Episodi
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Investing is a decades-long game.
(00:14) Bill Barker and Ricky Mulvey discuss:
- The Federal Trade Commission’s ruling on junk fees.
- What killed a merger between Kroger and Albertsons.
- How younger investors can prepare for the next bear market.
Then, (17:28) Alison Southwick and Robert Brokamp offer some tips on tax-loss harvesting.
WSJ column discussed: https://www.wsj.com/finance/stocks/why-this-frothy-market-has-me-scared-295c07c3
Companies discussed: KR, ACI, AZO, AAPL, ORLY, SBUX
Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone.
(00:14) Asit Sharma and Ricky Mulvey discuss:
- Microstrategy’s entrance into the NASDAQ 100.
- How Apple is trying to kickstart growth.
- A burgeoning competitor to Uber and Lyft.
Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon.
Sign up for Breakfast News, our free daily market email newsletter: www.fool.com/breakfastnews
WSJ Story on Apple: https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286c
NYTimes story on Empower: https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.html
Companies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN
Host: Ricky Mulvey
Guests: Asit Sharma, Mary Long, Anthony Schiavone
Engineer: Rick Engdahl
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Episodi mancanti?
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Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001.
Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss:
- Why Axon is like the Apple of law enforcement.
- How immersive technology improves police training and retention.
- The role of drones and humanoids in public safety.
Companies discussed: AXON, MSI
Host: Jason Moser
Guests: Matt Frankel
Producer: Mary Long
Engineers: Rick Engdahl
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It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date.
Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss:
- Green shoots for the 2025 IPO market.
- Alex Chriss’s first full year at PayPal.
- Two promising payments processors.
Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI
Host: Ricky Mulvey
Guests: Matt Frankel
Producer: Mary Long
Engineers: Rick Engdahl
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2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.
(00:46) Bill Mann and Matt Argersinger discuss:
- Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024.
- The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade.
(19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers
- James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/
(34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield
Stocks discussed: NVDA, NBIS, FYLD
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around.
(00:14) Nick Sciple and Ricky Mulvey discuss:
- The potential futures and lingering questions for quantum computers.
- A restructuring at Warner Bros. Discovery that’s pleasing its investors.
- Why the media conglomerate may be a falling knife.
Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season.
Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool
Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX
Host: Ricky Mulvey
Guests: Mary Long, Lou Whiteman
Engineers: Rick Engdahl, Chace Przylepa
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As if everything weren’t already enough, Amazon now sells cars.
(00:14) Asit Sharma and Mary Long discuss:
- Disruptions to traditional car dealerships.
- Amazon’s next potential venture.
- The rise and fall of GM’s driverless ambitions.
Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.”
Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Jim Gillies
Engineer: Rick Engdahl
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Riding coattails isn’t a bad thing in investing.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- The alleged killer of Unitedhealthcare’s CEO getting caught.
- A sporting goods retailer buying back a lot of stock.
- Aritzia’s comeback year.
Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales.
Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ
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Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?
(00:14) David Meier and Dylan Lewis discuss:
- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.
- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.
- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.
(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett
Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR
Host: Dylan Lewis
Guests: David Meier, Asit Sharma, Mary Long
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:
- How a company enters into the Dividend Seven.
- If Home Depot can still be a growth stock.
- The metrics that dividend investors need to understand.
- Companies that have raised their dividend for decades.
Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK
Host: Mary Long
Guests: Matt Argersinger, Anthony Schiavone
Producer: Ricky Mulvey
Engineers: Desireé Jones, Rick Engdahl
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It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year.
Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss:
- How the US has gotten more efficient at extracting oil from the ground.
- The challenges facing companies hoping to build small nuclear reactors.
- Flatlining investor interest in renewables.
Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR
Host: Ricky Mulvey
Guest: Nick Sciple
Producer: Mary Long
Engineers: Rick Engdahl
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Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.
(00:14) Jason Moser and Asit Sharma discuss:
- Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested.
- Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts.
- What reinvention Airbnb might be scheming up for 2025.
- Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year.
(19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz.
(33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop.
Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long
Engineers: Rick Engdahl
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The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet.
(00:14) Jason Moser and Ricky Mulvey discuss:
- The murder of Unitedhealthcare’s CEO.
- What’s contributed to Bitcoin’s rise to $100,000 per token.
- Chewy’s trouble finding new customers.
Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround.
Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP
Host: Ricky Mulvey
Guests: Jason Moser, Sanmeet Deo
Producer: Mary Long
Engineer: Rick Engdahl
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Okta achieves profitability; another CEO gets a software lesson from a torn Achilles.
(00:14) David Meier and Mary Long discuss:
- Okta’s earnings and the future of logging in
- Marc Benioff’s ability to turn vision into performance
- Salesforce’s AI-driven future
Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement.
Visit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool
Companies discussed: OKTA, CRM
Host: Mary Long
Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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More shoppers bought from Shopify merchants and foot traffic declined in physical stores.
(00:14) Bill Mann and Ricky Mulvey discuss:
- Shopping data from the holiday weekend and what retailers should be cautious of.
- South Korea’s tense political situation, and what it means for the country’s companies.
- Why Wall Street is rewarding a more focused AT&T.
Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information.
Check out the Giving Done Right Podcast: https://givingdoneright.org/
Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA
Host: Ricky Mulvey
Guests: Bill Mann, Dave Hatter
Engineer: Rick Engdahl
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Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?
(00:14) Tim Beyers and Dylan Lewis discuss:
- Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.
- The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.
- How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term.
(20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.
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Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY
Host: Dylan Lewis
Guests: Tim Beyers, Dave Hatter, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks!
(00:33) Ron Gross and Jason Moser discuss:
- The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers.
- Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon.
- The topics they don’t want to touch at the Thanksgiving table: the election and tariffs.
(19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey.
A reminder, you can reach us at: (703) 254-1445, [email protected], or @MotleyFoolMoney on X.
(34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara.
Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com
Stocks discussed: TGT, OM, COST, AXON, GTX, IOT.
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser
Engineers: Rick Engdahl
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Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.
(00:14) Asit Sharma and Dylan Lewis discuss:
- NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race.
- The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years.
- Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week.
Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B,
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Rick Engdahl
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After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty.
(00:14) Kirsten Guerra and Mary Long discuss:
- How experiential shopping has lifted Dick’s Sporting Goods.
- Two paths forward for Kohl’s.
- Why Lemonade deserves a spot in a Thanksgiving parade.
Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement.
Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool
Companies discussed: DKS, KSS, M, LMND, BROS
Host: Mary Long
Guests: Kirsten Guerra, Robert Brokamp, Christine Benz
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors.
(00:14) Jason Moser and Ricky Mulvey discuss:
- How more than a hundred million dollars can go missing.
- The impact of weight-loss drugs on junk food manufacturers.
- Some advice for investors looking for artificial intelligence “picks and shovels” plays.
Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events.
Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com
Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html
Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime
Companies discussed: M, CAG, TPL, NFLX
Host: Ricky Mulvey
Guests: Jason Moser, Lucas Shaw
Producer: Mary Long
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