Motley Fool Money
1,409 episodes - English - Latest episode: 4 months ago - ★★★★ - 2.7K ratingsJoin hosts Dylan Lewis, Deidre Woollard, Ricky Mulvey, and Mary Long as they cover the day’s top business news and financial headlines with the Motley Fool's team of investment analysts. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.
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Episodes
Apropos of Something
May 27, 2023 16:01 - 26 minutesChris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, colleague, and friend. They discuss: Why it pays dividends to ask good questions Why timing matters in the studio, but not so much in the market The importance of investing in people Companies mentioned: SBUX, V, MA, PYPL, SQ Host: Mary Long Guests: Ron Gross, Steve Broido, Alison Southwick,...
Big Tech's Banner 2023 Continues
May 26, 2023 20:00 - 39 minutesTech is leading the market higher in 2023, but a few giants are doing the heavy lifting. (00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling. (19:11) Motley Fool contributor Lou Whiteman talks with former Un...
Nvidia Booms
May 25, 2023 20:00 - 27 minutesThe graphics processing maker became $200 billion more valuable in a single day. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders. Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Am...
The Chip War’s Next Chapter
May 24, 2023 20:00 - 28 minutesTech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain. [00:21] Asit Sharma and Dylan Lewis discuss: China’s ban on Micron chips for companies working on key infrastructure projects. Apple’s multibillion dollar deal with Broadcom and the company’s increased investment in U.S. manufacturing and supply chain. How investors should be looking at the tech hardware companies in their portfolio. [13:57] Deidre...
Is Zoom Still A Growth Stock?
May 23, 2023 20:00 - 22 minutesZoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat? (0:21) Bill Barker discusses: - Zoom’s growth trajectory - Where Zoom’s revenue might come from next - Are Lowe’s and Home Depot too similar? (14:02) Social Security reform has been back in the news lately. Alison Southwick and Robert Brokamp break down the myth-conceptions that surround Social Security. Companies discussed: ZM, MSFT, HD, LOW, DKS, AMZN Host: Deidre Woollard Gu...
The Next Chipotle or the Next Sweetgreen?
May 22, 2023 20:00 - 25 minutesMediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers? (00:21) Jason Moser discusses: - The growth of Cava and the company’s plans for capital raised during the IPO - How Cava could end up as the next Chipotle (or not) - What another big week of retail earnings portends (12:43) A lot of companies are talking about artificial intelligence on their conference calls this earnings season. Ricky Mulvey talks with Motley Fool ...
AI is Much More than ChatGPT
May 21, 2023 16:01 - 29 minutesAn artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? Rob LoCascio is the founder and CEO of LivePerson, a company that develops conversational commerce and AI software. Ricky Mulvey caught up with LoCascio to discuss: - How artificial intelligence will change how you interact with brands - Starboard Value’s campaign to change LivePerson’s board and CEO - The unlocks that quantum computing could provide tech c...
Managing Cash Amid High Inflation
May 20, 2023 15:59 - 20 minutesThe Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. Dylan Lewis caught up with Robert Brokamp to discuss: - How banks benefit from your inertia, and how that costs you - Ideas for managing cash for the next few weeks, months, and years - Money market funds paying more than 4%, and the caveats to understand before utilizing those accounts - Who can benefit from I Bonds and less-liquid savings vehicl...
Big Retail, Apple, and the Fight for "Taco Tuesday"
May 19, 2023 20:00 - 39 minutesAs reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy lifting in its latest results - Reports that Apple will unveil a $3,000 device at its developer conference in early June - Netflix impressing advertisers and Wall Street - The latest from Home Depot, Target, Foot Locker, and Deere (19:11) Scott Phillips, chief investment officer at Motley Fool Austral...
TikTok's 1st Ban
May 18, 2023 20:00 - 22 minutesIs Montana's move against TikTok a speed bump or the start of a trend? (00:21) Bill Mann discusses: - How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama - Shares of Bath & Body Works popping 10% on its latest earnings report - Names for scented candles (14:15) As the retail landscape continues to evolve, Motley Fool contributor Rachel Warren talks with Anjee Solanki, Director of Retail Services at Colliers, about one category that's holding its own. Comp...
Short-Seller vs Prize Fighter
May 17, 2023 20:00 - 25 minutesWhat happens when a short-seller collides with an activist investor? (00:21) Bill Barker discusses: - Target's 1st-quarter results beating expectations - CEO Brian Cornell's comments about organized (and violent) retail theft - Retail sales rising in April (11:15) Dylan Lewis and Bill Mann discuss Hindenburg Research's report on Icahn Enterprises, raising questions about the conglomerate's accounting practices and its dividend. Companies discussed: TGT, HD, IEP Host: Chris Hill Guests: Bi...
