
Motley Fool Money
2,203 episodes — Page 30 of 45
Russia: Explaining Sanctions and SWIFT
The fallout from Russia's invasion of Ukraine has investors asking a lot of questions. And while some in the financial media are eager to draw quick and hard conclusions, there are still a lot of unknowns. (0:25) Bill Mann discusses: - The impact of U.S. and European economic sanctions - SWIFT (Society of Worldwide Interbank Financial Telecommunications) and why it's so important - Switzerland abandoning its neutrality in favor of freezing Russian assets - His continued interest in the oil & gas industry right now - An important step anyone should take before making charitable contributions The website we discussed is http://charitynavigator.org Host: Chris Hill Guest: Bill Mann Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The Dropout: Fraud in Silicon Valley
Based on the hit podcast of the same name, "The Dropout" is a new mini-series starting March 3rd on Hulu. Rebecca Jarvis, chief business correspondent at ABC News and host of the podcast, discusses the story of Elizabeth Holmes. Founder of Theranos in 2003, Holmes was ultimately convicted of multiple counts of fraud. Jarvis shares: - What made Holmes tick - The nuance of "faking it 'til you make it" - Whether Silicon Valley could produce another Theranos today Stocks mentioned: AAPL, LYFT, UBER Host: Olivia Zitkus Guests: Rebecca Jarvis Producer: Ricky Mulvey, Emily Scharnhorst Engineer: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Good Businesses in Bad Times
If you want to do well as an investor, you have to get comfortable with the idea of holding great companies through difficult times. (Like the one we're in right now. Motley Fool senior analysts John Rotonti, Maria Gallagher, and Ron Gross take a look at how strong companies bounced back from difficult times, and how investors can apply those lessons today. They discuss: - The tough decisions from management at Domino’s and Apple that ultimately rewarded shareholders - How Disney found strength in its intellectual property - Key takeaways from investing through the Great Recession - Best Buy rebounding from being "Amazon’s showroom" Stocks discussed: DPZ, DIS, AAPL, BBY, AMZN, AMD, SBUX, PTON Host: John Rotonti Guests: Ron Gross, Maria Gallagher Producer: Ricky Mulvey Engineer: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
Why We Never Try To Time The Market
A sudden upswing for stocks late in the week is only the latest reminder of why it's a bad idea to try and time the market. (0:40) Jason Moser and Ron Gross share data that proves staying in the market is much more efficient (and lucrative) for investors than jumping in and out, and discuss: - Etsy increasing their seller transaction fee - Block's transaction revenue growth - Home Depot and Lowe's getting different reactions from similar 4th-quarter reports - The latest from Beyond Meat, Mercadolibre, Fulgent Genetics, and Booking Holdings (19:20) Chief Investment Officer Andy Cross talks with Jeff Green, CEO of The Trade Desk. (32:00) Jason and Ron answer a listener's question about how to build a portfolio. Jason's radar stock is Zoom Video and Ron unveils his "Resilient Basket" of stocks! (Costco, Disney, Domino's Pizza, Home Depot, Microsoft, Target) Got a question about stocks, industries, or trends? Drop as an email [email protected] Stocks discussed: ETSY, SQ, HD, LOW, BYND, MELI, FLGT, BKNG, TTD, ZM, COST, DIS, DPZ, MSFT, TGT Host: Chris Hill Guests: Jason Moser, Ron Gross, Andy Cross, Jeff Green Engineer: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
The Latest Correction
With the S&P 500 officially in "correction territory" it's worth remembering that these happen more often than we remember. Timing the market is nearly impossible, which is one more reason we play the long game and stay in the market. (0:25) Chief Investment Officer Andy Cross discusses: - How often we experience corrections - The added uncertainty of Russia invading Ukraine - Nasdaq stocks falling even further - Why being a net-buyer of stocks is so much better than trying to time a market bottom - The importance of taking a break (now and then) from financial news If you're looking for more guidance and stock ideas, check out our free Investing Starter Kit: http://fool.com/StarterKit Stocks discussed: ZM, HD Host: Chris Hill Guests: Andy Cross Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Acquisition Mindset
2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business? (0:20) Jason Moser discusses: - How Teladoc Health's stellar acquisition of BetterHelp is paying off - Why the jury is still out on its purchase of Livongo - (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year - The company's status as a dividend aristocrat - How Lowe's is effectively dealing with inflation (15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms. Stocks discussed: TDOC, LOW, HD, ABNB Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Makarand Mody Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Watching Business Evolution in Real Time
Ford Motor CEO Jim Farley is attempting to grow the electric vehicle part of his company while not alienating any stakeholders, especially employees. (0:20) John Rotonti discusses: - Farley's plan to create a separate division for Ford's EV business - The likelihood of other automotive companies following suit - Home Depot's highlights after a stellar fiscal year - Whether today's stock drop creates a good entry point for long-term investors looking to add Home Depot to their portfolio (14:30) Now that we're well past Valentine's Day, Alison Southwick and Robert Brokamp offer financial planning tips for singles. Stocks discussed: F, TSLA, GM, HD Host: Chris Hill Guests: John Rotonti, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Volatility = Price of Admission
The recent ups and downs (and more downs) of the stock market have rattled some investors, so we called on a friend to help put this volatility in context. Senior analyst Maria Gallagher talks with bestselling author Morgan Housel about: - Why time in the market is more important than your yearly return - How to think about the ups-and-downs as the cost of admission to investing - Why boring companies can make great investments Stocks discussed: FB Host: Maria Gallagher Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Making Sense of Stock Drops
History doesn’t repeat, but it often rhymes. We're going back in time to make sense of past “stock drops” and pull out the lessons that investors can use today, including: - What to look for from company executives as they respond to crises - Questions to help decide if companies are going through structural or cosmetic problems - How to revisit an investment thesis Stocks: META, LULU, ZM, NFLX, GE, CMG, PTON Host: Ricky Mulvey Guest: Asit Sharma Engineers: Dan Boyd, Rick Engdahl Special thanks to Steve Broido for voicing “Amazing Moments in Market Volatility!” Learn more about your ad choices. Visit megaphone.fm/adchoices
Finding Long-Term Winners in a Rough Market
After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0:45) Emily Flippen and Jason Moser make the distinction between volatility and risk, share why it's important to keep adding to your portfolio over time, and discuss: - Walmart increasing its dividend - Shopify shares falling despite strong growth in its fiscal year - Nvidia's guidance for 2022 - Airbnb reporting a profit and booking longer stays - Roku battling supply chain disruptions - Roblox getting punished for a small revenue miss - The Trade Desk wrapping up a strong year (19:20) Academy Award-nominated filmmaker Rory Kennedy discusses her new Netflix documentary, Downfall: The Case Against Boeing. (33:15) Emily and Jason ponder the threat of an avocado shortage in America and share two stocks on their radar: Upstart Holdings and Etsy. Got a question about stocks, industries, or trends? Drop as an email [email protected] Stocks discussed: WMT, SHOP, NVDA, ABNB, ROKU, RBLX, TTD, NFLX, BA, CMG, UPST, ETSY Host: Chris Hill Guests: Emily Flippen, Jason Moser, Rory Kennedy Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
"This is why we can't have nice things!"
(0:20) Maria Gallagher discusses: - Nvidia wrapping up the fiscal year with strong results across the board - DoorDash increasing orders as well as the amount of money spent per order - Surprisingly strong guidance for DoorDash's 2022 - Cheesecake Factory having pricing power? (14:45) Jason Moser and Matt Frankel do a deep dive on PayPal. Are you ready for February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: NVDA, DASH, UBER, CAKE, BRK.A, MELI, AAPL, PYPL Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Consumer Spending, E-Commerce, and the Business of Lodging
(0:20) Bill Mann discusses: - Retail sales growing nearly 4% in January - Shopify's strong growth in 2021 being followed by slightly less growth in 2022 - Why shares of Shopify will never look cheap - The company's new partnership with JD.com - Airbnb's record revenue last year - Hotel stocks hitting new all-time highs - The wisdom of Ron Gross (17:30) Olivia Zitkus and Keith Speights discuss a new wave of biosimilar drugs and the challenges (and opportunities for investors) they present. What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: SHOP, JD, ABNB, MAR, HLT, H, ABBV, AMGN, VTRS Host: Chris Hill Guests: Bill Mann, Olivia Zitkus, Keith Speights Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Intel's $5 Billion Bet
(0:20) Buying Tower Semiconductor for more than $5 billion in cash is only part of Intel's plan to manufacture chips. John Rotonti analyzes Intel's acquisition and what executives at Taiwan Semiconductor might be thinking in response. John also discusses Arista Networks wrapping up a strong fiscal year and taking market share from Cisco Systems. (16:00) Now that Valentine’s Day is over, Robert Brokamp and Alison Southwick tackle the top money arguments that couples face and discuss some ways to create more financial harmony in your relationship. What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: TSEM, INTC, TSM, ANET, CSCO, PTON Host: Chris Hill Guests: John Rotonti, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Bull vs. Bear: American Express
