Episodes
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Markets, you got what you wanted.
(00:21) Bill Mann and Ricky Mulvey discuss:
- The rate cut from the Federal Reserve, and what the central bank is responding to.
- New rules from the SEC that aim to make markets more efficient.
- Tupperware Brands filing for bankruptcy.
Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series.
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Companies discussed: TUP, AAPL, DFH, NVR, DHI
Host: Ricky Mulvey
Guests: Bill Mann, Mary Long, Anthony Schiavone
Engineers: Dan Boyd, Tim Sparks
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Salesforce throws a party, while Chipotle streamlines guacamole prep.
(00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss:
- The enviable guest list at Dreamforce
- Salesforce’s positioning in the AI arms race
- The future of casual dining
Then, (18:41) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company.
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Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY
Host: Mary Long
Guests: Asit Sharma, Travis Hoium, Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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Missing episodes?
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Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure.
- The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy.
- Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat.
(18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind.
Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: INTC, TSMC, AMZN, MSFT
Host: Dylan Lewis
Guests: Tim Beyers, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Tim Sparks, Dan Boyd
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One query on ChatGPT takes 10x the amount of electricity as a Google search.
(00:21) Ricky Mulvey and Asit Sharma discuss:
- How big tech is dealing with the electricity demands of AI systems.
- Companies that could benefit from more energy usage.
- If Under Armour can turn around.
Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.
Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV
Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events
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Host: Ricky Mulvey
Guests: Asit Sharma, Brendan Hughes
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.
Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss:
- An industry where investors can ignore sales growth.
- What shifting consumer tastes mean for convenience stores.
- One company “taking over a mountain no one else wants”.
Companies mentioned: TSE: ATD, OTCMKTS: SVNDY, CASY, TKO, WMT, MUSA
Host: Mary Long
Guest: Jim Gillies
Producer: Ricky Mulvey
Engineer: Tim Sparks
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40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure.
Amazon is a goliath.
Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about:
- Amazon’s early days and how it withstood years of sustained losses.
- How Amazon makes Wall Street look genteel.
- The lengths that the company went to get information from competitors.
Companies discussed: AMZN, TGT, EBAY
Host: Mary Long
Guest: Dana Mattioli
Producer: Ricky Mulvey
Engineers: Dez Jones, Austin Morgan
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Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants.
(00:21) Jason Moser and Matt Argersinger discuss:
- The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity.
- Brian Niccol’s vision for returning to Starbucks’ roots as a third place.
- Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through.
(19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025.
(33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries.
Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG.
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Dan Barbera
Engineers: Dan Boyd
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The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started.
(00:21) David Meier and Ricky Mulvey discuss:
- OpenAI’s $50 billion valuation jump in one week.
- A space SPAC that’s more than 10xed since April, 2024.
- One of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock.
Then, (16:27) Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today.
Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE
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Host: Ricky Mulvey
Guests: David Meier, Asit Sharma
Engineer: Dan Boyd
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The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:
Proposals for the US to develop a sovereign wealth fund
The activist battle at Southwest Airlines
Why Campbell’s dropped the “soup”
Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach.
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Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SWA, DLA, CPB
Host: Mary Long
Guests: Bill Mann, Robert Brokamp, Dave Hatter
Producer: Ricky Mulvey
Engineer: Tim Sparks, Dan Boyd
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Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- The situation that Niccol is coming into at Starbucks.
- Why previous leadership at the coffee giant didn’t work out.
- A sporting goods retailer that may have reached bottom.
Then, (18:22) Robert “Bro” Brokamp kicks off a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about the Social Security database hack and how to make your personal information more secure.
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Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SBUX, ASO
Host: Ricky Mulvey
Guests: Jim Gillies, Robert Brokamp, Dave Hatter
Producer: Mary Long
Engineer: Dan Boyd
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Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going?
(00:21) Jason Moser and Dylan Lewis discuss:
- Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions.
- The latest anti-trust case against Google and why Meta and Apple should probably be paying attention.
- Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value.
(14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth.
Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS
Host: Dylan Lewis
Guests: Jason Moser, Ricky Muley, Tom Shea
Producer: Mary Long
Engineers: Tim Sparks, Dan Boyd
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Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about:
- Finding multi-baggers.
- Under the radar opportunities.
- Having a Chief Technology Officer in your family.
Join Stock Advisor here: www.fool.com/signup
Members of Stock Advisor and other advanced investing solutions at the Motley Fool can listen to the full show here: https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=255f8cf561f94cc5
Companies discussed: GOOG, AMZN, APPL, NVDA, SEZL, DFH, PACS, CLBT
Host: Brian Stoffel
Guest: Tom Gardner
Producers: Mac Greer, Ricky Mulvey
Engineers: Austin Morgan, Dez Jones
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The fewer eyes on a market, the less efficient it’s going to be.
Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:
- What investors should look for in younger companies.
- If Walgreens has a real turnaround story brewing.
- A rapidly growing travel company out of South America.
Companies discussed: WBA, SCHW, CRSP, DESP
Host: Ricky Mulvey
Guest: Bill Mann
Engineer: Tim Sparks
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NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall.
- Why private equity is interested in Smartsheet and putting money into NFL franchises this season.
- The latest earnings updates from: Toro, Docusign, and ABM Industries
(20:20) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due.
(34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith.
Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Brandon Copeland
Engineers: Dan Boyd
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It takes more than a buncha buzzwords to build a company.
(00:21) Tim Beyers and Mary Long discuss:
How jobs reports impact investment theses
A tech company’s changing identity
What C3.ai actually does
(14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.
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Companies discussed: AI, NVDA, MSFT, WING
Host: Mary Long
Guest: Tim Beyers, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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The Department of Justice has some questions about Nvidia’s business.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The subpoena that instigated the chip maker's selloff.
- A record amount of share repurchases by corporations.
- Earnings from Dick’s Sporting Goods and Dollar Tree.
(18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry.
Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z
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Host: Ricky Mulvey
Guest: Jason Moser, Matt Frankel
Producer: Mary Long
Engineers: Dan Boyd, Chace Przylepa, Tim Sparks
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Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?
(00:21) Asit Sharma and Dylan Lewis discuss:
- The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here.
- Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline.
- Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions.
(16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor.
Companies discussed: INTC, NVDA, LUV, BA
Host: Dylan Lewis
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd
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Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.
(1:08) Jason Moser and Bill Mann discuss:
- Nvidia’s killer quarter, and why the market yawned over the results.
- The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year.
- Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.
(19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.
(33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.
Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Nell Minow
Engineers: Steve Broido
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“If you thought we were in the weeds, now we’re about to start tunneling.”
Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:
- The basics of balance sheets.
- If lululemon has an inventory problem.
- A cautionary tale from a mattress seller.
- Companies with strong balance sheets, (besides Berkshire Hathaway).
Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA
Host: Ricky Mulvey
Guest: Jim Gillies
Engineer: Tim Sparks
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When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.
Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss:
Bill Gates’ initial hesitancy to invest in OpenAI.
Where LLMs go from here.
Developments in biotech.
Host: Alex Friedman
Guest: Jeremy Kahn
Producer: Mary Long
Engineer: Dez Jones
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