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
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.
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.
Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?
(00:14) Tim Beyers and Dylan Lewis discuss:
- Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.
- The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.
- How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term.
(20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.
It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks!
(00:33) Ron Gross and Jason Moser discuss:
- The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers.
- Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon.
- The topics they don’t want to touch at the Thanksgiving table: the election and tariffs.
(19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey.
A reminder, you can reach us at: (703) 254-1445, radio@fool.com, or @MotleyFoolMoney on X.
(34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara.
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