Author: The Motley Fool

Sometimes opportunity comes in the form of competitors making a mistake.

(0:21) Jason Moser discusses: - Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week - How long it will take to know if Mark Zuckerberg's investments in the metaverse will pay off - Amazon angering Prime members with an "upgrade" of their music service that changes the user experience for the worse - Spotify and Apple being gifted an opportunity to find new members for their music services

(13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google.

Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL

Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss: - Why Fortune 500 companies pay millions of dollars for the firm’s advice - What “The Carnegie Way” meant for US Steel - McKinsey’s relationship with the FDA and what it means for drugmakers

Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY

Host: Ricky Mulvey Guest: Michael Forsythe Engineer: Dan Boyd

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Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss: - A common misunderstanding investors have about free cash flow - Why management teams often struggle at doing share repurchases well - How Apple became a “shining example” of superior capital allocation - One less-familiar company that’s executed buybacks well

Companies discussed: APPL, META, ORLY

Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower

Host: Dylan Lewis Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's cautious optimism heading into the holidays - North American same-store sales fueling the rise of Starbucks - The latest from Qualcomm, Atlassian, and Uber (19:15) Rachel Warren talks with Jon Maier, chief investment officer at Global X, about how to protect your portfolio during an economic downturn and trends he's watching over the next 3, 5, and 10 years. (30:30: Andy and Jason return to talk about - Hershey's latest quarter - Investing strategy for a college student - Two stocks on their radar: Ulta Beauty and The Trade Desk Stocks mentioned: SQ, PYPL, ETSY, SBUX, QCOM, TEAM, UBER, HSY, VOO, ULTA, TTD Host: Chris Hill Guests: Jason Moser, Andy Cross, Rachel Warren, Jon Maier Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Some companies have bright futures, while others simply run out of time.

(0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth

(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.

Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM

Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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If you think this is a market that will automatically reward a stock because the company posted record revenue, think again. 

(0:17) Asit Sharma discusses: - Why today's announcement from the Federal Reserve won't change the way he invests - Record revenue highlighting Airbnb's 3rd-quarter results - Whether today's drop in share price looks like a buying opportunity

(8:31) Ben Foldy, Wall Street Journal reporter and host of the podcast "Bad Bets", shares insights on Nikola founder Trevor Milton, his early career, and the steps that led to one of the hottest stocks of the pandemic.

Companies discussed: ABNB, NKLA, KNX

Host: Chris Hill Guest: Asit Sharma, Ben Foldy Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it.

(0:17) Bill Mann discusses: - Why he believes a "shock and awe" price was worth paying for J&J - How Abiomed strengthens the company's medical device portfolio - Amazon expanding its ad-free music library for Prime members - Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies

(10:33)  Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver.

Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA

Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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October turned out to be the best month for the Dow Jones Industrial Average in a long time.

(0:17) Jason Moser discusses: - The importance of staying invested through bear markets - JPMorgan Chase going after the rental payment market - How much JPM has been investing in technology - Wells Fargo issuing a "double downgrade" of Hanesbrands

(13:49)  Matt Frankel joins Jason to discuss four companies they bought shares of recently.

Companies discussed: JPM, HBI, HD, MKC, STOR, O, PINS

Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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“When the party is happening in the penthouse, this is a sector that’s in the basement.”

Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about: - Why investors often misunderstand the industrial sector - How companies are using 3D printing and blockchain technology - Why family-run companies have key advantages for long-term investors - The biggest challenge for companies in the Titanium Economy

Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ

Host: Ricky Mulvey Guest: Nick Santhanam Engineer: Dan Boyd

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If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss: - Why candy is a growing market that’s also shrinking - Hershey’s M&A strategy and supply chain questions - Official Halloween candy power rankings

Companies mentioned: HSY, GIS, NKE

Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire

Host: Ricky Mulvey Guest: Asit Sharma Engineer: Dan Boyd

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