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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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Fehlende Folgen?
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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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The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.
(00:21) Jason Moser and Emily Flippen break down:
- The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity.
- Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living.
- Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports.
(19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship.
(30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis
Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
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Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.
(00:21) Alicia Alfiere joined Ricky Mulvey to discuss:
- The expectations, and real business performance of The Trade Desk.
- Robinhood blowing away expectations, and what its earnings reveal about retail investing trends.
- How restaurants are responding to egg shortages.
Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.
Companies discussed: TTD, HOOD, CRBL, CELH, PEP
Host: Ricky Mulvey
Guests: Alicia Alfiere, Sanmeet Deo
Producer: Mary Long
Engineer: Dan Boyd, Rick Engdahl
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Now he wants to run OpenAI.
(00:21) Jason Moser and Mary Long discuss:
- Elon Musk’s bid for OpenAI
- What BYD’s rollout of self-driving technology means for Tesla
- Revitalized interest in Upstart’s AI lending platform
- Developments in the buy now, pay later space
Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.
To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.
Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX
Host: Mary Long
Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
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We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:
- Shopify as a 100-year company.
- What a change in de minimis rules would mean for merchants.
- Shopify’s growth levers.
Company discussed: SHOP
Got a question for the show? Email us at [email protected]
Note: Ricky Mulvey has a position in SHOP
Host: Ricky Mulvey
Guests: Asit Sharma, Harley Finkelstein
Producer: Mary Long
Engineer: Rick Engdahl
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The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.
(00:14) David Meier and Dylan Lewis discuss:
- HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.
- Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.
- McDonald’s lackluster Super Bowl ad and earnings results.
WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c
(21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.
Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD
Host: Dylan Lewis
Guests: David Meier, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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The principles of investing are fairly simple to understand. Application requires some intensity.
William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about:
- What successful investing comes down to.
- The personality traits of market beaters.
- Investing lessons from Charlie Munger, Howard Marks, and John Templeton.
Companies mentioned: BRK.A, BRK.B, MKL
Host: Robert Brokamp
Guest: William Green
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.
(00:43) Ron Gross and Jason Moser discuss:
- What the Jobs report and the tariff headfake mean for the big macro.
- Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.
- PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.
(19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.
(33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.
Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Rick Engdahl
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Two things can be true.
(00:14) Bill Barker and Ricky Mulvey discuss:
- Legislation to ban DeepSeek on US government devices.
- Hershey’s quarter, and what it reveals about American eating habits.
- Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.
Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.
Companies discussed: NVDA, HSY, LLY
Host: Ricky Mulvey
Guests: Bill Barker, Jordan Harper
Producer: Mary Long
Engineer: Rick Engdahl
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Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?
(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:
- Why cloud computing isn’t going anywhere.
- YouTube’s secret sauce.
- What Palantir really does.
Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.
Companies mentioned: GOOG, NFLX, PLTR
Host: Mary Long
Guests: David Meier, Ricky Mulvey, Jordan Harper
Engineer: Rick Engdahl
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Think you know how the trade wars will shake out? Don’t bet on it.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- The reaction to potential tariffs in Canada.
- Separating your political ideas from your investments.
- PayPal’s $15 billion buyback authorization.
Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape.
Companies mentioned: PYPL
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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