sharma and Brian Stoffel examine cloud infrastructure company DigitalOcean through the lens of competitors like Amazon Web Services and Microsoft Azure.

Stocks: SBUX, TWTR, TSLA, DOCN, SHOP, MSFT, AMZN, ORCL

Host: Chris Hill
Guests: Jim Gillies, Asit Sharma, Brian Stoffel
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Sanctions go on a whole lot easier than they come off. Daniel Yergin is the Vice Chairman of S&P Global and the author of “The New Map: Energy, Climate, and the Clash of Nations". He’s been studying Russia's and China’s roles in the global energy markets for decades, and shares the implications of Russia becoming an unreliable oil and gas supplier in Europe.  In this conversation with Motley Fool Senior Analyst Ben Ra, Yergin discusses:
- Russia’s economic relationship with China
- The role of shale for US energy independence
- Supply chain obstacles for wide-spread electric vehicle adoption

Bonus Resources!
Investing in Energy Stocks - https://www.fool.com/investing/stock-market/market-sectors/energy/
Investing in Copper Stocks - https://www.fool.com/investing/stock-market/market-sectors/materials/metal-stocks/copper-stocks/


Host: Ben Ra
Guest: Daniel Yergin
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Brandon Gentry

Motley Fool Senior Analyst John Rotonti walks you through the most important financial statements through the sale of a burrito. (Yes, really.)

 

In part one of this two part series on financial statements, Rotonti discusses:

- How to understand balance sheets and income statements.

- A key metric that can tell you about a company’s pricing power.

- What you’re actually purchasing when you buy a stock.

 

Bonus Resources!

Chipotle’s valuation metrics - https://www.fool.com/premium/company/nyse/cmg/

Reconciling Net Income to Free Cash Flow - https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx

 

Stock discussed: CMG

 

Host: John Rotonti

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

The U.S. economy added 1.7 million jobs in the 1st quarter of 2022. Meanwhile, the stock market gave investors a negative quarter for the first time in two years. (0:30) Emily Flippen and Tim Beyers discuss the relative strength of the economy, as well as:
- Booking Holdings CEO Glenn Fogel's prediction for summer travel
- Baidu being added to the SEC's list of stocks potentially facing delisting
- Chewy's struggles in its latest quarter
- Brand growth continuing in the hard seltzer market
- The latest from Lululemon, FedEx, and Five Below

(19:00) David Gardner, co-founder of The Motley Fool, shares advice for investors rattled by recent underperformance in the market, a few Rule Breaker stocks he believes look attractive at their current prices, and the launch of The Motley Fool Foundation.

(36:30) Tim and Emily share two stocks on their radar: Jamf Holding and Rover Group.

To be part of The Motley Fool Foundation, join us here - www.foolfoundation.org

Stocks discussed: BKNG, BIDU, CHWY, LULU, FDX, FIVE, SAM, BUD, Z, TTD, NFLX, AXON, NVDA, JAMF, ROVR

Host: Chris Hill
Guests: Emily Flippen, Tim Beyers, David Gardner
Engineer: Rick Engdahl

For the 1st time in two years, investors experience a negative return in the Dow, S&P 500 and Nasdaq. But don't worry, you got this!
(00:20) Asit Sharma discusses:
- Amazon renewing its deal with JP Morgan Chase to issue Amazon's rewards credit card
- Why shareholders of both companies should be happy with the outcome
- How investors can take solace in a growing economy, even as stocks cooled off this quarter

(14:00) Dylan Lewis talks with Brian Feroldi about how investing in the stock market is the great wealth creation machine in the world, and Brian's upcoming book "Why Does The Stock Market Go Up?"

Post a review on Apple and include a question about a stock or industry!

Stocks: AMZN, JPM, AXP, C, SYF, AAPL

Host: Chris Hill
Guests: Asit Sharma, Dylan Lewis, Brian Feroldi
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Having led Restoration Hardware since 2014, Gary Friedman is an experienced CEO. But on his company's latest earnings call Friedman says he's never been more uncertain about the future.
(00:20) Bill Mann discusses:
- The record year RH just closed
- Friedman invoking the 2008 collapse of Bear Stearns
- Why RH is doing a 3-for-1 stock split
Bill also answers a listener's question about small-cap stock 22nd Century Group.

Post a review on Apple and include a question about a stock or industry!

(14:00) Tim Beyers and Andy Cross talk with Jay Chaudhry, CEO of Zscaler, about what other cybersecurity companies are missing and the biggest misconception that Wall Street has about his company.

Stocks: RH, WSM, XXII, ZS, CRM, TSLA

Host: Chris Hill
Guests: Bill Mann, Tim Beyers, Andy Cross, Jay Chaudhry
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Real Estate Trends We're Watching

FedEx CEO Fred Smith may not fit the traditional definition of "Visionary CEO" that we've come to accept, but he saw an industry where none previously existed.
(00:20) Jason Moser discusses:
- McCormick's 1st-quarter results being fueled by the B2B part of the company
- Why executives are optimistic about the rest of the fiscal year
- Fred Smith stepping down after more than 50 years of running FedEx
- The leap of faith investors must take when it comes to CEO succession

(17:30) Investing in real estate is less appealing if it involves 3 am phone calls from a renter. Matt Argersinger talks with Robert Brokamp about some current real estate trends he's excited about, as well as some key points of investing in REITs.

