We like stocks. We also like exchange traded funds (ETFs). But first, Ricky Mulvey and Jim Gillies discuss a difficult stretch for small-cap stocks, Costco’s new healthcare offering, and one piece of Costco’s valuation that’s often forgotten by investors. Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios. Companies/ETFs mentioned: COST, CIBR. Hosts - Ricky Mulvey, Alison Southwick; Guests - Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann
Guests: Jim Gillies,Robert Brokamp,Kirsten Guerra,Jason Moser,Bill Mann
Published:
When your information is everywhere, is it possible to rein it back in? Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss the implications of biometric data collection in a world where big tech runs rampant, which companies are getting the privacy game right (and wrong), Angel investing, and workarounds to weak links in existing cybersecurity systems. Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT. Host - Deidre Woollard; Guest - Tom Kemp
Guests: Tom Kemp
Published:
Original Broadcast: Motley Fool Show
Interest rates are paused but the hikes may not be over yet. Bill Mann and Deidre Woollard discuss what metrics the Fed is looking at before its next meeting, how FedEx’s business has evolved over time, and the traits a good chief financial officer should have. Then, 15 minutes in, Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain. Companies discussed: FDX, UPS, TMDX. Host - Deidre Woollard; Guests - Bill Mann, Tom King
Guests: Bill Mann,Tom King
Published:
The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss how investors can measure an automaker’s profits, a long-term problem for legacy carmakers, the impact of the strike on Tesla, and digital payments adoption in India. Plus, 15 minutes in, Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. Companies discussed: F, GM, STLA, TSLA, PYPL. Host - Ricky Mulvey; Guests - Asit Sharma, Robert Brokamp, Alison Southwick
Guests: Asit Sharma,Alison Southwick,Robert Brokamp
Published:
Original Broadcast: Motley Fool Show
Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade. Tim Beyers and Dylan Lewis discuss Apple’s fall update and the details on the iPhone 15 and 15 Plus, how the company is using phones to feed content for its future Vision Pro headsets, and why we want to be hearing more about Slack during Salesforce’s Dreamforce conference. Then, 19 minutes in, Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes. Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV. Host - Dylan Lewis; Guests - Tim Beyers, Ricky Mulvey, Bill Mann
Guests: Tim Beyers,Ricky Mulvey,Bill Mann
Published:
Original Broadcast: Motley Fool Show
What does an investor have to believe for today’s share price to make sense? Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss value drivers for a mature automaker, a high-growth payment processing company experiencing a narrative shift, and whether Nvidia can maintain its moat over the long-term. Companies discussed: GM, CP, ADYEY, NVDA. Host - Ricky Mulvey; Guest - Asit Sharma
Guests: Asit Sharma
Published:
Original Broadcast: Motley Fool Show
How can you use a company’s stock price to give you a window into the future? Bill Barker and Deidre Woollard discuss reasons for skepticism when it comes to AI hype, how long a leash unprofitable software companies may have, and if being located in SIlicon Valley is still an advantage for tech companies. Then, 18 minutes in, Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies. Companies discussed: PATH, AI, ASAN, NVDA. Host - Deidre Woollard; Guests - Ricky Mulvey, Bill Barker, Asit Sharma
Guests: Rickey Mulvey,Bill Barker,Asit Sharma
Published:
Original Broadcast: Motley Fool Show
New York City cracked down on short-term rentals, but is it a big deal for Airbnb? Ricky Mulvey and Jason Moser discuss how restrictions on short-term rentals could impact Airbnb’s growth story, why investors are sour about AMC’s new share issuance, and one company managing its share count well. Plus, 15 minutes in, Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”. Companies discussed: ABNB, EXPE, AMC, LOW. Hosts - Ricky Mulvey, Deidre Woollard; Guests - Jason Moser, Oliver Franklin-Wallis
Guests: Jason Moser,Oliver Franklin-Wallis
Published:
Original Broadcast: Motley Fool Show
We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known -isms and a look at few investments he wouldn’t want any part of. Bill Mann and Dylan Lewis discuss Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption, the largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock, and 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company. Then, 16 minutes in, Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes. Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL. Host - Dylan Lewis; Guests - Bill Mann, Ricky Mulvey, Anand Chokkavelu.
Guests: Bill Mann,Ricky Mulvey,Anand Chokkavelu
Published:
Original Broadcast: Motley Fool Show
Credit card debt and interest rates hit all time highs this year. Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss Macy’s and Nordstrom charging 32% APRs for retail cards, historical context on rising delinquencies, and Best Buy’s quarter, and sales slowdown. Plus, 13 minutes in, Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive. Companies discussed: BBY, M, JWN, DFS. Host - Ricky Mulvey; Guests - Bill Barker, Robert Brokamp, Matt Frankel
Guests: Bill Barker,Robert Brokamp,Matt Frankel
Published:
