DiscoverMotley Fool Money
Claim Ownership
Motley Fool Money
Author: The Motley Fool
Subscribed: 71,719Played: 2,685,915Subscribe
Share
© The Motley Fool
Description
Join hosts Dylan Lewis, Deidre Woollard, Ricky Mulvey, and Mary Long as they cover the day’s top business news and financial headlines with the Motley Fool's team of investment analysts. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.
1469 Episodes
Reverse
Deckers Outdoor and Super Micro Computer enter the S&P 500.
(00:21) Jason Moser and Deidre Woollard discuss:
- What it means to join the S&P 500.
- The brands driving Deckers Outdoor’s growth.
- Why an EV blunder may have cost Hertz’s CEO his job.
(16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.
Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA
Host: Deidre Woollard
Guests: Jason Moser, Daniel Newman
Producer: Ricky Mulvey
Engineers: Chace Przylepa, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans.
Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss:
Being early to trends, and lucky to sell
The importance of journaling
Time horizons, and what it means for stocks to be “up for sale every day.”
To learn more about Stock Advisor, our flagship investing service, visit: www.fool.com/emily
Host: Nick Sciple
Guests: Jim Gillies, Emily Flippen
Producer: Mac Greer
Engineers: Rick Engdahl
Companies discussed: BCE, RY, NFLX, GPRO, AMZN
Learn more about your ad choices. Visit megaphone.fm/adchoices
Younger generations want more experiences and less stuff. That’s a problem for retailers.
Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:
- The evolution of grocery stores, and how regional players can compete.
- Why direct-to-consumer brands have a scaling problem.
- How Harley Davidson stores became a social destination.
Company discussed: HOG
Host: Deidre Woollard
Guest: Kevin Ervin Kelley
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Desireé Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.
(00:21) Andy Cross and Matt Argersinger discuss:
- The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules.
- Why AI is pushing Oracle up and Adobe down after earnings.
- The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story,
(19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..
(34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.
Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC
Host: Dylan Lewis
Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
The old CEO is the new CEO at the athletic brand, but can he turn the ship around?
(00:21) Jason Hall and Deidre Woollard discuss:
- Why Kevin Plank is back in the CEO seat at Under Armour.
- What makes Dick’s Sporting Goods so resilient.
- The making of a perfect storm for homebuilders.
(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.
Companies discussed: LEN, PGY, DKS, UA, UAA
Host: Deidre Woollard
Guests: Gal Krubiner, Bill Mann, Jason Hall
Producer: Ricky Mulvey
Engineers: Kyle Carruthers, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.
(00:21) Matt Frankel and Dylan Lewis discuss:
- Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.
- New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.
- The banks to watch instead.
(13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.
Companies discussed: DLTR, NYCB, DOUL
Host: Dylan Lewis
Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra
Engineers: Desiree Jones, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Why does ASML want to leave its home country?
(00:21) Bill Mann and Ricky Mulvey discuss:
- A growth problem for the European tech giant.
- BMW’s ability to make a profit on electric vehicle sales.
- Product problems for BYD Auto.
Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.
Companies discussed: ASML, BMWYY, TSLA, BYDDY
NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html
Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial.
Host: Ricky Mulvey
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Stem CEO John Carrington is full speed ahead on the clean energy transformation.
(00:21) Jason Moser and Deidre Woollard discuss:
- Don Julio’s Oscars moment.
- If Oscar buzz is still powerful for movie makers.
- How Reddit is more like X than Pinterest.
(15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.
Companies discussed: DIS, PINS, SNAP, META, STEM
Host: Deidre Woollard
Guests: John Carrington, Jason Moser, Ricky Mulvey
Producers: Dylan Lewis, Ricky Mulvey
Engineers: Dan Boyd, Mary Long, Rick Engdahl
Special Thanks: Jason Hall
Learn more about your ad choices. Visit megaphone.fm/adchoices
Sky Harbour sees massive opportunities in the world of private aviation.
Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss:
How Sky Harbour is building home bases for planes.
The massive growth in private aviation and why it’s poised to continue.
Turning underutilized airports into hubs.
Companies discussed: SKYH, GD, BDRBF, FDX
Host: Deidre Woollard
Guests: Tal Keinan, Bill Mann
Producer: Dylan Lewis
Engineers: Kyle Carruthers, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:
If Airbnb can take a greater share of the hospitality market.
Why sports and the Sphere are a winning combination for Las Vegas.
How large-group travel provides a safety net for Ryman Hospitality.
Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard
Guest: Matt Argersinger
Producer: Dylan Lewis
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.
(00:21) Ron Gross and Jason Moser discuss:
- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.
- Target’s rebound and how it might get back to growth.
- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.
(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.
(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.
Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Nell Minow
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Big pockets have weighed in at New York Community Bank, can they turn the ship around?
(00:21) Bill Barker and Deidre Woollard discuss:
- Why New York City Bank needed a deep-pocketed rescue.
- Abercrombie & Fitch’s incredible rise.