(0:20) Companies spent millions of dollars on Super Bowl ads, so how did they do? Jason Moser discusses the hits and misses from Salesforce, Meta Platforms, Hologic, Squarespace and more, as well as the current state of publicly-traded grill companies Weber and Traeger. (16:00) Jim Gillies and Bill Mann take a "Bull vs. Bear" approach to discussing one of Warren Buffett's biggest investments: American Express. You can vote for who you think made the better argument on our Twitter account: @MotleyFoolMoney What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: SQSP, FB, COIN, CRM, PEP, AXP, GM, BUD, HOLX, WEBR, COOK Host: Chris Hill Guests: Jason Moser, Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Designing A More Engaged Work Life
The principles of design can improve your life at work. Really. Dave Evans is a lecturer at Stanford University’s design program and the co-author of “Designing Your New Work Life.” Before that, he was an early employee at Apple and a co-founder of Electronic Arts. Producer Ricky Mulvey talks with Evans about: - The power of creating a “good enough for now” mindset - Deciding whether to quit or reinvent your job - How to create more spontaneity in a hybrid-work environment Stocks discussed: PINS, AAPL, HPQ Host: Ricky Mulvey Guests: Dave Evans Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
The Business Side of Super Bowl 56
Want to sound even smarter before, during, and after the big game? Then listen in as Dylan Lewis explores the big-money implications of the Super Bowl, including: - How broadcasters and streaming companies approach live sports - The challenge of getting subscribers to stick with a streaming service - Why some consumer goods companies are aiming for more than just brand recognition - Sports betting's evolution and growth - Prop bets! Stocks discussed: PEP, TMUS, COKE, FCAU, CMCSA, NFLX, DIS, CZR, PENN, DKNG, WYNN Host: Dylan Lewis Guests: Maria Gallagher, Asit Sharma, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Who's Got Pricing Power?
Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason Moser analyze as they discuss: - Disney's surprising 1st-quarter results in Parks and Disney+ subscribers - Peloton changing its leadership and tightening its purse strings - Affirm Holdings accidentally tweeting its earnings results too early - Pepsi & Coca-Cola telling similar stories with profits and higher costs - Cloudflare gearing up for 2022 - The latest from CVS, Chipotle, and Zillow - Two stocks on their radar: Brookfield Renewable Corp. and The Trade Desk Plus, Bill Shea from The Athletic offers an advertising preview of Super Bowl 56 and discusses how streaming video platforms are influencing the ad-buying landscape in live sporting events. What are you doing on February 18th? If you want to join our members attending the "Investing Essentials 2022 & Beyond" event just click here: http://2022.fool.com Stocks discussed: DIS, PTON, AMZN, NKE, AFRM, PEP, KO, NET, CVS, CMG, Z, BUD, PLNT, GM, COOK, BEPC, TTD Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Shea Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Business, SO MANY Opinions!
(:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes: - The strength in the Parks division - How Disney+ was the company's life raft - The brand-extending powers of streaming video - Bob Chapek's track record in his 2 years as CEO (13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business. Stocks discussed: DIS, CHWY, PTON, APRN, BIRD Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Host: Chris Hill Guests: Bill Mann, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Chipotle's Pricing Power is Real
(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including: - Yum Brands' eye-popping unit growth over the past year - How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations - Whether Chipotle can get to 7,000 locations (15:00) Ron Gross discusses the business of acquisitions, including: - The different ways that companies fund buying another business - Horizontal vs. vertical acquisitions - Hostile takeovers - Whether investors should wait for an acquisition to close before selling their shares Looking for more information on restaurant stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/ Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA Host: Chris Hill Guests: Jason Moser, Ron Gross Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Peloton the Next Chipotle? (No, seriously)
In one announcement Peloton announced layoffs, cut its investment in a new factory, and replaced its CEO. Are these the moves of a company preparing itself to be sold or retooling for the long haul. Bill Mann shares why he thinks new CEO Barry McCarthy is the right choice for the job and how the company's situation reminds of what Chipotle went through a few years ago. Also today: - Nvidia abandons its attempt to buy Arm Limited due to "significant regulatory challenges" - Steven Spielberg proving that past performance is generally a good indication of future results - Alison Southwick and Robert "Bro" Brokamp discuss how to talk about money with that special someone in your life (16:00) Interested in more stock ideas? Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: PTON, CMG, NVDA, SFTBY Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert "Bro" Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Why We're Not Sweating the Fed's Next Move