Check out TMF's free guide to investing in real estate: http://realestateinvesting.fool.com

Stocks: MKC, FDX, VNQ, RHP, PEB

Host: Chris Hill
Guests: Jason Moser, Robert Brokamp, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Will Smith slapped Chris Rock onstage at the Academy Awards. That single moment overshadowed everything else during the event, including how a single award altered the landscape for streaming video businesses.
(00:20) Tim Beyers discusses:
- Ripple effects of Apple becoming the 1st streaming service to win Best Picture
- Overall spending on content increasing 
- How things are going today at the offices of Netflix
- Tesla's proposed stock split

(14:00) It's 2022. Weren't we supposed to have flying drones delivering packages to our homes by now? Ricky Mulvey talks with Jacob Goldstein, host of the new podcast "What's Your Problem?", about drone delivery, self-driving cars, and the future problems that entrepreneurs are trying to solve right now.

Stocks: AAPL, NFLX, DIS, AMZN, TSLA, UBER

Host: Chris Hill
Guests: Tim Beyers, Ricky Mulvey, Jacob Goldstein
Engineer: Rick Engdahl, Tim Sparks

Looking to brush up your language skills when it comes to financial stocks? Motley Fool senior analyst Jason Moser and Matthew Frankel dive deep into the metrics they use to judge financial companies, and provide comparison guidelines for investors to watch. They discuss:
- Why the P/E ratio is less important than you may think
- The nuance of judging a bank’s efficiency
- One metric to watch for any fintech company

Additional resource - https://www.fool.com/investing/stock-market/market-sectors/financials/bank-stocks/how-banks-make-money/

Stocks: AXON, WFC, COF, PYPL, JPM, AFRM

Host: Jason Moser
Guest: Matthew Frankel
Producer: Ricky Mulvey
Engineer: Tim Sparks

Before the 94th Academy Awards on Sunday, we're taking a closer look at the battle between streaming services and some of the bitter rivalries in entertainment history.  Chris Hill is joined by Maria Gallagher, Catie Peiper, and Mac Greer, as they discuss:
- The Academy’s tenuous relationship with Netflix and other streamers
- Warner Brothers' history of trying to recreate Disney’s magic
- Unexpected business lessons from Oscar winners and nominees

Stocks: DIS, NFLX, T

Host: Chris Hill
Guests: Gordon Gekko, Maria Gallagher, Catie Peiper, Mac Greer
Producer: Ricky Mulvey
Engineers: Steve Broido, Tim Sparks

The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well as:
- Google striking an app-store deal with Spotify
- Uber teaming up with New York City taxis
- Reports that Apple is developing a hardware subscription service
- Darden Restaurants seeing improvement in its fine dining segment
- The latest from Berkshire-Hathaway, Adobe, and Nike

(19:00) Corporate governance expert Nell Minow analyzes how public companies are doing with their communications related to Russia, and why she's unimpressed with how Starbucks' board of directors handled the latest CEO change. Then she puts on her film critic hat to offer a preview of the Academy Awards and share who will win (and should win) Best Actor, Best Actress, and Best Picture.

(32:00) Jason and Andy discuss Pepsi's latest limited-run flavor and share two stocks on their radar: McCormick and KB Home.

Got a stock or topic you want us to discuss? Post a review on Apple and include your pitch!

Stocks discussed: SPOT, GOOG, GOOGL, MTCH, BMBL, UBER, BRK, AAPL, NKE, DRI, SBUX, DIS, PEP, MKC, KBH

Host: Chris Hill
Guests: Jason Moser, Andy Cross, Nell Minow
Engineer: Steve Broido

If you think Chairman Powell and some of the Federal Reserve governors are sounding more hawkish, you're not alone. (00:18) John Rotonti discusses:
- Why investors should expect more interest rate hikes this year
- The increasing attractiveness of companies with pricing power and strong ROIC
- Balancing growth stocks with profitable businesses that can self-fund their operations
- Three stocks he just bought (and why he bought them)

(14:30) The most rewarding stocks can come from the most boring businesses. Dylan Lewis and Jason Hall make the case for keeping boring businesses in your portfolio and discuss one in particular that Jason's excited about.

Stocks: PYPL, KKR, RH, AAPL, AMZN, GOOGL, TREX

Host: Chris Hill
Guests: John Rotonti, Dylan Lewis, Jason Hall
Engineer: Tim Sparks

Offering guidance to Wall Street analysts can be a tricky proposition. There are downsides to being either too vague or too specific. (00:22) Tim Beyers discusses:
- Adobe's 1st-quarter results and the $75 million hit to its business in Russia and Belarus
- How worried Okta's corporate customers should be
- Why no one should expect Okta's public communications on its recent security breach to be highly detailed

(14:56) Ricky Mulvey talks with Alicia Hammond about the psychological forces that encourage you to sell, and some actionable ways to make calmer, better decisions about your money.

