MarketFoolery
2,024 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 1.6K ratingsThe Motley Fool's daily look at stocks in the news, the top business/investing stories, and occasional tangents.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
The Rising Battle for Your Delivery Dollars
September 16, 2021 21:46 - 17 minutes - 23.7 MBDoorDash shares pop on an upgrade. Walmart teams up with Ford Motor to test robo-deliveries in three cities. Alicia Alfiere analyzes those stories as well as the surprisingly good retail numbers from August.
“Give Microsoft its appropriate golf clap!”
September 15, 2021 19:08 - 15 minutes - 21.8 MBApple rolls out new versions of the iPhone, iPad, and Apple Watch. Microsoft hikes its dividend and announces a $60 billion stock buyback plan. Tim Beyers analyzes those stories and shares why, despite the fact they generate good cash flow, he’s not a huge fan of McAfee’s business.
Tacos as a Service? Tacos as a Service.
September 14, 2021 20:23 - 17 minutes - 24.8 MBIntuit buys MailChimp in a cash-and-stock deal worth $12 billion. Shares of Angi pop on encouraging numbers from August. Asit Sharma analyzes those stories as well as Taco Bell’s newest promotion: a taco subscription service.
Disney’s Going to Theaters, Amazon’s Going Vertical
September 13, 2021 20:35 - 22 minutes - 31.5 MBDisney announces the rest of its 2021 slate will hit movie theaters before heading to Disney+. Amazon gears up to launch a new line of TVs and possibly sign exclusive rights to the NFL’s “Sunday Ticket” package. Jason Moser analyzes those stories and offers a preview of Apple’s event on Tuesday.
Lululemon: Underappreciated Monster
September 09, 2021 17:50 - 18 minutes - 25.6 MBShares of Lululemon Athletica hit an all-time high after huge 2nd-quarter results. Boston Beer pulls its earnings guidance and shares fall 8%. Bill Mann analyzes those stories, discusses the lack of communication from GameStop executives, and calls for Congressional hearings to investigate “holiday drift”.
“What’s the deal with Industry Focus?”
September 08, 2021 20:51 - 25 minutes - 34.9 MBPayPal buys Paidy (a Japanese buy now, pay later company) for $2.7 billion. Asit Sharma analyzes the growing interest in the buy now, pay later industry, as well as the latest results from Coupa Software. As the Industry Focus podcast gets ready to record its 2,000th episode, Chris Hill answers a question he’s gotten several times over the years.
3 Stocks, 3 Different Opinions
September 07, 2021 19:58 - 21 minutes - 29.9 MBA slow news day means it’s time to break out a round of “Yes, No, Maybe So”. Jason Moser shares why he’s bullish on Elastic, why he thinks the thesis has changed for Fastly, and why he’s on the fence about Lemonade. Plus, we dip into the Fool Mailbag to discuss allocation strategies.
Edgar Allan Poe, Business Guru
September 01, 2021 16:00 - 11 minutes - 15.8 MBWhy was one of history’s most celebrated writers vastly underpaid? What can Poe teach us about the gig economy and getting ahead in our own careers? Catherine Baab-Muguira answers those questions and shares other highlights from her new book, Poe for Your Problems: Uncommon Advice from History’s Least Likely Self-Help Guru. Discover more about the book at https://www.amazon.com/Poe-Your-Problems-Uncommon-Self-Help/dp/0762499095
Zoom Video Falls on Slowing Growth
August 31, 2021 20:48 - 12 minutes - 17.1 MBZoom Video’s 2nd-quarter revenue topped $1 billion for the first time, but shares fell more than 15% as growth slows. Shares of Yandex rise as the Russian tech company buys out Uber’s interest in several joint ventures. Maria Gallagher analyzes those stories and shares why Designer Brands’ amazing 2nd-quarter report glosses over genuine challenges for the business.
Affirm Soars on Amazon Partnership
August 30, 2021 20:17 - 18 minutes - 25.2 MBShares of Affirm pop 44% as the buy now, pay later business teams up with Amazon. Disney looks to license the ESPN brand to sports-betting companies for a reported $3 billion. Jason Moser analyzes those stories and shares five great quotes from Warren Buffett on his 91st birthday.
