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Motley Fool Money

Motley Fool Money: AI Gives and AI Takes (15/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: AI Gives and AI Takes (15/3)
AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe. Andy Cross and Matt Argersinger discuss the National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules, why AI is pushing Oracle up and Adobe down after earnings, and the numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story. Then, 19 minutes in, Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount. Finally, 34 minutes in, Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems. Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC. Host - Dylan Lewis; Guests - Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw
Guests:

Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw


Published:
Motley Fool Money

Motley Fool Money: Clean Energy Solutions, Profitability Questions (11/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Clean Energy Solutions, Profitability Questions (11/3)
Stem CEO John Carrington is full speed ahead on the clean energy transformation. Jason Moser and Deidre Woollard discuss Don Julio’s Oscars moment, if Oscar buzz is still powerful for movie makers, and how Reddit is more like X than Pinterest. Then, 16 minutes in, Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability. Companies discussed: DIS, PINS, SNAP, META, STEM. Host - Deidre Woollard; Guests - John Carrington, Jason Moser, Ricky Mulvey
Guests:

John Carrington, Jason Moser, Ricky Mulvey


Published:
Motley Fool Money

Motley Fool Money: Trouble or Turnaround Plays? (5/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Trouble or Turnaround Plays? (5/3)
We try to separate the falling knives from the buying opportunities. Jim Gillies and Dylan Lewis discuss NYCB’s credit downgrade, material weaknesses, and current struggles, Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play, and why Jim likes the prospects for beat-up fintech company PROG holdings. Then, 15 minutes in, Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane. Companies discussed: NYCB, SFIX, PROG. Host - Dylan Lewis; Guests - Jim Gillies, Alison Southwick, Robert Brokamp
Guests:

Jim Gillies, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: Consumers, Choice, And Apple (4/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Consumers, Choice, And Apple (4/3)
The European Commission is the latest to take aim at Apple’s App store. Jason Moser and Deidre Woollard discuss why Spotify and Apple are engaging in a new music streaming battle, if Spirit Airlines will seek another buyer and why the latest go-private offer may be good news for Macy’s shareholders. Then, Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks. Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER. Host - Deidre Woollard; Guests - Jason Moser, Ricky Mulvey, Lou Whiteman
Guests:

Jason Moser, Ricky Mulvey, Lou Whiteman


Published:
Motley Fool Money

Motley Fool Money: Tech in 2024: AI and Dividends (1/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Tech in 2024: AI and Dividends (1/3)
The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club. Jason Moser and Matt Argersinger discuss Elon Musk’s lawsuit against OpenAI and Sam Altman, Apple putting an end to Project Titan and its automotive ambitions, and earnings updates from Axon and Okta, and a new dividend from Salesforce. Then, 19 minutes in, Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade. Finally, 33 minutes in, Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay. Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel
Guests:

Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel


Published:
Motley Fool Money

Motley Fool Money: Berkshire After Charlie (26/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Berkshire After Charlie (26/2)
Warren Buffett’s annual letter points to a steady path ahead. Jason Moser and Deidre Woollard discuss why Berkshire Hathaway doesn’t pay a dividend, if utility businesses are in trouble, and what a mountain of cash means for the insurance business. Then, 18 minutes in, Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future. Companies discussed: BRK.A, BRK.B, DPZ, LULU. Host - Deidre Woollard; Guests - Jason Moser, Ken Costa
Guests:

Jason Moser, Ken Costa


Published:
Motley Fool Money

Motley Fool Money: It’s NVIDIA’s world and we’re just living in it! (23/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: It’s NVIDIA’s world and we’re just living in it! (23/2)
Earnings season rolls on plus some acquisitions made the news this week. Emily Flippen and Andy Cross discuss earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre, and an acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio. Then, 19 minutes in, Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird”. Finally, 34 minutes in, Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot. Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS. Host - Ron Gross; Guests- Emily Flippen, Andy Cross, Kurt Wagner
Guests:

Emily Flippen, Andy Cross, Kurt Wagner


Published:
Motley Fool Money

Motley Fool Money: Harvard Business Professor on Failing Well (18/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Harvard Business Professor on Failing Well (18/2)
Why would Eli Lilly put on a failure party? Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss: the complex failure at Boeing, what to do after something goes wrong, and the problem with “move fast and break things”. Companies discussed: BA, LLY. Host - Deidre Woollard; Guest - Amy Edmondson
Guest:

Amy Edmondson


Published:
Motley Fool Money

Motley Fool Money: Stock Market Whiplash (16/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Stock Market Whiplash (16/2)
Economic data and earnings season combined for a volatile weak in the stock market. Bill Mann and Jason Moser discuss the latest inflation numbers and what they mean for investors, earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk, and Nvidia’s disclosure of its investments and how it impacted stocks. Then, 19 minutes in, Corrado Russo shares some thoughts on the international real estate market. Finally, 34 minutes in, Bill and Jason break down two stocks on their radar: Fresenius and Home Depot. Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS. Host - Ron Gross; Guests - Bill Mann, Jason Moser, Corrado Russo.
Guests:

Bill Mann, Jason Moser, Corrado Russo


Published:
Motley Fool Money

Motley Fool Money: Winter Chills Spending (15/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Winter Chills Spending (15/2)
Retail numbers fall as some wonder if it’s more than cold weather holding consumers back. Bill Barker and Deidre Woollard discuss how the retail spending numbers might impact the Fed, if Stellantis is ready to take on Big EV, and Deere’s returns for investors. The, 18 minutes in, Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout. Companies discussed: WMT, DG, KR, STLA, GM, F, DE. Host - Deidre Woollard; Guests - Bill Barker, Chris Andrews.
Guests:

Bill Barker, Chris Andrews


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