Buffett's Latest Buys (and Sells)
May 16, 2023 20:00 - 33 minutesLate Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling. (00:21) Jim Gillies discusses: - Home Depot's lackluster 1st-quarter results masking an otherwise strong business - Capital One getting a boost from the Oracle of Omaha - The surprising energy stock the Berkshire Hathaway team took a stake in (19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and ...
Time To Buy Golf Stocks?
May 15, 2023 20:00 - 28 minutesSometimes you need to stop thinking, let things happen, and be the ball. (00:21) Jason Moser discusses: - EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skeptical) - Peloton recalling more than 2 million exercise bikes - Why he's keeping a close eye on Home Depot's earnings report on Tuesday (13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies. Companies discussed: MSFT, ATVI, SONY, PTON, HD...
Making Cash vs Preserving Money
May 14, 2023 15:00 - 25 minutesIf you like to tinker with your investments, then it’s tough to beat the market over a long period of time. John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown.” Deidre Woollard caught up with Jennings to discuss: - Why the improbable happens all the time - 1 key attribute that some of the best-performing stocks...
Foolish Advice for College Grads
May 13, 2023 16:01 - 22 minutesCongratulations on finishing up college! So what are you going to do now? Mary Long caught up with four Fools to get some actionable advice for new college grads. They discuss: - What to do when you get your first paycheck. - How risk-averse grads can get in the stock market. - Preparing your finances for job hopping. - The difference between being a Rule Breaker and a Bridge Burner. Stocks, ETFs mentioned: SPY, QQQ, BRK.B Host: Mary Long Guests: Ron Gross, Alison Southwick, Robert B...
Alphabet's Event Serves Notice To Wall St.
May 12, 2023 20:00 - 39 minutesAt its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ro...
Money Advice from Moms
May 11, 2023 20:00 - 21 minutesSpending, investing, dealing with debt...moms have seen it all. (00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is an attractive business (with a richly-valued share price) (11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Got a question about personal finance? Email [email protected] and your question...
Writers Strike & The Future of Streaming
May 10, 2023 20:30 - 18 minutesThe last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses? (00:21) Bill Barker discusses: - The latest inflation data putting a smile on Wall Street's face - Pricing data for gasoline and bacon - Axon Enterprise succeeding despite today's stock drop (8:48) What will the writers strike mean for streaming businesses? Dana Corl talks with Vulture television critic Jen Chaney about why the writers are striking and the ripple effects ...
Guidance Trumps Results...Again
May 09, 2023 20:00 - 24 minutesSometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting. (00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low - How PayPal's CEO search is affecting shareholders - Under Armour's continued struggles and less-than-impressive record of share buybacks (14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan B...
Buffett on Apple, Banks, and Value Investing
May 08, 2023 20:00 - 21 minutesWhen Warren Buffett speaks, investors and Wall Street tend to listen. (00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over-diversification (9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Wo...
The Power of Optionality
May 07, 2023 16:01 - 31 minutesThe pessimist believes that setbacks become one’s identity. The optimist believes something else. Kevin Kelly is the founding executive editor of “Wired” magazine and the author of “Excellent Advice for Living: Wisdom I Wish I’d Known Earlier.” Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Kelly to discuss: - The power of compounding in your finances and personal relationships. - ChatGPT and the origins of hacking. - Why investors should be unafraid of losin...
2 High-Growth Companies to Watch
May 06, 2023 16:00 - 24 minutesJust because a stock is down 50% doesn’t mean that the business is broken. (Or does it?) Ricky Mulvey caught up with Motley Fool Senior Analyst Yasser El-Shimy to talk about some higher growth companies whose stocks have taken a hit. They discuss: - How investors can approach growth stocks with a venture capital lens. - Profitability questions for a streaming data company. - A second look at a space company that went public via SPAC. Companies discussed: CFLT, LMT, SPCE, RKLB Host: Ricky...
Apple's Approaching $3T
May 05, 2023 20:00 - 39 minutesThe biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Shopify shares rising 25% due to multiple company announcements - The latest from Marriott, Booking Holdings, and Starbucks (19:11) Andy and Ron continue their analysis, with a focus on: - Mercadolibre's continued grow...
