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Motley Fool Money: Surprising Earnings, Conservative Management (24/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Surprising Earnings, Conservative Management (24/2)
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
Guests:

Jason Moser, Emily Flippen


Published:
Motley Fool Money

Motley Fool Money: 2023 - The Year of Cautious Guidance (21/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: 2023 - The Year of Cautious Guidance (21/2)
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
Guests:

Jason Moser, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: The (Wall Street) Hits Keep On Coming (17/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The (Wall Street) Hits Keep On Coming (17/2)
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
Guests:

Ron Gross, Jason Moser


Published:
Motley Fool Money

Motley Fool Money: Answers from Airbnb, Questions for Upstart (15/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Answers from Airbnb, Questions for Upstart (15/2)
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
Guests:

Tim Beyers, Bill Mann


Published:
Motley Fool Money

Motley Fool Money: Beth Kindig on AI, Semiconductors, and Tech Cycles (12/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Beth Kindig on AI, Semiconductors, and Tech Cycles (12/2)
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
Guest:

Beth Kindig


Published:
Motley Fool Money

Motley Fool Money: The AI Land Grab Has Started (7/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The AI Land Grab Has Started (7/2)
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
Guests:

Jason Moser, Robert Brokamp, Jonathan Scott


Published:
Motley Fool Money

Motley Fool Money: Huge Jobs Report, Triple-A Earnings (3/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Huge Jobs Report, Triple-A Earnings (3/2)
Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports. Ron Gross and Jason Moser discuss another interest rate hike and a surprising jobs report, Apple's first sales drop since 2019, Guidance overshadowing Amazon's holiday quarter, Starbucks struggling outside the U.S. and the latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD. Then from 19 minutes in, Jason and Ron keep earnings-palooza going and discuss McDonald's ending the fiscal year on a high note, Match Group's disappointing results and layoff announcement, the latest from Qualcomm, Peloton, and Snap, and two stocks on their radar: Kinsale Capital Group and Samsara. Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT. Host - Chris Hill; Guests - Ron Gross, Jason Moser.
Guests:

Ron Gross, Jason Moser


Published:
Motley Fool Money

Motley Fool Money: Meta Soars (2/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Meta Soars (2/2)
For the first time in a long time, Meta Platforms gave shareholders a reason to smile. Tim Beyers discusses 4th-quarter revenue coming in higher than expected for Meta, that $40 billion share buyback plan, and why AMD is demonstrating not all semiconductor chip companies are alike. Plus, 11 minutes in, how did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list. Stocks discussed: META, INTC, AMD, PLNT. Host - Chris Hill; Guests - Tim Beyers, Sanmeet Deo.
Guests:

Tim Beyers, Sanmeet Deo


Published:
Motley Fool Money

Motley Fool Money: GDP, Tesla, FinTech, and "Burrito Season" (27/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: GDP, Tesla, FinTech, and "Burrito Season" (27/1)
As much as we love stocks, sometimes the Big Macro really does drive the market. Emily Flippen and Ron Gross discuss stronger-than-expected GDP sending stocks higher, Tesla ending the year on a high note, Chevron's record profits and huge buyback plan, Visa and Mastercard delivering strong profits (again), and the latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson. Also, 19 minutes in, Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid. And at 30 minutes in, Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza. Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ. Host - Chris Hill; Guests - Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo
Guests:

Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo


Published:
Motley Fool Money

Motley Fool Money: Big Banks vs. Apple & PayPal (23/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Big Banks vs. Apple & PayPal (23/1)
Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. Jason Moser discusses Spotify becoming the latest company to announce layoffs, seven large banks combining forces to create a digital wallet product, and how and why Apple and PayPal have such a large lead in this industry. Also, 12 minutes in, Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes. Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO. Host - Chris Hill; Guests - Jason Moser, Asit Sharma
Guests:

Jason Moser, Asit Sharma


Published: