Author: The Motley Fool

Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline.

- Nvidia’s stock split, and why this one may matter more than most.

- The new names in the S&P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market. 

(17:57) Are the world’s tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China’s building boom is leading to an increase in homeowners without homes.

Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN

Host: Dylan Lewis

Guests: Asit Sharma, Ricky Mulvey, Jason Barr

Producer: Ricky Mulvey

Engineers: Dan Boyd

Visit our sponsor Monarch Money: Go to monarchmoney.com/FOOL for an extended 30 day free trial.

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Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”?

Johann Hari is the author of the book, “Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New Weight Loss Drugs.” Ricky Mulvey caught up with Hari for a conversation about:

• The medical magic that makes GLPs so effective
• Whether online pharmacies can responsibly prescribe these drugs
• Why there’s a much larger market for these in the US than in other parts of the world

To see where you can get a copy of “Magic Pill,” head to: www.magicpillbook.com

Host: Ricky Mulvey

Guest: Johann Hari

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: NVO, LLY, ZM

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Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors?

Matt Argersinger and Ricky Mulvey discuss the state of the multifamily market and why REITs (of any stripe!) aren’t out for the count quite yet.

Host: Ricky Mulvey

Guest: Matt Argersinger

Producer: Mary Long

Engineer: Dan Boyd

Epic Bundle discount link: www.fool.com/epic

Companies discussed: MAA, PLD, DLR, SPG

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Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves.

(00:21) Bill Mann and Jason Moser discuss:

- The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do.

- Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes.

(19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors.

(32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores.

Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Nick Sciple

Engineer: Dan Boyd

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If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.

(00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors.

Plus, (17:05) Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech.

Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM

Host: Ricky Mulvey

Guests: Asit Sharma, Mary Long, Tom Steyer

Engineers: Dan Boyd, Tim Sparks

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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Growth comes easy when the product speaks for itself.

At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.

Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.

Learn more about the Range Rover Sport at: www.landroverusa.com

Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT

Host: Mary Long

Guests: David Meier, Asit Sharma, John McCool

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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A juicy short report goes up against business fundamentals.

(00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their watchlists.

Plus, (16:47) Robert Brokamp interviews Eileen Freiburger, Managing Director of the Garrett Planning Network, about what you should expect from meeting with a financial advisor.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies mentioned: AX, NKLA, CLOV, DKS, ASO

Host: Ricky Mulvey

Guests: Jim Gillies, Robert Brokamp, Eileen Freiburger

Engineers: Dan Boyd, Austin Morgan

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The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.  

(0:25) Bill Barker and Dylan Lewis discuss:

- Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings. 

- Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50.

- Why big is better for retailers this earnings season. 

(15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.

Companies discussed: WM, COST, SRCL, GOOG, GOOGL

Host: Dylan Lewis

Guests: Bill Barker, Tim Beyers, Tim White

Producer: Mary Long

Engineers: Dan Boyd, Dez Jones

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Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?

Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money & Markets Really Work.” Mary Long caught up with Scanlon for a conversation about: 

- The challenges of measuring economic data.

- What’s driving inflation.

- How Domino’s turned around its business.

Host: Mary Long

Guest: Kyla Scanlon

Producer: Ricky Mulvey

Engineer: Dan Boyd

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… and other legendary leaders.

David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:

• Using power to empower others.
• Lessons from market-beating executives.
• Why prioritizing people over results is a winning strategy.

Host: Ricky Mulvey

Guest: David Novak

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH

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