Episoder
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If you want to find market-beating stocks, sometimes you have to go where few others are.
(00:15) Jim Gillies and Ricky Mulvey discuss:
- Why the market may be overreacting to Boot Barn’s CEO departure.
- A niche-grocer that’s seen its stock 2x in the past year.
- Finding “growth at a reasonable price.”
Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.
Companies discussed: BOOT, SFM, AER, HSY
Host: Ricky Mulvey
Guests: Jim Gillies, Larry the Werewolf
Producer: Mary Long
Engineers: Rick Engdahl, Austin Morgan
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The company’s cloud segment just got A LOT more efficient.
(00:21) Tim Beyers and Mary Long discuss:
- The transition from “search engines” to “answer engines.”
- Google’s fast-improving position within the cloud computing market.
- Lessons learned from SuperMicro’s steep rise and sharp fall.
Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.
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Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE
Host: Mary Long
Guests: Tim Beyers, Bill Mann, Ricky Mulvey
Engineers: Rick Engdahl, Desiree Jones
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Mangler du episoder?
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It’s not just a payments company.
(00:34) Jason Moser and Ricky Mulvey discuss:
- PayPal’s move to become a commerce platform, and how it’s impacting the business.
- What’s next for Venmo.
- McDonald’s traffic problems.
Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path.
Visit our sponsor at www.landroverusa.com
Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineer: Rick Engdahl
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Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue.
- The CFPBs “open banking” push and what it means for consumers and banks.
- Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business.
(16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out.
Visit our sponsor at www.landroverusa.com
Companies discussed: HOOD, BA, CVNA
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Yasser El-Shimy
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce.
Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about:
- The magic that made Blizzard Entertainment.
- The state of the video game industry.
- Why Grand Theft Auto VI is taking so long to develop.
Companies discussed: MSFT, TTWO, OTC: NTDOY
Host: Ricky Mulvey
Guest: Jason Schreier
Producer: Mary Long
Engineer: Desireé Jones
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Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.
(00:44) Ron Gross and Jason Moser discuss:
- Tesla’s return to growth expectations and positive returns for investors in 2024.
- How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger.
- Earnings from UPS and Coke, and McDonald’s E.Coli issues.
(19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st.
(35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly.
Visit our sponsor at www.landroverusa.com
Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Rick Engdahl
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In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles.
(00:21) David Meier and Ricky Mulvey discuss:
- Tesla returning to growth.
- Expectations for full self driving and humanoid robots.
- Peloton’s deal with Costco.
Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library.
Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media
Companies discussed: TSLA, PTON, ESRT
Host: Ricky Mulvey
Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser
Producer: Dylan Lewis
Engineer: Rick Engdahl
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The coffee chain drops some bad news early, while General Motors takes a victory lap.
(00:21) Kirsten Guerra and Mary Long discuss:
- Starbucks’ bitter earnings
- Brian Niccols’ barista-focused turnaround plan
- Surprising beats from an old automaker
Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business.
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Companies discussed: SBUX, GM, CART
Host: Mary Long
Guests: Kirsten Guerra, Tim Beyers
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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The answer is probably no, and that’s impacting telecom companies.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- What a longer hardware upgrade cycle means for Verizon.
- If this delay could impact the PC market, and electronics retailer Best Buy.
- Major League Soccer’s record regular season.
- YouTube’s advantages for streaming sports.
Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell.
Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineers: Desireé Jones, Rick Engdahl
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When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.
(00:22) Jason Moser and Dylan Lewis discuss:
- Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&P 500 concentration.
- What investors can learn from someone focused on tail-risk hedging.
- The peace of mind hedges investors can put in place for their own portfolios
(19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time.
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Companies discussed: AAPL, MSFT, NVDA, SONO
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Asit Sharma
Producer: Mary Long
Engineers: RIck Engdahl
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When a retailer falls, it falls quickly.
Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.”
- What Les Wexner understood about American consumers.
- The new competition for Victoria’s Secret.
- Lessons for retailers from Abercrombie & Fitch.
Companies discussed: VSCO, ANF
Host: Mary Long
Guests: Lauren Sherman, Chantal Fernandez
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight?
Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss:
What we can learn from King Charles’ portfolio.
The math of winners vs. losers.
How to think about expected value.
Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks, Austin Morgan
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Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?
(00:42) Jason Moser and Matt Argersinger discuss:
- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.
- Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.
- Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.
(19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance.
(33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.
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Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM,
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Bob Stark
Engineers: Tim Sparks, Rick Engdahl
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…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions.
(00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.”
Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape.
Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA
Host: Mary Long
Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Early is not always better.
(00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry.
Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here.
Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
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Companies discussed: ASML, WBA, CVS, ME, GSK
Host: Mary Long
Guests: Jason Moser, Brian Orelli
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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When you are the custodian of almost $10 trillion, how much more can you possibly grow?
Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss:
- Why Charles Schwab is welcoming a rate cutting cycle.
- Goldman Sachs’s biggest red flag.
- Bank of America CEO Brian Moynihan’s outlook on the American economy.
Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together.
Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineers: Tim Sparks, Rick Engdahl
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Even knowing the headlines, could you predict which way stocks and treasuries would move?
(00:21) Bill Mann and Dylan Lewis discuss:
- SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation.
- Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited.
- A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors.
(17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails.
You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/
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Companies discussed: TSLA, NKE, AAPL, RCL, DIS, CCL
Host: Dylan Lewis
Guests: Bill Mann, Rick Mulvey, Rick Munarriz
Producer: Ricky Mulvey
Engineer: Desiree Jones, Rick Engdahl
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With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus.
Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss:
OpenAI’s latest fundraising round.
“Happiness for everyone” as an investment philosophy.
The illusion – and reality – of power.
Help Motley Fool Money win Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY
Host: Ricky Mulvey
Guest: Alok Sama
Producer: Mary Long
Engineer: Desireé Jones
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Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google.
(00:42) Jason Moser and Andy Cross discuss:
- Why Jamie Dimon is trying to get investors past the rate story in banking.
- Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy.
- Earnings updates from Delta, Pepsi, and Domino’s.
(19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.
(32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.
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Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META
Host: Dylan Lewis
Guests: Jason Moser, Andy Cross
Engineers: Rick Engdahl
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More is not always better.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Why the Department of Justice may breakup Alphabet.
- If the search giant is a cheap stock.
- Quarterly results from Domino’s and its new mac and cheese offering.
Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies.
Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool
Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing
Vote for Motley Fool Money in the 2024 Signal Awards for best money and finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR
Host: Ricky Mulvey
Guests: Jason Moser, Lou Whiteman
Producer: Dylan Lewis
Engineers: Rick Engdahl, Desireé Jones
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