Эпизоды
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Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?
(00:19) Seth Jayson and Dylan Lewis discuss:
- Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion.
- How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax.
(15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.
Companies discussed: CVS, KBH, KMX
Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Jason Moser
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum computing, investment opportunities in the budding space, and why subatomic particles are like kindergarteners.
Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.
To become a Motley Fool member, head to www.fool.com/signup.
Tickers mentioned: ASML
Host: Tim Beyers
Guest: Tim White
Producer: Mary Long
Engineer: Rick Engdahl
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Driverless vehicles are already here, even if they’ve made some wrong terms.
Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss:
- The progress that autonomous vehicles have made over the past few years.
- Where automakers including Tesla and General Motors stand in the race.
- How autonomous vehicles could deploy on a large scale.
Two notes. One is that Tesla’s market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket.
Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL
Host: Ricky Mulvey
Guest: Travis Hoium
Producer: Mary Long
Engineer: Tim Sparks
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Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers.
(01:02) Emily Flippen and Bill Mann discuss:
- Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events.
- Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI.
- Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom.
(19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story.
(33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa.
Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V.
Host: Dylan Lewis
Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson
Engineers: Tim Sparks, Rick Engdahl
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Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed.
(19:30) Jason Moser and Ricky Mulvey discuss:- Updates from Meta Connect 2024.
- Use cases for AR glasses
- New details about Southwest Airlines' overhaul.
Then, (17:01) Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation.
Host: Ricky Mulvey
Guests: Jason Moser, Buck Hartzell,
Producer: Mary Long
Engineers: Rick Engdahl, Kyle Carruthers
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The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around.
(00:21) David Meier and Mary Long discuss:
The disconnect between the stock market and consumer confidence.
Stitch Fix’s fall.
Why great consumer products don’t always make for great investments.
Then, at (14:03), Ricky Mulvey and Fool contributor Lou Whiteman take a look at Palantir, a tech company with a lot of promise and a lot of expectations.
Tickers mentioned: SFIX, RTR, PLTR, BAH
Host: Mary Long
Guests: David Meier, Lou Whiteman, Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Usually, you don’t want to run toward a company that cut its dividend.
(00:28) Jim Gillies and Ricky Mulvey discuss:
Nike’s strategic pivot, and what it means for its retail partners.
Why turnaround stories are difficult to implement.
Foot Locker’s impressive leadership.
Then, (15:08) Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: NKE, FLHost: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track?
(00:11) Jason Moser and Dylan Lewis discuss:
- Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker.
- A listener question: What to expect from spicemaker McCormick this quarter.
- How the rate environment might play into results we see from companies this upcoming earnings season.
(15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry.
Companies discussed: INTC, QCOM, MKC, INVH, AMH
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Anthony Schiavone
Engineers: Tim Sparks, Dan Boyd
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The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations.
Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPockets CEO Scott Trench at The Denver Press Club for a conversation about Airbnb as a stock and as a real estate investment. They discuss:
- Airbnb’s capital allocation strategy.
- The hosting platform’s competition.
- How real estate investors can get started with Airbnb.
- The scaling challenges of managing short-term rentals.
Company discussed: ABNB
Host: Mary Long
Guests: Alicia Alfiere, Scott Trench
Producer: Ricky Mulvey
Engineer: Tim Sparks
Special thanks to Alex Pailet from BiggerPockets and Alby Segall, Jean-Luc Currie, Jim Bofencamp, and Katlyn Howery from the Denver Press Club for making the event happen.
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“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map” or “calculator”. The social networking site is a central hub for the internet.
Dylan Lewis caught up with Reddit CEO Steve Huffman for a conversation about:
- What’s driving Reddit’s 50% year-over-year user growth.
- How the social network targets ads.
- What Reddit is doing with large language models.
Companies discussed: RDDT, GOOG, GOOGL
Host: Dylan Lewis
Guest: Steve Huffman
Engineers: Rick Engdahl, Tim Sparks
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Low rates are great for stocks, as long as we’re looking at a soft landing.
(00:21) Ron Gross and Asit Sharma discuss:
- The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic.
- Nike’s CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around.
- A new partnership masking bad results from Olive Garden, and FedEx’s signals about shipping trends.
(19:11) Reddit hit the market in 2024, but it’s been around as the front page of the internet for almost 20 years. CEO Steve Huffman joined us to talk through how the company stands out in the world of social media with its focus on community, where it has been and where it is heading.
(33:26) Ron and Asit break down two stocks on their radar: D.R. Horton and Intel.
Stocks discussed: NKE, DRI, FDX, RDDT, DHI, INTC,
Host: Dylan Lewis
Guests: Asit Sharma, Ron Gross, Steve Huffman
Engineers: Tim Sparks, Dan Boyd
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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.
Visit our sponsor: www.landroverusa.com
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.
Check out the Range Rover Sport at www.landroverusa.com
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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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
Visit our sponsor: Go to www.monarchmoney.com/fool for an extended 30-day free trial
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
Visit www.factormeals.com/foolpod50 to get 50% off your first box plus 20% off your next month.
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.
Check out the Range Rover Sport at www.landroverusa.com
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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