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Motley Fool Money

Motley Fool Money: Meta's New Specs (26-9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Meta's New Specs (26-9)
Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed. Jason Moser and Ricky Mulvey discuss updates from Meta Connect 2024, use cases for AR glasses, and new details about Southwest Airlines' overhaul. Then, 17 minutes in, Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation. Host - Ricky Mulvey; Guests - Jason Moser, Buck Hartzell
Guests:

Jason Moser, Buck Hartzell


Published:
Motley Fool Money

Motley Fool Money: What Makes a Turnaround Work (24-9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: What Makes a Turnaround Work (24-9)
Usually, you don’t want to run toward a company that cuts its dividend. Jim Gillies and Ricky Mulvey discuss Nike’s strategic pivot, and what it means for its retail partners, why turnaround stories are difficult to implement, and Foot Locker’s impressive leadership. Then, 15 minutes in, Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan. Companies discussed: NKE, FLHost - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp
Guests:

Jim Gillies, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: The Next AI Investment Story — Power (16/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The Next AI Investment Story — Power (16/9)
One query on ChatGPT takes 10x the amount of electricity as a Google search. Ricky Mulvey and Asit Sharma discuss how big tech is dealing with the electricity demands of AI systems, companies that could benefit from more energy usage, and if Under Armour can turn around. Then, 18 minutes in, Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch. Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV. Host - Ricky Mulvey; Guests - Asit Sharma, Brendan Hughes
Guests:

Asit Sharma, Brendan Hughes


Published:
Motley Fool Money

Motley Fool Money: Amazon Can’t Be Contained (14/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Amazon Can’t Be Contained (14/9)
40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure. Amazon is a goliath. Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about Amazon’s early days and how it withstood years of sustained losses, how Amazon makes Wall Street look genteel, and the lengths that the company went to get information from competitors. Companies discussed: AMZN, TGT, EBAY. Host - Mary Long; Guest - Dana Mattioli
Guest:

Dana Mattioli


Published:
Motley Fool Money

Motley Fool Money: Rich Signals from Berkshire (13/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Rich Signals from Berkshire (13/9)
Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants. Jason Moser and Matt Argersinger discuss the signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity, Brian Niccol’s vision for returning to Starbucks’ roots as a third place and why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through. Then, 19 minutes in — this week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025. Finally, 34 minutes in, Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries. Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Dan Barbera
Guests:

Jason Moser, Matt Argersinger, Dan Barbera


Published:
Motley Fool Money

Motley Fool Money: Easy Money Returns (12/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Easy Money Returns (12/9)
The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. David Meier and Ricky Mulvey discuss OpenAI’s $50 billion valuation jump in one week, a space SPAC that’s more than 10xed since April 2024, and one of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock. Then, 16 minutes in, Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today. Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE. Host - Ricky Mulvey; Guests - David Meier, Asit Sharma
Guests:

David Meier, Asit Sharma


Published:
Motley Fool Money

Motley Fool Money: $279 Billion Lost In A Day (4/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: $279 Billion Lost In A Day (4/9)
The Department of Justice has some questions about Nvidia’s business. Jason Moser and Ricky Mulvey discuss the subpoena that instigated the chip maker's selloff, a record amount of share repurchases by corporations, and earnings from Dick’s Sporting Goods and Dollar Tree. The, 18 minutes in, Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry. Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z. Host - Ricky Mulvey; Guests - Jason Moser, Matt Frankel.
Guests:

Jason Moser, Matt Frankel


Published:
Motley Fool Money

Motley Fool Money: Dow Loses Chips, Boeing Loses Money (3/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Dow Loses Chips, Boeing Loses Money (3/9)
Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around? Asit Sharma and Dylan Lewis discuss the latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here, Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline, and Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions. Also, 16 minutes in, Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor. Companies discussed: INTC, NVDA, LUV, BA. Host - Dylan Lewis; Guests - Asit Sharma, Alison Southwick, Robert Brokamp
Guests:

Asit Sharma, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: Missing Piece of the AI Spend Puzzle (30/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Missing Piece of the AI Spend Puzzle (30/8)
Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. Jason Moser and Bill Mann discuss Nvidia’s killer quarter, and why the market yawned over the results, the global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year, and Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce. Then, 28 minutes in, film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams. Finally, 49 minutes in, Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard. Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF. Host - Dylan Lewis; Guests - Bill Mann, Jason Moser, Nell Minow
Guests:

Bill Mann, Jason Moser, Nell Minow


Published:
Motley Fool Money

Motley Fool Money: Meet the Fool — Tim Beyers (25/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Meet the Fool — Tim Beyers (25/8)
To become an expert, you may not always need expertise. You may just need to start asking better questions. Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about what convinced him to buy Amazon for the first time (and why he sold 2 years later), unit economics, and one company that excels at it, and the relationship between enthusiasm and education. Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: to become a Motley Fool member, head to www.fool.com/signup. 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 a note (or a voice recording!) to [email protected]. Host - Mary Long; Guest - Tim Beyers
Guest:

Tim Beyers


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