Is someone going to buy Peloton? And if so, will it be Apple, Amazon, Nike, or a player to be named later? Jason Moser shares why Nike's track record of success make it the more logical candidate. Also on today's episode: - Spirit Airlines and Frontier agree to merge, creating the 5th-largest airline in the U.S., with a strong emphasis on leisure travel - What's the main driver of a toy business? Hasbro's TV production division gets the credit for stronger-than-expected 4th quarter - Deirdre Woollard and Matt Argersinger discuss real estate investing and why they're not worried about the Federal Reserve raising interest rates (17:00) Interested in more stock ideas? Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: AAPL, AMZN, NKE, PTON, SAVE, ULCC, HAS, MAT, PLD, STAG, EGP Host: Chris Hill Guests: Jason Moser, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Diving Into 5G
Greater speeds. More capacity. Jason Moser and Matthew Frankel, CFP, discuss the wide ranging implications of 5G technology, and how investors should think about the rollout. Because it’s not just faster speeds for your phone– 5G technology could change the way you bank, game… and even smoke your ribs. Additional topics include: - The fundamentals of 5G - Implications on artificial intelligence, internet-of-things devices, immersive technology, and connected vehicles - Allocation strategy for 5G investors For more information on investing in 5G stocks, click here: https://www.fool.com/investing/stock-market/market-sectors/communication/5g-stocks/ Stocks: QRVO, TSLA, T, QCOM, CCI, AMT, AX, V, MSFT, ATVI, TCEHY, SONY Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Investing When You’re Down
Some of your stocks getting stung? Ours too. Tim Beyers and Robert "Bro" Brokamp offer some mindset help and historical perspective on this Saturday classroom. They discuss how you can be opportunistic in a down market, and how to think about your cash position. If you have cash and our looking for stock ideas, our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: SBUX, AMZN Host: Tim Beyers Guest: Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
“This is why we invest the way we do.”
The last few weeks have been particularly head-spinning for investors. We've seen stocks setting records (both good and bad) as volatility seems like it's becoming the norm. It's sometimes difficult but still important to remember how much better investing can be when we focus on the long term. Jason Moser and Emily Flippen share some perspective on their approach to investing and discuss: - Amazon's digital ad business and raising the cost of Prime to $139 - Alphabet splitting its stock (20 for 1) and posting huge 4th-quarter results - Meta Platforms battling "an unprecedented level of competition" - Snap's 1st-ever quarterly net profit - PayPal continuing to struggle with its transition away from eBay - Pinterest increasing revenue while losing global users - The latest from Qualcomm, Spotify, AMD, and Starbucks - Two stocks on their radar: Chipotle and Tenable Holdings Want 15 more stock ideas? They're included in our free Investing Starter Kit. Get your copy at http://fool.com/StarterKit Stocks: AMZN, GOOG, GOOGL, FB, AAPL, SNAP, PYPL, PINS, QCOM, SPOT, AMD, SBUX, MKC, DASH, SHAK, TENB, CMG Host: Chris Hill Guests: Emily Flippen, Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Companies Testing Investors' Patience
This is one of those times when almost no company is going to get the benefit of the doubt from Wall Street and investors in general. Meta Platforms and Spotify are two timely examples. Meta Platforms faces headwinds in the form of inflation, its own investments, and Apple's new iOS privacy changes. Spotify is showing growth, but guidance has some spooked and the latest controversy involving podcast host Joe Rogan isn't helping matters either. Tim Beyers analyzes both companies and discusses the very public roles that CEOs Mark Zuckerberg and Daniel Ek are taking as their companies deal with varying challenges. Plus, Dylan Lewis and Brian Feroldi do a deep dive on Digitalocean, a cloud company some are comparing to a young Shopify. Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: FB, SPOT, AAPL, ALGN, DOCN, AMZN, MSFT Host: Chris Hill Guests: Tim Beyers, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Investing in Great Leadership
Sundar Pichai (Alphabet), Dan Schulman (PayPal), and Kevin Johnson (Starbucks) have been running their respective companies for years, giving investors a track record by which to judge them. While all three stocks have been long-term winners, each is in the spotlight for a different reason. Alphabet announced a 20-for-1 stock split. PayPal's guidance sent shares to their worst day ever. Starbucks plows ahead in the face of multiple headwinds. Ron Gross analyzes each business through the lens of their CEOs and the leadership teams they've built around them. Plus, Ricky Mulvey talks with Maria Gallagher about the history of the NASDAQ and why it matters to investors today. To read about seven more top CEOs click here: Just go to https://www.fool.com/investing/how-to-invest/top-ceos/ Stocks: GOOG, GOOGL, PYPL, NFLX, SBUX, MSFT, META, TSLA Host: Chris Hill Guests: Ron Gross, Maria Gallagher Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Bellwether Stocks, Managing Your Investment Risk, Alphabet Preview