- American Eagle’s tough bet on logistics.
(xx:xx) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.
Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN
Host: Deidre Woollard
Guests: Mary Long, Matt Frankel, Bill Barker
Producer: Dylan Lewis
Engineers: Rick Engdahl, Dan Boyd
Thank you to NordVPN -- get an exclusive NordVPN deal here ↣ https://nordvpn.com/MOTLEYFOOL
It’s risk- free with Nord’s 30-day money back guarantee!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Target finally finding its footing, and how the company is turning to loyalty programs for more growth.
- Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down.
- Bitcoin’s spot-ETF fueled rise to all-time highs.
(16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel.
Companies discussed: TGT, CRWD, BTC, JOBY, ACHR
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo
Engineers: Rick Engdahl, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
We try to separate the falling knives from the buying opportunities.
(00:21) Jim Gillies and Dylan Lewis discuss:
- NYCB’s credit downgrade, material weaknesses, and current struggles.
- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.
- Why Jim likes the prospects for beat-up fintech company PROG holdings.
(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.
Companies discussed: NYCB, SFIX, PROG
Host: Dylan Lewis
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
The European Commission is the latest to take aim at Apple’s app store.
(xx:xx) Jason Moser and Deidre Woollard discuss:
- Why Spotify and Apple are engaging in a new music streaming battle.
- If Spirit Airlines will seek another buyer.
- Why the latest go-private offer may be good news for Macy’s shareholders.
(xx:xx) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.
Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
When a stock goes parabolic, there’s more to the story than business performance.
Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:
- Super Micro’s real business.
- The original bull thesis for the data center service company.
- Super Micro’s relationship with Nvidia.
- What’s behind the stock’s recent performance.
Stocks discussed: SMCI, NVDA, DELL, HPQ
Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
With small caps, come great thrills. What about great rewards?
Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:
If the disappearance of “the small-cap premium” is a win for investors.
How to navigate environments with limited feedback.
The value (or lack thereof) of book value.
Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B
Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
(00:21) 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.
- Earnings updates from Axon and Okta, and a new dividend from Salesforce.
(19:11) 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.
(33:06) 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
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.
(00:21) David Meier and Deidre Woollard discuss:
- The power of a great CFO.
- What a change in leadership means for Snowflake.
- Why growing revenue isn’t just about new customers.
(17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.
Companies discussed: CRM, OKTA, SNOW, C
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: David Meier, Gary Stevenson
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Desiree Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.
- Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.
- Coupang’s continued rise as the major player in e-commerce in South Korea.
(17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.
Companies discussed: AAPL, BYND, CPNG
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Carrie Sun
Producer: Mary Long
Engineers: Chace Pryzlepa, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
💚WATCH>>ᗪOᗯᑎᒪOᗩᗪ>>LINK>👉https://co.fastmovies.org
so we can buy house ? 😂😂😂
I just finished listening to the latest episode of Motley Fool Money, and I have to say, it was packed with some really insightful discussions. The hosts always manage to break down complex financial topics into easily digestible pieces, which I truly appreciate. https://www.wattpad.com/user/Customise-Sticker The segment about the current market trends was particularly interesting. It's fascinating to see how various sectors are evolving in response to changing consumer behaviors and global events. The team's analysis of potential investment opportunities certainly gave me a lot to think about. https://disqus.com/by/customisesticker/about/
However, both beginners and already experienced gamblers are familiar with the problem of choice. After all, it can be quite difficult to understand what it is from the picture. This article https://bridgingdevelopment.org/ helped me a lot
DWillard stated that the result of a reverse stock split is more shares. it's the opposite..
This is the most uninformed podcast I've ever heard on this channel. He literally made up every single "fact" he stated. He gave a bunch of opinions and spun them as fact. It's an embarrassment that this was allowed to air
Chris Hill forgot about Flipkart $16bil acquisition
Weird episode. Skip.
error in stating book value calculation. it is original cost (less depreciation), not market value.
horrible podcast. I mean talk about something interesting about Intel like exclusivity on new UV equip in 2025 or somethjng
I think there are many reasons, but above all the uncomfortable or even unfair conditions that the platform provides to the players. I believe that now you can build an online gaming business differently if you use solutions from, for example, https://live.beter.co which provides various innovative products, such as Gravity. I think this is an interesting option for owning an online business.
Terrible.
not downloading!
awesome information... especially regarding the hype and charisma certain leaders of small companies and large alike.
hello xup
Powell Mostly
Had me laughing out loud several times; some of these guys have razor sharp wit.
Emily, the company name is snap, not snapchat.
7% of GOOGL market cap is not $20 billion as stated.
I'd really like to drive in a Tesla, especially driving. It seems to me that this is something quite unusual. So far I haven't found an opportunity for this, but I'm sure that sooner or later it will happen. When I was in Miami, I found a cool rental service where you can rent an exotic car, so click this link http://premierautomiami.com/ . The choice is very large, and the prices, of course, are different.