Fri, 29 September 2023
Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market. (00:21) Jason Moser and Andy Cross discuss: (19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. . (33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange. Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM Host: Dylan Lewis |
Thu, 28 September 2023
How do you measure things like brand and people? (00:21) David Meier and Deidre Woollard discuss: (18:24) Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon. Companies discussed: RBLX, ACN, PTON, LULU, KO Host: Deidre Woollard |
Wed, 27 September 2023
It’s the antitrust case everybody saw coming – does it have merit? (00:21) Asit Sharma and Dylan Lewis discuss: - The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forced innovation in e-commerce. (16:02) The Motley Fool’s own Emily Flippen will be on the 45th season of Survivor – ahead of the show’s premiere tonight on CBS, Mary Long caught up with Emily about why she was excited to take on the challenge of being a castaway. Companies discussed: AMZN, MTCH, BABA, LULU, WM, TXRH Host: Dylan Lewis |
Tue, 26 September 2023
We like stocks. We also like exchange traded funds. But first, (00:21) Ricky Mulvey and Jim Gillies discuss: Companies/ETFs mentioned: COST, CIBR Hosts: Ricky Mulvey, Alison Southwick |
Mon, 25 September 2023
RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business. (00:21) Jason Moser and Deidre Woollard discuss: (12:25) Ricky Mulvey interviews the CEO of RCI Hospitality, Eric Langan on his view on consumer spending, capital allocation, and his journey to the CEO seat. 5 Stocks Under $49 report here: http://www.fool.com/report. Companies discussed: AMZN, WMT, DIS, RICK Host: Deidre Woollard |
Sun, 24 September 2023
When your information is everywhere, is it possible to rein it back in? Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss: Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT Host: Deidre Woollard |
Fri, 22 September 2023
Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis. (00:21) Ron Gross and Matt Argersinger discuss: (19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future. (33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike.. Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE, Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here. Host: Dylan Lewis |
Thu, 21 September 2023
Interest rates are paused but the hikes may not be over yet. (00:21) Bill Mann and Deidre Woollard discuss: (14:52) Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain. Companies discussed: FDX, UPS, TMDX Host: Deidre Woollard |
Wed, 20 September 2023
There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves. (00:21) Tim Beyers and Dylan Lewis discuss: - The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations. (20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden. You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report. Companies discussed: CART, ARM, NDAQ, KVYO, BRZE Host: Dylan Lewis |
Tue, 19 September 2023
The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss: Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. |
Sun, 17 September 2023
“I’d pull back the curtain and there was nothing there.”
- Why investors are quick to throw belief out the window Tickers discussed: USDT Host: Deidre Woollard |
Wed, 13 September 2023
Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade. (00:21) Tim Beyers and Dylan Lewis discuss: - Apple’s fall update and the details on the iPhone 15 and 15 Plus. (19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes. Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV Host: Dylan Lewis |
Tue, 12 September 2023
Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: (15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation. Companies discussed: CHTR, DIS, ARM Host: Ricky Mulvey |
Mon, 11 September 2023
The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers. (00:21) Jason Moser and Deidre Woollard discuss: (16:09) Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand. Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK Host: Deidre Woollard |
Fri, 8 September 2023
The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. Jason Moser and Matt Argersinger discuss: (31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo. Stocks discussed: DIS, NFLX, ABNB, UBER Host: Dylan Lewis |
Thu, 7 September 2023
How can you use a company’s stock price to give you a window into the future? (00:21) Bill Barker and Deidre Woollard discuss: (18:20) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies. Companies discussed: PATH, AI, ASAN, NVDA Host: Deidre Woollard |
Wed, 6 September 2023
New York City cracked down on short-term rentals, but is it a big deal for Airbnb? (00:21) Ricky Mulvey and Jason Moser discuss: Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”. Companies discussed: ABNB, EXPE, AMC, LOW Hosts: Ricky Mulvey, Deidre Woollard |
Tue, 5 September 2023
If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney. (00:21) Ricky Mulvey and Jim Gillies discuss: Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.
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Tue, 29 August 2023
Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss: Companies discussed: BBY, M, JWN, DFS Host: Ricky Mulvey |
Mon, 28 August 2023
Instacart is profitable and it’s growing, Is that enough to spark investor interest? (00:21) Jason Moser and Deidre Woollard discuss: (17:31) Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours. Companies discussed: LYV, DASH, UBER Host: Deidre Woollard |
Fri, 25 August 2023
Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. (00:21) Andy Cross and Jason Moser discuss: (19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. (33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY Host: Dylan Lewis |
Thu, 24 August 2023
Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. (00:21) Tim Beyers and Deidre Woollard discuss: Companies discussed: NVDA, AMD, INTC, SNOW Host: Deidre Woollard |
Wed, 23 August 2023
Abercrombie is back in vogue, but be careful chasing this cyclical business. (00:21) Jason Moser and Dylan Lewis discuss: - The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions. Companies discussed: PTON, ANF Host: Dylan Lewis |
Tue, 22 August 2023
Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft. (00:21) Asit Sharma and Dylan Lewis discuss: - Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. Companies discussed: ZM, LOW, DKS Host: Dylan Lewis |
Mon, 21 August 2023
The threats are getting bigger but so are the businesses trying to prevent them. David Meier and Deidre Woollard discuss: Companies discussed: ZM, PANW, ZS, CRWD Host: Deidre Woollard |
Fri, 18 August 2023
A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items. (00:21) Ron Gross and Emily Flippen discuss: (19:11) VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment. (33:24) Ron and Emily break down two stocks on their radar: Astec and NICE. Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE Host: Dylan Lewis |
Thu, 17 August 2023
More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery. Bill Barker and Deidre Woollard discuss: Companies discussed: WMT, TGT, KR, ACI, AMZN Host: Deidre Woollard |
Wed, 16 August 2023
Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends. (00:21) Jason Moser and Dylan Lewis discuss: - Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. Companies discussed: TGT, TJX, CAVA, WMT Host: Dylan Lewis |
Fri, 11 August 2023
The margin of safety for household spending keeps shrinking. (00:21) Jason Moser and Matt Argersinger discuss:
(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot
Host: Dylan Lewis |
Thu, 10 August 2023
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing. Tim Beyers and Deidre Woollard discuss: Companies discussed: TTD, DIS, NFLX, PENN Host: Deidre Woollard |
Wed, 9 August 2023
Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand. (00:21) Jim Gillies and Dylan Lewis discuss: - Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable. Companies discussed: CHGG, NNI, CELH Host: Dylan Lewis |
Thu, 3 August 2023
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle. (00:20) Tim Beyers and Deidre Woollard discuss: (22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night. Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP Host: Deidre Woollard |
Wed, 2 August 2023
China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth? (00:21) Asit Sharma and Dylan Lewis discuss: - Starbucks’ slowing growth in the U.S. and torrid growth in China. (15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else.. Companies discussed: SBUX, PINS, AMD, SAABY Host: Dylan Lewis |
Tue, 1 August 2023
For the first time ever, Uber reported an operating profit. Staying in the green is a different story. (00:21) Ricky Mulvey and Bill Mann discuss: Plus, (15:15) Robert Brokamp and Megan Brinsfield discuss common tax myths for digital nomads. Stocks discussed: UBER, LYFT, ARI, OSTK Click here for the latest Stock Advisor Roundtable episode!
Host: Ricky Mulvey Disclosure: |
Mon, 31 July 2023
Freight company Yellow stopped operations and a bankruptcy is expected as the next move. (00:21) Bill Barker and Deidre Woollard discuss: (19:39) Mauro Guillén, author of “The Perennials”, makes the case for abandoning traditional generational views of society, career development, and retirement. Companies discussed: YELL, SOFI, TUP, ODFL, FDX, XPO |
Fri, 28 July 2023
The earnings parade is on, and this quarter it pays to be in the black. (00:21) Matt Argersinger and Emliy Flippen discuss: (19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation. (31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.
Host: Dylan Lewis |
Thu, 27 July 2023
Meta has our attention but will we follow Mark Zuckerberg into the metaverse? (00:21) Asit Sharma and Deidre Woollard discuss: (19:45) Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development. Companies discussed: META, CMG, SBUX, WD Host: Deidre Woollard |
Sat, 22 July 2023
Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you. Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss: - How Mattel is becoming an IP company. Companies mentioned: MAT, HAS, DIS Host: Mary Long |
Wed, 19 July 2023
Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted. (00:21) Bill Mann and Dylan Lewis discuss: - Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. (15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.
Host: Dylan Lewis |
Mon, 17 July 2023
Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning. (00:21) Bill Barker and Deidre Woollard discuss: (18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy. Companies discussed: F, TSLA, GM, LLY, NVO, SOFI, NNI Host: Deidre Woollard |
Fri, 14 July 2023
If you bank with the one of the giants, you might be helping pad their bottom line. (00:21) Jason Moser and Matt Argersinger discuss:
(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.
Host: Dylan Lewis |
Thu, 13 July 2023
Another positive sign for the travel industry as Delta raises guidance. (00:21) Bill Barker and Deidre Woollard discuss: (15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro. Companies discussed: DAL, PEP Host: Deidre Woollard |
Wed, 12 July 2023
The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline. (00:21) Bill Mann and Dylan Lewis discuss: - Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed. (14:09) Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie. Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS Host: Dylan Lewis |
Tue, 11 July 2023
Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company? (00:21) Ricky Mulvey and Jason Moser discuss: Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style. Companies discussed: AMZN, BAC Pullback stocks report: https://www.fool.com/pullback Host: Ricky Mulvey |
Mon, 10 July 2023
The New York Times leaves its sports desk behind as it puts its might behind The Athletic. (00:21) Jim Mueller and Deidre Woollard discuss: (15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market. Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT Host: Deidre Woollard |
Fri, 7 July 2023
Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us. (00:21) Jason Moser and Matt Argersinger discuss: (19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts. (32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf. Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG Host: Dylan Lewis |
Thu, 6 July 2023
The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie? (00:21) Tim Beyers and Deidre Woollard discuss: (21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing. Companies discussed: GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR Host: Deidre Woollard |
Wed, 5 July 2023
AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience. (00:21) Asit Sharma and Dylan Lewis discuss: - Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access. (16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought. Companies discussed: META, EOLS, GOLF, PM, DIS
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Sun, 2 July 2023
Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence. Host: Dylan Lewis |
Sat, 1 July 2023
Before the mega-cap tech giants, there was General Electric. William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - Jack Welch, and the religion of earnings consistency. Host: Ricky Mulvey Companies discussed: GE, DIS, WBD, CMCSA |
Fri, 30 June 2023
2023 is half over and the stock market has rebounded significantly from its 2022 lows. (00:21) Andy Cross and Jason Moser discuss: (19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay. (32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark. Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA Host: Ron Gross |
Thu, 29 June 2023
DoorDash has started offering hourly wages for its couriers. (00:21) Bill Barker and Deidre Woollard discuss: (16:15) Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area. Companies discussed: ADBE, MKC, DASH, ABNB, UBER Host: Deidre Woollard |
Wed, 28 June 2023
Netflix isn’t the only company solving a sharing problem. Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play. Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE Host: Ricky Mulvey |
Tue, 27 June 2023
One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time.
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Mon, 26 June 2023
Bookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom?
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Sun, 25 June 2023
Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets.” - How Amazon often beat Walmart’s low-price guarantee. Companies discussed: AMZN, WMT Host: Mary Long |
Thu, 22 June 2023
Alibaba shuffles the deck as it heads towards spinning off its cloud division. (00:21) Bill Mann and Deidre Woollard discuss: (15:50) Deidre Woollard and Ricky Mulvey cover what happens when a stock trades under $1. Companies discussed: BABA, AMZN, WE, NKLA, VCSA, APRN Host: Deidre Woollard |
Fri, 16 June 2023
Some are saying it’s a bull market, we’re calling it a giddy one. (00:21) Ron Gross and Matt Argersinger discuss:
(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.
Host: Dylan Lewis |
Tue, 13 June 2023
Inflation is slowing down. Is this what a soft landing looks like? (00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss:
Host: Ricky Mulvey |
Mon, 12 June 2023
Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?
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Fri, 9 June 2023
Will mixed reality win out over virtual reality? And is crypto a security? (00:21) Jason Moser and Matt Argersinger discuss: (19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row. (33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM
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Tue, 6 June 2023
Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.”
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Mon, 5 June 2023
The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat.
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Sun, 4 June 2023
If you didn’t have a reliable supply of electricity, what would you do to secure it? Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss: - Why more countries are turning to coal
Host: Nick Sciple |
Fri, 2 June 2023
Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally. (00:21) Ron Gross and Emily Flippen discuss:
(32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems.
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Thu, 1 June 2023
With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?
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Wed, 31 May 2023
It’s tough facing the house, whether you’re playing it or trying to pay for one. (00:21) Asit Sharma and Dylan Lewis discuss: The latest housing data, showing high rates are affecting mortgage and refinance applications. (12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space. Companies discussed: MGM, CZR, LLY, NVO, WW Host: Dylan Lewis |
Tue, 30 May 2023
What kind of day has it been? |
Sun, 28 May 2023
Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China? Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss: - Why Apple is diversifying production away from China Company discussed: APPL Host: Bill Mann |
Thu, 25 May 2023
The graphics processing maker became $200 billion more valuable in a single day.
Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN
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Wed, 24 May 2023
Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain.
China’s ban on Micron chips for companies working on key infrastructure projects. [13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later." Companies discussed: MU, AAPL, AVGO, BRK Host: Dylan Lewis |
Tue, 23 May 2023
Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat?
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Mon, 22 May 2023
Mediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers? Companies discussed: CMG, SG, COST, LOW, BBY, HD, WMT, TGT, CHGG, DUOL Host: Chris Hill |
Fri, 19 May 2023
As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. |
Thu, 18 May 2023
Is Montana's move against TikTok a speed bump or the start of a trend? (00:21) Bill Mann discusses: (14:15) As the retail landscape continues to evolve, Motley Fool contributor Rachel Warren talks with Anjee Solanki, Director of Retail Services at Colliers, about one category that's holding its own. Companies discussed: META, GOOG, GOOGL, SNAP, BBWI, DG, ELF, ULTA Host: Chris Hill |
Wed, 17 May 2023
What happens when a short-seller collides with an activist investor? (00:21) Bill Barker discusses: (11:15) Dylan Lewis and Bill Mann discuss Hindenburg Research's report on Icahn Enterprises, raising questions about the conglomerate's accounting practices and its dividend. Companies discussed: TGT, HD, IEP Host: Chris Hill |
Tue, 16 May 2023
Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling. (00:21) Jim Gillies discusses: (19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more. Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS Host: Chris Hill |
Mon, 15 May 2023
Sometimes you need to stop thinking, let things happen, and be the ball. (00:21) Jason Moser discusses: (13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies. Companies discussed: MSFT, ATVI, SONY, PTON, HD, WMT, TJX, TGT, MODG, GOLF Host: Chris Hill |
Sun, 14 May 2023
If you like to tinker with your investments, then it’s tough to beat the market over a long period of time. John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown.” Deidre Woollard caught up with Jennings to discuss: - Why the improbable happens all the time - 1 key attribute that some of the best-performing stocks have in common Host: Deidre Woollard |
Fri, 12 May 2023
At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. |
Thu, 11 May 2023
Spending, investing, dealing with debt...moms have seen it all. Companies discussed: DIS, CMCSA, TTD |
Tue, 9 May 2023
Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting. (00:21) Bill Barker discusses: (14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college. Companies discussed: PYPL, UA, UAA Host: Chris Hill Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. |
Mon, 8 May 2023
When Warren Buffett speaks, investors and Wall Street tend to listen. (00:21) Jason Moser discusses: (9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors. Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG Host: Chris Hill |
Thu, 4 May 2023
For one day in the stock market, investors voted with their stomachs. (00:21) Bill Barker discusses: (16:29) Ricky Mulvey talks with Motley Fool senior analyst (and Star Wars superfan) Jim Gillies about Disney's acquisition of Lucasfilm and ways to improve the franchise. Companies discussed: PARA, PTON, SHAK, DRI, DIS, FNKO Host: Chris Hill |
Wed, 3 May 2023
Investing’s biggest weekend is almost here. (00:21) Ricky Mulvey and Asit Sharma discuss: (12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend. Host: Ricky Mulvey |
Tue, 2 May 2023
As loans get more expensive, what are the ripple effects for start-up companies in the tech industry? (00:21) Bill Mann discusses: (10:49) Alison Southwick and Robert Brokamp continue their conversation with Bill Mann about how the "new normal" is affecting the tech industry in Silicon Valley. Investments discussed: UBER, PFE, MRK, AAPL Host: Chris Hill |
Mon, 1 May 2023
Three of the four largest bank failures in U.S. history have happened in the past two months. (00:21) Bill Barker discusses: (15:16) Alison Southwick and Robert Brokamp continue their conversation with Motley Fool senior analyst Bill Mann about the "new normal" of investing in China. Investments discussed: JPM, NCLH, CCL, DIS, PG, AAPL, BABA, VTI, VWO, FRDM Host: Chris Hill |
Sat, 29 April 2023
You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership. Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about: SPOILER ALERT: This episode discusses plot points for “Succession” through season 4 , episode 5. Companies discussed: WAYA, GOJO, BRK.A, BRK.B, DIS, AAPL, LMVUY, GE Host: Ricky Mulvey Production Assist: Mark Underwood |
Fri, 28 April 2023
A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: (19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting. (31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare. Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET Host: Dylan Lewis |
Thu, 27 April 2023
For the first time in a while, Facebook's parent company gave shareholders reason to smile. (00:21) Bill Mann discusses: (14:25) How much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast, Brian Stoffel talks with artificial intelligence expert Hamza Lebbar and Motley Fool CEO Tom Gardner. To hear the entire new episode of Stock Advisor Roundtable, click here:
Host: Chris Hill |
Wed, 26 April 2023
How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators? (00:21) Bill Barker discusses: (15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services. Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM Host: Chris Hill |
Tue, 25 April 2023
First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions. (00:21) Jim Gillies discusses: (16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk about the "new normal" of hybrid work. Companies discussed: FRC, MEDP, PEP Check out the newest episode of our premium podcast, Stock Advisor Roundtable! Host: Chris Hill |
Sun, 23 April 2023
If a country can’t get natural gas to power its needs, where does it turn next? Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss: Company mentioned: PXD Host: Nick Sciple |
Sat, 22 April 2023
“A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON Host: Sierra Baldwin |
Fri, 21 April 2023
As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. (33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN Host: Chris Hill Guests: Andy Cross, Jason Moser, Bill Mann Engineer: Dan Boyd |
Thu, 20 April 2023
Buzzfeed was in a rough spot even before the ad market softened. (00:21) Dylan Lewis discusses: (10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors. Companies discussed: BZFD, META, BABA Host: Chris Hill |
Wed, 19 April 2023
What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl |
Tue, 18 April 2023
Now that all of the Big Banks have reported earnings, what stands out? (00:21) Bill Mann discusses: (11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options. Companies discussed: BAC, JNJ, PG, NVDA Host: Chris Hill |
Mon, 17 April 2023
What do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: (16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers. Got a question about stocks? Companies discussed: RBLX, ZBRA Host: Chris Hill |
Sat, 15 April 2023
Investing doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about: Companies discussed: MSFT, WDFC, META, GOOG, GOOGL, DUK, UNP, WM Host: Mary Long |