UPS is the largest delivery company in the world. It's also frequently mentioned as a "bellwether stock". Bill Mann analyzes the recent strength in their business, why he thinks it's already priced into shares of UPS, and other companies he looks to when he wants to gauge the strength of the economy. He also discusses ExxonMobil's fast-rising revenue, why he believes energy stocks like XOM have room to run, and what he's going to be watching when Alphabet reports earnings after the closing bell today. Plus, Alison Southwick and Robert Brokamp share tactical advice for managing your investment risk. Want more information on investing in top oil stocks? Just go to https://www.fool.com/investing/stock-market/market-sectors/energy/oil-stocks/ Stocks: UPS, XOM, GOOG, GOOGL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Understanding Subscription Businesses, Value Investing's Bad Rap
There are a lot of reasons we love to invest in subscription businesses and high on that list is the recurring revenue model. The Wall Street Journal reports that streaming-video services are losing half of their new subscribers after just a few months. Jason Moser analyzes the challenges of the consumer-facing subscription model and how services like Netflix, Apple+, HBO Max, Disney+ and others are combatting them (to varying levels of success). He also responds to a Motley Fool member's question about whether to focus on buying shares of larger, profitable businesses at the expense of currently-unprofitable companies with potential. Plus, John Rotonti and Jim Gillies discuss value investing and a sleeping tech giant that appears to be getting back on track. Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: DIS, AAPL, T, NFLX, CMCSA, SPOT, AMZN, NET, V, AI, INTC Host: Chris Hill Guests: Jason Moser, John Rotonti, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The Power of Regret, with Dan Pink
"No Regrets" is a popular tattoo but a bad mindset. In his new book “The Power of Regret: How Looking Backward Moves Us Forward", best-selling author Dan Pink shares how we can apply the feeling of regret to improve our lives. In this conversation with Chris Hill, Dan also discusses: - The research project that led to people around the world sharing their own regrets - How reaching out to old connections is never as awkward as you may think - The future of offices and remote work - His personal experiences with comedian Bob Saget - The potential of no Major League Baseball season this year For more information about Dan and his new book, visit http://danpink.com Host: Chris Hill Guest: Dan Pink Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Understanding Your Investing Behavior, with Tom Gardner and Morgan Housel
Most investors are not as smart as they thought they were a year ago. Fortunately, they're also not as dumb as they feel today. Morgan Housel, author of the international best-selling book “The Psychology of Money” joins Motley Fool co-founder Tom Gardner on to discuss investing behavior and why it is the most fundamental piece of your investing success. They also talk about how you can think about your cash position and how to mentally prepare for down markets. For a free copy of our investing “Starter Kit,” visit http://fool.com/starterkit and we’ll email it to you. Stocks: NFLX, SHOP Host: Tom Gardner Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Tech's Big Returns, Sports Business in the Spotlight
Apple posts record revenue. Microsoft makes its intentions clear with respect to its gaming division. Visa and American Express rise on strong results. Tesla tells Wall Street not to expect any new models this year. Home Depot's getting a new CEO while Lowe's gets a new partner in Petco. Atlassian raises guidance and McDonald's is optimistic about the McPlant Burger. Emily Flippen and Ron Gross analyze those stories, discuss areas of the market that look attractive right now, and share two stocks on their radar: Fulgent Genetics and Garmin. John Ourand from Sports Business Journal discusses NFL ratings, what the Olympics mean for NBC, the state of ESPN+, and the prospects for a Major League Baseball season. Want 15 more stock ideas? They're included in our free Investing Starter Kit. Visit http://fool.com/StarterKit to get your copy. Stocks: AAPL, MSFT, ATVI, V, AXP, PTON, TSLA, TEAM, HD, LOW, WOOF, MCD, DIS, CMCSA, FLGT, GRMN Host: Chris Hill Guests: Emily Flippen, Ron Gross, John Ourand Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Betting on the Winter Olympics, Exploring Global FinTech
