Original Broadcast: Motley Fool Show
Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why. Emily Flippen and Jason Moser discuss big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta, Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4, and Spotify’s fantastic past twelve months and what investors should think now. Then, 19 minutes in, Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley. Finally, 31 minutes in, Jason and Emily break down two stocks on their radar: Masimo and Okta. Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI. Host - Dylan Lewis; Guests - Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis
Guests: Jason Moser,Emily Flippen,Tom Gardner,Michael Lewis
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When you have about $150 billion in cash on hand, you’re never out of position for making a decision. Shane Parrish is the founder of Farnam Street, the host of “The Knowledge Project” podcast, and the author of “Clear Thinking: Turning Ordinary Moments Into Extraordinary Results.” Mary Long caught up with Parrish to discuss decision making lessons from Warren Buffett, Charlie Munger, and Daniel Kahneman, how to create rules to become a more disciplined investor, and tips for writing an investment thesis. Tickers discussed: BRK.A, BRK.B. Host - Mary Long; Guest - Shane Parrish
Guests: Shane Parrish
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Original Broadcast: Motley Fool Show
Can Elon Musk build a $30,000 EV that everyone wants to drive? Tim Beyers and Deidre Woollard discuss Tesla’s compressing margins, robots with brains and Tesla’s take on the AI universe, and how Netflix is becoming a global television network. Then, 22 minutes in, Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Realtors. Companies discussed: TSLA, NFLX, RDFN, RMAX, HOUS. Host - Deidre Woollard; Guests - Tim Beyers, Greg Robertson
Guests: Tim Beyers,Greg Robertson
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Original Broadcast: Motley Fool Show
Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history. Ricky Mulvey and Asit Sharma discuss what got Microsoft across the finish line for its acquisition of Activision Blizzard, an unexpected winner in the deal, the latest memo from Howard Marks, “Further Thoughts on Sea Change”, and the case for credit investing, and a bond fund yielding 9%. Plus, 15 minutes in, Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY. Hosts - Ricky Mulvey, Alison Southwick; Guests - Asit Sharma, Robert Brokamp
Guests: Asit Sharma,Robert Brokamp
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Original Broadcast: Modern Mindset
Adam Cox is joined by Chand Chudasama from Price Bailey Chartered Accountants to explore the issue of the unclear extension of the sunset clauses for EIS (Enterprise Investment Scheme) and VCT (Venture Capital Trust) schemes. These schemes have played a crucial role in fostering the growth of the UK AI Tech industry. Chand sheds light on the concerns that might arise if these schemes were to come to an end and why there's hesitancy in announcing extensions, which is already impacting investments. Additionally, they delve into the potential long-term economic implications of this situation. https://www.pricebailey.co.uk/
Guests: Chand Chudasama
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Original Broadcast: Motley Fool Show
The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer. Emily Flippen and Jason Moser discuss what big interest rates mean for big banks and the latest insights from Jamie Dimon, Pepsi’s earnings showing signs that growth might be propped up by price hikes, and Atlassian’s $1B acquisition of Loom, the market reaction. to the Birkenstock IPO, and Spotify’s latest audio push. Then, 19 minutes in, Bloomberg’s Zeke Faux talks about the trial of FTX’s Sam Bankman Fried with Motley Fool Money’s Deidre Woollard. Finally, 33 minutes in, Jason and Emily break down two stocks on their radar: Outset Medical and Twilio. Stocks discussed: JPM, WFC, PEP, TEAM, BIRK, SPOT, OM, TWLO. Host - Dylan Lewis; Guests - Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux
Guests: Emily Flippen,Jason Moser,Deidre Woollard,Zeke Faux
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Original Broadcast: Motley Fool Show
The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great. Tim Beyers and Dylan Lewis discuss how the Department of Justice is charging Google for cementing itself as the search leader with exclusive deals with Apple, just how lucrative those deals were for Apple, and the similarities with this case and the government’s anti-trust case against Microsoft in the 1990s. Then, 15 minutes in, Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock Clear and the race to the front of the line. Companies discussed: AAPL, GOOG, GOOGL, YOU. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Sanmeet Deo
Guests: Tim Beyers,Mary Long,Sanmeet Deo
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Original Broadcast: Motley Fool Show
BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge. Ron Gross and Bill Mann discuss the jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season, Meta’s plans to offer a monthly subscription to users in the EU, Cyberattacks hitting Clorox, MGM, and Caesar’s and China’s BYD heating up the race in EVs. Then, 19 minutes in, Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. Finally, 33 minutes in, Bill and Matt break down two stocks on their radar: Chevron and Burford Capital. Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR. Host - Dylan Lewis; Guests - Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson
Guests: Bill Mann,Ron Gross,Ricky Mulvey,Walter Isaacson
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Original Broadcast: Motley Fool Show
Not everyone has a bank in the developing world, but mobile phones are everywhere. Mary Long and Asit Sharma discuss the evolution of payments in India, micropayments versus credit cards, how MercadoLibre is gaining traction with cross-border payments in Latin America, and the move for payments companies to become a superapp. Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA. Host - Mary Long; Guest - Asit Sharma
Guests: Asit Sharma
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Original Broadcast: Gadgets and Gizmos
Artificial intelligence has burst into the headlines over the past year and generated excitement among investors. But as with any exciting new technology that has generated a lot of hype, there will be pitfalls for investors along the way. If you want to invest in the AI revolution, what other companies could benefit and what do you need to consider. This is Money's Simon Lambert speaks to eToro’s Sam North to find out more, in a short programme originally broadcast on 15th July '23.
Guests: Sam North,Simon Lambert
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