Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too. Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In today’s episode, Jason talks with Mary Long about early investing successes, what’s shaped his investing philosophy, and how golf changed his life. Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own ...
Jun 16, 2024•21 min
How do you go from writing poetry to reading 10Ks for a living? Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing journey, mistakes he’s made along the way, and advice for navigating a career pivot. Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) t...
Jun 15, 2024•20 min
Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 . (00:21) Jason Moser and Emily Flippen discuss: - Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. . -Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time. -...
Jun 14, 2024•41 min
Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7 Host: Rick...
Jun 13, 2024•30 min
If everyone else is buying, should you be too? (00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by. Then, at (16:10) Alex Friedman talks with organizational psychologist Richard Davis, author of the new book “Good Judgment,” about the importance of a CEO’s personality. Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are au...
Jun 12, 2024•25 min
It’s not artificial intelligence. It’s Apple Intelligence. (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself. Then, (17:48) Alison Southwick and Robert Brokamp check in on the state of retirement. Learn more about the Range Rover Sport at www.landroverusa.com Got a question for Alison and Bro? Email it to podcasts...
Jun 11, 2024•31 min
Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. (00:21) Asit Sharma and Dylan Lewis discuss: - Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline. - Nvidia’s stock split, and why this one may matter more than most. - The new names in the S&P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market. (17:57) Are the world’s tallest buildings ego-projects...
Jun 10, 2024•31 min
Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”? Johann Hari is the author of the book, “Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New Weight Loss Drugs.” Ricky Mulvey caught up with Hari for a conversation about: The medical magic that makes GLPs so effective Whether online pharmacies can responsibly prescribe these drugs Why there’s a much larger market for these in the US than in ...
Jun 09, 2024•36 min
Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors? Matt Argersinger and Ricky Mulvey discuss the state of the multifamily market and why REITs (of any stripe!) aren’t out for the count quite yet. Host: Ricky Mulvey Guest: Matt Argersinger Producer: Mary Long Engineer: Dan Boyd Epic Bundle discount link: www.fool.com/epic Companies discusse...
Jun 08, 2024•21 min
Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves. (00:21) Bill Mann and Jason Moser discuss: - The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do. - Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price ...
Jun 07, 2024•41 min
If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors. Plus, (17:05) Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech. Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, ...
Jun 06, 2024•27 min
Growth comes easy when the product speaks for itself. At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage. Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company. Learn more about the Range Rover Sport at: www.landroverusa.com Companies discussed: CRWD, PANW, MNST,...
Jun 05, 2024•28 min
A juicy short report goes up against business fundamentals. (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their watchlists. Plus, (16:47) Robert Brokamp interviews Eileen Freiburger, Managing Director of the Garrett Planning Network, about what you should expect from meeting with a financial advisor. Learn more about the Range Rover Sport at www.landroverusa.com...
Jun 04, 2024•31 min
The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle. (0:25) Bill Barker and Dylan Lewis discuss: - Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings. - Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50. - Why big is better f...
Jun 03, 2024•29 min
Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect? Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money & Markets Really Work.” Mary Long caught up with Scanlon for a conversation about: - The challenges of measuring economic data. - What’s driving inflation. - How Domino’s turned around its business. Host: Mary Long Guest: Kyla Scanlon Producer: Ricky Mulv...
Jun 02, 2024•25 min
… and other legendary leaders. David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss: Using power to empower others. Lessons from market-beating executives. Why prioritizing people over results is a winning strategy. Host: Ricky Mulvey Guest: David Novak Producer: Mary Long Engineer: Tim Sparks Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, ...
Jun 01, 2024•25 min
Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop. (00:21) Jason Moser and Matt Argersinger discuss: - Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display. - Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any t...
May 31, 2024•41 min
Sales slow for the software company. But is that the end of the growth story? At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings. Check out the Range Rover Sport at www.landroverusa.com Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU Host: Mary Long Guests: Tim Beyers, Asit Sharma, Ricky...
May 30, 2024•29 min
On May 29, there is one investing account that deserves a celebration. First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA. Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price. Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/ Companies discussed: CHWY, DKS, CAVA Host: Ricky Mulvey Gu...
May 29, 2024•30 min
Sometimes, great isn’t good enough. (00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs. Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company. Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB Learn more about the Range Rover Sport at www.landroverusa.com. Host: Mary Long Guests: Jason Moser, Yasser el-Shimy Producer: Ricky Mulvey Engineers: Dan Boyd,...
May 28, 2024•29 min
Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach? Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about: The benefits of building an “anti-portfolio” Why it pays to get outside of your own four walls Lessons from a piggy bank auction Strebulaev is also the founder of the Venture Capital Initiative and a Professor ...
May 26, 2024•37 min
In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen? Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss: The relationship between streamers, studios, and theaters. How losing China as a distributor changes the dynamics of business – and creativity. Where moviemaking goes from here. Companies discussed: DIS Host: Ricky ...
May 25, 2024•20 min
AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech. (00:21) Jason Moser and Bill Mann discuss: - Nvidia’s blowout quarter and upcoming stock split. - Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan. - Earnings updates from retailers Target, Autozone, and Lowe’s. (19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to ha...
May 24, 2024•41 min
The tech giant continues to crush analysts’ lofty expectations. (00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation. Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups. Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL Host:Ricky Mulvey Guests: Asit Sharma, Mary Long, Matt Frankel Engineers: Tim Sparks, Desiree...
May 23, 2024•26 min
Just how resilient is resilient? (00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry. Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups. Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN Host: Mary Long Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices...
May 22, 2024•32 min
A lot, actually. (00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy. Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college. Check out the Range Rover Sport at www.landroverusa.com Got a question for the show? Email us at [email protected] Companies discussed: JPM, CA...
May 21, 2024•32 min
Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option. (00:21) Asit Sharma and Dylan Lewis discuss: - Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly. - A sneaky company that’s another winner in the weight-loss market. - Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave...
May 20, 2024•26 min
So, you want to grow your wealth. What’s the best way to do it? In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck. Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence. Chris Hutchins from All the Hacks modera...
May 18, 2024•51 min
The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times. (00:21) Jason Moser and Matt Argersinger discuss: - The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries. - Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode. - The latest add...
May 17, 2024•41 min
The streamer now has Christmas football games. First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart. Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel. Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Lou Whiteman Engineers: Dan...
May 16, 2024•29 min
