Genes aren’t always predictive, but understanding them better could dramatically improve our healthcare system. Motley Fool contributor Brian Orelli interviews Anne Wojcicki, the CEO of 23andMe, about her company and why it’s looking to tell you much more than the names of your long-lost relatives. They discuss: - Opportunities in direct-to-consumer healthcare - Creating more personalized medicine - The limits of genetic testing
Host: Brian Orelli Guest: Anne Wojcicki Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry
What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss: - Assets, liabilities, and when more liabilities can actually be a good thing - A surprising way one retailer generates cash from its balance sheet - Companies holding the most formidable cash piles in the world
Stocks: COST, GOOG, GOOGL, LOW, F, NCLH, RAD
Host: John Rotonti Guest: Bill Mann Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss: - A challenging immediate future for Netflix - Tesla's record profits in Q1 - Elon Musk's progression towards buying Twitter - Papa John's signing a new 3-year deal with board member Shaquille O'Neal - The latest from Gap, Boston Beer Co., and Johnson & Johnson
(19:00) Matt Argersinger, lead investor for Millionacres, analyzes the current state of housing, why we still have too much office space in the U.S., and areas of real estate investing he likes right now.
(31:00) Ron and Jason return to answer a listener's voicemail question about Traeger, and share two stocks on their radar: Atlassian and Twilio.
As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate
(19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks.
Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU
Host: Chris Hill Guests: Jim Gillies, Deidre Woolard, Beth Kindig Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses: - The growing competition in video streaming - Shares of Roku and Disney falling as well - How investors should think about the growth prospects for Netflix - Lululemon Athletica's plan to double its annual revenue in the next five years
(15:30) Ricky Mulvey talks with Motley Fool senior analyst Sanmeet Deo about Xponential Fitness, a small-cap company rising in the boutique space.
Stocks discussed: NFLX, ROKU, DIS, LULU, XPOF, PLNT
Host: Chris Hill Guests: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses: - Johnson & Johnson's rise despite lowering guidance - How J&J's margins are better than they appear - The company's 60-year streak of increasing its dividend - Didi Global's upcoming shareholder meeting to vote on delisting from the NYSE
(10:30) Alison Southwick and Robert Brokamp talk with Motley Fool bureau chief Kirsten Guerra about how to find good financial advice on TikTok.
The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses: - His headline from Amazon CEO Andy Jassy's annual shareholder letter - Why AWS isn't getting spun off - Amazon doubling their fulfillment capacity in just 2 years - The company's approach to MLPs (Minimum Loveable Products)
(13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high.
Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445
Stocks discussed: AMZN, UPST, SQ
Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd
Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock.
Rotonti discusses: - How to pick a discount rate for investments. - The key difference between fair and intrinsic value. - How to project free cash flows.
Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode.
Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark so much joy Marie Kondo would be proud - Potential comebacks for online retailers - Why they'd be hold Zscaler and Disney shares like Brood X cicadas - Actual cleaning tips!
(19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.
Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445.
Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down:
- The details of Musk’s offer. - How the market is pricing in the probability of this takeover. - The issues at Tesla that may also warrant Musk’s attention right now.
(14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”.
