Original Broadcast: Motley Fool Show
Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be on the block. Travis Hoium, Lou Whiteman, and Jon Quast discuss Paramount wins WBD, NVIDIA’s “disappointing” quarter, earnings roundup, Joby and Uber, and stocks on our radar. Companies discussed: Rocket Lab (RKLB), Mercadolibre (MELI), Netflix (NFLX), Warner Bros Discovery (WBD), NVIDIA (NVDA), Alphabet (GOOG, GOOGL), The Trade Desk (TTD), Snowflake (SNOW), Joby (JOBY), Uber (UBER), Doordash (DASH), Lyft (LYFT), Spotify (SPOT), Live Nation (LYV), Disney (DIS), New York Time (NYT), Garmin (GRMN), Peloton (PTON), Berkshire Hathaway (BRK-B, BRK-A), PayPal (PYPL). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA’s earnings and investigates into some of the challenges for the future. Tyler Crowe, Matt Frankel, and Jon Quast discuss NVIDIA’s earnings, the evolving landscape for CPUs and GPUs, the bull vs. bear look at MercadoLibre's earnings, and the Trade Desk’s quarterly results. Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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New data from The Royal Kennel Club Census, based on nearly 20,000 UK dog owners, reveals fresh insights into Britain’s dogs ahead of Crufts. With walks averaging 1 hour and 16 minutes, agility owners report more exercise and higher training levels, and classic favourites like tennis balls and meat-based treats still dominate. Britain’s love of dogs remains as strong as ever. Joining Rory McGowan is Charlotte McNamara, Head of the Health and Breeding Department at the Royal Kennel Club, organisers of Crufts, who shares expert insight into the benefits of agility training — from improving focus and confidence to strengthening the bond between owners and their dogs — and explains why structured activity plays such an important role in canine wellbeing.
Guests: Charlotte McNamara
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This is a short episode, designed to build on a mindset based on the law of attraction and abundance. It therefore seeks to amplify that belief system, providing a short-cut to thinking positively.
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Original Broadcast: Modern Mindset
Across the UK, LGBTQ+ lives are increasingly shaped by court rulings, political debate, and headline-driven controversy. Questions about rights, safety, and recognition are being debated publicly — often without young people’s voices at the centre. At the same time, evidence shows LGBTQ+ young people face higher risks of poor mental health, isolation, and barriers to care, particularly when they cannot be open about who they are. In this context, initiatives like Purple Friday and its 'Paint It Purple' message matter. They offer visible, practical support in schools and communities, helping young people feel safe, valued, and supported at a time when it is needed most. Joining Rory McGowan to discuss this is Dr Mhairi Crawford, CEO of LGBT Youth Scotland.
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Original Broadcast: The Financial Outlook for Personal Investors
Finlay Mathers of Edison says that BP is going through a strategic reset. Its full year results show a strong underlying performance. There's a big divestment programme under way. Buybacks have been suspended to strengthen the balance sheet while Capex has been trimmed as the company refocusses on what it does best. Wheaton Precious Metals is a $70 billion company and yet it only has 44 employees. It's the world's largest precious metals streaming company. It doesn't mine anything but finances mining companies up front in return for a share of the revenue. Their margins have exploded as precious metals prices have risen. They have signed a new deal with BHP which is the single most valuable streaming transaction ever. They are the highest-growth name in the streaming space.
Guests: Finlay Mathers
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Original Broadcast: Gadgets and Gizmos
Steve Caplin is dismissive of a robot that can fold laundry – very slowly and possibly needing remote human operation. More impressive is the forthcoming Dyson PencilWash electric floor mop. He is in tune with the Co-op in Sheffield whose freezers are attracting people who like the C#major chord they play. Scientists at Vienna University have created the smallest ever QR code while Microsoft's aim to store data on glass that will last millennia might have a small flaw. Steve explains why some video doorbells don't spot nefarious activity. There's a military-grade smartphone with thermal imaging and night vision. And the world's largest spherical building, modelled on the moon and containing a 4,000-room hotel is being planned. They just aren't sure where to put it.
Guests: steve caplin
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Original Broadcast: The Bigger Picture
James Cameron-Wilson reports that box office is down 32%, though Wuthering Heights is still #1. #6 is the unnerving but funny horror Cold Storage. Witty, in the mould of Tremors, this gruesome tale of a deadly fungus has all the makings of a cult classic, managing the tricky balance between gross-out horror and laugh-out-loud comedy. At #10 is Good Luck, Have Fun, Don't Die, a sci-fi twist on Groundhog Day with Sam Rockwell a traveller from the future trying to prevent the AI apocalypse. A satirical shaggy dog epic in the manner of Terry Gilliam, it is very funny and chilling at the same time. James admired the Netflix documentary The Perfect Neighbour. Largely taken from police bodycam footage, it is about a neighbourhood tragedy in Florida. Although it is widely tipped for an Oscar, he is not sure of its merits as a watchable movie.
Guests: James Cameron-Wilson
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University wonders what the Gorton and Denton by-election could portend for British politics. Could it be another signpost to the end of traditional two-party politics? Is something going wrong for the established political class? Might it signal the end of Starmer's Premiership? Tim cites both a study into NHS maternity services and a statement from a former health minister that doubling the NHS budget over 20 years has made no difference to the nation's health as evidence of the truth of Gammon's Law about the growth of bureaucracy displacing useful work. Lastly, he and Simon discuss the loss of a mutual friend, Simon Richards, former chief executive of the Freedom Association. Dubbed "the nicest man in British politics", he wore his politics lightly but had an amazing talent for bringing people together. In an age where politicians are so earnest and serious, we need more people like Simon. He, and his infectious laugh, will be much missed.
Guests: Professor Tim Evans
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President Trump has learnt the hard way that he can't just impose tariffs by Executive Order. The U.S. Supreme Court may be beefed up by his own nominees, but they have shown that they do understand the law. We're now beset by uncertainties: on tariffs, refunds, exchange rates and U.S. public debt. The financial markets hate uncertainty, and his 150-day 'Section 122' tariffs won't fend off the risk of financial meltdown unless a long-term solution can be agreed on a cross-party basis. Background music: 'Confliction & Catharsis' by Asher Fulero
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