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Halfway through 2022 it's time for investors to see where we've been and what to look for in the 2nd half of the year. (0:30) Ron Gross and Jason Moser discuss: - Investing headlines for the 1st half of the year - Early frontrunners for "CEO of the Year" - Who needs a stronger 2nd half of 2022 - 3 stocks poised for upside
(19:00) We're dipping into the vault for one of our favorite conversations. Recorded in front of a live audience, best-selling author David Epstein discusses Tiger Woods, predictors of success in the business world, and other takeaways from his book Range: Why Generalists Triumph in a Specialized World.
Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit
Stocks discussed on the show: PFE, TTD, SBUX, TWTR, TGT, DIS, NFLX, DOCU, ADBE, MSFT, ZM, MAR, ABNB, UBER
Host: Chris Hill Guests: Jason Moser, Ron Gross, David Epstein Engineer: Dan Boyd
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CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning. (0:31) Deidre Woollard and Tim Beyers discuss: - Where Pinterest has room to grow. - How stock investors should react to a CEO change. - Nike’s move to a direct-to-consumer strategy. Rachel Warren interviews Ali Parsa, CEO of Babylon Health, a digital-first health service provider. (17:40) They discuss the company’s journey going public and the exciting frontiers of genetic research. Stocks mentioned: PINS, DOCU, BBBY, PYPL, NKE, SAP, BBLN Host: Deidre Woollard
Guests: Tim Beyers, Rachel Warren, Ali Parsa Producer: Ricky Mulvey Engineers: Rick Engdahl, Brandon Gentry
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It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up.
(:21) Deidre Woollard and Jason Moser discuss:
- Stocks that could be prime acquisition targets. - JetBlue’s offer for Spirit Airlines.
- Venture capital drying up, and what that means for technology innovation.
Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later.
Stocks mentioned: ZEN, SAVE, JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM
Host: Deidre Woollard Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.
(:21) Asit Sharma and Maria Gallagher discuss:
- Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores.
A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.
Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE
Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss: - The “easy” process of money laundering - A look inside the business of corruption - Super yachts, volcanic islands, and opaque legal structures Hosts: Bill Mann, Maria Gallagher, John Rotonti Guest: Oliver Bullough Producer: Ricky Mulvey Engineers: Dan Boyd, Natasha Hall
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Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the moment) facing investors - Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index - What the latest results from homebuilder KB Home reveal about housing - The latest from DocuSign, Darden Restaurants, and Kellogg.
(19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports.
(33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay.
Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit
Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY
Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Jim Mueller Engineer: Dan Boyd
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Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses: - Olive Garden driving the bulk of revenue - A comeback by Darden's fine dining segment - Capital decisions that we like (dividend increase!) and don't like (share buyback plan) - Rite Aid's stock pop and raised guidance still not being enough to get us interested in buying shares (14:41) With shares down nearly 70% over the past year, is Zoom Video a screaming buy or past its prime? Jason Hall and Ryan Henderson debate bull vs. bear! Stocks discussed: DRI, RAD, CVS, WBA, ZM, MSFT Host: Chris Hill Guests: Jason Moser, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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