Author: The Motley Fool

On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard.

(00:21) Nick Sciple and Ricky Mulvey discuss:

- Kroger’s business results.

- Why some investors are becoming more pessimistic about Abercrombie & Fitch.

- A small-cap tobacco company playing in a fast-growing trend.

Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical.

Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL

Host: Ricky Mulvey

Guests: Nick Sciple, Mary Long, Karl Thiel

Engineers: Dan Boyd, Rick Engdahl

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BlackRock wants to buy ports; Trump wants to buy crypto.

(00:21) Asit Sharma and Mary Long discuss:

- How investors can prepare for potential “disturbance.”

- BlackRock’s latest acquisition.

- The reasons for and against a national “strategic reserve” of cryptocurrency.

Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver.

Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?

(00:21) Jason Moser and Ricky Mulvey discuss:

- The impacts of tariffs on investors and companies.

- If Target is a value play.

- Okta’s market opportunity in security verification.

Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs.

Companies discussed: HD, TSM, TGT, OKTA

Build your Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.

(00:21) Bill Barker and Dylan Lewis discuss:

- Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.

- Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain.

- Domino’s finally delivering what the people want: stuffed crust pizza.

(17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger.

Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand

Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS

Host: Dylan Lewis

Guests: Bill Barker, Nick Sciple, Mary Long

Producer: Mary Long

Engineers: Dan Boyd

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$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.

Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss:

- How weight-loss drugs actually work, and how big-name prescriptions differ from each other.

- What investors need to know about Ozempic and Mounjarno’s patent cliffs.

- The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued.

Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG

Host: Ricky Mulvey

Guest: Karl Thiel

Producer: Mary Long

Engineer: Rick Engdahl

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The great buildout for AI and GLP-1 drugs continues.

(00:21) Jason Moser and Matt Argersinger discuss:

- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025.

- Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S.

- Earning updates from Home Depot, Axon, and Cava.

Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/

(19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.

(34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.

Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Josh Isner

Engineers: Dan Boyd, Rick Engdahl

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The tech giant is a data center business.

(00:21) Asit Sharma and Ricky Mulvey discuss:

- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth.

- CEO Jensen Huang’s vision for AI in the coming years.

- Short sellers targeting digital ad seller, AppLovin.

Companies discussed: NVDA, APP, META

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Dan Boyd

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Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.

(00:21) Jason Moser and Mary Long discuss:

- Axon earnings, and the headline that sent the stock down nearly 30% last week.

- What artificial intelligence looks like in policing.

- What success looks like for TJX Companies.

Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.

Companies/tickers discussed: AXON, TJX, BROS

Host: Mary Long

Guests: Jason Moser, Emily Flippen, Ricky Mulvey

Engineer: Dan Boyd

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Some of the most speculative names in the market are seeing steep declines. What did you expect?

(00:21) Jim Gillies and Ricky Mulvey discuss:

- The recent declines for Palantir and Microstrategy.

- If Home Depot’s cash flow story is intact.

- Celsius’s $1.8 billion acquisition of Alani Nu.

Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.

Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Dylan Lewis

Engineers: Dan Boyd, Rick Engdahl

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Berkshire’s cash hoard is approaching “Dr. Evil” levels.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.

- Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.

- Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts.

(16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.

Companies discussed: BRK.A, BRK.B, AAPL, MNMD

Host: Dylan Lewis

Guests: Tim Beyers, Rob Barrow, Ricky Mulvey

Producer: RIcky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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