Original Broadcast: Motley Fool Show
The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club. Jason Moser and Matt Argersinger discuss Elon Musk’s lawsuit against OpenAI and Sam Altman, Apple putting an end to Project Titan and its automotive ambitions, and earnings updates from Axon and Okta, and a new dividend from Salesforce. Then, 19 minutes in, Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade. Finally, 33 minutes in, Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay. Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel
Guests: Jason Moser,Matt Argersinger,Deidre Woollard,Karl Thiel
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Original Broadcast: Motley Fool Show
Warren Buffett’s annual letter points to a steady path ahead. Jason Moser and Deidre Woollard discuss why Berkshire Hathaway doesn’t pay a dividend, if utility businesses are in trouble, and what a mountain of cash means for the insurance business. Then, 18 minutes in, Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future. Companies discussed: BRK.A, BRK.B, DPZ, LULU. Host - Deidre Woollard; Guests - Jason Moser, Ken Costa
Guests: Jason Moser,Ken Costa
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Original Broadcast: Thought for the Week
The birth rate is falling swiftly, leaving wealthy old folk with their ever greater reserves looking for a home. Meanwhile Professor Eric French and his colleagues ask, 'Why Do Retired Households Draw Down Their Wealth So Slowly?', showing how in the United States 80% of bequests are left to an ever-decreasing number of descendants, and just 2% to charity. It's time for a re-think whose purpose is inter-generational rebalancing. Background music: 'Young And Old Know Love' by Puddle of Infinity
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Original Broadcast: Motley Fool Show
Earnings season rolls on plus some acquisitions made the news this week. Emily Flippen and Andy Cross discuss earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre, and an acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio. Then, 19 minutes in, Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird”. Finally, 34 minutes in, Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot. Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS. Host - Ron Gross; Guests- Emily Flippen, Andy Cross, Kurt Wagner
Guests: Emily Flippen,Andy Cross,Kurt Wagner
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Original Broadcast: Motley Fool Show
Why would Eli Lilly put on a failure party? Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss: the complex failure at Boeing, what to do after something goes wrong, and the problem with “move fast and break things”. Companies discussed: BA, LLY. Host - Deidre Woollard; Guest - Amy Edmondson
Guests: Amy Edmondson
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Original Broadcast: Motley Fool Show
Economic data and earnings season combined for a volatile weak in the stock market. Bill Mann and Jason Moser discuss the latest inflation numbers and what they mean for investors, earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk, and Nvidia’s disclosure of its investments and how it impacted stocks. Then, 19 minutes in, Corrado Russo shares some thoughts on the international real estate market. Finally, 34 minutes in, Bill and Jason break down two stocks on their radar: Fresenius and Home Depot. Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS. Host - Ron Gross; Guests - Bill Mann, Jason Moser, Corrado Russo.
Guests: Bill Mann,Jason Moser,Corrado Russo
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Original Broadcast: Motley Fool Show
Retail numbers fall as some wonder if it’s more than cold weather holding consumers back. Bill Barker and Deidre Woollard discuss how the retail spending numbers might impact the Fed, if Stellantis is ready to take on Big EV, and Deere’s returns for investors. The, 18 minutes in, Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout. Companies discussed: WMT, DG, KR, STLA, GM, F, DE. Host - Deidre Woollard; Guests - Bill Barker, Chris Andrews.
Guests: Bill Barker,Chris Andrews
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Original Broadcast: Motley Fool Show
The industry defining companies continue to win in fast-casual, music streaming, and transportation. Emily Flippen and Matt Argersinger discuss Chipotle’s status as big burrito, and how things look as the stock hits all-time highs, Spotify and Uber’s impressive combo of growth and efficiency, and earnings updates from Roblox, Simon Property Group, and Enphase. Then, 19 minutes in — Valentine’s day is coming up! To help our listeners in matter gift-giving and money in relationships, Deidre Woollard caught up with Scott Rick a marketing professor at The University of Michigan and the author of "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships." Finally, 34 minutes in, Emily and Matt break down two stocks on their radar: Starbucks and Snap. Stocks discussed: CMG, SPOT, UBER, RBLX, SPG, ENPH. Host - Dylan Lewis; Guests - Emily Flippen, Matt Argersinger, Deidre Woollard, Scott Rick
Guests: Emily Flippen,Matt Argersinger,Deidre Woollard,Scott Rick
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Original Broadcast: Motley Fool Show
Disney’s quarter included sports, games, and a healthy dose of cutting costs. Rick Munarriz and Deidre Woollard discuss Disney’s ability to cut costs, how Disney plans to extend its IP into gaming, and ESPN’s power moves. Then, 17 minutes in, Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers. Companies discussed: DIS, FLWS, NFLX, FUBO. Host - Deidre Woollard; Guests - Rick Munarriz, Kirsten Guerra
Guests: Rick Munarriz,Kirsten Guerra
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Original Broadcast: Motley Fool Show
A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash. Bill Mann and Jason Moser discuss Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon, and why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China. Then, 19 minutes in, Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry. Finally, 36 minutes in, Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy. Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Ryan Henderson
Guests: Tim Beyers,Mary Long,Ryan Henderson
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