Author: The Motley Fool

Forget tariffs, earnings season rolls on!

Jason Moser and Matt Argersinger discuss:

• Okta's good quarter versus the market's glass half-empty reaction.
• Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some questions.
• Vail Resorts has new "old" leadership, but will it be enough?

Companies Discussed: OKTA, MSFT, DKS, MTN

Host: Jason Moser

Guest: Matt Argersinger

Producer: Mary Long

Engineer: Rick Engdahl

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Life is good when you can make an $8 billion move in cash.

(00:21) Tim Beyers and Ricky Mulvey discuss:

- A record Memorial Day weekend for the box office.

- Salesforce’s announced acquisition of Informatica.

- Why investors may be underrating the growth of 5G.

Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work.

Companies discussed: CRM, INFA, DE, IOT

Build your Range Rover Sport at www.rangerover.com/us/sport

Host: Ricky Mulvey

Guests: Tim Beyers, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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If you want to own best-in-class companies, you need to own stocks with a high sticker price.

Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss:

- Palantir’s current valuation, and what investors should prepare for.

- The value of paying up for “top dogs” and holding on to them for long periods of time.

- Tesla’s surprising performance over the past year.

Companies discussed: PLTR, MELI, TSLA, SHOP, NFLX, AMZN, NVDA, AXON, ISRG

Host: Ricky Mulvey

Guest: David Gardner

Engineer: Rick Engdah

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.l

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Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.

(0:21): Jason Moser and Bill Mann discuss:

- What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io.

- MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love.

- Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return.

(19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up.

(33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo.

Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD,

Host: Dylan Lewis

Guests: Jason Moser, Bill Mann, Bryan Fairbanks

Engineers: Dan Boyd

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Turnarounds take longer than investors like to imagine.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- Nike’s return to Amazon.

- The fundamentals and risks of investing in turnaround stories.

- A fitness company with a potentially brighter future.

Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future.

Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc.

Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM

Host: Ricky Mulvey

Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel

Producer: Mary Long

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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In one direction, there’s digital. In the other, there’s a treasure hunt.

(00:21) David Meier and Mary Long discuss:

- Target’s off-the-mark results.

- Lessons from TJX Companies’ under-the-radar CEO.

- What caused David to do a double-take when listening to Palo Alto’s earnings call.

Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money.

Companies discussed: TGT, TJX, WMT, PANW

Host: Mary Long

Guests: David Meier, Andy Cross, Morgan Housel

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Elon Musk is committed to Tesla for at least five more years.

(00:21) Jason Moser and Ricky Mulvey discuss:

- Investing in companies with a singular leader.

- Earnings results from Home Depot.

- A listener's suggestion to create a “laziness” stock basket.

Then, (17:04) Robert Brokamp answers listener questions about Roth IRAs and dividend investing.

Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT

Host: Ricky Mulvey

Guest: Jason Moser, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Downgrades sound scary, but the U.S. is still the best place for investors to put money to work.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors.

- Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S.

- Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy.

(16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right.

Companies discussed: WMT, COIN

Host: Dylan Lewis

Guests: Asit Sharma, David Henkes, Ricky Mulvey

Engineers: Dan Boyd

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The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology’s “ChatGPT moment.”

Motley Fool Senior Analyst, Asit Sharma ,joins Mary Long to discuss:

- The complex problems that quantum computers could solve.

- How healthcare and logistics companies benefit from ultra-fast processing.

- The small players and hyperscalers building the future of quantum.

Companies discussed: GOOG, GOOGL, MSFT, IBM, QBTS, AMZN, RGTI, CDNS, SNPS, IONQ

Motley Fool One members can access Asit’s full report, “Decoding Quantum” here: https://www.fool.com/premium/4627/coverage/2025/03/19/decoding-quantum-insights-for-investors

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Even the biggest retailer in the world is planning to pass along tariff increases to customers.

(00:21) David Meier and Andy Cross discuss:

- The market cheering a short-term solution to trade between the U.S. and China, and Walmart signalling that prices on the shelves are going up anyways.

- Cava’s “new factor” helping it continue to put up strong growth and comps numbers in a really tough market for restaurants.

- Dick’s headscratching $2B buy of Foot Locker, and the lesson to take away from one of athleisure’s best performers – On Holdings.

(19:11) Financial planning expert Robert Brokamp offers his money tips and the financial commencement speech for the class of 2025.

(32:46) David and Andy break down two stocks on their radar: Evolve Technology and Booz Allen Hamilton.

Stocks discussed: WMT, CAVA, DKS, FL, ONON, EVLV, BAH

Host: Dylan Lewis

Guests: David Meier, Andy Cross, Robert Brokamp

Engineers: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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