Viewership on Peacock is not as high as Comcast would like, so they're doubling their investment in 2022. Maria Gallagher analyzes the streaming landscape and the role the Winter Olympics plays in Comcast's plans. She also discusses how McDonald's, one of the largest employers in the U.S., is dealing with rising costs and why Levi Strauss is optimistic about 2022. Plus, Emily Flippen and Asit Sharma take a closer look at Wise, a financial tech company aiming to make global currency transactions cheaper. Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: CMCSA, NFLX, DIS, MCD, LEVI, WISE, SQ, PYPL Host: Chris Hill Guests: Maria Gallagher, Emily Flippen, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
"The healthiest business on the U.S. stock market"
Microsoft CEO Satya Nadella talked about his company doubling down on gaming, which should give gamers and investors pause. Tim Beyers analyzes not only the impressive 2nd-quarter results but the overall health of Microsoft's business and how much room to run the gaming division has. He also discusses Mattel's renewed partnership with Disney, and what investors need to understand about F5's place in the cloud industry. Plus, Olivia Zitkus and Keith Speights discuss how Pfizer, Moderna, and Abbott Laboratories are investing the money they've earned from Covid-19-related sales, and whether one is doing a better job of it than the others. Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: MSFT, ATVI, MAT, DIS, HAS, FFIV, SNOW, MDB, PFE, MRNA, ABT Host: Chris Hill Guests: Tim Beyers, Olivia Zitkus, Keith Speights Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Ways to Manage Risk
Will the consumer spending American Express saw in the 4th quarter translate to other companies like Visa and Mastercard? Why will it take Johnson & Johnson two full years to split its company? Bill Mann answers those questions and shares his perspective on the market's recent volatility. Plus, Alison Southwick and Robert Brokamp (and some surprise guests!) discuss ways to manage risk. If you're looking for stocks to add to your own watchlist, we've got 15 in our free Investing Starter Kit. For a copy just go to www.fool.com/StarterKit Stocks: SHOP, NVDA, JNJ, GSK, BRK-B, BRK-A, AXP, COST, V, MA, PYPL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Being a Net Buyer of Stocks, Investing in China's Middle Class
It's never easy to see your stocks go down, especially when the overall market starts the way it has this year. Jason Moser discusses the importance (and psychological challenge) of being a net buyer of stocks and opens up about his decision-making process to buy more shares of Cloudflare, before he and Chris Hill share two stocks on their respective watchlists that they are looking to add shares of next. Plus, Bill Mann discusses China's enormous middle class, why so many businesses are making a play for it, and the role real estate investing plays in China. If you're looking for stocks to add to your own watchlist, we've got 15 in our free Investing Starter Kit. For a copy just go to www.fool.com/StarterKit Stocks: NET, SBUX, TWLO, AMZN, NFLX, PYPL, SHOP, JD, NTDOY Host: Chris Hill Guests: Jason Moser, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Diving Into Crypto
In the complex world of crypto, how do you separate the junk from the value? Motley Fool cryptocurrency expert Bernd Schmid joins producer Ricky Mulvey to discuss what long-term investors should look for in this emerging space, including: - How to think about allocation - The real-world problems that blockchain platforms are already solving - Fundamental differences between Bitcoin and Ethereum. Stocks: OSTK, NVDA Cryptos: BTC, ETH, SOL, MATIC What Is Proof of Stake (PoS) in Crypto? - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/proof-of-stake/ What Is Cold Storage in Crypto? - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/cold-storage/ Host: Ricky Mulvey Guest: Bernd Schmid Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
The Fundamentals of Financial Data, with Tom Gardner and Ayal Cusner
Understanding the math can help you weather the storm as a stock investor. Ayal Cusner, Investing AI & Automation lead at The Motley Fool, joins CEO and co-founder Tom Gardner to talk about the data that can give you more peace of mind when the market goes sideways. In this episode they discuss: - The math behind stock volatility - The fundamentals of owning growth-oriented companies - The potential long-term rewards of going on stock investing’s wild ride To learn more: How to Calculate Volatility of a Stock - https://www.fool.com/investing/how-to-invest/stocks/how-to-calculate-stock-volatility/ Understanding Portfolio Diversification - https://www.fool.com/investing/how-to-invest/portfolio-diversification/ Host: Tom Gardner Guest: Ayal Cusner Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Streaming Wars Heat Up and 1 Stock That Could Define the Next Decade
