Author: The Motley Fool

If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on: - Inflation’s new questions for investors - Tesla valuations (from $50 billion to $1 trillion) - Incentives, correlations, and costs in ESG scoring - Jeff Bezos, Elon Musk, and the companies they've built

Stocks mentioned on the show: TSLA, MO, BLK, AMZN

If you're a member of any Motley Fool service you can access the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/

Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan

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Do you really own your stocks? The stoics might suggest otherwise. Ricky Mulvey and Brian Stoffel serve up an introduction to stoicism, and why these philosophers from a few thousand years ago have practical advice for investors today. They discuss: - Fundamentals of stoicism - The dichotomy of control (and what it means for investors) - Seneca’s complex relationship with wealth - Company leaders that may exhibit some stoic virtues

Companies mentioned: COST, AAPL, BRK.A, BRK.B

Host: Ricky Mulvey Guest: Brian Stoffel Engineer: Dan Boyd

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As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?"

(0:30) Jason Moser and Emily Flippen discuss: - DocuSign's latest results, and using the company as a lens for looking at other businesses - Good news (finally!) for Asana shareholders - Rough weeks for UiPath and Bilibili - RH taking a "Tiffany-like" approach to their business

(19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: - Stocks they've been buying over the past year - Acquisitions they'd like to see - Uber's upcoming robot delivery tests in Texas and California - 2 stocks on their radar: Casey's General Stores and McCormick

Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC

Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Dan Boyd

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"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders.

(0:21) Tim Beyers discusses: - Fitness+ becoming a serious problem for Peloton - Apple not raising prices (in the U.S.) on the new iPhones - Tim Cook reminding us of his ability to be "a stone cold assassin"

(13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company.

Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC

Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Engineers: Dan Boyd

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It's CEO Day! (Ok, not really, but CEOs were very much in the news today.)

(0:21) Jason Moser discusses: - Target eliminating a long-standing policy to extend Brian Cornell's job as CEO for 3 more years - Starbucks' plan to spend the next six months onboarding CEO-in-waiting Laxman Narasimhan

(17:50) Ricky Mulvey talks with Entrepreneur Magazine editor-in-chief Jason Feifer about key takeaways from his new book Build for Tomorrow: Embrace Change, Adapt Fast, and Future-Proof Your Career and Life.

Stocks mentioned: TGT, SBUX, DIS, SQ, BRDS, NFLX

Host: Chris Hill Guests: Jason Moser, Ricky Mulvey, Jason Feifer Engineers: Dan Boyd, Rick Engdahl

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The energy situation in Europe is getting more challenging. Finland's economic affairs minister (0:12) Bill Mann discusses: - CVS Health buying Signify Health for $8 billion in cash - Finland's minister of economic affairs comparing Europe's energy situation to the collapse of Lehman Brothers - How his investing outlook has been affected  (14:54) Nick Sciple joins Alison Southwick for an overview of the energy industry. (We opened the show with the tragic news of Bed Bath & Beyond CFO Gustavo Arnal taking his own life. If you are having suicidal thoughts, contact the Suicide & Crisis Lifeline at 988 for support and assistance from a trained counselor.) Stocks mentioned: CVS, SGFY Host: Chris Hill Guests: Bill Mann, Alison Southwick, Nick Sciple Engineers: Dan Boyd, Rick Engdahl

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Annie Duke was a professional poker player before retiring in 2012. Now, she is a decision-making consultant for a venture capital firm and author of the upcoming book, “Quit: The Power of Knowing When to Walk Away.”

Morgan Housel interviewed Duke in front of a live audience about: - Key differences between patience and stubbornness - How a quitter created Slack - Avoiding the sunk cost fallacy - How pre-mortems can make you a better investor

Host: Morgan Housel Guest: Annie Duke Producer: Ricky Mulvey   Engineer: Tim Sparks

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Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including:

- The approach of "expectations investing" and how to apply it

- Why a company's base case for growth is so important

- Peloton’s faulty growth predictions

- Businesses with real option value

 

Companies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT

 

Host: Bill Mann

Guest: Michael Mauboussin

Producer: Ricky Mulvey

Engineers: Tim Sparks

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With four months left in 2022, what should investors be focusing on? (0:30) Emily Flippen and Jason Moser discuss: - Getting ready to "eat the volatility" - Why they're watching holiday shopping and the Fed's language - Meta Platforms and Lululemon need a strong end to the year - Capital allocation they want to see - 2 stocks that are still expensive (despite their recent drops) - 2 stocks looking attractive at their current price - Ideas for new consumer product innovations (19:45) Best-selling author Dan Pink shares insights from his latest book, The Power of Regret: How Looking Backward Moves Us Forward, including: - How embracing regret can improve our lives - Key lessons for investors - What Julius Caesar and Elmo can teach us about self-reflection For more about Dan and his latest book, visit http://danpink.com Stocks discussed on the show: META, LULU, ZM, CMG, CRM, OKTA, ABNB, TWLO, CHWY, PEP, COOK Host: Chris Hill Guests: Emily Flippen, Jason Moser, Dan Pink Engineer: Rick Engdahl

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When it comes to the stock market, the 1st day of September is looking an awful lot like the entire month of August. (0:25) Jason Moser discusses: - Okta shares falling 30% as the company deals with ongoing challenges integrating its acquisition of former rival Auth0 - Snap's restructuring plans, layoffs, and increased focus on revenue growth, user growth, and augmented reality - Five Below's stock getting a boost from optimism for the discount retailer's plans for the holidays Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl

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