New SEC Regs for Chinese Companies?
August 25, 2021 20:49 - 17 minutes - 23.5 MBDick’s Sporting Goods soars to a new all-time high while Nordstrom plummets on sales that are lower than pre-pandemic levels. Bill Mann analyzes the retail landscape and weighs in on SEC Chairman Gary Gensler’s declaration that the SEC is going to demand more transparency from Chinese companies.
Medtronic’s New High, Camping World’s Surprising Move
August 24, 2021 18:44 - 20 minutes - 28.1 MBBest Buy’s 2nd-quarter comps were three times higher than Wall Street was expecting. Medtronic shares hit a new high after strong 1st-quarter profits and revenue came with raised full-year guidance. Asit Sharma analyzes those stories and Camping World’s curious decision to double their quarterly dividend.
Activist Rumble, SummerSlam Stumble
August 23, 2021 21:37 - 19 minutes - 27.2 MBTarget preps for the holidays by tripling the number of Disney shops inside its stores. The activist investor battle between Starboard Value and Box escalates. Jason Moser analyzes those stories, as well as the “War On Cash” drama that broke out at WWE’s SummerSlam event in Las Vegas.
“This stock is the gift that keeps on giving.”
August 19, 2021 19:21 - 15 minutes - 21.4 MBNvidia shares pop on a stellar 3rd-quarter report. Robinhood’s stock falls after its first report as a public company and warnings from management that trading activity is slowing down. Tim Beyers analyzes those stories, as well as how Cisco Systems’ recent acquisitions are fueling the company’s revenue growth.
Omnichannel is Sexier Than You Think
August 18, 2021 19:35 - 14 minutes - 20 MBDespite a great 2nd-quarter report (and a $15 million stock buyback plan), Target failed to impress Wall Street. Lowe’s pops 10% after strong 2nd-quarter profits and raising full-year guidance. Alicia Alfiere analyzes those stories and Krispy Kreme’s first report as a public company.
Big Retail Posting Big Numbers
August 17, 2021 21:09 - 17 minutes - 23.5 MBWalmart sold $141 billion worth of stuff in the 2nd quarter. Home Depot’s 2nd-quarter profits were higher than expected, but shares fell despite that. Asit Sharma analyzes those stories as well the latest quarterly report from Roblox and why he’s keeping an eye on their cash flow.
Earnings Preview: Home Depot
August 16, 2021 18:53 - 18 minutes - 25.6 MBSonos shares pop 10% after an International Trade Commission judge rules Google infringed on some of the company’s audio technology patents. SoFi falls 15% after its 2nd-quarter report, but is it a buying opportunity? Jason Moser analyzes those stories and offers a preview of Tuesday mornings earnings report from Home Depot.
Online Education, Fitness, Luxury Consignment
August 10, 2021 20:10 - 14 minutes - 19.4 MBChegg, Planet Fitness, and TheRealReal all issue 2nd-quarter reports. Maria Gallagher analyzes the results and shares why she likes the long-term trends working in TheRealReal’s favor. Check out all of The Motley Fool podcasts on your favorite app or online at www.fool.com/podcasts
Berkshire-Hathaway: Keepin’ It Simple
August 09, 2021 21:23 - 17 minutes - 24 MBThe Trade Desk’s 2nd-quarter revenue doubled, but shares fall. Berkshire-Hathaway’s 2nd quarter is highlighted by share buybacks (again). Jason Moser analyzes those stories and ponders the likelihood of CEVA still being a stand-alone company in 10 years.
Retail, Travel, Home Goods
August 05, 2021 21:06 - 15 minutes - 21.7 MBEtsy falls despite strong 2nd-quarter results. Booking Holdings posts a wider loss in the 2nd quarter but shares rise on higher travel demand. Wayfair’s 2nd-quarter profits surprise Wall Street (in a good way). Ron Gross analyzes those stories and discusses online shopping habits.
Has Apple Found Its Next Acquisition?
