Author: The Motley Fool

Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.  

(00:14) Asit Sharma and Dylan Lewis discuss:

- NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race.

- The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years.

- Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week. 

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Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B, 

Host: Dylan Lewis

Guests: Asit Sharma

Engineers: Rick Engdahl

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After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty.

(00:14) Kirsten Guerra and Mary Long discuss:

- How experiential shopping has lifted Dick’s Sporting Goods.

- Two paths forward for Kohl’s.

- Why Lemonade deserves a spot in a Thanksgiving parade.

Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement.

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Companies discussed: DKS, KSS, M, LMND, BROS

Host: Mary Long

Guests: Kirsten Guerra, Robert Brokamp, Christine Benz

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors.

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

- How more than a hundred million dollars can go missing.

- The impact of weight-loss drugs on junk food manufacturers.

- Some advice for investors looking for artificial intelligence “picks and shovels” plays.

Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events.

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Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html

Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime

Companies discussed: M, CAG, TPL, NFLX

Host: Ricky Mulvey

Guests: Jason Moser, Lucas Shaw

Producer: Mary Long

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Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low? 

Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss:  

- The questions about how fast fashion became ultra-fast fashion.

- Why Shein’s leaders may be staying quiet.

- How an export and tax loophole is driving business for Shein and Temu, and why that could change. 

Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/ 

Companies discussed: PDD, AMZN OTC: HNNMY, 

Host: Mary Long

Guest: Timothy McLaughlin

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:  

- Advice to investors looking at a highly speculative industry.

- The cash and regulatory questions for these companies. 

- Key differences between the cannabis market and psychedelic stocks.

- The challenges of doing a double-blind test on psychedelic compounds.

Companies discussed: CMPS, CYBN, ATAI

Host: Mary Long

Guest: Keith Speights

Producer: Ricky Mulvey 

Engineers: Rick Engdahl, Desireé Jones

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The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. 

(00:55) Jason Moser and Emily Flippen discuss:

- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”

- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one. 

- Snowflake’s strong report and what its new deal with Anthropic means .

(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.

(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.

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Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Dan Durn

Engineers: Rick Engdahl

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Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo.

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

- Nvidia’s quarter and data center growth.

- Why Comcast is spinning off its cable assets.

- Microstrategy’s unusual bond offering.

Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties.

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Companies discussed: NVDA, CMCSA, MSTR, EGP

Host: Ricky Mulvey

Guests: Bill Barker

Producer: Mary Long

Engineer: Rick Engdahl

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The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task?

(00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus:

- The state of the consumer heading into the holiday shopping season.

- What it takes to build out a true omnichannel operation.

- How management teams land on forward guidance.

Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal.

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Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX

Host: Mary Long

Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey

Engineers: Rick Engdahl

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But the retailer’s valuation is giving investors more questions.

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

- Highlights from Walmart’s quarter.

- What shoppers want from mac and cheese.

- Why nicotine pouches may be “the biggest consumer product story this decade.”

Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”

Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool

Companies discussed: WMT, COST, PMI, MO, TPB

Host: Ricky Mulvey

Guests: Nick Sciple, Robert Brokamp, Christine Benz

Producer: Mary Long

Engineer: Rick Engdahl

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Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.

(00:15) Seth Jayson and Dylan Lewis discuss:

- Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter.

- Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry.

- Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.

(14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.

Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH

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Host: Dylan Lewis

Guests: Seth Jayson, Mary Long, Asit Sharma

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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