Original Broadcast: Motley Fool Show
Americans are feeling better about the economy. What’s that mean for stock investors? David Meier and Asit Sharma discuss why Americans are feeling better about the economy, the headwinds facing Okta, and fundamentals for long-term investors to watch, and a retail round-up including Abercrombie & Fitch and Pinduoduo. Then, 19 minutes in, former CEO of Siemens and Alcoa, Klaus Kleinberg, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. Finally, 32 minutes in, David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S. Host - Ricky Mulvey; Guests - David Meier, Asit Sharma, Klaus Kleinfeld
Guests: David Meier,Asit Sharma,Klaus Kleinfeld
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$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. Tim Beyers and Mary Long discuss market relief about the latest in Trump’s trade saga, a rose and a thorn from Nvidia’s latest report, and another trade-related announcement that affects the semiconductor supply chain. Companies discussed: NVDA, CDNS, SNPS, SIEGY. Host - Mary Long; Guest - Tim Beyers
Guests: Tim Beyers
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Original Broadcast: Motley Fool Show
Memorial Day means mowing the lawn and grilling — while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching. Jason Moser and Bill Mann discuss what Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io, MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love, and Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return. Then, 19 minutes in, with summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up. Finally, 33 minutes in, Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo. Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD. Host - Dylan Lewis; Guests - Jason Moser, Bill Mann, Bryan Fairbanks
Guests: Jason Moser,Bill Mann,Bryan Fairbanks
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Elon Musk is committed to Tesla for at least five more years. Jason Moser and Ricky Mulvey discuss investing in companies with a singular leader, earnings results from Home Depot, and a listener's suggestion to create a “laziness” stock basket. Finally, 17 minutes in, Robert Brokamp answers listener questions about Roth IRAs and dividend investing. Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT. Host - Ricky Mulvey; Guests - Jason Moser, Robert Brokamp
Guests: Jason Moser,Robert Brokamp
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Original Broadcast: Motley Fool Show
After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. Jason Moser and Dylan Lewis discuss the U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck, Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising. Then, 16 minutes in, GoDaddy is known for its commercials, less known for its capital allocation strategy. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks. Companies discussed: FOX. Host - Dylan Lewis; Guests - Jason Moser, Ricky Mulvey, Mark McCaffrey
Guests: Jason Moser,Ricky Mulvey,Mark McCaffrey
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Original Broadcast: Motley Fool Show
Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specialises in the history of Fed policy. He is also the author of 'MarketCrafters: The 100-Year Struggle to Shape the American Economy.' Hughes joined Ricky Mulvey to discuss modern examples of American 'market craft', how to fix the housing crisis, and what we did and didn’t get from $2 trillion in COVID aid. Host - Ricky Mulvey; Guest - Chris Hughes
Guests: Chris Hughes
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Original Broadcast: Motley Fool Show
Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. Tim Beyers and Bill Mann discuss the Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts, Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty, and how Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness. Then, 19 minutes in, Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel. Finally, 31 minutes in, Bill and Tim break down two stocks on their radar: Apple and Ibotta. Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT. Host - Dylan Lewis; Guests - Bill Mann, Tim Beyers, Jason Hall
Guests: Bill Mann,Tim Beyers,Jason Hall
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Original Broadcast: Motley Fool Show
After sixty years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. Jim Gillies and Dylan Lewis discuss Warren Buffett’s plan to step down as CEO of Berkshire Hathaway, the parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook, and the available cash, opportunities, and challenges ahead for Greg Abel and team. Companies discussed: BRK.A, BRK.B, AAPL, BAC. Host - Dylan Lewis; Guest - Jim Gillies
Guests: Jim Gillies
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Original Broadcast: Motley Fool Show
Microsoft just got the market focused on business results again. Nick Sciple and Dylan Lewis discuss Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud, Meta’s advertising present and AI future, and why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. Then, 17 minutes in, Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL, AMZN, WBD. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Ryan Henderson
Guests: Tim Beyers,Mary Long,Ryan Henderson
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Original Broadcast: Motley Fool Show
PayPal is not making noise, but standing firm on its earnings outlook. Jason Moser and Ricky Mulvey discuss how trade disputes are impacting the Port of Los Angeles, what PayPal’s advertising business means for its growth story, and earnings from Spotify. Then, 15 minutes in, Robert Brokamp joins Ricky to discuss some methods to diversify your savings. Companies discussed: WMT, PYPL, SPOT. Host - Ricky Mulvey; Guests - Jason Moser, Robert Brokamp
Guests: Jason Moser,Robert Brokamp
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