Afleveringen
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Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong?
Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss:
Expanding your definition of competition.
Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped.
Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.”
Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI
Host: Ricky Mulvey
Guest: Patrick Badolato
Producer: Mary Long
Engineer: Dan Boyd, Rick Engdahl
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Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar.
Host: Ron Gross
Guests: Asit Sharma, Matt Argersinger, Ben Wallace
Engineer: Dan Boyd
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Zijn er afleveringen die ontbreken?
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The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The 25% tariffs that the Trump administration announced for imported cars and auto parts.
- How Google is trying to respond to the next era of search.
- Robinhood’s quest to become the everything-finance app.
Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider.
Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future
NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html
Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE
Host: Ricky Mulvey
Guests: Jason Moser, Anthony Schiavone
Producer: Mary Long
Engineer: Dan Boyd
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A discount retailer sheds some branches; a pet supply store picks up a few extra treats.
(00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings.
Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company.
Companies discussed: DLTR, DG, WMT, CHWY, SZL
Host: Mary Long
Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton
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Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- How Apple has driven Berkshire’s performance.
- Disney’s flat returns over the past five years.
- A jeans manufacturer that is smashing the market.
Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day.
Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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Tariffs and tech bubbles and uncertainty, oh my!
(00:21) Asit Sharma and Mary Long discuss:
- Companies that could be celebrating on April 2.
- What’s to blame for last week’s market “freakout”
- 23andme’s bankruptcy filing
Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks.
Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews
How do you tune out market noise? Tell us by writing into [email protected] !
Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Travis Hoium
Engineers: Dan Boyd, Rick Engdahl
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What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein.
Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about:
- Trade wars
- Degloblalization
- The crypto industry
- And how investors ought to make sense of the news.
Host: Ricky Mulvey
Guest: Richard Bernstein
Producer: Mary Long
Engineer: Rick Engdahl
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Two of the most influential voices in the market had something to say this week.
(00:21) Asit Sharma and Jason Moser discuss:
- Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing.
- What Tesla investors need to know about the headlines around recent accounting concerns.
- Earnings updates and red market reactions for FedEx, Nike, and Accenture.
(19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO.
(30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma.
Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner
Engineers: Dan Boyd
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Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain.
(00:21) Ricky Mulvey and Nick Sciple discuss:
- Takeaways from the Federal Reserve’s Open Market Committee Meeting.
- Netflix’s $320 million movie, The Electric State.
- Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply.
Then, (16:40) Fools answer mailbag questions about industrial stocks, quantum computing, and biotech.
Companies discussed: NFLX, CNQ, QXO, AER, BECN, VRTX, TDG, GXO, GOOG, GOOGL, MSFT
Host: Ricky Mulvey
Guests: Nick Sciple, Mary Long, Karl Thiel, Lou Whiteman, Tim Beyers,
Engineers: Dan Boyd, Rick Engdahl
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Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?
(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:
- The coming generation of chips.
- Increased competition from hyperscalers.
- Partnerships in fast food, autonomous driving, and robotics.
Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions.
Got a question for the show? Email [email protected]
Companies/tickers discussed: NVDA, PYPL
Host: Mary Long
Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
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If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz.
(00:14) Jason Moser and Ricky Mulvey discuss:
- Why Alphabet is spending $32 billion on a cloud security company.
- BYD’s announcement that it can charge an electric vehicle battery in five minutes.
- Robinhood rolling out prediction markets on its platform.
Then, (18:51) Alison Southwick and Robert Brokamp answer mailbag questions about keeping cash on the sidelines and health savings accounts.
Visit our sponsor: Build your Range Rover Sport at www.landroverusa.com
Got a question for the show? Email [email protected]
Companies/tickers discussed: GOOG, GOOGL, CRWD, CIBR, OTC: BYDDY, HOOD
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To stay on top, the consumer giants need a player in every potential market.
(00:21) David Meier and Dylan Lewis discuss:
- February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.
- Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing.
(13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field?
Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence.
Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool
And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm
Companies discussed: DG, WMT, PEP, KO.
Host: Dylan Lewis
Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni
Producer: Mary Long
Engineers: Dan Boyd
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How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients.
Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool Senior Analyst Buck Hartzell caught up with Cassel for a conversation about investing in the smallest kinds of public companies. They also discuss:
- How to evaluate companies with market caps less than $500M.
- What makes an “intelligent fanatic.”
- Why growing a stock position is like cultivating a relationship.
Host: Buck Hartzell
Guest: Ian Cassel
Producer: Mac Greer, Mary Long
Engineer: Chace Pryzlepa, RIck Engdahl
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Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.
(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less.
- The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk.
- Earnings from Adobe, Vail, and Docusign.
(19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks.
(32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks.
Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey
Engineers: Dan Boyd
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Volatility is the price of admission for long-term investing.
(00:21) Anthony Schiavone and Ricky Mulvey discuss:
- Investing mindset for market corrections.
- Earnings results from Dollar General.
- Why Americans are spending less at convenience stores.
Then, (14:08) Nick Sciple joins Ricky to chat about TKO Group and the company’s new boxing league and why company insiders are buying up shares.
Companies discussed: DG, SCHD, SPG, HSY, TKO
Host: Ricky Mulvey
Guests: Anthony Schiavone, Nick Sciple
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Wall Street is fearful. Should you be greedy?
(00:21) David Meier and Mary Long discuss:
- What’s changed and stayed the same since March 2020.
- If cooling inflation data is enough to calm markets.
- Meta’s plan to train an AI chip in-house.
Then, (21:12), IWG CEO Mark Dixon joins for a conversation about hybrid work, changing downtowns, and how companies can measure the financial benefits of in-person connection.
Host: Mary Long
Guests: David Meier, Mark Dixon
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
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And what’s that mean for long-term stock investors?
(00:21) Asit Sharma and Ricky Mulvey discuss:
- The tech stock sell-off.
- If the investing thesis for Tesla has fundamentally changed.
- No more free bags on Southwest Airlines (for most fliers).
Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare.
Companies/tickers discussed: QQQ, TSLA, LUV
Build your Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl, Heather Horton
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Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin.
- ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks.
(17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today.
Companies discussed: RDFN, RKT, NOW, MTN
Host: Dylan Lewis
Guests: Tim Beyers, Anthony Schiavone, Mary Long
Engineers: Tim Sparks, Dan Boyd
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Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss:
- Why Salesforce doesn’t plan to hire any software engineers this year.
- Lessons learned from major acquisitions, like Slack and Tableau.
- Where AI goes next.
Companies discussed: CRM, MSFT, LEN, DIS
Host: Dylan Lewis
Guest: Marc Benioff
Producer: Mary Long
Engineer: Rick Engdahl, Heather Horton
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When uncertainty spikes, our ability to look out into the future shrinks.
(00:21) Emily Flippen and Matt Argersinger discuss:
- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.
- Target’s continuing troubles, and why even Costco can’t escape the retail slowdown.
- What’s behind Okta’s 25% post-earnings pop.
(19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point.
(31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.
Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell.
Engineers: Dan Boyd, Rick Engdahl
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