August 04, 2021 19:49 - 17 minutes - 23.8 MBShares of CVS Health fall despite strong 2nd-quarter profits and raising guidance. Live Nation Entertainment’s 2nd-quarter results has their CEO excited for 2022 and 2023. Jason Moser analyzes those stories and discusses whether Apple’s new partnership with Affirm Holdings indicates more than just the partnership.
3 Good Brands in 3 Different Places
August 03, 2021 20:31 - 19 minutes - 26.7 MBClorox ends its fiscal year with a whimper, not a bang. Under Armour shares rise on a strong 2nd-quarter and reasons for optimism. Gartner pops more than 10% on its own strong 2nd quarter. Asit Sharma analyzes those stories and shares why having a good brand is helpful, but not always enough.
Square’s Deal Down Under
August 02, 2021 20:03 - 15 minutes - 20.9 MBSquare buys Afterpay, the Australian payments company, for $29 billion in stock. Foot Locker buys two smaller athletic apparel retailers (WSS and Atmos) for a combined $1.1 billion. Jason Moser analyzes both acquisitions, as well as Square’s 2nd-quarter results.
Facebook is Really, Really Good at Advertising
July 29, 2021 18:18 - 19 minutes - 18.1 MBFacebook’s 2nd-quarter revenue growth was driven by its ability to charge more for ads. PayPal’s 2nd-quarter payment volume grew 40%, but shares sell off due to concerns related to eBay. John Rotonti analyzes those stories, iRobot’s 2nd-quarter results, and which companies have (and don’t have) the ability to raise prices. To get 50% off our Stock Advisor service, just go to http://StockIdeas.fool.com.
Starbucks, Alphabet, Shopify
July 28, 2021 18:04 - 18 minutes - 16.7 MBIt’s not that Starbucks’ 3rd-quarter comps were higher than a year ago, it’s that they were higher than two years ago. Alphabet demonstrates that online advertising isn’t dead. Shopify continues to impress with their 2nd-quarter results. Tim Beyers analyzes those stories and provides his headlines to the latest quarters from Apple and Microsoft.
Planes, Paints & Automobiles
July 27, 2021 17:33 - 15 minutes - 14.6 MBTesla posts record profits in the 2nd quarter. AerCap wins regulatory approval to buy GE’s aircraft leasing business. Sherwin-Williams posts pretty good 2nd-quarter results. Asit Sharma analyzes those stories and discusses the importance of finding management teams with strong capital allocation skills.
Earnings Preview on 2 Tech Stocks
July 26, 2021 17:49 - 19 minutes - 17.9 MBHasbro shares hit a 52-week high after strong 2nd-quarter results. America’s population growth is slowing down, so what does it mean for different industries? Jason Moser analyzes those stories and shares what he’s going to be watching when Teladoc Health and Qualcomm report earnings later this week. Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.
Pizza + Comfortable Footwear = Great Investments
July 22, 2021 18:29 - 14 minutes - 20.1 MBCrocs and Domino’s Pizza hit new all-time highs after their latest 2nd-quarter reports. Southwest Airlines drops after 2nd-quarter revenue comes in lower than Wall Street was expecting. Maria Gallagher analyzes those stories and the pizza landscape in NYC. Getting 50% off our Stock Advisor service is easy. Just go to http://StockIdeas.fool.com.
2 Small Caps We’re Watching
July 21, 2021 18:18 - 17 minutes - 23.9 MBJohnson & Johnson posts strong 2nd-quarter results and raises guidance for the full fiscal year. Philip Morris has a mixed 2nd-quarter and gets questions about its recent acquisition. Sarah Gentry and Connor Allen analyze those stories, pick out highlights from Netflix’s most recent results, and share why Blue Bird Corp. and DermTech are on their watchlists. Looking for even more stocks to put on your watchlist? Get 50% off our Stock Advisor service by going to http://StockIdeas.foo...
Private Investing Gets a Boost
July 20, 2021 19:49 - 20 minutes - 27.7 MBNasdaq partners with several banks to spin off Nasdaq Private Market as a stand-alone company. Ally Financial shares rise after strong 2nd-quarter profits. Asit Sharma analyzes those stories and discusses the long-term investing ripple effects of Jeff Bezos’ trip to space. Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.
