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Motley Fool Money

Motley Fool Money: Meta Has 3 Billion Users. Now What? (27/7)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Meta Has 3 Billion Users. Now What? (27/7)
Meta has our attention but will we follow Mark Zuckerberg into the metaverse? Asit Sharma and Deidre Woollard discuss Meta’s soaring ad impressions amid a tough advertising market, if Mark Zuckerberg will need to choose between AI and the metaverse, and how Chipotle is using robots to boost efficiency. Plus, 20 minutes in, Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development. Companies discussed: META, CMG, SBUX, WD. Host - Deidre Woollard; Guests - Asit Sharma, Matt Frankel, Willy Walker
Guests:

Asit Sharma, Matt Frankel, Willy Walker


Published:
Motley Fool Money

Motley Fool Money: Cashing In On Chips (20/7)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Cashing In On Chips (20/7)
The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? Tim Beyers and Deidre Woollard discuss the challenges with standing up semiconductor factories in the U.S., the different types of chips Taiwan Semiconductor produces and what companies use them, and the restrictions that impact ASML. Plus, 18 minutes in, Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG. Host - Deidre Woollard; Guests - Tim Beyers, Kirsten Guerra
Guests:

Tim Beyers, Kirsten Guerra


Published:
Motley Fool Money

Motley Fool Money: Schwab Is Not SVB (18/7)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Schwab Is Not SVB (18/7)
When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. Ricky Mulvey and Asit Sharma discuss Schwab’s cash sorting problem, take-aways from bank earnings, and a deadline for the Microsoft/Activision deal whooshing by. Plus, 11 minutes in, Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k). Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI. Host - Ricky Mulvey; Guests - Asit Sharma, Robert Brokamp
Guests:

Asit Sharma, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: Big Banks Cash In (14/7)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Big Banks Cash In (14/7)
If you bank with the one of the giants, you might be helping pad their bottom line. Jason Moser and Matt Argersinger discuss why they’re watching margins and inventory levels this earnings season, how interest rate spread pushed JP Morgan to a stellar quarter, and how short sellers are creating big YTD returns for beaten-up companies. Plus, 19 minutes in, Deidre Woollard speaks with Steve Wyett, the Chief Investment Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. Finally, 31 minutes in, Jason and Matt break down two stocks on their radar: Franklin Electric and Disney. Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS. Host - Dylan Lewis; Guests - Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyatt
Guests:

Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyatt


Published:
Motley Fool Money

Motley Fool Money: Travel Is Still Flying High (13/7)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Travel Is Still Flying High (13/7)
Another positive sign for the travel industry as Delta raises guidance. Bill Barker and Deidre Woollard discuss the surge in international travel and where Delta’s next revenue bump could come from, what factors could slow the travel boom, and the curious allure of the many flavors of Doritos. Then, 15 minutes in, the latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro. Companies discussed: DAL, PEP. Host - Deidre Woollard; Guests - Bill Barker, Ricky Mulvey
Guests:

Bill Barker, Ricky Mulvey


Published:
Motley Fool Money

Motley Fool Money: Twitter Faces Threats from AI and Meta (5/7)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Twitter Faces Threats from AI and Meta (5/7)
AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience. Asit Sharma and Dylan Lewis discuss Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access, what those moves say about AI, online intellectual property, and the next era of the internet, and Meta’s new Twitter challenger Threads. Then, 16 minutes in, Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought. Companies discussed: META, EOLS, GOLF, PM, DIS. Host - Dylan Lewis; Guests - Asit Sharma, Rickey Mulvey, Nick Sciple
Guests:

Asit Sharma, Ricky Mulvey, Nick Sciple


Published:
Motley Fool Money

Motley Fool Money: The Motley Fool Money Half-Year Review (30/6)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The Motley Fool Money Half-Year Review (30/6)
2023 is half over and the stock market has rebounded significantly from its 2022 lows. Andy Cross and Jason Moser discuss revised first quarter GDP data, Nike earnings coming in a bit light, and the Biden Administration's proposed new artificial intelligence chip export restrictions for China. Then, 19 minutes in, Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay. Finally, 32 minutes in, Jason and Andy talk about two ideas on their radar: Amazon and Winmark. Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA. Host - Ron Gross; Guests - Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer
Guests:

Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer


Published:
Motley Fool Money

Motley Fool Money: What to Do with Dividends (27/6)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: What to Do with Dividends (27/6)
One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time. Jim Gillies and Ricky Mulvey discuss Walgreens Boot Alliance’s disappointing 3rd quarter, the pharmacy chain’s turnaround story, what to look for in investor presentations, and why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity. Plus, 12 minutes in, Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers. Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD. Links: Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/. Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0. Host - Ricky Mulvey; Guests - Jim Gillies, Robert Brokamp, Matt Argersinger
Guests:

Jim Gillies, Robert Brokamp, Matt Argersinger


Published:
Motley Fool Money

Motley Fool Money: Amazon Vs. Walmart (25/6)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Amazon Vs. Walmart (25/6)
Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets”, and how Amazon often beat Walmart’s low-price guarantee, the incentives that slowed down Walmart’s e-commerce rollout, why WalMart was hesitant about creating a loyalty program, and Amazon and Walmart’s push into healthcare. Companies discussed: AMZN, WMT. Host - Mary Long; Guest - Jason Del Rey
Guest:

Jason Del Ray


Published:
Motley Fool Money

Motley Fool Money: EVs Get Supercharged (21/6)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: EVs Get Supercharged (21/6)
Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon. Asit Sharma and Dylan Lewis discuss why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS), what’s behind Tesla’s 140% jump in shares so far in 2023, Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program (NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS”). The, 12 minutes in, Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them. Companies discussed: TSLA, F, GM, LOW, TGT, HD, CVS. Host - Dylan Lewis; Guests - Asit Sharma, David Johnston, Ricky Mulvey
Guests:

Asit Sharma, David Johnston, Ricky Mulvey


Published: