Episoder
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And what’s that mean for long-term stock investors?
(00:21) Asit Sharma and Ricky Mulvey discuss:
- The tech stock sell-off.
- If the investing thesis for Tesla has fundamentally changed.
- No more free bags on Southwest Airlines (for most fliers).
Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare.
Companies/tickers discussed: QQQ, TSLA, LUV
Build your Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl, Heather Horton
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Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin.
- ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks.
(17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today.
Companies discussed: RDFN, RKT, NOW, MTN
Host: Dylan Lewis
Guests: Tim Beyers, Anthony Schiavone, Mary Long
Engineers: Tim Sparks, Dan Boyd
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Manglende episoder?
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Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss:
- Why Salesforce doesn’t plan to hire any software engineers this year.
- Lessons learned from major acquisitions, like Slack and Tableau.
- Where AI goes next.
Companies discussed: CRM, MSFT, LEN, DIS
Host: Dylan Lewis
Guest: Marc Benioff
Producer: Mary Long
Engineer: Rick Engdahl, Heather Horton
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When uncertainty spikes, our ability to look out into the future shrinks.
(00:21) Emily Flippen and Matt Argersinger discuss:
- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.
- Target’s continuing troubles, and why even Costco can’t escape the retail slowdown.
- What’s behind Okta’s 25% post-earnings pop.
(19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point.
(31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.
Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell.
Engineers: Dan Boyd, Rick Engdahl
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On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- Kroger’s business results.
- Why some investors are becoming more pessimistic about Abercrombie & Fitch.
- A small-cap tobacco company playing in a fast-growing trend.
Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical.
Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL
Host: Ricky Mulvey
Guests: Nick Sciple, Mary Long, Karl Thiel
Engineers: Dan Boyd, Rick Engdahl
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BlackRock wants to buy ports; Trump wants to buy crypto.
(00:21) Asit Sharma and Mary Long discuss:
- How investors can prepare for potential “disturbance.”
- BlackRock’s latest acquisition.
- The reasons for and against a national “strategic reserve” of cryptocurrency.
Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver.
Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?
(00:21) Jason Moser and Ricky Mulvey discuss:
- The impacts of tariffs on investors and companies.
- If Target is a value play.
- Okta’s market opportunity in security verification.
Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs.
Companies discussed: HD, TSM, TGT, OKTA
Build your Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.
(00:21) Bill Barker and Dylan Lewis discuss:
- Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.
- Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain.
- Domino’s finally delivering what the people want: stuffed crust pizza.
(17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger.
Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand
Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS
Host: Dylan Lewis
Guests: Bill Barker, Nick Sciple, Mary Long
Producer: Mary Long
Engineers: Dan Boyd
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$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.
Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss:
- How weight-loss drugs actually work, and how big-name prescriptions differ from each other.
- What investors need to know about Ozempic and Mounjarno’s patent cliffs.
- The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued.
Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG
Host: Ricky Mulvey
Guest: Karl Thiel
Producer: Mary Long
Engineer: Rick Engdahl
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The great buildout for AI and GLP-1 drugs continues.
(00:21) Jason Moser and Matt Argersinger discuss:
- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025.
- Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S.
- Earning updates from Home Depot, Axon, and Cava.
Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/
(19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.
(34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.
Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Josh Isner
Engineers: Dan Boyd, Rick Engdahl
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The tech giant is a data center business.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth.
- CEO Jensen Huang’s vision for AI in the coming years.
- Short sellers targeting digital ad seller, AppLovin.
Companies discussed: NVDA, APP, META
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Dan Boyd
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Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.
(00:21) Jason Moser and Mary Long discuss:
- Axon earnings, and the headline that sent the stock down nearly 30% last week.
- What artificial intelligence looks like in policing.
- What success looks like for TJX Companies.
Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.
Companies/tickers discussed: AXON, TJX, BROS
Host: Mary Long
Guests: Jason Moser, Emily Flippen, Ricky Mulvey
Engineer: Dan Boyd
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Some of the most speculative names in the market are seeing steep declines. What did you expect?
(00:21) Jim Gillies and Ricky Mulvey discuss:
- The recent declines for Palantir and Microstrategy.
- If Home Depot’s cash flow story is intact.
- Celsius’s $1.8 billion acquisition of Alani Nu.
Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.
Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Dylan Lewis
Engineers: Dan Boyd, Rick Engdahl
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Berkshire’s cash hoard is approaching “Dr. Evil” levels.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.
- Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.
- Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts.
(16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.
Companies discussed: BRK.A, BRK.B, AAPL, MNMD
Host: Dylan Lewis
Guests: Tim Beyers, Rob Barrow, Ricky Mulvey
Producer: RIcky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.
Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:
- How social engineering effects your life.
- Why real diversity can prevent leaders from doing stupid things.
- The demand to return to more in-person experiences.
Host: Dylan Lewis
Guest: Malcolm Gladwell
Producer:Ricky Mulvey
Engineer: Rick Engdahl
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The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.
(00:21) Asit Sharma and Jason Moser discuss:
- Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer.
- How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs
- The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.
(19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.
Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/
(31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb
Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg
Engineers: Dan Boyd, Rick Engdahl
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… and why the stock is “nowhere near fully valued.”
(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.
Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.
Companies discussed: TOST, MSFT, RBLX, META, SNAP
Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.
(00:21) David Meier and Ricky Mulvey discuss:
- Why Microsoft and Meta rely on Arista Networks.
- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.
- The downfall of dating app Bumble.
Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.
Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB
Host: Ricky Mulvey
Guests: David Meier, Anthony Schiavone
Engineers: Dan Boyd, Rick Engdahl
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Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?
(00:21) Jason Moser and Ricky Mulvey discuss:
- Apple's and Meta’s robotics ambitions.
- Earnings from payments company Adyen.
- What Berkshire Hathaway is buying and selling
Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace.
Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Rick Engdahl
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There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.
Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about:
- Pitching investors to back shows even when 80% of projects don’t recoup their initial investment.
- Working on original projects versus those based on existing stories.
- The formula for commercially successful musicals.
Companies discussed: DIS
Host: Mary Long
Guest: Jill Furman
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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