Share Sounds. from Motley Fool Show

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead. Bill Mann and Andy Cross discuss Microsoft crossing $3T and surpassing Apple as the largest publicly traded company, Alibaba’s co-founders buying up $200M shares, and the state of investing in China, and Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play. Then, 19 minutes in, Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience. Finally, 30 minutes in, Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre. Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO. Host - Dylan Lewis; Guests - Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison

Asit Sharma and Deidre Woollard discuss the promise of Tesla’s next-generation vehicles, if Tesla’s energy business is finally ready for prime time, and how ServiceNow’s AI push is paying off. Then, 19 minutes in, Tom King and Mary Long talk about Constellation Software’s history of acquisitions. Companies discussed: TSLA, BYD, NOW, CNSWF. Host - Deidre Woollard; Guests - Asit Sharma, Mary Long, Tom King

Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto. Jason Moser and Matt Argersinger discuss why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market, Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase, and earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs. Then, 19 minutes in, best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world. Finally, 32 minutes in, Jason and Matt break down two stocks on their radar: Globus Medical and RPM International. Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones

Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss disconnects between the real economy and financial markets, whether the US stock market is merely a “lucky survivor”, and the dangers of institutional thinking – in investing and academia. Tickers discussed: NOK, BTC. Host - Ricky Mulvey; Guest - Jules van Binsbergen

Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming. Ron Gross and Emily Flippen discuss the latest inflation numbers and why we shouldn’t bank on rate cuts yet, activist investor activity at Twilio and Match Group, and potential plans to take Docusign private, and big bank updates, a surprising pop from WD40, and things to watch heading into earnings season. Then , 19 minutes in, documentarian Chris Temple talks about his new movie 'This is Not Financial Advice' and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans. Finally, 33 minutes in, Ron and Emily break down two stocks on their radar: Despegar and On Holdings. Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP. Host - Dylan Lewis; Guests - Ron Gross, Emily Flippen, Mary Long, Chris Temple

The Consumer Electronics Show kicks off with big news from Nvidia and many more. Jason Moser and Deidre Woollard discuss announcements from CES, what could make Apple’s Vision Pro successful, and the relevance of Twilio’s CEO switch. Then, 18 minutes in, Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars. Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY. Host - Deidre Woollard; Guests - Jason Moser, Ricky Mulvey, Kevin Simzer

After 95 years of copyright protection, Steamboat Willie enters the public domain. Asit Sharma and Dylan Lewis discuss why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films, Tesla once again being the king of EVs, and what to make of BYD coming up on its heels, a digital entertainment stock to watch in 2024. Then, 16 minutes in, it’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024. Companies discussed: DIS, TSLA, SONO, DUOL. Host - Dylan Lewis; Guests - Asit Sharma, Deidre Woollard, Kirsten Guerra

Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong. Ricky Mulvey and Jason Moser discuss Apple resuming watch sales, and long battle against Masimo, why it’s difficult to make accurate economic predictions, understanding a business’s valuation and its story, and a stock and an ETF we plan on holding through 2024. Plus, 18 minutes in, Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year. Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD. Host - Ricky Mulvey; Guests - Jason Moser, Alison Southwick, Robert Brokamp

We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions. Ron Gross and Matt Argersinger share the trends they’re following in 2024, CEOs in the hot seat, and reckless predications for the new year. Then, 19 minutes in, Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024. Finally, 35 minutes in, Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties. Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR. Host - Dylan Lewis; Guests - Ron Gross, Matt Argersinger, Tom Gardner

It’s our annual best-of interview show! Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes. Then, 19 minutes in, restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry. Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX. Host - Dylan Lewis; Guests - Morgan Housel, Ron Shaich