Netflix shares fall more than 20% as increasing competition from Disney, Apple, and HBO Max (among others) cut into subscriber growth. Peloton's stock fell 25% on Thursday on reports of halted production and potential layoffs. United and American Airlines express optimism about increased travel in the spring and summer. And for the second quarter in a row Procter & Gamble flexes its pricing power muscles. Andy Cross and Ron Gross analyze those stories, Amazon's new clothing store, Winnebago's new EV, and share two stocks on their radar: Restoration Hardware and Intellia Therapeutics. Aaron Bush discusses the shifting landscape in the video game industry, the move to create ecosystems (instead of merely publishing games), and shares why he believes Roblox could be one of the defining consumer companies of the 2020s. Want 15 more stock ideas? They're included in our free Investing Starter Kit. Just click over to www.fool.com/StarterKit to get your copy. Stocks: NFLX, T, DIS, AAPL, MSFT, ATVI, META, PTON, AAL, UAL, PG, RBLX, AMZN, WGO, TSLA, RH, NTLA Host: Chris Hill Guests: Andy Cross, Ron Gross, Aaron Bush Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
The Art of Pricing Power
Both Amazon and Costco are expected to increase their membership fees this year. Will they surprise customers (and investors) by increasing their fees by more than they have in the past? Maria Gallagher analyzes what’s expected and why pricing power is harder for entertainment businesses like Spotify, Netflix, and Disney+. She also discusses the expansion of McDonald’s partnership with Beyond Meat, the anticipated IPO of Impossible Foods, and why she’s not as bullish as others on the plant-based protein industry. Plus, Jason Moser and Matt Frankel dig into Shift4 Payments and share why it’s more than simply a payments processing business. To get a free copy of our Investing Starter Kit go to www.fool.com/StarterKit. Stocks: AMZN, COST, WMT, NFLX, DIS, SPOT, MCD, BYND, UL, FOUR, TOST, SQ Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Alphabet's Discipline, 5G's Potential
Microsoft's acquisition of Activision Blizzard wasn't just a shot at Meta Platforms. Shares of Sony continue to fall in the wake of Microsoft's move, causing some to question the future of Sony's PlayStation. Tim Beyers analyzes the shifting landscape in entertainment, including Google's move to shut down its original programming division at YouTube. He also discusses whether winning regulatory approval to become a bank holding company makes SoFi Technologies a more attractive investment and Verizon and AT&T changing some of their plans for today's nationwide rollout of 5G. Plus, Ricky Mulvey talks with John Laconte from The Vail Daily about how Vail Mountain Resorts is managing a labor shortage after a difficult holiday season. To get a free copy of our Investing Starter Kit go to www.fool.com/StarterKit and we'll email it to you. Stocks: SONY, GOOG, GOOGL, MSFT, ATVI, META, SOFI, SQ, VZ, T, MTN Host: Chris Hill Guests: Tim Beyers, John LaConte Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Microsoft Buys Activision Blizzard and Takes Aim at Meta Platforms
With its biggest acquisition ever, Microsoft buys Activision Blizzard for $68.7 billion. Jason Moser analyzes why the move signals a direct shot at Meta Platforms and why Microsoft shareholders should be optimistic about the company's gaming aspirations. He also examines shares of Goldman Sachs and The Gap, both falling similar amounts, and why one of them represents a potential buying opportunity. Plus, Alison Southwick and Robert Brokamp discuss actionable ways to stay on track with your financial goals for 2022, including a rare triple-tax advantage to help prepare for future healthcare costs. Stocks: MSFT, ATVI, META, NVDA, GPS, GS Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Factory to Your Front Door: Inside the Global Supply Chain
At some point in their journey, 90% of the world's goods travel by ship. Ordering something on Amazon may be simple, but getting to your front door is anything but. It's a topic that Christopher Mims, technology columnist for The Wall Street Journal, covers in his book Arriving Today: From Factory to Front Door – Why Everything Has Changed About How and What We Buy. In this episode producer Ricky Mulvey talks with Mims about his book, covering topics including: - The roots of the microchip shortage - Why Uber had a difficult time disrupting the trucking industry. - What it’s like to work in an Amazon fulfillment center - How to explain the metaverse to your mom You can follow Christopher Mims on Twitter @mims. Host: Ricky Mulvey Guest: Christopher Mims Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Start a Financial Plan, with Tom Gardner and Amanda Kish
While many wouldn’t go on vacation without a plan, that’s exactly how most people begin their investing journey. Amanda Kish, Financial Planner Specialist, joins Motley Fool co-founder Tom Gardner to discuss how to build a financial plan. In this episode, they cover: - How to understand yourself as an investor. - The key financial planning steps that new parents should take - How often you need to revisit a financial plan - The times you may want professional financial planning advice, and the parts you can do yourself. If you're looking to start a financial plan, we can help. Visit www.fool.com/StarterKit for a free copy of our investing "Starter Kit" and we’ll email it to you. Host: Tom Gardner Guest: Amanda Kish Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Banks, Big Opportunities, and What Did The Fed Chief Say?
