Episodes
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It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.
(00:21) Jim Gillies and Dylan Lewis discuss:
- How the TSX stacks up to the S&P 500 so far in 2024.
- Why investor apathy in Canada is creating some low valuations and great buying opportunities.
- Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear
Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS
Host: Dylan Lewis
Guests: Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd
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Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about:
- The cold chain and our economy.
- Finding investment opportunities inside of refrigerators.
- And one reason why Unilever gave up on ice cream.
- A new technology changing how we eat fruits and vegetables.
Companies mentioned: COLD, WMT, UL, YUMC
Host: Ricky Mulvey
Guest: Nicola Twilley
Producer: Mary Long
Engineers: Desiree Jones, Chace Pryzlepa
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Missing episodes?
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What is it worth? Why?
Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss:
- The difference between price and value.
- What financial metrics can and can’t tell investors.
- The valuation case for a sporting goods retailer.
Companies mentioned: AAPL, OTC: WIPKF, MEDP, ASO, DKS, ADDYY, SFM
Host: Ricky Mulvey
Guest: Jim Gillies
Engineer: Tim Sparks
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Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?
(00:21) Jason Moser and Bill Mann discuss:
- Tips for playing the long game with the 2024 election cycle ramping up
- Amazon joining the $2T club, and which member is most likely to experience a big fall.
- Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.
(19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.
(31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.
Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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Welcome to the stock market in 2024.
When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month.
(00:21) Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company.
Then, William Cohan from Puck (16:13) joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media.
Companies discussed: CHWY, AMZN, PARA
Check out Puck’s newsletters: https://puck.news/newsletters/
Host: Ricky Mulvey
Guests: Tim Beyers, William Cohan
Producer: Dylan Lewis
Engineers: Dan Boyd, Tim Sparks
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Rivian and Volkswagen’s partnership and why capital and scale are the name of the game in electric vehicles.
- FedEx’s year focusing on costs paying off, and what their outlook says about the general macro picture.
(15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium.
Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC
Host: Dylan Lewis
Guests: Asit Sharma, Adam Ante, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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The coffee giant is making a play into a fast growing market.
(00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line.
Then, (16:18) Robert Brokamp shares how he’s preparing for retirement, and what he’s learned from leading The Motley Fool’s “Rule Your Retirement” newsletter for two decades.
Companies mentioned: AAPL, AXON, SBUX, CCL
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp
Engineers: Dan Boyd, Austin Morgan
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.
(00:21) Bill Barker and Dylan Lewis discuss:
- How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market.
- RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS.
- Target and Shopify linking up for a win-win partnership.
(13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.
Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW
Host: Dylan Lewis
Guests: Tim Beyers, Tim Beyers, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd
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Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.
Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts.
Share stories of your own investing journey with us at [email protected].
Host: Mary Long
Guest: Ron Gross
Engineer: Dez Jones, Annie Pope
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In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?
RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:
- The rate of improvement for AI models
- How non-Mag 7 companies are using AI
- And one company that’s spending smartly on the new technology.
Take a look at the Gartner Hype Cycle.
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks
Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL
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Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is.
(:21) Ron Gross and Bill Mann discuss:
- How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies.
- An luxury-fashion IPO that wasn’t in Italy.
- AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .
(19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.
(35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.
Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL
Host: Dylan Lewis
Guests: Bill Mann, Ron Gross, Fawn Weaver
Engineers: Dan Boyd, Austin Morgan
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Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic.
(00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners.
Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea.
Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG
Host: Ricky Mulvey
Guests: Bill Mann, Mary Long, Alicia Alfiere
Engineer: Dan Boyd
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited)
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Sometimes, a billion bucks just isn’t enough to kickstart the engine.
(00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet.
Then, at (17:22), Ailson and Bro tackle the listener mailbag, answering questions about retirement distributions, target date funds, and commodities.
Learn more about the Range Rover Sport at www.landroverusa.com
Got a question for Alison and Bro? Email it to [email protected]
Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD
Host: Mary Long
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why Starboard Value is putting Autodesk’s management team and board on notice.
- Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech.
- Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm.
Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise.
Companies discussed: ADSK, AVGO, NVDA, TSLA.
Catch Jensen Huang’s Caltech commencement speech here:
https://www.youtube.com/watch?v=-qXDdToZHzE&t=3138s
Go to www.monarchmoney.com/fool for an extended 30-day free trial.
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle
Producer: Mary Long
Engineers: Dan Boyd, Dez Jones
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Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too.
Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In today’s episode, Jason talks with Mary Long about early investing successes, what’s shaped his investing philosophy, and how golf changed his life.
Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to [email protected]
Tickers mentioned: F, BAC, BRK.A, BRK.B, MKL, GVA
Host: Mary Long
Guest: Jason Moser
Engineer: Tim Sparks
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How do you go from writing poetry to reading 10Ks for a living?
Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing journey, mistakes he’s made along the way, and advice for navigating a career pivot.
Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to [email protected]
Also: Join Stock Advisor, The Motley Fool’s flagship investing service, at www.fool.com/asit
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Tim Sparks
Tickers mentioned: AMZN
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Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 .
(00:21) Jason Moser and Emily Flippen discuss:
- Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. .
-Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time.
- The Fed’s plan to hold steady on rates, and Adobe’s stellar quarter.
(19:11) Trex CEO Bryan Fairbanks talks through the state of outdoor decking and the company’s plans to grow by replacing the average wood deck.
(34:12) Jason and Emily break down two stocks on their radar: Autodesk and Green Thumb Industries.
Stocks discussed: AAPL, MSFT, TSLA, ADBE, ADSK, GTBIF
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen
Engineers: Tim Sparks, Dan Boyd
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Is the software giant still a growth company?
(00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy.
Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors.
Companies discussed: ORCL, MSFT, DOCN, HSY
Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Anthony Schiavone
Engineers: Tim Sparks, Austin Morgan
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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If everyone else is buying, should you be too?
(00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by.
Then, at (16:10) Alex Friedman talks with organizational psychologist Richard Davis, author of the new book “Good Judgment,” about the importance of a CEO’s personality.
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
Companies discussed: PTON, UA
Host: Mary Long
Guests: Jim Gillies, Alex Friedman, Richard Davis
Producer: Ricky Mulvey
Engineers: Dan Boyd, Dez Jones
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It’s not artificial intelligence. It’s Apple Intelligence.
(00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself.
Then, (17:48) Alison Southwick and Robert Brokamp check in on the state of retirement.
Learn more about the Range Rover Sport at www.landroverusa.com
Got a question for Alison and Bro? Email it to [email protected]
Companies discussed: AAPL, MSFT, CBRL
Host: Ricky Mulvey
Guests: Nick Sciple, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Annie Pope
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