Stocks: ADBE, OKTA, SHOP

Host: Chris Hill
Guests: Tim Beyers, Ricky Mulvey, Alicia Hammond
Engineer: Tim Sparks

If you want to soothe supply chain woes, try cutting out the middleman. Nike’s direct-to-consumer sales now make up more than 40% of the company’s revenue. (00:18) Auri Hughes joins Asit Sharma to discuss:
- Nike’s earnings beat and global strategy
- Okta’s hack, and what it means for the cybersecurity company
- How rising fertilizer prices could cause wider-spread inflation.  

(10:44) Alison Southwick and Robert Brokamp discuss how millionaires save, spend, and invest on this week’s Answers.

Stocks: NKE, OKTA, WFC

Host: Asit Sharma
Guests: Auri Hughes, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

After six years Warren Buffett finally pulled the trigger. Berkshire-Hathaway is buying insurance company Alleghany for $11.6 billion. (0:20) Jason Moser analyzes:
- The reaction from investors
- Berkshire-Hathaway's increased exposure to the insurance industry
- Potential for another acquisition in the next few years
- Buffett's patience and relentless focus on price, and what it can teach all investors

(12:30) Rick Munarriz talks with Carnival Cruise Line CEO Arnold Donald about how his company is preparing for the post-pandemic world.

Stocks discussed: BRK, Y, CCL, DIS, AMC

Host: Chris Hill
Guests: Jason Moser, Rick Munarriz, Arnold Donald
Engineer: Tim Sparks

Few people know Instagram better than Bloomberg News tech reporter Sarah Frier. Author of the award-winning book No Filter: The Inside Story of Instagram, she talked with Ricky Mulvey about:
- How parent company Meta Platforms affects Instagram’s user experience today
- CEO Mark Zuckerberg’s role in company acquisitions
- The company’s shift into the metaverse

Want more background on investing in metaverse stocks?
Click here: https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/

Stocks: FB, SNAP, AAPL

Host: Ricky Mulvey
Guest: Sarah Frier
Engineers: Tim Sparks, Rick Engdahl

You probably can’t meet with the CEO of a company on your watch list, but you have some tools to evaluate them. Motley Fool Senior Analyst John Rotonti talks with fellow analysts Auri Hughes and Alyce Lomax about how to spot great business leaders. We also break into our archives to share a 2012 interview with former Costco CEO Jim Sinegal. Both conversations discuss:
- Identifying great corporate leaders
- How excellent CEOs balance stakeholder needs
- Why company culture is one of the most important competitive advantages

Want more tips for evaluating a CEO?
Click here: https://www.fool.com/investing/2019/08/28/esg-investing-how-to-evaluate-a-ceo-using-the-4-cs.aspx

Stocks: SHOP, COST, SBUX, ACN, HD, TXN, BRK, MSFT, AMZN

Host: John Rotonti
Guest: Auri Hughes, Alyce Lomax
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

For the first time since 2018 the Federal Reserve raised interest rates. Not only did everyone survive, but investors actually seemed to embrace the first of what will probably be several rate hikes this year. (0:45) Ron Gross and Jason Moser discuss the impact on the stock market, as well as:
- GameStop's 4th-quarter loss
- FedEx weathering challenges to get through its latest quarter
- Williams-Sonoma closing out the fiscal year with record results
- Amazon and Netflix making moves to strengthen their video streaming businesses
- The latest from Starbucks, Accenture, and Walmart

(19:00) Andy Cross talks with Fred Reichheld, author of "Winning On Purpose", about the Net Promoter Score and how it can help long-term investors beat the market.

(33:00) Ron and Jason answer a question about Berkshire-Hathaway and share two stocks on their radar: Taiwan Semiconductor and Chewy.

Got a stock you want us to discuss? Post a review on Apple and include your stock pitch!

Stocks discussed: GME, FDX, SBUX, DPZ, WSM, ACN, AMZN, NFLX, WMT, DFS, FRC, WRBY, INTU, BRK, CHWY, TSM

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Andy Cross, Fred Reichheld
Engineer: Steve Broido

Russia's stock market was supposed to open this week. Even if you don't own Russian stocks directly, you may own them through global funds or ETFs. 

(0:20) Bill Mann discusses:
- How Russia's market remained closed
- Potential for Russia to default on its debt
- The one thing every U.S. investor should do if they have exposure to Russian stocks
- Chinese stocks suddenly rebounding on comments from the central government
- Why he believes the turnaround is a "yellow flag" for investors

Stocks discussed: YNDX, BABA, TCEHY, JD, BIDU

Host: Chris Hill
Guests: Bill Mann
Engineer: Tim Sparks

Kevin Johnson surprises almost everyone by announcing his retirement, with Howard Schultz returning (again) to run Starbucks.
(0:20) Jason Moser discusses:
- The company's board of directors taking their time in searching for the next permanent CEO
- Why Walgreens' CEO Roz Brewer should be at the top of the board's list of candidates
- Starbucks' plan to reduce the use of disposable cups by 2025

(12:00) Emily Flippen and Asit Sharma take a closer look at a stock that's returned 250% over the past five years: Intuit.

Stocks discussed: SBUX, INTU, ADBE

Host: Chris Hill
Guests: Jason Moser, Asit Sharma, Emily Flippen
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

The SEC is threatening to delist several U.S.-listed ADRs of Chinese companies. What does this mean for American investors?
(0:20) Bill Mann discusses:
- Why China's government is happy with the SEC's threat
- How a quick and easy end to this impasse is difficult to see
- How the NCAA basketball tournament can help your approach to investing better
- Why hoops programs with a history of winning records resemble winning businesses

(14:00) Jennifer Gennaro Oxley, executive director of The Motley Fool Foundation, talks with Alison Southwick and Robert Brokamp about how thinking like an investor can lead to better outcomes in your charitable giving.

Stocks discussed: YUMC, BABA, JD, BIDU, TCEHY

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Jennifer Gennaro Oxley
Producer: Ricky Mulvey
Engineers: Rick Engdahl

It's nice (among other things) to see that even investing legends like Warren Buffett face skepticism from shareholders.
(0:20) Jason Moser discusses:
- A Berkshire-Hathaway shareholder proposal to have Buffett be replaced as chairman
- Focusing on numbers instead of a company's story
- Comcast getting into live sports in a bigger way
- The "sports media rights" bubble remaining firmly intact

(16:25) Entrepreneur and investor Moiz Ali understands Shopify both as a shareholder and a customer. He talks with Motley Fool senior analyst Yasser El-Shimy about Shopify's data insights and subscription platform, the bull case for the company, and more.

Stocks discussed: BRK, TDOC, DOCU, AAPL, CMCSA, SHOP

Host: Chris Hill
Guests: Jason Moser,  Yasser El-Shimy, Moiz Ali
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Best-selling author Ben Mezrich has captured the attention of millions of readers with his true-life books about Facebook ("The Accidental Billionaires") and Las Vegas ("Bringing Down The House"). In this conversation with Dylan Lewis he revisits his 2015 book “Once Upon a Time in Russia” to talk about the rise of the oligarch and his experiences with Russia’s billionaire class. They discuss:
- The history leading to the creation of Russia’s billionaire class
- Potential ways oligarchs could affect Russian's war with Ukraine
- Why Russia’s billionaires are closer to “The Sopranos” than the technology titans of Silicon Valley

Books discussed:
Once Upon a Time in Russia: The Rise of the Oligarchs - https://www.amazon.com/Once-Upon-Time-Russia-Oligarchs-ebook/dp/B00RM266ZM
The Midnight Ride - https://www.amazon.com/Midnight-Ride-Ben-Mezrich/dp/1538754630

Host: Dylan Lewis
Guest: Ben Mezrich
Engineer: Rick Engdahl

A company's financials are more than just a set of numbers. They can tell a story that helps us understand the core of a business and where its growth opportunity lies.

John Rotonti talks with fellow Motley Fool senior analyst Auri Hughes about the financials to watch before putting your money into a publicly traded company. They discuss:
- Profit drivers in a company’s balance sheet
- The portions of a 10-K that investors should pay close attention to
- Metric that provide insights about a company’s growth prospects

Stocks discussed: AAPL, SBUX, CPRT, CNSWF

Host: John Rotonti
Guest: Auri Hughes
Producer: Ricky Mulvey
Engineer: Tim Sparks, Rick Engdahl

Last month is was Alphabet. This week Amazon became the latest mega-cap company to announce a 20-for-1 stock split. (0:45) Ron Gross and Jason Moser discuss how Amazon, without changing their underlying businesses, has found a way to strengthen ties with one of their key stakeholders (employees), as well as:

- DocuSign's strengthening business in the face of a declining share price
- Enthusiasm for dating app Bumble
- Ulta Beauty continuing to grow same-store sales
- Chipotle and Jones Soda launching very different products
- The latest from Oracle, Stitch Fix, and Marqeta

(19:00) Tess Vigeland, host of The Wall Street Journal's new podcast "As We Work", talks about the changing dynamics of the workplace, the rise of pay transparency, and the challenge facing companies hoping to retain employees.

(35:30) Ron and Jason share two stocks on their radar: Intellia Therapeutics and Apple.

Stocks discussed: AMZN, DOCU, ORCL, SFIX, BMBL, MQ, ULTA, CMG, JSDA, NTLA, AAPL

You'll find 15 stocks and 5 ETFs in our free Investing Starter Kit:  http://fool.com/StarterKit

Investing questions? Email podcasts@fool.com

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Tess Vigeland
Engineer: Rick Engdahl

That's how Bill Mann describes the importance of the oil & gas industry in Russia.
(0:20) As we take stock of where we are at this moment, Bill discusses:
- Ripple effects for European countries
- Whether seizing property of Western companies would spell the end of foreign investment in Russia
- Why Energy Secretary Granholm's recent comments give him hope
- Rising raw material costs affecting companies like McDonald's and Domino's Pizza
- The J Curve

(12:15) If Russia provides just 3% of America's oil supply then why have gas prices spiked? Ricky Mulvey talks with Nick Sciple to get some context.

