Campaign contributions are just table stakes for companies trying to make legislation in their favor.
Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:
- How Airbnb mobilized voters in San Francisco.
- The battle to regulate artificial intelligence.
- How the crypto industry is building political power.
Price matters. But how do you build a case for what the right price is?
Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss:
- How to put P/E ratios in context – and how to look beyond that metric.
- Levers Walmart could pull to double its earnings.
- Growth stories for Netflix that go beyond subscriber count.
It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.
(00:15) Andy Cross and Matt Argersinger discuss:
- Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.
- Why Cava and Instacart are both taking a breather post-earnings
- How the macro environment and housing market continues to weigh on activity for Home Depot.
(19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.
(34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.
The future is growing brighter, and more efficient, for the entertainment giant.
(00:13) Jason Moser and Ricky Mulvey discuss:
- Highlights from Disney’s quarter.
- The future of ESPN.
- Amazon’s new discount shopping venture, Haul.
Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.
Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?
(00:13) Tim Beyers and Mary Long discuss:
- The difficulties in valuing Cava.
- Why the fast casual restaurant doesn’t want to lean too far into digital channels.
- How Toast is able to keep growing despite macro headwinds.
Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineer: Rick Engdahl
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When companies or crypto go parabolic, force yourself to think: what does normal look like?
(00:13) Tim Beyers and Dylan Lewis discuss:
- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.
- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.
(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models.
Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META
Diseases become easier to solve. Bureaucracy is simplified. But what will work look like?
OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.
They discuss:
- If building general intelligence is a winner-take-all game.
- How AI advancements could develop in the next decade.
- Lingering questions and worries about the future of superintelligence.
The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.
(00:40) Jason Moser and Bill Mann discuss:
- The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration.
- At all-time highs after earnings, will the good times keep rolling for Axon and Palantir?
- Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.
(19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.
(28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.
