Episódios
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Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard?
(00:21) Bill Mann and Dylan Lewis discuss:
- The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it.
- Visa and Mastercard’s $30B settlement with merchants over interchange fees.
- A curious crypto story with Nilam Resources.
(12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less.
Companies discussed: V, MA
Host: Dylan Lewis
Guests: Bill Mann, Deidre Woollard, Kara Swisher
Engineers: Dan Boyd
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The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- How the settlement could impact realtors and traditional brokerages.
- The potential effect on Redfin’s growth story.
- Why CoStar may be a winner in the shake-up.
Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family.
Link to receive the “3 Dividend Stocks” report: www.fool.com/2024dividends
Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP
Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Boeing’s CEO is moving on, just not quite yet.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ins and outs of Boeing’s CEO search.
- Why Masimo may spin out its consumer division.
- If Elliott Management can make Match soar.
(16:21) IWG CEO Mark Dixon explores the opportunity his company sees in the global shift toward hybrid work.
Companies discussed: IWG, BA, MASI, MTCH, PYPL, ETSY
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Mark Dixon
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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For decades, dividends have been out of style. History suggests that may soon change.
Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss:
The coming return of the “cash nexus.”
Semantics, and how academic finance differs from a real-world balance sheet.
Why free cash flow is king.
Host: Deidre Woollard
Guest: Daniel Peris
Producers: Mary Long, Ricky Mulvey
Engineers: Chace Pryzlepa, Tim Sparks
Companies discussed: META, CRM, BA, FHI
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The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in.
Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of the new book, “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest Growing Sport.” Ricky Mulvey caught up with them both to discuss:
How a used car dealer became a global entertainment magnate.
Why the underdog never seems to win in racing.
The inseparability of Ferrari and F1.
Host: Ricky Mulvey
Guests: Jonathan Clegg, Joshua Robinson
Producer: Mary Long
Engineers: Rick Engdahl
Companies discussed: LSXMA, FWON.A, FWON.B, FWON.K, RACE, MBGY.Y, NFLX, AAPL
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For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.
(00:19) Emily Flippen and Jason Moser discuss:
- The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple.
- Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut.
- Earnings from Chewy, Nike, Lululemon, and Accenture.
(18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet”
(33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway.
Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Brian Feroldi
Engineers: Rick Engdahl, Austin Morgan
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Getting into the jeans business is harder than it may seem.
(00:13) David Meier and Deidre Woollard discuss:
- Chewy’s customer growth problem.
- If Chewy is the future of veterinary care.
- The picks and shovels play behind sports betting.
(14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround.
Companies discussed: CHWY, SRAD, GES, GAP
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: David Meier, Mary Long, Lauren Sherman
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.
(00:13) Tim Beyers and Dylan Lewis discuss:
- Chipotle’s historic 50-for-1 stock split and why the burrito-maker still has plenty of growth ahead of it.
- Apple and Google-parent Alphabet’s talks to bring Gemini into the iPhone, and why it’s a no-brainer for both businesses.
(13:48) Motley Fool Money’s Mary Long caught up with Lauren Sherman, a fashion correspondent at Puck to talk about Abercrombie and Fitch’s turnaround and epic 2023.
Companies discussed: CMG, AAPL, GOOG, GOOGL, ANF
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Lauren Sherman
Engineers: Rick Engdahl
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The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- The advancements in Nvidia’s new Blackwell GPU.
- If any competitors are closing in on the tech giant.
- Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting.
Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security.
Stock Advisor discount link for podcast listeners: www.fool.com/asit
Got a question for the show? Email us at [email protected]
Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Deckers Outdoor and Super Micro Computer enter the S&P 500.
(00:21) Jason Moser and Deidre Woollard discuss:
- What it means to join the S&P 500.
- The brands driving Deckers Outdoor’s growth.
- Why an EV blunder may have cost Hertz’s CEO his job.
(16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.
Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA
Host: Deidre Woollard
Guests: Jason Moser, Daniel Newman
Producer: Ricky Mulvey
Engineers: Chace Przylepa, Dan Boyd
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In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans.
Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss:
Being early to trends, and lucky to sell
The importance of journaling
Time horizons, and what it means for stocks to be “up for sale every day.”
To learn more about Stock Advisor, our flagship investing service, visit: www.fool.com/emily
Host: Nick Sciple
Guests: Jim Gillies, Emily Flippen
Producer: Mac Greer
Engineers: Rick Engdahl
Companies discussed: BCE, RY, NFLX, GPRO, AMZN
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Younger generations want more experiences and less stuff. That’s a problem for retailers.
Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:
- The evolution of grocery stores, and how regional players can compete.
- Why direct-to-consumer brands have a scaling problem.
- How Harley Davidson stores became a social destination.
Company discussed: HOG
Host: Deidre Woollard
Guest: Kevin Ervin Kelley
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Desireé Jones
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AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.
(00:21) Andy Cross and Matt Argersinger discuss:
- The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules.
- Why AI is pushing Oracle up and Adobe down after earnings.
- The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story,
(19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..
(34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.
Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC
Host: Dylan Lewis
Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw
Engineers: Dan Boyd
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The old CEO is the new CEO at the athletic brand, but can he turn the ship around?
(00:21) Jason Hall and Deidre Woollard discuss:
- Why Kevin Plank is back in the CEO seat at Under Armour.
- What makes Dick’s Sporting Goods so resilient.
- The making of a perfect storm for homebuilders.
(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.
Companies discussed: LEN, PGY, DKS, UA, UAA
Host: Deidre Woollard
Guests: Gal Krubiner, Bill Mann, Jason Hall
Producer: Ricky Mulvey
Engineers: Kyle Carruthers, Dan Boyd
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NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.
(00:21) Matt Frankel and Dylan Lewis discuss:
- Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.
- New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.
- The banks to watch instead.
(13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.
Companies discussed: DLTR, NYCB, DOUL
Host: Dylan Lewis
Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra
Engineers: Desiree Jones, Dan Boyd
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Why does ASML want to leave its home country?
(00:21) Bill Mann and Ricky Mulvey discuss:
- A growth problem for the European tech giant.
- BMW’s ability to make a profit on electric vehicle sales.
- Product problems for BYD Auto.
Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.
Companies discussed: ASML, BMWYY, TSLA, BYDDY
NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html
Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial.
Host: Ricky Mulvey
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas
Engineers: Dan Boyd, Rick Engdahl
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Stem CEO John Carrington is full speed ahead on the clean energy transformation.
(00:21) Jason Moser and Deidre Woollard discuss:
- Don Julio’s Oscars moment.
- If Oscar buzz is still powerful for movie makers.
- How Reddit is more like X than Pinterest.
(15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.
Companies discussed: DIS, PINS, SNAP, META, STEM
Host: Deidre Woollard
Guests: John Carrington, Jason Moser, Ricky Mulvey
Producers: Dylan Lewis, Ricky Mulvey
Engineers: Dan Boyd, Mary Long, Rick Engdahl
Special Thanks: Jason Hall
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Sky Harbour sees massive opportunities in the world of private aviation.
Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss:
How Sky Harbour is building home bases for planes.
The massive growth in private aviation and why it’s poised to continue.
Turning underutilized airports into hubs.
Companies discussed: SKYH, GD, BDRBF, FDX
Host: Deidre Woollard
Guests: Tal Keinan, Bill Mann
Producer: Dylan Lewis
Engineers: Kyle Carruthers, Rick Engdahl
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Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:
If Airbnb can take a greater share of the hospitality market.
Why sports and the Sphere are a winning combination for Las Vegas.
How large-group travel provides a safety net for Ryman Hospitality.
Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard
Guest: Matt Argersinger
Producer: Dylan Lewis
Engineer: Rick Engdahl
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Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.
(00:21) Ron Gross and Jason Moser discuss:
- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.
- Target’s rebound and how it might get back to growth.
- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.
(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.
(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.
Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Nell Minow
Engineers: Dan Boyd
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