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It's always a good idea to know why you're about to invest in a business. Jason Moser discusses short-term catalysts, long-term trends, and why it's ok to invest in both, the importance of understanding how a business makes money, and reasons to sell a stock. Plus, 10 minutes in, Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book 'Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink'. Companies discussed: ABND GS, HLT. Host - Chris Hill; Guests - Jason Moser, Deidre Woollard, Liz Hoffman

When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan. Jason Moser and Ron Gross discuss whether Costco is ready to increase membership fees, Salesforce focusing more on profitability, seeing light at the end of Okta's tunnel, how "it's all ball bearings" for C3.AI, and the latest from Target, Lowe's, Best Buy, and Zoom Video. Plus, 19 minutes in, Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street. Then at 35 minutes in, Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price. Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW. Host - Chris Hill; Guests - Ron Gross, Jason Moser, Bryan Fairbanks

It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. Jason Moser discusses Buffett's vigorous defense of share buyback programs, how Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks, and McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors. Plus, 15 minutes in, Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox. Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX. Host - Chris Hill; Guests - Jason Moser, Toby Bordelon, Jose Najarro

There's a lot to analyse in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. Emily Flippen and Jason Moser discuss Nvidia's results and place in the AI universe, Block surprising Wall Street with strong 4th-quarter revenue, Mercadolibre's enviable free cash flow, and the latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair. Then, 19 minutes in, Emily and Jason continue the earnings analysis and discuss Warner Bros. Discovery growing subscribers and cutting costs, the latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack, their most recent stock purchases and two stocks on their radar: Adobe and ANSYS. Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS. Host - Chris Hill; Guests - Jason Moser, Emily Flippen

There's not long left until the end of the tax year - and that means it is time to sort your ISA if you haven't already. This year's Isa allowance runs out as the tax year ticks over on 6th April and it pays to get everything you can into the tax-free shelter for savings and investments. But what are the important things you need to know, the tips for making the most of your ISA - and why does it matter more this year than it has done before. On this ISA saving and investing special episode, Georgie Frost and Simon Lambert talk all things ISAs - from finding the best saving rates, to how to invest and how to boost your chance of investment success if you already have a stocks and shares ISA.

If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. Jason Moser discusses Home Depot shares falling 5% after its first revenue miss since 2019, the capital allocation flex of raising wages and HD's dividend, and Walmart crushing its holiday quarter thanks to groceries. Then, at 11 minutes in, Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA. Companies discussed: HD, WMT; Host - Chris Hill; Guests - Jason Moser, Alison Southwick, Robert Brokamp

It was another big week of earnings results (and surprises). Jason Moser and Ron Gross discuss Shopify's guidance outweighing its results, Airbnb nearly doubling profit expectations, record revenue for The Trade Desk, shares of Roku popping more than 25%, and the latest from Marriott, Twilio, Cisco Systems, and Zillow Group. The, 19 minutes in, Jason and Ron keep the earnings coverage going and discuss Boston Beer surprising Wall Street, Outset Medical's latest results, the state of Microsoft's bid to buy Activision Blizzard, the latest from Coca-Cola, Roblox, Chipotle, and Alphabet, and two stocks on their radar: Etsy and Paramount Resources. Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU. Host - Chris Hill; Guests - Ron Gross, Jason Moser

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers discuss a very healthy quarter for AirBnB, and how the travel company continues to grow its footprint, AirBnB's $1.5 billion "waste of capital", Upstart's not too bad quarter, and questionable use of its balance sheet, and one thing to do whenever you buy a stock. Also, 17 minutes in, Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group and an historic parallel that offers some insight for today. Companies discussed: ABNB, UPST, ADANIENT. Host - Dylan Lewis; Guests - Tim Beyers, Bill Mann

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss where we are in the cloud adoption cycle, a key narrative playing out in semiconductor earnings, and what to learn from companies that went public too quickly. Companies discussed: MSFT, NVDA, TSM, META, AMD. Host: Deidre Woollard; Guest - Beth Kindig

Microsoft's AI event is only the latest sign of the hottest area of tech. Jason Moser discusses: CEO Satya Nadella hailing "a new day in search", shares of C3AI, an enterprise AI platform company, doubling in the past five weeks, and Zoom Video announcing it's laying off 15% of employees. Then, at 12 minutes in, Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field". Stocks discussed: MSFT, GOOG, AMD, AI, ZM; Host - Chris Hill; Guests - Jason Moser, Robert Brokamp, Jonathan Scott