Burgers > Exercise
May 04, 2023 20:00 - 29 minutesFor one day in the stock market, investors voted with their stomachs. (00:21) Bill Barker discusses: - The Federal Reserve meeting expectations - Paramount Global slashing its dividend 80% - Peloton struggling with its turnaround - Shake Shack posting higher revenue in the 1st quarter - Potential names for Darden Restaurants newest franchise (16:29) Ricky Mulvey talks with Motley Fool senior analyst (and Star Wars superfan) Jim Gillies about Disney's acquisition of Lucasfilm and ways to imp...
Berkshire Hathaway Meeting Preview
May 03, 2023 20:00 - 23 minutesInvesting’s biggest weekend is almost here. (00:21) Ricky Mulvey and Asit Sharma discuss: - Johnson & Johnson’s spin-off of its consumer health company, Kenvue. - If Darden Restaurants is getting a good deal on its acquisition of Ruth’s Hospitality Group. - Yum! Brands quarter, and what it says about the global economy. (12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend. Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YU...
The "New Normal" in Silicon Valley
May 02, 2023 20:00 - 23 minutesAs loans get more expensive, what are the ripple effects for start-up companies in the tech industry? (00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration of profitability in 2023 - Pfizer's results beating expectations despite demand for its Covid vaccine is falling - Why he's more interested in the Federal Reserve on Wednesday than the jobs report on Friday (10:49) Alison Southwick and Robert Brokamp continue their conversation with Bill Mann a...
Another Bank Seized & Sold
May 01, 2023 20:00 - 25 minutesThree of the four largest bank failures in U.S. history have happened in the past two months. (00:21) Bill Barker discusses: - Regulators seizing First Republic Bank and selling it to JP Morgan Chase - CEO Jamie Dimon's comments about the state of play in banking - Norwegian Cruise Line beating low expectations in the 1st quarter - A plot point in last night's episode of "Succession" (15:16) Alison Southwick and Robert Brokamp continue their conversation with Motley Fool senior analyst Bill...
Private Equity’s Opaque World
April 30, 2023 15:00 - 27 minutesIf you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust division’s work on private equity. He's also authored a new book, “Plunder, Private Equity’s Plan to Pillage America.” Ricky Mulvey caught up with him to talk about: - The techniques many private equity companies use t...
Investing Lessons from “Succession”
April 29, 2023 16:00 - 28 minutesYou can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership. Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about: - Whether CEO succession plans are worth investor attention - “Succession” storylines that rhyme with real ones - Questions about Berkshire Hathaway’s next stage - One bold prediction about the end of “Succession” SPOILER ALERT: This episode discusses plot points f...
Big Tech, Big Payments, Big Burrito
April 28, 2023 20:00 - 39 minutesA huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle (19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, ...
Meta's Big Pop, Google's New Threat
April 27, 2023 20:00 - 21 minutesFor the first time in a while, Facebook's parent company gave shareholders reason to smile. (00:21) Bill Mann discusses: - Meta Platforms starting the fiscal year with a bang - The Reality Labs division posting an operating loss of (gulp) $4 billion - The current state of regional banks and the magic word he's seeing appear in the financial media (14:25) How much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast...
Microsoft-Activision Deal Blocked. Now What?
April 26, 2023 19:56 - 26 minutesHow hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators? (00:21) Bill Barker discusses: - Microsoft's strong 3rd-quarter results being overshadowed - The $3 billion breakup fee Microsoft is now likely to have to pay - Chipotle shares hitting a new all-time high after 1st-quarter profits were much higher than Wall Street was expecting (15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer l...
1 New Low, 1 New High
April 25, 2023 20:00 - 27 minutesFirst Republic Bank and Pepsi are very different businesses with stocks moving in very different directions. (00:21) Jim Gillies discusses: - First Republic Bank shares plummeting after terrible quarterly results and a surprisingly brief conference call - Medpace Holdings crushing their 1st-quarter report and (once again) winning the guidance game - Pepsi's stock hitting an all-time high after snacks fueled Q1 results (16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk...
"It's a landscape in chaos right now."
April 24, 2023 20:00 - 26 minutesStreaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and invest...
Doomberg on EU's Energy Crisis, Coal’s Future, and Nuclear Power
April 23, 2023 15:00 - 28 minutesIf a country can’t get natural gas to power its needs, where does it turn next? Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss: - Tradeoffs made during Europe’s energy crisis - A durable shift for coal demand - Countries shutting down (and investing in) nuclear energy - An energy storyline that “many analysts are underestimating” Company mentioned: PXD ...
