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.”
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.
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
