Author: The Motley Fool

Netflix shares fall more than 20% as increasing competition from Disney, Apple, and HBO Max (among others) cut into subscriber growth. Peloton's stock fell 25% on Thursday on reports of halted production and potential layoffs. United and American Airlines express optimism about increased travel in the spring and summer. And for the second quarter in a row Procter & Gamble flexes its pricing power muscles. Andy Cross and Ron Gross analyze those stories, Amazon's new clothing store, Winnebago's new EV, and share two stocks on their radar: Restoration Hardware and Intellia Therapeutics. Aaron Bush discusses the shifting landscape in the video game industry, the move to create ecosystems (instead of merely publishing games), and shares why he believes Roblox could be one of the defining consumer companies of the 2020s.

Want 15 more stock ideas? They're included in our free Investing Starter Kit. Just click over to www.fool.com/StarterKit to get your copy.

Stocks: NFLX, T, DIS, AAPL, MSFT, ATVI, META, PTON, AAL, UAL, PG, RBLX, AMZN, WGO, TSLA, RH, NTLA

Host: Chris Hill Guests: Andy Cross, Ron Gross, Aaron Bush Engineer: Dan Boyd

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Both Amazon and Costco are expected to increase their membership fees this year. Will they surprise customers (and investors) by increasing their fees by more than they have in the past? Maria Gallagher analyzes what’s expected and why pricing power is harder for entertainment businesses like Spotify, Netflix, and Disney+. She also discusses the expansion of McDonald’s partnership with Beyond Meat, the anticipated IPO of Impossible Foods, and why she’s not as bullish as others on the plant-based protein industry. Plus, Jason Moser and Matt Frankel dig into Shift4 Payments and share why it’s more than simply a payments processing business.

To get a free copy of our Investing Starter Kit go to www.fool.com/StarterKit.

Stocks: AMZN, COST, WMT, NFLX, DIS, SPOT, MCD, BYND, UL, FOUR, TOST, SQ

Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd

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Microsoft's acquisition of Activision Blizzard wasn't just a shot at Meta Platforms. Shares of Sony continue to fall in the wake of Microsoft's move, causing some to question the future of Sony's PlayStation. Tim Beyers analyzes the shifting landscape in entertainment, including Google's move to shut down its original programming division at YouTube. He also discusses whether winning regulatory approval to become a bank holding company makes SoFi Technologies a more attractive investment and Verizon and AT&T changing some of their plans for today's nationwide rollout of 5G. Plus, Ricky Mulvey talks with John Laconte from The Vail Daily about how Vail Mountain Resorts is managing a labor shortage after a difficult holiday season. To get a free copy of our Investing Starter Kit go to www.fool.com/StarterKit and we'll email it to you.

Stocks: SONY, GOOG, GOOGL, MSFT, ATVI, META, SOFI, SQ, VZ, T, MTN

Host: Chris Hill Guests: Tim Beyers, John LaConte Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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With its biggest acquisition ever, Microsoft buys Activision Blizzard for $68.7 billion. Jason Moser analyzes why the move signals a direct shot at Meta Platforms and why Microsoft shareholders should be optimistic about the company's gaming aspirations. He also examines shares of Goldman Sachs and The Gap, both falling similar amounts, and why one of them represents a potential buying opportunity. Plus, Alison Southwick and Robert Brokamp discuss actionable ways to stay on track with your financial goals for 2022, including a rare triple-tax advantage to help prepare for future healthcare costs.

Stocks: MSFT, ATVI, META, NVDA, GPS, GS

Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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At some point in their journey, 90% of the world's goods travel by ship. Ordering something on Amazon may be simple, but getting to your front door is anything but. It's a topic that Christopher Mims, technology columnist for The Wall Street Journal, covers in his book Arriving Today: From Factory to Front Door – Why Everything Has Changed About How and What We Buy.

In this episode producer Ricky Mulvey talks with Mims about his book, covering topics including: - The roots of the microchip shortage - Why Uber had a difficult time disrupting the trucking industry. - What it’s like to work in an Amazon fulfillment center - How to explain the metaverse to your mom

You can follow Christopher Mims on Twitter @mims.

Host: Ricky Mulvey Guest: Christopher Mims Engineers: Rick Engdahl, Dan Boyd

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While many wouldn’t go on vacation without a plan, that’s exactly how most people begin their investing journey. Amanda Kish, Financial Planner Specialist, joins Motley Fool co-founder Tom Gardner to discuss how to build a financial plan.

In this episode, they cover: - How to understand yourself as an investor. - The key financial planning steps that new parents should take - How often you need to revisit a financial plan - The times you may want professional financial planning advice, and the parts you can do yourself.

If you're looking to start a financial plan, we can help. Visit www.fool.com/StarterKit for a free copy of our investing "Starter Kit" and we’ll email it to you.

Host: Tom Gardner Guest: Amanda Kish Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Earnings season kicks off with the latest results from JPMorgan Chase, Wells Fargo, and Citigroup. Take-Two Interactive buys Zynga for $12.7 billion. Elastic's CEO moves to the CTO role. Virgin Galactic needs more money. Meta Platforms shuts down its dating service. Domino's makes changes to deal with inflation. Crocs makes a play for the luxury market. Maria Gallagher and Jason Moser analyze those stories, discuss why they're most curious about upcoming results from Pinterest and Etsy, and share two stocks on their radar: Adyen and Nvidia.

CFP Malcolm Ethridge analyzes what Federal Reserve Chair Jay Powell said on Capitol Hill this week and why it matters to investors. Plus, he offers a preview of the 2nd season of "The Tech Money Podcast" and shares why he's keeping an eye on real estate, health care, PayPal, and UnitedHealth Group.

Looking to get started investing? We’d love to help with a FREE copy of our Investing Starter Kit. Just click over to www.fool.com/StarterKit and we’ll email it to you.

Stocks: WFC, C, JPM, TTWO, ZNGA, ESTC, PINS, AMZN, ETSY, SPCE, MTCH, META, DPZ, CROX, PYPL, UNH, NVDA, ADYEY

Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Malcolm Ethridge Engineer: Dan Boyd

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Taiwan Semiconductor posted record profits in the 4th quarter, but that's not why John Rotonti believes the company is so important. He analyzes their commitment to invest more than $40 billion this year to increase their manufacturing capacity, as well as the latest news from homebuilders KB Home and Lennar. Plus, Deidre Woollard and Matt Argersinger discuss Sun Belt migration, remote work, and other big trends in real estate, along with some investment opportunities to consider.

Stocks: KBH, LEN, TSM, AAPL, QCOM, VNQ, MAA, META, ROKU, ARE

Host: Chris Hill Guests: John Rotonti, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd

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Inflation's record rise (highest in 40 years!) gets a shrug from investors. Chinese ride-hailing company Didi Global gets ready to be listed in Hong Kong. Bill Mann analyzes those stories and discusses the technological excellence of Domino's Pizza's business and the potential for its stock. Later in the show Dylan Lewis and Brian Feroldi take a closer look at Semrush Holdings, a search company that went public in March 2021.

Stocks: DIDI, JD, DPZ, CMG, SBUX, SEMR

Host: Chris Hill Guests: Bill Mann, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineer: Dan Boyd

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Intel hires away Micron Technology's CFO as it preps to raise capital this year. Rivian Automotive's COO retires. Tim Beyers analyzes those stories, the latest on Juniper Networks, and shares why Netflix's management team is the best at offering guidance on their business results. Later in the show Alison Southwick and Robert Brokamp share five things you can do in five minutes to be richer in five years (or less). Plus, Bro proposes a new holiday for late February!

Stocks: INTC, MU, RIVN, JNPR, CSCO, ANET, NFLX

Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd

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