Afleveringen
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Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil.
(00:21) Bill Mann and Ricky Mulvey discuss:
- Earnings from MercadoLibre and Celsius.
- The difficult market for energy drink makers.
- Schwab opening up 24 hour trading for stocks.
Companies discussed: MELI, CELH, MNST, SCHW
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Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineer: Rick Engdahl
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Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.
(00:20) Asit Sharma and Dylan Lewis discuss:
- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies.
- Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange.
- Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon.
- Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound.
Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO
Host: Dylan Lewis
Guests: Asit Sharma
Producer: Mary Long
Engineers: Rick Engdahl
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Zijn er afleveringen die ontbreken?
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A red hot software company is continuing to impress investors.
(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:
- Palantir’s impressive results.
- Harvard’s “just ok” endowment returns.
- Why individuals have advantages over institutional investors.
- Stories causing them to be rationally optimistic.
Companies discussed: PLTR, ACN, CTSH, VRTX
Host: Ricky Mulvey
Guest: David Meier
Producer: Mary Long
Engineer: Rick Engdahl
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There are a lot of billions on that balance sheet. What might Buffett want to do with all of it?
(00:21) Jason Moser and Mary Long discuss:
- What to make of Berkshire’s latest sells.
- Turnaround ideas for TGI Friday’s.
- Uber’s expanding network.
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Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO
Host: Mary Long
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Some companies drop new products. sweetgreen drops new vegetables.
Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about:
- The future of automation and eating.
- Creating an “Apple-like” retail experience at a restaurant.
- sweetgreen’s balance between value and growing to become profitable.
Companies discussed: SG
Host: Mary Long
Guest: Nicolas Jammet
Producer: Ricky Mulvey
Engineers: Tim Sparks, Heather Horton
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When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.
Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:
What to do when you’re on edge – about investments and life.
Whether politics matter in investing.
Stocks they’re buying regardless of who’s in the White House.
The note by Tom Engle that is read at the end of the show is also available here.
Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC
Host: Ricky Mulvey
Guest: Alicia Alfiere, Matt Argersinger
Producer: Mary Long
Engineers: Desiree Jones, Rick Engdahl
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Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.
(00:42) Bill Mann and Matt Argersinger discuss:
- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.
- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.
- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.
(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week.
(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.
Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.
Host: Dylan Lewis
Guests: Bill Mann, Matt Argersinger, David Gardner
Engineers: Rick Engdahl
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If you want to find market-beating stocks, sometimes you have to go where few others are.
(00:15) Jim Gillies and Ricky Mulvey discuss:
- Why the market may be overreacting to Boot Barn’s CEO departure.
- A niche-grocer that’s seen its stock 2x in the past year.
- Finding “growth at a reasonable price.”
Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.
Companies discussed: BOOT, SFM, AER, HSY
Host: Ricky Mulvey
Guests: Jim Gillies, Larry the Werewolf
Producer: Mary Long
Engineers: Rick Engdahl, Austin Morgan
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The company’s cloud segment just got A LOT more efficient.
(00:21) Tim Beyers and Mary Long discuss:
- The transition from “search engines” to “answer engines.”
- Google’s fast-improving position within the cloud computing market.
- Lessons learned from SuperMicro’s steep rise and sharp fall.
Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.
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Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE
Host: Mary Long
Guests: Tim Beyers, Bill Mann, Ricky Mulvey
Engineers: Rick Engdahl, Desiree Jones
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It’s not just a payments company.
(00:34) Jason Moser and Ricky Mulvey discuss:
- PayPal’s move to become a commerce platform, and how it’s impacting the business.
- What’s next for Venmo.
- McDonald’s traffic problems.
Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path.
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Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineer: Rick Engdahl
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Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue.
- The CFPBs “open banking” push and what it means for consumers and banks.
- Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business.
(16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out.
Visit our sponsor at www.landroverusa.com
Companies discussed: HOOD, BA, CVNA
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Yasser El-Shimy
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce.
Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about:
- The magic that made Blizzard Entertainment.
- The state of the video game industry.
- Why Grand Theft Auto VI is taking so long to develop.
Companies discussed: MSFT, TTWO, OTC: NTDOY
Host: Ricky Mulvey
Guest: Jason Schreier
Producer: Mary Long
Engineer: Desireé Jones
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Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.
(00:44) Ron Gross and Jason Moser discuss:
- Tesla’s return to growth expectations and positive returns for investors in 2024.
- How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger.
- Earnings from UPS and Coke, and McDonald’s E.Coli issues.
(19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st.
(35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly.
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Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Rick Engdahl
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In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles.
(00:21) David Meier and Ricky Mulvey discuss:
- Tesla returning to growth.
- Expectations for full self driving and humanoid robots.
- Peloton’s deal with Costco.
Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library.
Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media
Companies discussed: TSLA, PTON, ESRT
Host: Ricky Mulvey
Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser
Producer: Dylan Lewis
Engineer: Rick Engdahl
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The coffee chain drops some bad news early, while General Motors takes a victory lap.
(00:21) Kirsten Guerra and Mary Long discuss:
- Starbucks’ bitter earnings
- Brian Niccols’ barista-focused turnaround plan
- Surprising beats from an old automaker
Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business.
Visit our sponsor at www.landroverusa.com
Companies discussed: SBUX, GM, CART
Host: Mary Long
Guests: Kirsten Guerra, Tim Beyers
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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The answer is probably no, and that’s impacting telecom companies.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- What a longer hardware upgrade cycle means for Verizon.
- If this delay could impact the PC market, and electronics retailer Best Buy.
- Major League Soccer’s record regular season.
- YouTube’s advantages for streaming sports.
Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell.
Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineers: Desireé Jones, Rick Engdahl
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When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.
(00:22) Jason Moser and Dylan Lewis discuss:
- Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&P 500 concentration.
- What investors can learn from someone focused on tail-risk hedging.
- The peace of mind hedges investors can put in place for their own portfolios
(19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time.
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Companies discussed: AAPL, MSFT, NVDA, SONO
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Asit Sharma
Producer: Mary Long
Engineers: RIck Engdahl
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When a retailer falls, it falls quickly.
Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.”
- What Les Wexner understood about American consumers.
- The new competition for Victoria’s Secret.
- Lessons for retailers from Abercrombie & Fitch.
Companies discussed: VSCO, ANF
Host: Mary Long
Guests: Lauren Sherman, Chantal Fernandez
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight?
Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss:
What we can learn from King Charles’ portfolio.
The math of winners vs. losers.
How to think about expected value.
Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks, Austin Morgan
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Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?
(00:42) Jason Moser and Matt Argersinger discuss:
- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.
- Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.
- Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.
(19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance.
(33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.
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Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM,
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Bob Stark
Engineers: Tim Sparks, Rick Engdahl
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