Episodes
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Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves.
(00:21) Bill Mann and Jason Moser discuss:
- The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do.
- Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes.
(19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors.
(32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores.
Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Nick Sciple
Engineer: Dan Boyd
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If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.
(00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors.
Plus, (17:05) Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech.
Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM
Host: Ricky Mulvey
Guests: Asit Sharma, Mary Long, Tom Steyer
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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Episodes manquant?
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Growth comes easy when the product speaks for itself.
At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.
Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.
Learn more about the Range Rover Sport at: www.landroverusa.com
Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT
Host: Mary Long
Guests: David Meier, Asit Sharma, John McCool
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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A juicy short report goes up against business fundamentals.
(00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their watchlists.
Plus, (16:47) Robert Brokamp interviews Eileen Freiburger, Managing Director of the Garrett Planning Network, about what you should expect from meeting with a financial advisor.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies mentioned: AX, NKLA, CLOV, DKS, ASO
Host: Ricky Mulvey
Guests: Jim Gillies, Robert Brokamp, Eileen Freiburger
Engineers: Dan Boyd, Austin Morgan
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The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.
(0:25) Bill Barker and Dylan Lewis discuss:
- Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings.
- Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50.
- Why big is better for retailers this earnings season.
(15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.
Companies discussed: WM, COST, SRCL, GOOG, GOOGL
Host: Dylan Lewis
Guests: Bill Barker, Tim Beyers, Tim White
Producer: Mary Long
Engineers: Dan Boyd, Dez Jones
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Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?
Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money & Markets Really Work.” Mary Long caught up with Scanlon for a conversation about:
- The challenges of measuring economic data.
- What’s driving inflation.
- How Domino’s turned around its business.
Host: Mary Long
Guest: Kyla Scanlon
Producer: Ricky Mulvey
Engineer: Dan Boyd
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… and other legendary leaders.
David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:
Using power to empower others.
Lessons from market-beating executives.
Why prioritizing people over results is a winning strategy.
Host: Ricky Mulvey
Guest: David Novak
Producer: Mary Long
Engineer: Tim Sparks
Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH
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Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop.
(00:21) Jason Moser and Matt Argersinger discuss:
- Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display.
- Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon.
(19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop.
(35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group.
Stocks discussed: PYPL, SPG.
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker
Engineers: Dan Boyd
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Sales slow for the software company. But is that the end of the growth story?
At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted.
Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings.
Check out the Range Rover Sport at www.landroverusa.com
Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU
Host: Mary Long
Guests: Tim Beyers, Asit Sharma, Ricky Mulvey
Engineer: Tim Sparks
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On May 29, there is one investing account that deserves a celebration.
First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.
Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price.
Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/
Companies discussed: CHWY, DKS, CAVA
Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Roger Young
Engineers: Dan Boyd, Austin Morgan
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Sometimes, great isn’t good enough.
(00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.
Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company.
Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB
Learn more about the Range Rover Sport at www.landroverusa.com.
Host: Mary Long
Guests: Jason Moser, Yasser el-Shimy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Pryzlepa
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Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach?
Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about:
The benefits of building an “anti-portfolio”
Why it pays to get outside of your own four walls
Lessons from a piggy bank auction
Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley.
Companies discussed: CRM, AAPL, IBM
Host: Ricky Mulvey
Guest: Alex Dang, llya Strebulaev
Producer: Mary Long
Engineers: Tim Sparks, Heather Horton
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In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?
Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss:
The relationship between streamers, studios, and theaters.
How losing China as a distributor changes the dynamics of business – and creativity.
Where moviemaking goes from here.
Companies discussed: DIS
Host: Ricky Mulvey
Guest: Catie Peiper
Producers: Mary Long
Engineers: Tim Sparks, Chace Przylepa
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AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech.
(00:21) Jason Moser and Bill Mann discuss:
- Nvidia’s blowout quarter and upcoming stock split.
- Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan.
- Earnings updates from retailers Target, Autozone, and Lowe’s.
(19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz.
(32:27) Jason and Bill break down two stocks on their radar, Sonos and Boston Beer, and a few recipes on their radar too.
Stocks discussed: NVDA, AFRM, JPM, TGT, AZO, LOW
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann
Engineers: Dan Boyd
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The tech giant continues to crush analysts’ lofty expectations.
(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.
Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.
Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL
Host:Ricky Mulvey
Guests: Asit Sharma, Mary Long, Matt Frankel
Engineers: Tim Sparks, Desiree Jones
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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Just how resilient is resilient?
(00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.
Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.
Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN
Host: Mary Long
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Dez Jones
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A lot, actually.
(00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy.
Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college.
Check out the Range Rover Sport at www.landroverusa.com
Got a question for the show? Email us at [email protected]
Companies discussed: JPM, CAVA, SG, TXRH
Host: Ricky Mulvey
Guests: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly.
- A sneaky company that’s another winner in the weight-loss market.
- Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward.
(14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.
Companies discussed: HIMS, NVO, MCK, LLY, Wix
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd
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So, you want to grow your wealth. What’s the best way to do it?
In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.
Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence. Chris Hutchins from All the Hacks moderates the conversation.
Host: Chris Hutchins
Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench
Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long
Engineers: Exodus Media, Steve Broido
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The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.
(00:21) Jason Moser and Matt Argersinger discuss:
- The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries.
- Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode.
- The latest addition to Warren Buffett’s portfolio: Chubb.
(19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.
(35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..
Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, John Mackey
Engineers: Dan Boyd
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