Author: The Motley Fool

The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around.

(00:14) Nick Sciple and Ricky Mulvey discuss:

- The potential futures and lingering questions for quantum computers.

- A restructuring at Warner Bros. Discovery that’s pleasing its investors.

- Why the media conglomerate may be a falling knife.

Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season.

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Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX

Host: Ricky Mulvey

Guests: Mary Long, Lou Whiteman

Engineers: Rick Engdahl, Chace Przylepa

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As if everything weren’t already enough, Amazon now sells cars.

(00:14) Asit Sharma and Mary Long discuss:

- Disruptions to traditional car dealerships.

- Amazon’s next potential venture.

- The rise and fall of GM’s driverless ambitions.

Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.”

Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Jim Gillies

Engineer: Rick Engdahl

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Riding coattails isn’t a bad thing in investing.

(00:14) Jim Gillies and Ricky Mulvey discuss:

- The alleged killer of Unitedhealthcare’s CEO getting caught.

- A sporting goods retailer buying back a lot of stock.

- Aritzia’s comeback year.

Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales.

Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ

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Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?  

(00:14) David Meier and Dylan Lewis discuss:

- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. 

- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. 

- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.

(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett

Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR

Host: Dylan Lewis

Guests: David Meier, Asit Sharma, Mary Long

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss: 

- How a company enters into the Dividend Seven.

- If Home Depot can still be a growth stock.

- The metrics that dividend investors need to understand. 

- Companies that have raised their dividend for decades.

Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK

Host: Mary Long

Guests: Matt Argersinger, Anthony Schiavone

Producer: Ricky Mulvey 

Engineers: Desireé Jones, Rick Engdahl

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It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year. 

Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss:

- How the US has gotten more efficient at extracting oil from the ground.

- The challenges facing companies hoping to build small nuclear reactors.

- Flatlining investor interest in renewables.

Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR

Host: Ricky Mulvey

Guest: Nick Sciple

Producer: Mary Long

Engineers: Rick Engdahl

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Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.  

(00:14) Jason Moser and Asit Sharma discuss:

- Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested.

- Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts. 

- What reinvention Airbnb might be scheming up for 2025.

- Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year.

(19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz. 

(33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop.

Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long

Engineers: Rick Engdahl

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The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet.

(00:14) Jason Moser and Ricky Mulvey discuss:

- The murder of Unitedhealthcare’s CEO.

- What’s contributed to Bitcoin’s rise to $100,000 per token.

- Chewy’s trouble finding new customers.

Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround.

Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP

Host: Ricky Mulvey

Guests: Jason Moser, Sanmeet Deo

Producer: Mary Long

Engineer: Rick Engdahl

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Okta achieves profitability; another CEO gets a software lesson from a torn Achilles.

(00:14) David Meier and Mary Long discuss:

- Okta’s earnings and the future of logging in

- Marc Benioff’s ability to turn vision into performance

- Salesforce’s AI-driven future

Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement.

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Companies discussed: OKTA, CRM

Host: Mary Long

Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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More shoppers bought from Shopify merchants and foot traffic declined in physical stores.

(00:14) Bill Mann and Ricky Mulvey discuss:

- Shopping data from the holiday weekend and what retailers should be cautious of.

- South Korea’s tense political situation, and what it means for the country’s companies.

- Why Wall Street is rewarding a more focused AT&T.

Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information.

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Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA

Host: Ricky Mulvey

Guests: Bill Mann, Dave Hatter

Engineer: Rick Engdahl

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