Share Sounds. presented by Motley Fool Money

Podcast Directory


Presenter: Motley Fool Money
Clear Selection

Motley Fool Money

Motley Fool Money: Expectations Investing Part 1 (7/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Expectations Investing Part 1 (7/9)
How can you use a company’s stock price to give you a window into the future? Bill Barker and Deidre Woollard discuss reasons for skepticism when it comes to AI hype, how long a leash unprofitable software companies may have, and if being located in SIlicon Valley is still an advantage for tech companies. Then, 18 minutes in, Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies. Companies discussed: PATH, AI, ASAN, NVDA. Host - Deidre Woollard; Guests - Ricky Mulvey, Bill Barker, Asit Sharma
Guests:

Rickey Mulvey, Bill Barker, Asit Sharma


Published:
Motley Fool Money

Motley Fool Money: Airbnb Leaves NYC, Joins S&P 500 (6/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Airbnb Leaves NYC, Joins S&P 500 (6/9)
New York City cracked down on short-term rentals, but is it a big deal for Airbnb? Ricky Mulvey and Jason Moser discuss how restrictions on short-term rentals could impact Airbnb’s growth story, why investors are sour about AMC’s new share issuance, and one company managing its share count well. Plus, 15 minutes in, Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”. Companies discussed: ABNB, EXPE, AMC, LOW. Hosts - Ricky Mulvey, Deidre Woollard; Guests - Jason Moser, Oliver Franklin-Wallis
Guests:

Jason Moser, Oliver Franklin-Wallis


Published:
Motley Fool Money

Motley Fool Money: Buffett Quotes Under the Microscope (30/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Buffett Quotes Under the Microscope (30/8)
We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known -isms and a look at few investments he wouldn’t want any part of. Bill Mann and Dylan Lewis discuss Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption, the largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock, and 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company. Then, 16 minutes in, Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes. Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL. Host - Dylan Lewis; Guests - Bill Mann, Ricky Mulvey, Anand Chokkavelu.
Guests:

Bill Mann, Ricky Mulvey, Anand Chokkavelu


Published:
Motley Fool Money

Motley Fool Money: 'When in Doubt, Zoom Out' (29/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: 'When in Doubt, Zoom Out' (29/8)
Credit card debt and interest rates hit all time highs this year. Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss Macy’s and Nordstrom charging 32% APRs for retail cards, historical context on rising delinquencies, and Best Buy’s quarter, and sales slowdown. Plus, 13 minutes in, Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive. Companies discussed: BBY, M, JWN, DFS. Host - Ricky Mulvey; Guests - Bill Barker, Robert Brokamp, Matt Frankel
Guests:

Bill Barker, Robert Brokamp, Matt Frankel


Published:
Motley Fool Money

Motley Fool Money: Earnings Buzzwords: AI and Shrink (25/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Earnings Buzzwords: AI and Shrink (25/8)
Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. Andy Cross and Jason Moser discuss the epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday, why “shrink” is the buzzword of the season in retail and how investors should be looking at it, and how Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. Then, 19 minutes in, Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. Finally, 34 minutes in, Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY. Host - Dylan Lewis; Guests - Jason Moser, Tim Beyers, Olivier Pomel
Guests:

Jason Moser, Tim Beyers, Olivier Pomel


Published:
Motley Fool Money

Motley Fool Money: Nvidia Shoots For The Stars (24/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Nvidia Shoots For The Stars (24/8)
Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. Tim Beyers and Deidre Woollard discuss Nvidia’s strong quarter and the cyclicality of chip demand, why Nvidia isn’t the only game in town for AI chips, and how Snowflake’s data warehouse solutions might grow over time. Companies discussed: NVDA, AMD, INTC, SNOW. Host - Deidre Woollard; Guest - Tim Beyers
Guest:

Tim Beyers


Published:
Motley Fool Money

Motley Fool Money: Inside China’s Economic Woes (18/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Inside China’s Economic Woes (18/8)
A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items. Ron Gross and Emily Flippen discuss why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target, the story behind Adyen’s 40% post-earnings drop, and the latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China. 19 minutes in, VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment. Then, 33 minutes in, Ron and Emily break down two stocks on their radar: Astec and NICE. Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE. Host - Dylan Lewis; Guests - Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak
Guests:

Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak


Published:
Motley Fool Money

Motley Fool Money: 2 Short 2 Furious (15/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: 2 Short 2 Furious (15/8)
Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? Ricky Mulvey and Asit Sharma discuss a sales slowdown The Home Depot, why the home retailer has “an incredibly high” return on invested capital, credit downgrades for regional banks, and Michael Burry’s bearish option bet against the S&P 500 and NASDAQ, worth $1.6 billion in notional value. Companies discussed: HD, MTB Host - Ricky Mulvey; Guest - Asit Sharma
Guest:

Asit Sharma


Published:
Motley Fool Money

Motley Fool Money: All About the Ads (10/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: All About the Ads (10/8)
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing. Tim Beyers and Deidre Woollard discuss if Disney’s price increases will push subscribers to the ad tier, just how popular sports betting might be, and The Trade Desk’s role in the world outside of advertising’s walled gardens. Companies discussed: TTD, DIS, NFLX, PENN. Host - Deidre Woollard; Guest - Tim Beyers
Guest:

Tim Beyers


Published:
Motley Fool Money

Motley Fool Money: Berkshire Is Back (7/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Berkshire Is Back (7/8)
Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss the value of solid insurance underwriting, why Berkshire sees a future in catering to truck drivers, and finding the secret sauce in consumer businesses. Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL. Host - Deidre Woollard; Guest - Jason Moser
Guest:

Jason Moser


Published: