Sun, 4 December 2022
During her 12-year run as CEO of Pepsi, Indra Nooyi helped the company grow sales by 80%. Despite her success as one of the most powerful women in business, she's happy to be out of the world of “bits and bytes.” Motley Fool co-founder and CEO Tom Gardner caught up with Nooyi to discuss: Companies mentioned: PEP, AAPL, AMZN, PFE Indra Nooyi's best-selling book is "My Life in Full: Work, Family, and Our Future". Host: Tom Gardner |
Sat, 3 December 2022
The first rule of investing is don’t lose money. The other rules are a little more complicated. David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss: - Lessons from Warren Buffet, Larry Fink, and Seth Klarman - Genius and luck in investing - Happiness and expectations - Investing with a margin of safety Companies mentioned: CG, BLK, TSLA, HLT Host: John Rotonti Guest: David Rubenstein Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers |
Fri, 2 December 2022
If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone. (0:21) Matt Argersinger and Jason Moser discuss: (19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space. Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC Host: Chris Hill
Direct download: MFM_radio_12.02.2022_podcast_final_V2.mp3
Category:podcast -- posted at: 4:00pm EST |
Thu, 1 December 2022
What's it like competing against a business that's 1,000 times bigger than your own? (0:21) Emily Flippen discusses: (12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean. Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson Host: Chris Hill |
Wed, 30 November 2022
The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX. (0:21) Jim Gillies discusses: (15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors. Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR Host: Chris Hill |
Tue, 29 November 2022
With more retail data rolling in, it might also be time to start paying attention to commodities. (0:21) Asit Sharma discusses: (9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy. Stocks mentioned: ADBE Host: Chris Hill |
Mon, 28 November 2022
Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China. (0:21) Jason Moser discusses: (9:33) Bill Mann discusses: Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC Host: Chris Hill |
Sun, 27 November 2022
Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession. Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss: - How growth stories can change through time. Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/ Host: John Rotonti |
Thu, 24 November 2022
Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense! (1:45) Chris Hill, Bill Barker, and Bill Mann discuss: Host: Chris Hill |
Tue, 22 November 2022
Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target. (0:21) Bill Mann discusses: (12:25) Robert Brokamp talks with Megan McCoy, professor at Kansas State University, about relationships and money. Stocks mentioned: DIS, BBY, AMZN, ZM, MSFT, ORCL Host: Chris Hill |
Mon, 21 November 2022
Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger. (0:21) Jason Moser discusses: (13:11) Dylan Lewis and Kirsten Guerra engage in a bull vs. bear debate over Pinterest. Stocks mentioned: DIS, PEP, PINS, META Host: Chris Hill |
Tue, 15 November 2022
One reason we like Charlie Munger is he rarely, if ever, minces words. (0:21) Bill Mann discusses: - The latest PPI data boosting the market - Walmart's inventory levels (and 3rd-quarter results) catching Wall Street's attention - Charlie Munger sounding off on crypto (13:37) Alison Southwick and Robert Brokamp dip into the Fool Mailbag to answer questions about Roth IRAs, how ETFs work, and more! Companies discussed: WMT, GE, UAA Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl |
Sun, 13 November 2022
More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, there are plenty of reasons to be optimistic about the future of female leadership and entrepreneurship. Julia Boorstin is CNBC’s Senior Media & Tech Correspondent and the author of “When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them.” Companies mentioned: RENT, REAL, SFIX Host: Deidre Woollard |
Sat, 12 November 2022
Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/ Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd |
Fri, 11 November 2022
Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: (19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change. (32:10) Jason and Ron return to talk about Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI Host: Chris Hill |
Thu, 10 November 2022
A lower-than-expected CPI number sent stocks soaring. (0:21) Jim Gillies discusses: - Why he believes the reaction on Wall Street could signal a bottom for stocks - Bumble benefitting from today's market rise - How, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price (15:47) Jeremy Bowman talks with GitLab CFO Brian Robins about how his company is helping other companies develop software, and the trade-off between growth and profitability. Companies discussed: BMBL, MTCH, GTLB Host: Chris Hill Guests: Jim Gillies, Jeremy Bowman, Brian Robins Producer: Ricky Mulvey |
Wed, 9 November 2022
The House That Mickey Built appears to be struggling. (0:21) Tim Beyers discusses: (14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself". Companies discussed: DIS, NFLX, RDFN, HD Host: Chris Hill |
Tue, 8 November 2022
Rough years for Lyft and Tripadvisor get even rougher. (0:21) Ron Gross discusses: (10:54) Alison Southwick and Robert Brokamp talk with Jack Caporal and analyze data around average American salaries, savings, and what it means for your financial goals. Companies discussed: LYFT, UBER, TRIP Host: Chris Hill |
Mon, 7 November 2022
Sometimes opportunity comes in the form of competitors making a mistake. (0:21) Jason Moser discusses: (13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google. Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL Host: Chris Hill |
Sun, 6 November 2022
One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss: Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY Host: Ricky Mulvey |
Sat, 5 November 2022
Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss: Companies discussed: APPL, META, ORLY Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower Host: Dylan Lewis |
Thu, 3 November 2022
Some companies have bright futures, while others simply run out of time. (0:21) Tim Beyers discusses: (15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles. Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM Host: Chris Hill |
Sun, 30 October 2022
“When the party is happening in the penthouse, this is a sector that’s in the basement.” Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about: Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ Host: Ricky Mulvey |
Sat, 29 October 2022
If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss: Companies mentioned: HSY, GIS, NKE Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire
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Fri, 28 October 2022
The biggest tech companies reported this week, but it was Apple that shined the brightest. (0:30) Jason Moser and Matt Argersinger discuss: (19:15) Jason and Matt continue the earnings analysis and discuss: Got a question about investing? Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM Host: Chris Hill |
Thu, 27 October 2022
On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016. (0:21) Andy Cross discusses: (13:41) Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day. Companies discussed: META, SHOP, CMCSA, WEST Host: Chris Hill |
Wed, 26 October 2022
Google's parent company disappointed Wall Street, but share buybacks continue. (0:21) Bill Mann discusses: (10:56) Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company. Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX Host: Chris Hill |
Sun, 23 October 2022
Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier. Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After going public in the 1980s, the stock became nearly a ten-bagger before investigators found it to be a fraud. Investors may not have suspected that the retailer boosted profit margins by manipulating a cash skim, but there were some other signs that the soaring stock price didn’t tell the whole story. Ricky Mulvey talked with Gary Weiss, author of “Retail Gangster: The Insane, Real-Life Story of Crazy Eddie” about: Host: Ricky Mulvey |
Sat, 22 October 2022
Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at four economies around the world, including: (NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister Companies mentioned: CNSWF, NXGPY Host: Ricky Mulvey
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Thu, 20 October 2022
Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future. (0:21) Bill Mann discusses:
Companies discussed: TSLA, BOC Host: Chris Hill |
Wed, 19 October 2022
Netflix surprises Wall Street and throws down the gauntlet at streaming competitors. (0:21) Tim Beyers discusses: (11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired. Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA Host: Chris Hill |
Tue, 18 October 2022
If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.
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Mon, 17 October 2022
Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss:
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Sun, 16 October 2022
More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing? Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about: Stocks mentioned: F, TSLA Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/ Hosts: Maria Gallagher, Alyce Lomax |
Sat, 15 October 2022
You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market. Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss: Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL Find the full list of Dividend Knights here: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0 Host: Ricky Mulvey |
Fri, 14 October 2022
Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Albertson's - New details on Netflix's ad-supported tier starting in November - The latest from UnitedHealth Group, Walgreen's, and Domino's Pizza (19:15) For the past 25 years CNBC's Bob Pisani has been reporting live from the floor of the New York Stock Exchange. In his new book, "Shut Up and Keep Talking: Lessons on Life and Investing", he shares insights from investing legends (Vanguard's John Bogle) and memorable encounters with rock legends (Led Zeppelin's Jimmy Page). (37:30) Jason Moser and Ron Gross share two stocks on their radar: Uber and Stanley Black & Decker Stocks mentioned: C, JPM, MS, WFC, UNH, KR, ACI, WMT, TGT, AMZN, WBA, NFLX, DIS, MSFT, DPZ, UBER, SWK Host: Chris Hill Guests: Jason Moser, Ron Gross, Bob Pisani Engineer: Dan Boyd |
Thu, 13 October 2022
Why are there so many horror movies? Because they're so profitable to make. (0:21) Jim Gillies discusses: (12:50) As horror movie fans get ready for this weekend's release of "Halloween Ends", Ricky Mulvey talks with Catie Peiper about the economics of horror movies. Stocks discussed: TGT, TFSL, MEDP Host: Chris Hill |
Wed, 12 October 2022
No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd |
Tue, 11 October 2022
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: (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? Stocks discussed: AMZN, SHOP, W Host: Chris Hill |
Mon, 10 October 2022
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 |
Sun, 9 October 2022
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 |
Sat, 8 October 2022
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 |
Thu, 6 October 2022
Amazon is the latest to signal its intentions around holiday retail hiring. (0:21) Maria Gallagher discusses: (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? Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM Host: Chris Hill |
Wed, 5 October 2022
Elon Musk says he's going to buy Twitter at the original price, and this time he means it! (0:21) Bill Mann discusses: (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? Stocks discussed: TWTR, TSLA, WINA, EBAY Host: Chris Hill |
Tue, 4 October 2022
And another high-profile IPO company gets taken private. (0:21) Asit Sharma discusses: (11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing. Got questions about stocks? Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG Host: Chris Hill |
Mon, 3 October 2022
What are the chances the stock market makes a 4th-quarter comeback? (0:21) Jason Moser discusses: (12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen. Got questions about stocks? Stocks discussed: META, P911, VWAPY Host: Chris Hill |
Fri, 30 September 2022
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike’s tough quarter. (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 Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA |
Sun, 25 September 2022
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: Companies mentioned: PLD, DRE Hosts: Deidre Woollard, Matt Frankel |
Sat, 24 September 2022
“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: 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 |
Thu, 22 September 2022
What does it say that no private company wants a check for $1.1 billion? (0:21) Bill Mann discusses: (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? Host: Chris Hill |
Wed, 21 September 2022
(0:25) Maria Gallagher discusses: (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? Stocks mentioned: GOOG, GOOGL, COST, AMD, ADBE, TTD Host: Chris Hill |
Tue, 20 September 2022
Bear markets always come to an end, but they're not necessarily fun while they last. (0:21) Bill Mann discusses: (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 |
Mon, 19 September 2022
"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 |
Sun, 18 September 2022
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: Host: John Rotonti |
Sat, 17 September 2022
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: Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA Host: Ricky Mulvey |
Fri, 16 September 2022
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: (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 Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA Host: Ricky Mulvey |
Thu, 15 September 2022
Regulators take a closer look at buy-now, pay-later companies. (0:21) Bill Mann discusses: (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: Host: Chris Hill |
Wed, 14 September 2022
Down days in the market aren't fun, but they may also be great days to buy stocks. (0:21) Jim Gillies discusses: (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 |
Tue, 13 September 2022
If you're a long-term investor, today was a good day to go shopping. (0:21) Asit Sharma discusses: (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 |
Mon, 12 September 2022
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: (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 |
Sun, 11 September 2022
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: 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: Host: Tom Gardner |
Sat, 10 September 2022
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: Companies mentioned: COST, AAPL, BRK.A, BRK.B Host: Ricky Mulvey |
Fri, 9 September 2022
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: (19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: 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 |
Wed, 7 September 2022
It's CEO Day! (Ok, not really, but CEOs were very much in the news today.) (0:21) Jason Moser discusses: (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 |
Sun, 21 August 2022
Before her current job as an NFL analyst for ESPN, Mina Kimes broke into journalism on Wall Street. Host of the popular football podcast "The Mina Kimes Show featuring Lenny", she shares: You can find "The Mina Kimes Show featuring Lenny" on your favorite podcast app. Host: Chris Hill |
Sat, 20 August 2022
Institutional money is not invited to this party. Bill Mann and Ricky Mulvey continue their series on small cap investing, one area where individual investors have a shot at beating the market. They look at the stories behind some companies you know (and ones you probably don’t), and discuss: Stocks discussed: CPNG, WING, RENT, RRGB, EIG, CTAS, PENN, NWINF Host: Ricky Mulvey |
Thu, 18 August 2022
Home sales fell nearly 6% in July. (0:21) Jason Moser discusses: (12:37) Asit Sharma and Deidre Woollard discuss the growing trend of 2nd-hand fashion and the opportunities for companies involved. Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest. Stocks mentioned: HD, LOW, DAL, UAL, AAL, LUV, BRK.A, BRK.B, TDUP, LEVI, NKE, REAL, ETSY Host: Chris Hill |
Wed, 17 August 2022
Big Retail Earnings Week continues with the latest results from Target and Lowe's. (0:21) Asit Sharma discusses: - Target's 2nd-quarter profit falling nearly 90% compared to last year - Silver linings within Target's results - Lowe's posting a quintessential "mixed" quarter - CEO Marvin Ellison's steady leadership (11:05) Does Spotify have a moat against Apple? Travis Hoium joins Ricky Mulvey for a "medium dive" on the streaming audio business. Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest. Stocks mentioned: TGT, LOW, SPOT, AAPL, AMZN Host: Chris Hill Guest: Asit Sharma, Travis Hoium Producer: Ricky Mulvey Engineer: Dan Boyd |
Tue, 16 August 2022
Big Retail starts to report earnings and the news is good (so far). (0:21) Jason Moser discusses: (13:37) Warren Buffett's quotations hold meaning for investors, regardless of their portfolio size. Alison Southwick and Robert Brokamp and a host of Fool investors share their favorite Buffett quotes and why they're relevant. Stocks mentioned: WMT, HD, LOW, TGT, BRK.A, BRK.B Host: Chris Hill |
Fri, 10 June 2022
Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss: - DocuSign's 25% drop - Target's bold moves - Stitch Fix continuing to struggle - Vail Resorts benefitting from relaxed Covid restrictions - The latest from Campbell Soup, Netflix, Amazon, and more.
(19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.
(35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.
Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB
Host: Chris Hill Guests: Emily Flippen, Ron Gross, Matt Argersinger Engineers: Steve Broido, Rick Engdahl |
Fri, 8 April 2022
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: (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 |
Sat, 2 April 2022
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 |
Fri, 25 March 2022
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: (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 |
Fri, 18 March 2022
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: (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 |
Thu, 17 March 2022
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: Stocks discussed: YNDX, BABA, TCEHY, JD, BIDU Host: Chris Hill |
Fri, 1 October 2021
September ends up being the worst month of the year for investors. Merck shares pop on encouraging results from its Covid-19 pill study. Alphabet and General Motors move one step closer to getting self-driving ride-sharing services on the road in California. Amazon unveils Astro, a $1,000 robot for your home. Warby Parker makes a strong debut on Wall Street. Zoom Video and Five9 call off their marriage. Andy Cross and Ron Gross analyze those stories and the latest from Bed Bath & Beyond, McCormick, Dollar Tree, and Sherwin-Williams. They also share why PubMatic and Editas are on their radar. Plus, Melissa Lee discusses the intersection of online betting, stock trading, and gaming in the upcoming CNBC primetime documentary “Generation Gamble”. |
Fri, 27 April 2018
Amazon hits a new high, and raises the price on Prime. Alphabet racks up big profits amid higher spending. Facebook posts record revenue, while Microsoft’s cloud goes higher. Which one of these tech behemoths will get to a $1 trillion market cap first? Jason Moser, David Kretzmann, and Jeff Fischer analyze those stories, as well as the latest results from Visa, PayPal, Baidu, Twitter, Chipotle, Intel and more. Plus, we dip into the Fool Mailbag and share a few stocks on our radar. |
Fri, 6 October 2017
Costco slips on margin concerns. Netflix hits an all-time high after the company announces a price hike. And General Motors reports some electrifying news. Plus, Chris talks about the business of popularity with Derek Thompson, author of Hit Makers: The Science of Popularity in an Age of Distraction. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30-day trial at audible.com/fool. Thanks to Bombfell for supporting The Motley Fool. Get $25 off your first purchase at http://bombfell.com/fool
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Fri, 29 September 2017
Nike trips in North America. Roku pops in its Wall Street debut. McCormick reports some appetizing earnings. And the CEO of American Airlines makes a surprising declaration. Plus, Chris talks Facebook and Russia with David Kirkpatrick, author of The Facebook Effect: The Inside Story of the Company That is Connecting the World. |
Fri, 16 June 2017
Amazon buys Whole Foods. What does the deal mean for consumers, investors, and competitors? Our analysts tackle those questions and delve into the latest news from General Electric, Nike, and Kellogg. Plus, best-selling author Brad Stone discusses the future of Uber.
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Fri, 17 June 2016
Microsoft buys LinkedIn. Lumber Liquidators bounces back. We analyze those stories and more, and share the best money advice from our Dads. Plus, technology columnist Charles Arthur analyzes the Brexit vote, Apple, Google, and hot tech trends. |
Fri, 1 April 2016
Chipotle serves up a Better Burger. McDonald's expands in China. And Lululemon jumps. Plus, Washington Post sportswriter Barry Svrluga talks about the business of baseball. |
Fri, 29 January 2016
Facebook reports record earnings thanks to strong growth in advertising. Microsoft connects with its cloud business. Apple loses some of its shine after projecting a decline in revenues. And McDonald's brings home the bacon thanks to all-day breakfast. Our analysts discuss the week's top business stories and share some stocks on their radar. |
Fri, 28 August 2015
The stock market has a wild week. What does the latest volatility mean for you? Our analysts discuss that question and share some stocks on their radar. And we revisit our interview with Stephen Dubner, co-author of When to Rob a Bank: And 131 More Warped Suggestions and Well-Intended Rants. |
Tue, 25 November 2014
On our Thanksgiving Special, our analysts talk turkey, share some stocks they're thankful for, and eat some humble pie. Plus, corporate governance expert and film critic Nell Minow talks about the Uber controversy, Toy Story 4, and the future of the movie business. |
Fri, 21 November 2014
China cuts interest rates. Best Buy surprises investors. Keurig Green Mountain tumbles. And Jack in the Box heats up. Our analysts discuss those stories. Plus, Motley Fool CEO Tom Gardner talks with Whole Foods co-CEOs John Mackey and Walter Robb. |
Fri, 7 November 2014
On this week's show, our analysts discuss earnings news from Alibaba, GoPro, Tesla, and Whole Foods. Motley Fool columnist Morgan Housel talks elections and investing. And tech entrepreneur Josh Baer shares some startup secrets. |
Fri, 31 October 2014
On this week's show, our analysts discuss earnings news from Facebook, GoPro, LinkedIn, MasterCard, and Starbucks. And Lawrence Cunningham talks about his new book, Berkshire Beyond Buffett: The Enduring Value of Values. |
Fri, 24 October 2014
Apple hits a new high. Amazon stumbles. Microsoft surprises. And McDonald’s slowdown continues. Our analysts discuss those stories and share some stocks on their radar. And we talk about the power of the unconventional with Linda Rottenberg, author of Crazy is a Compliment: The Power of Zigging When Everyone Else Zags. |
Fri, 17 October 2014
Stock market volatility continues. Google misses. Netflix tumbles. And Barbie trips. Our analysts discuss those stories and share some stocks on their radar. And Motley Fool CEO Tom Gardner talks with LinkedIn founder Reid Hoffman, author of The Alliance: Managing Talent in the Networked Age. |
Fri, 3 October 2014
On this week's show, our analysts discuss the surprising jobs numbers, eBay's PayPal spin-off, and Wayfair's red-hot IPO. And we talk with John Lanchester, author of How to Speak Money: What The Money People Say - And What It Really Means. |
Fri, 26 September 2014
Blackberry unveils the Passport. A giant in the bond business changes teams. And Apple deals with a new twist. Our analysts discuss those stories and Motley Fool columnist Morgan Housel shares some of his unpopular opinions. |
Fri, 19 September 2014
Alibaba works its magic on Wall Street. FedEx delivers. And Oracle's CEO steps down. Our analysts discuss those stories and share three stocks on their radar. Plus, Facebook Effect author David Kirkpatrick talks about the future of Facebook. |
Fri, 12 September 2014
Apple introduces a smartwatch. Lululemon reports fashionable earnings. And Activision Blizzard meets its Destiny. Our analyst discuss those stories and share some stocks on their radar. Plus, we talk with Adam Tanner, author of What Stays in Vegas: The World of Personal Data - Lifeblood of Big Business - and the End of Privacy as We Know It. |
Wed, 27 August 2014
Is high-speed trading a big problem for investors? On this week's show, we revisit our interview with Michael Lewis, author of Flash Boys: A Wall Street Revolt. |
Fri, 15 August 2014
Wal-Mart fails to impress Wall Street. Kate Spade slips. And Noodles & Company leaves investors feeling hungry. Our analysts discuss some of the week's top business stories. Plus, Wired Senior Editor Adam Rogers talks about the business of booze. |
Fri, 8 August 2014
Disney reports big earnings. Procter & Gamble announces a big move. And shares of Lululemon rise on insider selling news. We discuss those stories and Motley Fool analyst Joe Magyer weighs in on value investing, GM, Facebook, and Google. |
Fri, 1 August 2014
Twitter reports a profit. Zillow makes a big buy. And Buffalo Wild Wiings serves up some not so hot earnings. Our analysts discuss those stories. And Motley Fool co-founders David and Tom Gardner talk Tesla, Facebook, and market volatility. |
Fri, 18 July 2014
Microsoft cuts 18,000 jobs. Mattel slips on Barbie bearishness. And Google climbs on stronger-than-expected revenues. Our analysts discuss those stories and share three stocks on their radar. And just how did LEGO go from near-bankruptcy to Everything is Awesome? Chris talks with Wharton Professor David Robertson, author of Brick by Brick: How LEGO Rewrote the Rules of Innovation and Conquered the Global Toy Industry. |
Fri, 11 July 2014
The Fed's bond buying will end in October. Earnings season starts with a bang for Alcoa, but a thud for The Container Store and Lumber Liquidators. We analyze an upcoming merger for Big Tobacco and an upcoming makeover for one restaurant chain. Plus, portfolio manager Bill Mann discusses European banks, the best way for companies to use cash, and why he's heading to Japan. |