Boring Companies, Exciting Returns
April 22, 2023 16:00 - 19 minutes“A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: - Boring, but effective ways to invest - ETFs that can build a portfolio - 1 key metric for investors to watch - The businesses of potato processing, car auctions, and paint manufacturing Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON Host: Sierra Baldwin Guest: Sanmeet De...
Netflix, Tesla, China's Growing Auto Industry, and Apple's Rise in India
April 21, 2023 20:15 - 39 minutesAs earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) M...
Another SPAC Bites The Dust
April 20, 2023 20:00 - 22 minutesBuzzfeed was in a rough spot even before the ad market softened. (00:21) Dylan Lewis discusses: - The shuttering of Buzzfeed News, the award-winning journalism part of Buzzfeed's business - What the ripple effects are for all investors (not just Buzzfeed shareholders) - Why he's looking forward to hearing from Meta Platforms' management this earnings season (10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors. Companies discussed: B...
Monster Beverage = Monster Stock
April 19, 2023 19:59 - 27 minutesWhat does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST,...
"It's the vanilla ice cream of the banking sector."
April 18, 2023 20:00 - 26 minutesNow that all of the Big Banks have reported earnings, what stands out? (00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance boost - Nvidia's unsurprising pricing power (11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options. Companies discussed: BAC, JNJ, PG, NVDA Host: Chris Hill Guests: Bill Mann, A...
Advice to a Young(er) Investor
April 17, 2023 20:06 - 26 minutesWhat do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahead (16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers. Got a question about stocks? Want to tell us about a stock you bought recent...
Ramit Sethi on Spending, Renting, and Financial Misconceptions
April 16, 2023 15:00 - 25 minutesMoney is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss: - The source of most financial conflicts in couples - Renting vs. Buying - Building the skill of spending money Host: Alex Friedman Guest: Ramit Sethi Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit ...
4 Monopolies Trading at Reasonable Prices
April 15, 2023 16:00 - 27 minutesInvesting doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about: - How to tell if a business is a monopoly - Laser-focused companies that have fended off competition - Monopolies in railroads, trash, and surgical robots Companies discussed: MSFT, WDFC, META, GOOG, GOOGL, DUK, UNP, WM Host: Mary Long Guest: Ron Gross Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm...
Improving Inflation, Earnings Kickoff, and "Walmart Envy"
April 14, 2023 20:11 - 39 minutesInvestors cheered the steadily improving inflation story. (0:21) Jason Moser and Matt Argersinger discuss: - How the current macro environment is what the Fed was aiming for - JPMorgan Chase and Wells Fargo starting earnings season in a strong way - Boeing's latest production challenge - Key takeaways from Andy Jassy's shareholder letter - Warner Bros Discovery's confusing rebrand of HBO Max (19:11) Motley Fool senior analyst Tim Beyers weighs in on how board games and video games are findi...
Why Did You Buy That Stock?
April 13, 2023 19:55 - 26 minutesWe asked the audience about recent stock purchases and they did not disappoint! (00:21) Asit Sharma discusses: - Delta Air Lines' 1st-quarter results - Why Delta CEO Ed Bastian is not worried about consumer spending - Highlights from Amazon CEO Andy Jassy's annual letter to shareholders (12:29) What's a stock you've bought recently and why did you buy it? Ricky Mulvey and Jason Moser dig through some of what our listeners have been buying and discover companies with moats and one short of a...
The Public Company Hiding In Plain Sight
April 12, 2023 20:09 - 28 minutesYou might be familiar with some of the brands, but the company's name is probably not on your radar. (00:21) Jim Gillies discusses: - MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings - The math behind MTY's success - Why he's most curious about Medpace Holdings reporting earnings in late April (17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidr...
1 Key Metric for Earnings Season
April 11, 2023 20:00 - 20 minutesIf the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory. (00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's earnings report - Why he's paying close attention to inventory levels (11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it. Companies discussed: KMX, INTU Host: Chr...
A Bull Case for Walmart
April 10, 2023 20:06 - 27 minutesEarnings season kicks off on Friday. What should investors be watching? (00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season (16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now. Companies discus...
Gambling Versus Investing
April 08, 2023 16:00 - 25 minutesA survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss: - The lines between gambling and investing, and when they get blurry. - Games that Wall Street traders play. - Positive sum, negative sum games, and how to know the difference. - How Uncle Sam helps investors more than gamblers. Host: Ricky Mulvey Guest: Anand Chokkav...
11 Stocks for Spring Cleaning Your Portfolio
April 07, 2023 20:00 - 39 minutesIf you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark joy (a la Marie Kondo) - Investments poised for a comeback - Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day - Actual cleaning tips! (19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-found...