Earnings season kicks off with the latest results from JPMorgan Chase, Wells Fargo, and Citigroup. Take-Two Interactive buys Zynga for $12.7 billion. Elastic's CEO moves to the CTO role. Virgin Galactic needs more money. Meta Platforms shuts down its dating service. Domino's makes changes to deal with inflation. Crocs makes a play for the luxury market. Maria Gallagher and Jason Moser analyze those stories, discuss why they're most curious about upcoming results from Pinterest and Etsy, and share two stocks on their radar: Adyen and Nvidia. CFP Malcolm Ethridge analyzes what Federal Reserve Chair Jay Powell said on Capitol Hill this week and why it matters to investors. Plus, he offers a preview of the 2nd season of "The Tech Money Podcast" and shares why he's keeping an eye on real estate, health care, PayPal, and UnitedHealth Group. Looking to get started investing? We’d love to help with a FREE copy of our Investing Starter Kit. Just click over to www.fool.com/StarterKit and we’ll email it to you. Stocks: WFC, C, JPM, TTWO, ZNGA, ESTC, PINS, AMZN, ETSY, SPCE, MTCH, META, DPZ, CROX, PYPL, UNH, NVDA, ADYEY Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Malcolm Ethridge Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
"This is the most important company on planet Earth."
Taiwan Semiconductor posted record profits in the 4th quarter, but that's not why John Rotonti believes the company is so important. He analyzes their commitment to invest more than $40 billion this year to increase their manufacturing capacity, as well as the latest news from homebuilders KB Home and Lennar. Plus, Deidre Woollard and Matt Argersinger discuss Sun Belt migration, remote work, and other big trends in real estate, along with some investment opportunities to consider. Stocks: KBH, LEN, TSM, AAPL, QCOM, VNQ, MAA, META, ROKU, ARE Host: Chris Hill Guests: John Rotonti, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Inflation, Pizza Excellence, and an Overlooked IPO
Inflation's record rise (highest in 40 years!) gets a shrug from investors. Chinese ride-hailing company Didi Global gets ready to be listed in Hong Kong. Bill Mann analyzes those stories and discusses the technological excellence of Domino's Pizza's business and the potential for its stock. Later in the show Dylan Lewis and Brian Feroldi take a closer look at Semrush Holdings, a search company that went public in March 2021. Stocks: DIDI, JD, DPZ, CMG, SBUX, SEMR Host: Chris Hill Guests: Bill Mann, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Intel's Smart Hire, Importance of Earnings Guidance, and 5 Tips for Increasing Your Wealth
Intel hires away Micron Technology's CFO as it preps to raise capital this year. Rivian Automotive's COO retires. Tim Beyers analyzes those stories, the latest on Juniper Networks, and shares why Netflix's management team is the best at offering guidance on their business results. Later in the show Alison Southwick and Robert Brokamp share five things you can do in five minutes to be richer in five years (or less). Plus, Bro proposes a new holiday for late February! Stocks: INTC, MU, RIVN, JNPR, CSCO, ANET, NFLX Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Grand Theft Auto Comes to Farmville, The Hidden Costs of Trading
Take-Two Interactive is buying Zynga in a cash-and-stock deal worth $12.7 billion. Shares of Lululemon fall as the retailer lowers expectations for its next quarterly report. Asit Sharma analyzes those stories, the latest innovation from Deere & Co., and why he's focusing on both capital-light and capital heavy businesses this upcoming earnings season. Later in the show Ricky Mulvey talks with Maria Gallagher about how trading costs can still affect investors in a world where the cost of executing a trade is $0. Stocks: TTWO, ZNGA, LULU, NKE, DE, UNF, HD, HOOD, AMTD, SCHW Host: Chris Hill Guests: Asit Sharma, Maria Gallagher Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Behind the Scenes at CNBC with Becky Quick
Having her family move around to different states wasn't fun for Becky Quick when she was a kid, but it made transitions later in life less frightening. She shares how she started working at her college newspaper before she even started classes, helped launch The Wall Street Journal's first website, and was initially reluctant to move to CNBC. Becky also discusses: - Early (and humorous) struggles in the transition from print journalism to TV - The importance of having fun on the set - Her unexpected introduction to Warren Buffett - Why she loves the business world You can (and should) follow her on Twitter @BeckyQuick. Host: Chris Hill Guest: Becky Quick Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Why and How to Invest, with Tom and David Gardner
There's no substitute for being invested with skin in the game in the world at large. In this weekend conversation, Co-founders of The Motley Fool Tom and David Gardner explain why. In this discussion the Gardners cover: - How investing fits into the pursuit of becoming smarter, happier, richer - The importance of being a lifelong learner and investor - Using index funds and how to approach buying individual stocks - Two core Motley Fool approaches -- Rule Breaker and Everlasting investing philosophies - Setting the right expectations for returns - Mastering the mindset of investing and managing volatility If you aren't already a listener, check out David Gardner's Rule Breaker Investing podcast at RBI.Fool.com And you can follow Tom and David on Twitter @TomGardnerFool and @davidgfool. Learn more about your ad choices. Visit megaphone.fm/adchoices