Stocks discussed: MCD, SBUX, KO, DPZ

Host: Chris Hill
Guests: Bill Mann, Nick Sciple
Producer: Ricky Mulvey
Engineers: Rick Engdahl

The hour-long event gave Apple the chance to highlight multiple upgrades to their devices, but some were more noteworthy than others. (0:20) Tim Beyers discusses:
- How the new iPhone SE indicates Apple's unwillingness to cede market share to anyone
- Pricing the Max Studio desktop for a small consumer base
- The "super chip" powering the Max Studio
- Live sports being added to Apple+
- Netflix taking a "never say never" approach to ads on their platform

(13:00) Rickey Mulvey moderates a "bull vs. bear" debate between Matt Frankel and Jason Moser over Block (aka, the company formerly known as Square).

Stocks discussed: AAPL, DELL, NFLX, DIS, SQ, UA

Host: Chris Hill
Guests: Tim Beyers, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

On this day in 2002, The Motley Fool launched its first subscription service: Stock Advisor. To celebrate we're not breaking out champagne and cake. Instead, we've gathered three members from our investing team (Andy Cross, Asit Sharma, Emily Flippen) to share some of the most important lessons learned over the past two decades, including:

- The idea that sometimes the best place for new money is a stock you already own
- Importance of diversification
- Putting money into the stock market on a regular basis
- The challenge (and payoff) of letting your winners run

Stocks discussed: SFIX, LMND, NFLX, CWBHF, BBY

Host: Chris Hill
Guests: Andy Cross, Asit Sharma, Emily Flippen
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Before you buy that stock, have you thought about why you're buying it? It can help (in part, for future reference) to go through the process of writing out your investment thesis.

(0:25) Jason Moser discusses:
- Recognizing short-term catalysts
- Why home improvement is "one of the most obvious long-term trends out there"
- Travel and return-to-work being two trends worth watching

(15:45) Using language-learning app Duolingo as an example Alicia Alfiere shares key questions to ask when writing an investment thesis, including:
- What are its competitive advantages?
- Who's running the company?
- Will broader trends help or hurt?

Stocks discussed: BKNG, HD, LOW, MSFT, DUOL

Host: Chris Hill
Guest: Jason Moser, Alicia Alfiere
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Motley Fool co-founder and CEO Tom Gardner interviews Michael Saylor, CEO of MicroStrategy, an enterprise software and business intelligence company. Saylor has put billions of his company’s money into Bitcoin and hundreds-of-millions of his personal wealth into the cryptocurrency.

They discuss:
- Bitcoin as a hedge against an increasing money supply
- Environmental implications of mining cryptocurrency
- The security of Bitcoin’s network

Additional Resources:
What Is Bitcoin? Should You Invest? - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/bitcoin/

Investing in Bitcoin ETFs - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/bitcoin-etfs/

Hosts: Tom Gardner, Chris Hill
Guest: Michael Saylor
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Buying any stock starts with an idea, but where do you find them? Consider this a starting spot for investors. John Rotonti talks with fellow Motley Fool analysts Auri Hughes and Yasser El-Shimy in a discussion about finding stock ideas and what to look for once you've found them.

They discuss:
- Using 3rd-party research tools to discover new companies.
- What to look for in investor letters and 10-Ks
- The utility of “cloning” versus using stock screeners

Stocks discussed: KKR, AMZN, KIND, SNAP, FTCH, ETSY

Additional resource:
How to Find Investment Ideas - https://www.fool.com/investing/how-to-invest/stocks/where-find-investment-ideas/

Hosts: John Rotonti
Guests: Yasser El-Shimy, Auri Hughes
Producer: Ricky Mulvey
Engineer: Tim Sparks, Rick Engdahl

Nearly 700,000 jobs were added to the U.S. economy in February. The biggest gains were in the leisure and hospitality industries. Apple, Alphabet, and other Silicon Valley companies announced plans for returning to their offices. (0:30) Jason Moser and Emily Flippen discuss employers taking an "omnichannel" approach with their employees, as well as:
- Target's stellar results
- Costco's mixed quarter
- Salesforce focusing on Slack (instead of more big acquisitions)
- Disney's plan to launch an ad-supported tier for Disney+
- The latest from Sweetgreen, Domino's Pizza, Best Buy, Elastic, and Zoom Video

(31:00) Emily and Jason answer a listener's question about whether to sell index funds in order to buy more stocks, and share two stocks on their radar: Bilibili and Accenture.

Stocks discussed: AAPL, GOOG, GOOGL, CRM, TWTR, TGT, COST, SG, DPZ, BBY, ESTC, DIS, NFLX, ZM, CAN, BILI

You'll find 15 stocks and 5 ETFs in our free Investing Starter Kit:  http://fool.com/StarterKit

Investing questions? Email podcasts@fool.com

Host: Chris Hill
Guests: Emily Flippen, Jason Moser
Engineer: Rick Engdahl

“We’re not stock pickers, we’re business pickers.” Warren Buffett’s most recent letter reminded investors of the discipline he and his investing team at Berkshire-Hathaway apply to their work each day. And while there’s nearly $150 billion in cash on the balance sheet, Buffett still hasn’t pulled out his famed “elephant gun” just yet.

(0:25) John Rotonti discusses:
- His top takeaway from the letter

- Buffett’s praise for Apple CEO Tim Cook

- The case for Berkshire-Hathaway buying semiconductor design company Arm Limited

(13:00) Dylan Lewis and Jason Hall discuss two unexpected companies that are winning due to higher inflation.

Stocks discussed: BRK, AAPL, NVDA, F, GM, TSLA, MA, BIP, SBUX

Host: Chris Hill
Guest: John Rotonti, Dylan Lewis, Jason Hall

Producer: Ricky Mulvey
Engineer: Rick Engdahl

Between President Biden's State of the Union address and Fed Chair Jay Powell testifying before the U.S. House Committee on Financial Services, there are multiple investing-related stories coming out of Washington, DC.

(0:25) Bill Mann discusses:
- The current state of play for the oil & gas industry
- Why investors should be looking at exploration and production companies
- How the stock market has already priced in the first interest rate hike of 2022
- The increasing lure of businesses with great free cash flow and the ability to raise prices.

(13:00) Jason Moser and Matt Frankel share allocation advice for a down market.

Stocks discussed: OXY, GOOG, GOOGL, AAPL, BRK, RHP, PYPL, SQ

Host: Chris Hill
Guest: Bill Mann, Jason Moser, Matt Frankel
Engineer: Rick Engdahl

The latest results from Zoom Video seem like as good a reason as any to check in on the state of "pandemic stocks". As we've witnessed repeatedly throughout investing history, some businesses are more sustainable than others.

(0:25) Tim Beyers discusses:
- Zoom's continued customer growth and gross margins
- CEO Eric Yuan's steady approach to offering guidance
- Why he believes DocuSign and DoorDash have staying power.
- Ritch Allison retiring as CEO of Domino's Pizza and handing the keys to the corner office to COO Russell Weiner.
- Pizza preferences!

(15:30) Alison Southwick and Robert "Bro" Brokamp talk with Matt Argersinger about the ins and outs of being a landlord at a time when real estate is still hot.

Stocks discussed: ZM, DOCU, PTON, DASH, DPZ, ABNB

Our email address is podcasts@fool.com

Host: Chris Hill
Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

The fallout from Russia's invasion of Ukraine has investors asking a lot of questions. And while some in the financial media are eager to draw quick and hard conclusions, there are still a lot of unknowns.

(0:25) Bill Mann discusses:
- The impact of U.S. and European economic sanctions
- SWIFT (Society of Worldwide Interbank Financial Telecommunications) and why it's so important
- Switzerland abandoning its neutrality in favor of freezing Russian assets
- His continued interest in the oil & gas industry right now
- An important step anyone should take before making charitable contributions

The website we discussed is http://charitynavigator.org

Host: Chris Hill
Guest: Bill Mann
Engineer: Rick Engdahl

Based on the hit podcast of the same name, "The Dropout" is a new mini-series starting March 3rd on Hulu. Rebecca Jarvis, chief business correspondent at ABC News and host of the podcast, discusses the story of Elizabeth Holmes. Founder of Theranos in 2003, Holmes was ultimately convicted of multiple counts of fraud. Jarvis shares:
- What made Holmes tick
- The nuance of "faking it 'til you make it"
- Whether Silicon Valley could produce another Theranos today

Stocks mentioned: AAPL, LYFT, UBER

Host: Olivia Zitkus
Guests: Rebecca Jarvis
Producer: Ricky Mulvey, Emily Scharnhorst
Engineer: Rick Engdahl, Tim Sparks

If you want to do well as an investor, you have to get comfortable with the idea of holding great companies through difficult times. (Like the one we're in right now.

Motley Fool senior analysts John Rotonti, Maria Gallagher, and Ron Gross take a look at how strong companies bounced back from difficult times, and how investors can apply those lessons today. They discuss:
- The tough decisions from management at Domino’s and Apple that ultimately rewarded shareholders
- How Disney found strength in its intellectual property
- Key takeaways from investing through the Great Recession
- Best Buy rebounding from being "Amazon’s showroom"

Stocks discussed: DPZ, DIS, AAPL, BBY, AMZN, AMD, SBUX, PTON

Host: John Rotonti
Guests: Ron Gross, Maria Gallagher
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Austin Morgan

A sudden upswing for stocks late in the week is only the latest reminder of why it's a bad idea to try and time the market. (0:40) Jason Moser and Ron Gross share data that proves staying in the market is much more efficient (and lucrative) for investors than jumping in and out, and discuss:
- Etsy increasing their seller transaction fee
- Block's transaction revenue growth
- Home Depot and Lowe's getting different reactions from similar 4th-quarter reports
- The latest from Beyond Meat, Mercadolibre, Fulgent Genetics, and Booking Holdings

(19:20) Chief Investment Officer Andy Cross talks with Jeff Green, CEO of The Trade Desk.