Zoom Video’s Big Buy
July 19, 2021 20:10 - 16 minutes - 22.5 MBZoom Video makes its biggest acquisition ever buying Five9, a cloud-based call center operator, for $14.7 billion in stock. AutoNation posts blowout earnings in the 2nd quarter. Jason Moser analyzes those stories and breaks down what happens when a stock you own has been bought for cash.
Lessons from Lowcountry
July 14, 2021 16:00 - 11 minutes - 15.5 MBCan investing change the way you look at the world? Chris Hill shares how standup paddleboarding and a meal at Rodney Scott’s BBQ helped him think about investing. (We’re off Thursday so if you’re looking for another great financial show to listen to this week check out the shows hosted by our recent guests!) The Tech Money Podcast with Malcolm Ethridge - https://podcasts.apple.com/ca/podcast/the-tech-money-podcast/id1543050659 Check Your Balances - https://podcasts.apple.com/us/podcast...
Rise of the Retail Investor
July 13, 2021 16:00 - 14 minutes - 20.2 MBThe growth of retail investing over the past year has been incredible and is poised to increase from here. Chief Investment Officer Andy Cross discusses that phenomenon, why we may need to rethink the definition of “small caps”, and Airbnb’s need for a strong 2nd half of the year.
Investing in China? “Play the hits.”
July 12, 2021 17:03 - 13 minutes - 18.7 MBThe Chinese government’s move against Didi are only the latest in a string of actions against technology companies. Bill Mann discusses what he believes some investors are missing in the story and shares his straightforward approach to investing in China. Plus, he digs into the brands underneath Authentic Brands Group as well as Robinhood’s S-1 filing.
Google Sued Over App Store
July 08, 2021 21:20 - 17 minutes - 24.5 MBThe attorneys general of 36 states and the District of Columbia sue Google over its app store. A combination of macro fears drive the day on Wall Street. Asit Sharma analyzes those stories and discusses the potential role of ETFs for investors. To get 50% off our Stock Advisor service, just go to http://StockIdeas.fool.com.
Time to Sell Uber?
July 07, 2021 19:44 - 13 minutes - 19.3 MBAn analyst note from JPMorgan sends shares of Whirlpool higher. Alicia Alfiere analyzes the rise of home improvement stocks and shares why Whirlpool fits the trend. Plus, we discuss whether or not to sell shares of Uber after a nice gain, and the peace treaty that hot dog consumers have been waiting for!
Didi & Donuts
July 06, 2021 18:59 - 22 minutes - 30.3 MBShares of Didi fall 15% after the Chinese government stops new users from downloading the ride-hailing app as it conducts a cybersecurity review. Krispy Kreme doesn’t raise as much money as it hoped with its IPO. Jason Moser analyzes those stories, discusses the challenge of adding to your winners, and shares why he believes inflation may not be as transitory as once thought. Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.
The State of IPOs
June 30, 2021 18:28 - 16 minutes - 14.9 MBWhy is dating app Bumble opening a café & wine bar? Are Microsoft and Apple the new “safe” stocks for conservative investors? Why are there so many IPOs already in 2021? Maria Gallagher answers those questions and analyzes Clear, the frequent flier ID company, on its 1st day as a public company. Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.
School’s Out for the Big Banks!
June 29, 2021 18:56 - 15 minutes - 14.3 MBAfter passing the Federal Reserve’s stress tests Goldman Sachs, Bank of America, Morgan Stanley, Wells Fargo, and JPMorgan Chase all raise their dividends. Asit Sharma analyzes what’s being the moves, as well as the latest quarterly results from office furniture-maker Herman Miller and financial software/services company FactSet.
Etsy’s Latest Buy, Doximity’s Hot Debut
June 28, 2021 19:16 - 19 minutes - 18 MBEtsy buys Elo7, the “Etsy of Brazil”. The latest movie from the “Fast & Furious” franchise takes in $70 million in its opening weekend in the U.S., which pushes it over the $400 million mark worldwide. Jason Moser analyzes those stories, discusses Doximity’s noteworthy IPO from last week, and analyzes the merits of taking profits vs. letting your winners run.
Checking Our Balances
June 23, 2021 16:00 - 15 minutes - 21.2 MBWhy is retirement income scarier than usual? How is starting your own business a bit like planning for retirement? Ross Anderson, CFP and co-founder of Craft Work Capital, answers those questions and shares why selling his car last year may have been a mistake. For more insights from Ross Anderson and his co-host Dan Messeca, give a listen to their podcast “Check Your Balances”. https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071
The Path to Financial Freedom
June 22, 2021 16:00 - 18 minutes - 25.2 MBAs a CFP and executive at CIC Wealth, Malcolm Ethridge helps clients figure out their own individual path to retirement. He shares how they’re feeling, their relative interest in meme stocks, and what he thinks the rest of the year will be like for people trying to chart their own financial path. For more financial knowledge and insights, check out “The Tech Money Podcast with Malcolm Ethridge”. https://podcasts.apple.com/ca/podcast/the-tech-money-podcast/id1543050659
“Where are we now?”
June 21, 2021 19:00 - 16 minutes - 22.7 MBAs we approach the mid-point of 2021, where do things stand for investors? Ron Gross discusses the recent Fed meeting, the relative volatility of the market, and what he’s watching in the 2nd half of the year.
24
June 17, 2021 20:37 - 10 minutes - 15.1 MBOn this day in 1997 Chris Hill started working at The Motley Fool. He shares a few investing lessons he’s learned over the years, how he’s trying to think more like a Zen master, and the time he bought a stock while he was high.
Great Expectations for Roblox
June 16, 2021 18:40 - 16 minutes - 23.1 MBRoblox shares drop after the company reports a drop in daily active users as well as spending. La-Z-Boy wraps up the fiscal year with a strong report but shares fall nearly 10%. Maria Gallagher analyzes those stories and discusses eBay selling its division in South Korea for $3.6 billion. Getting 50% off our Stock Advisor service is easy. Just go to http://StockIdeas.fool.com.
Why Used Car Prices Are Rising
June 15, 2021 18:09 - 17 minutes - 23.7 MBThe U.S. and European Union settle a 17-year trade dispute involving Boeing and Airbus. Shares of CD Projekt rise on reports that Cyberpunk 2077 is being added back to the PlayStation store. Yasser El-Shimy analyzes those stories and talks about Vroom, Carvana, and the increasing prices of used cars. Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.
Is Apple an Index Fund?
June 14, 2021 19:26 - 20 minutes - 28.7 MBLordstown Motors drops 20% as the CEO and CFO resign. Bank of America CEO Brian Moynihan says consumer spending has risen 20% over 2019 levels. Jason Moser analyzes those stories, plus we dip into the Fool Mailbag to discuss whether selling Apple in favor of smaller growth stocks is a good idea. Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com
Is Stock-Picking Right For You?
June 10, 2021 18:54 - 19 minutes - 26.7 MBRH pops 15% after a huge 1st-quarter report comes with raising full-year guidance. ServiceNow gets an upgrade from Goldman Sachs. Asit Sharma analyzes those stories, plus we dip into the Fool Mailbag to talk about how long new investors should give themselves to decide if stock-picking is right for them. To get 50% off our Stock Advisor service, just go to http://StockIdeas.fool.com.
Who’s Winning in Data Analytics?
June 09, 2021 19:13 - 11 minutes - 15.4 MBCasey’s General Stores wraps up the fiscal year with a rock solid 4th quarter. Chipotle raises wages and menu prices. Clay Bruning analyzes those stories and discusses where companies like Sumo Logic and Datadog fall in the spectrum of attractiveness for investors interested in data analytics businesses. To celebrate Michael J. Fox’s birthday we’re offering 50% off our Stock Advisor service. (Yes, really.) Just go to http://StockIdeas.fool.com.
The “Waiting For Godot” Stock
June 08, 2021 19:00 - 20 minutes - 28.3 MBStitch Fix rises on better than expected 3rd-quarter results. Chico’s gets involved in an activist investor battle. Berkshire-Hathaway invests $500 million in Nubank, an online bank in Brazil. Jim Gillies analyzes those stories and shares why he believes we’re living in a golden age of “The Greater Fool” theory. Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.