Episodios
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The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task?
(00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus:
- The state of the consumer heading into the holiday shopping season.
- What it takes to build out a true omnichannel operation.
- How management teams land on forward guidance.
Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal.
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Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX
Host: Mary Long
Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey
Engineers: Rick Engdahl
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But the retailer’s valuation is giving investors more questions.
(00:14) Nick Sciple and Ricky Mulvey discuss:
- Highlights from Walmart’s quarter.
- What shoppers want from mac and cheese.
- Why nicotine pouches may be “the biggest consumer product story this decade.”
Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”
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Companies discussed: WMT, COST, PMI, MO, TPB
Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Christine Benz
Producer: Mary Long
Engineer: Rick Engdahl
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Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.
(00:15) Seth Jayson and Dylan Lewis discuss:
- Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter.
- Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry.
- Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.
(14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.
Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH
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Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Asit Sharma
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Campaign contributions are just table stakes for companies trying to make legislation in their favor.
Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:
- How Airbnb mobilized voters in San Francisco.
- The battle to regulate artificial intelligence.
- How the crypto industry is building political power.
Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster
Companies discussed: MSFT, ABNB, COIN
Host: Mary Long
Guest: Charles Duhigg
Producer: Ricky Mulvey
Engineers: Tim Sparks, Austin Morgan
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Price matters. But how do you build a case for what the right price is?
Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss:
- How to put P/E ratios in context – and how to look beyond that metric.
- Levers Walmart could pull to double its earnings.
- Growth stories for Netflix that go beyond subscriber count.
Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX
Host: Ricky Mulvey
Guest: Patrick Badolato
Producer: Mary Long
Engineer: Rick Engdahl
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It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.
(00:15) Andy Cross and Matt Argersinger discuss:
- Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.
- Why Cava and Instacart are both taking a breather post-earnings
- How the macro environment and housing market continues to weigh on activity for Home Depot.
(19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.
(34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.
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Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA
Host: Dylan Lewis
Guests: Andy Cross, Matt Argersinger, Robert Brokamp
Engineers: Rick Engdahl
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The future is growing brighter, and more efficient, for the entertainment giant.
(00:13) Jason Moser and Ricky Mulvey discuss:
- Highlights from Disney’s quarter.
- The future of ESPN.
- Amazon’s new discount shopping venture, Haul.
Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.
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Companies discussed: DIS, AMZN, RKLB
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Host: Ricky Mulvey
Guests: Jason Moser, Yasser El-Shimy
Producer: Mary Long
Engineer: Rick Engdahl
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Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?
(00:13) Tim Beyers and Mary Long discuss:
- The difficulties in valuing Cava.
- Why the fast casual restaurant doesn’t want to lean too far into digital channels.
- How Toast is able to keep growing despite macro headwinds.
Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.
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Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX
Host: Mary Long
Guests: Tim Beyers, Rick Munarriz
Engineers: Rick Engdahl
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The e-commerce giant is proving that growth can forgive past valuation sins.
(00:26) Jim Gillies and Ricky Mulvey discuss:
- Why investors are cheering Shopify’s latest results.
- An automotive supplier that can provide a ballast for portfolios.
- Why excitement about the market right now isn’t quite a mania.
Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection.
Got a question for the show? Email us at [email protected].
Companies/tickers discussed: SHOP, ALV, RCL
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Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineer: Rick Engdahl
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When companies or crypto go parabolic, force yourself to think: what does normal look like?
(00:13) Tim Beyers and Dylan Lewis discuss:
- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.
- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.
(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models.
Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META
Host: Dylan Lewis
Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo
Engineers: Dez Jones, Rick Engdahl
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While the storylines in crypto have gone quieter, coin prices have not.
Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about:
- The most genuine argument for crypto adoption.
- Why more politicians have warmed up to the space.
- What you have to believe, to be a Bitcoin maximalist.
- A shoestring crypto operation that’s more profitable than Nike.
Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT
Host: Mary Long
Guest: Zeke Faux
Producer: Ricky Mulvey
Engineer: Desireé Jones
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Diseases become easier to solve. Bureaucracy is simplified. But what will work look like?
OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.
They discuss:
- If building general intelligence is a winner-take-all game.
- How AI advancements could develop in the next decade.
- Lingering questions and worries about the future of superintelligence.
Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here.
Companies mentioned: MSFT, GOOG, GOOGL, TSM, META
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Desireé Jones
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The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.
(00:40) Jason Moser and Bill Mann discuss:
- The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration.
- At all-time highs after earnings, will the good times keep rolling for Axon and Palantir?
- Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.
(19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.
(28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.
Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers
Engineers: Rick Engdahl
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Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil.
(00:21) Bill Mann and Ricky Mulvey discuss:
- Earnings from MercadoLibre and Celsius.
- The difficult market for energy drink makers.
- Schwab opening up 24 hour trading for stocks.
Companies discussed: MELI, CELH, MNST, SCHW
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Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineer: Rick Engdahl
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Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.
(00:20) Asit Sharma and Dylan Lewis discuss:
- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies.
- Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange.
- Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon.
- Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound.
Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO
Host: Dylan Lewis
Guests: Asit Sharma
Producer: Mary Long
Engineers: Rick Engdahl
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A red hot software company is continuing to impress investors.
(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:
- Palantir’s impressive results.
- Harvard’s “just ok” endowment returns.
- Why individuals have advantages over institutional investors.
- Stories causing them to be rationally optimistic.
Companies discussed: PLTR, ACN, CTSH, VRTX
Host: Ricky Mulvey
Guest: David Meier
Producer: Mary Long
Engineer: Rick Engdahl
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There are a lot of billions on that balance sheet. What might Buffett want to do with all of it?
(00:21) Jason Moser and Mary Long discuss:
- What to make of Berkshire’s latest sells.
- Turnaround ideas for TGI Friday’s.
- Uber’s expanding network.
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Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO
Host: Mary Long
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Some companies drop new products. sweetgreen drops new vegetables.
Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about:
- The future of automation and eating.
- Creating an “Apple-like” retail experience at a restaurant.
- sweetgreen’s balance between value and growing to become profitable.
Companies discussed: SG
Host: Mary Long
Guest: Nicolas Jammet
Producer: Ricky Mulvey
Engineers: Tim Sparks, Heather Horton
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When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.
Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:
What to do when you’re on edge – about investments and life.
Whether politics matter in investing.
Stocks they’re buying regardless of who’s in the White House.
The note by Tom Engle that is read at the end of the show is also available here.
Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC
Host: Ricky Mulvey
Guest: Alicia Alfiere, Matt Argersinger
Producer: Mary Long
Engineers: Desiree Jones, Rick Engdahl
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Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.
(00:42) Bill Mann and Matt Argersinger discuss:
- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.
- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.
- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.
(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week.
(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.
Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.
Host: Dylan Lewis
Guests: Bill Mann, Matt Argersinger, David Gardner
Engineers: Rick Engdahl
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