(32:00) Jason and Ron answer a listener's question about how to build a portfolio. Jason's radar stock is Zoom Video and Ron unveils his "Resilient Basket" of stocks! (Costco, Disney, Domino's Pizza, Home Depot, Microsoft, Target)

Got a question about stocks, industries, or trends?
Drop as an email podcasts@fool.com

Stocks discussed: ETSY, SQ, HD, LOW, BYND, MELI, FLGT, BKNG, TTD, ZM, COST, DIS, DPZ, MSFT, TGT

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Andy Cross, Jeff Green
Engineer: Rick Engdahl, Austin Morgan

With the S&P 500 officially in "correction territory" it's worth remembering that these happen more often than we remember. Timing the market is nearly impossible, which is one more reason we play the long game and stay in the market.

(0:25) Chief Investment Officer Andy Cross discusses:
- How often we experience corrections
- The added uncertainty of Russia invading Ukraine
- Nasdaq stocks falling even further
- Why being a net-buyer of stocks is so much better than trying to time a market bottom
- The importance of taking a break (now and then) from financial news

If you're looking for more guidance and stock ideas, check out our free Investing Starter Kit:  http://fool.com/StarterKit

Stocks discussed: ZM, HD

Host: Chris Hill
Guests: Andy Cross
Engineer: Rick Engdahl

2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business?

(0:20) Jason Moser discusses:
- How Teladoc Health's stellar acquisition of BetterHelp is paying off
- Why the jury is still out on its purchase of Livongo
- (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year
- The company's status as a dividend aristocrat
- How Lowe's is effectively dealing with inflation

(15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms.

Stocks discussed: TDOC, LOW, HD, ABNB

Host: Chris Hill
Guests: Jason Moser, Deidre Woollard, Makarand Mody
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Ford Motor CEO Jim Farley is attempting to grow the electric vehicle part of his company while not alienating any stakeholders, especially employees.

(0:20) John Rotonti discusses:
- Farley's plan to create a separate division for Ford's EV business
- The likelihood of other automotive companies following suit
- Home Depot's highlights after a stellar fiscal year
- Whether today's stock drop creates a good entry point for long-term investors looking to add Home Depot to their portfolio

(14:30) Now that we're well past Valentine's Day, Alison Southwick and Robert Brokamp offer financial planning tips for singles.

Stocks discussed: F, TSLA, GM, HD

Host: Chris Hill
Guests: John Rotonti, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The recent ups and downs (and more downs) of the stock market have rattled some investors, so we called on a friend to help put this volatility in context. Senior analyst Maria Gallagher talks with bestselling author Morgan Housel about:
- Why time in the market is more important than your yearly return
- How to think about the ups-and-downs as the cost of admission to investing
- Why boring companies can make great investments

Stocks discussed: FB

Host: Maria Gallagher
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

History doesn’t repeat, but it often rhymes. We're going back in time to make sense of past “stock drops” and pull out the lessons that investors can use today, including:
- What to look for from company executives as they respond to crises
- Questions to help decide if companies are going through structural or cosmetic problems
- How to revisit an investment thesis

Stocks: META, LULU, ZM, NFLX, GE, CMG, PTON

Host: Ricky Mulvey
Guest: Asit Sharma
Engineers: Dan Boyd, Rick Engdahl
Special thanks to Steve Broido for voicing “Amazing Moments in Market Volatility!”

After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0:45) Emily Flippen and Jason Moser make the distinction between volatility and risk, share why it's important to keep adding to your portfolio over time, and discuss:
- Walmart increasing its dividend
- Shopify shares falling despite strong growth in its fiscal year
- Nvidia's guidance for 2022
- Airbnb reporting a profit and booking longer stays
- Roku battling supply chain disruptions
- Roblox getting punished for a small revenue miss
- The Trade Desk wrapping up a strong year

(19:20) Academy Award-nominated filmmaker Rory Kennedy discusses her new Netflix documentary, Downfall: The Case Against Boeing.

(33:15) Emily and Jason ponder the threat of an avocado shortage in America and share two stocks on their radar: Upstart Holdings and Etsy.

Got a question about stocks, industries, or trends?
Drop as an email podcasts@fool.com

Stocks discussed: WMT, SHOP, NVDA, ABNB, ROKU, RBLX, TTD, NFLX, BA, CMG, UPST, ETSY

Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Rory Kennedy
Engineer: Dan Boyd, Rick Engdahl

(0:20) Maria Gallagher discusses:
- Nvidia wrapping up the fiscal year with strong results across the board
- DoorDash increasing orders as well as the amount of money spent per order
- Surprisingly strong guidance for DoorDash's 2022
- Cheesecake Factory having pricing power?

(14:45) Jason Moser and Matt Frankel do a deep dive on PayPal.

Are you ready for February 18th?
Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com

Stocks discussed: NVDA, DASH, UBER, CAKE, BRK.A, MELI, AAPL, PYPL

Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

(0:20) Bill Mann discusses:
- Retail sales growing nearly 4% in January
- Shopify's strong growth in 2021 being followed by slightly less growth in 2022
- Why shares of Shopify will never look cheap
- The company's new partnership with JD.com
- Airbnb's record revenue last year
- Hotel stocks hitting new all-time highs
- The wisdom of Ron Gross

(17:30) Olivia Zitkus and Keith Speights discuss a new wave of biosimilar drugs and the challenges (and opportunities for investors) they present.

What are you doing February 18th?
Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com

Stocks discussed: SHOP, JD, ABNB, MAR, HLT, H, ABBV, AMGN, VTRS

Host: Chris Hill
Guests: Bill Mann, Olivia Zitkus, Keith Speights
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

(0:20) Buying Tower Semiconductor for more than $5 billion in cash is only part of Intel's plan to manufacture chips. John Rotonti analyzes Intel's acquisition and what executives at Taiwan Semiconductor might be thinking in response. John also discusses Arista Networks wrapping up a strong fiscal year and taking market share from Cisco Systems.

(16:00) Now that Valentine’s Day is over, Robert Brokamp and Alison Southwick tackle the top money arguments that couples face and discuss some ways to create more financial harmony in your relationship.

What are you doing February 18th?
Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com

Stocks discussed: TSEM, INTC, TSM, ANET, CSCO, PTON

Host: Chris Hill
Guests: John Rotonti, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

(0:20) Companies spent millions of dollars on Super Bowl ads, so how did they do? Jason Moser discusses the hits and misses from Salesforce, Meta Platforms, Hologic, Squarespace and more, as well as the current state of publicly-traded grill companies Weber and Traeger.

(16:00) Jim Gillies and Bill Mann take a "Bull vs. Bear" approach to discussing one of Warren Buffett's biggest investments: American Express.
You can vote for who you think made the better argument on our Twitter account: @MotleyFoolMoney

What are you doing February 18th?
Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com

Stocks discussed: SQSP, FB, COIN, CRM, PEP, AXP, GM, BUD, HOLX, WEBR, COOK

Host: Chris Hill
Guests: Jason Moser, Bill Mann, Jim Gillies
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

The principles of design can improve your life at work. Really.

Dave Evans is a lecturer at Stanford University’s design program and the co-author of “Designing Your New Work Life.” Before that, he was an early employee at Apple and a co-founder of Electronic Arts.
Producer Ricky Mulvey talks with Evans about:
 - The power of creating a “good enough for now” mindset
 - Deciding whether to quit or reinvent your job
 - How to create more spontaneity in a hybrid-work environment

Stocks discussed: PINS, AAPL, HPQ
 
Host: Ricky Mulvey
Guests: Dave Evans
Engineers: Dan Boyd

Want to sound even smarter before, during, and after the big game? Then listen in as Dylan Lewis explores the big-money implications of the Super Bowl, including:
- How broadcasters and streaming companies approach live sports
- The challenge of getting subscribers to stick with a streaming service
- Why some consumer goods companies are aiming for more than just brand recognition
- Sports betting's evolution and growth
- Prop bets!

Stocks discussed: PEP, TMUS, COKE, FCAU, CMCSA, NFLX, DIS, CZR, PENN, DKNG, WYNN

Host: Dylan Lewis
Guests: Maria Gallagher, Asit Sharma, Nick Sciple
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason Moser analyze as they discuss:
- Disney's surprising 1st-quarter results in Parks and Disney+ subscribers
- Peloton changing its leadership and tightening its purse strings
- Affirm Holdings accidentally tweeting its earnings results too early
- Pepsi & Coca-Cola telling similar stories with profits and higher costs
- Cloudflare gearing up for 2022
- The latest from CVS, Chipotle, and Zillow
- Two stocks on their radar: Brookfield Renewable Corp. and The Trade Desk

Plus, Bill Shea from The Athletic offers an advertising preview of Super Bowl 56 and discusses how streaming video platforms are influencing the ad-buying landscape in live sporting events.

What are you doing on February 18th? If you want to join our members attending the "Investing Essentials 2022 & Beyond" event just click here: http://2022.fool.com

Stocks discussed: DIS, PTON, AMZN, NKE, AFRM, PEP, KO, NET, CVS, CMG, Z, BUD, PLNT, GM, COOK, BEPC, TTD

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Bill Shea
Engineer: Dan Boyd, Rick Engdahl

(:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes:
- The strength in the Parks division
- How Disney+ was the company's life raft
- The brand-extending powers of streaming video
- Bob Chapek's track record in his 2 years as CEO

(13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business.

Stocks discussed: DIS, CHWY, PTON, APRN, BIRD

Our free Investing Starter Kit includes 15 stocks and 5 ETFs.
For a copy just go to http://fool.com/StarterKit

Host: Chris Hill
Guests: Bill Mann, Asit Sharma, Emily Flippen
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including:
- Yum Brands' eye-popping unit growth over the past year
- How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations
- Whether Chipotle can get to 7,000 locations

(15:00) Ron Gross discusses the business of acquisitions, including:
- The different ways that companies fund buying another business
- Horizontal vs. vertical acquisitions
- Hostile takeovers
- Whether investors should wait for an acquisition to close before selling their shares

Looking for more information on restaurant stocks?
Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/

Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA

Host: Chris Hill
Guests: Jason Moser, Ron Gross
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl