Author: The Motley Fool

Ahead of earnings at Paramount, potential deals and rumors are flying.

At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.

At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.

Companies discussed: SOFI, INVH, DPZ, PARA

Host: Deidre Woollard

Guests: Jason Moser, Dallas Tanner

Producer: Ricky Mulvey

Engineers: Chace Pryzlepa, Dan Boyd

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Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater?

Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:

• The power in being contrarian
• One mega cap that knows how to innovate
• Why ROIC is not a foolproof metric for investors. 

Companies discussed: MSFT, IBM, AMZN, NFLX, BRK 

Host: Ricky Mulvey

Guest: Elliott Parker

Producers: Mary Long

Engineers: Rick Engdahl

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Winmark doesn’t make a lot of noise. The business speaks for itself.

Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&P 500 since its IPO, and delivered an annualized return of 18% over the past five years.

So, investors may want to pay attention to it.

Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:

- The growth of Play It Again Sports and a slowdown at Music Go Round.

- How Heffes thinks about capital allocation.

- Building an everlasting business.

Company discussed: WINA

Host: Jim Gillies

Guest: Brett Heffes

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.

(00:21) Andy Cross and Emily Flippen discuss:

- Chipotle’s stellar comps and future store growth opportunity.

- Why Tesla’s low-priced EV offering has investors overlooking down results.

- Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that. 

- What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.

(19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.

Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.

Host: Dylan Lewis

Guests: Emily Flippen, Andy Cross

Engineers: Dan Boyd

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At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business.

And what was it about Meta’s earnings that gave the market pause?

Companies discussed: IBM, HCP, META, NOW, CMG, ALGN

Host: Deidre Woollard

Guest: David Meier

Producer: Ricky Mulvey

Engineer: Dan Boyd

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Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited.

At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok.

Companies discussed: TSLA, BA, V

Host: Dylan Lewis

Guests: Jason Moser

Producer: Mary Long

Engineer: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

A primary reason to invest now? Have money to buy stuff decades later.

The stock market can help you with that goal, but so can government bonds.

At (00:21), we look at earnings from General Motors and Spotify.

At (15:44), we cover the reasons that inflation is sticky, and what investors can do about it.

Companies discussed: GM, SPOT, DAL, SGOV,

Dividend report link: www.fool.com/2024dividends

Host: Ricky Mulvey

Guests: Bill Barker, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Matterport, a former SPAC, finds a new home.

(00:21) Jason Moser and Deidre Woollard discuss:

- Why this week may be crucial for the market.

- If cable companies need to worry about Verizon.

- What CoStar really sees in Matterport.

(13:05) Sanmeet Deo and Ricky Mulvey break down On Holdings appeal for shoe lovers and stockholders.

Companies discussed: ONON, CSGP, MTTR, VZ, TMUS, CMCSA

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard

Guests: Sanmeet Deo, Ricky Mulvey, Jason Moser

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd

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Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.

Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:

- What an aging American population means for stocks.

- How natural gas companies benefit from a growing global middle class.

- The case for adding commodities to a retirement portfolio. 

Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK

Host: Deidre Woollard

Guest: Lawrence McDonald

Producers: Ricky Mulvey, Mary Long

Engineers: Tim Sparks, Desiree Jones

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You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss:

- The three things needed to invest in individual stocks.

- How to select a brokerage.

- The fees that investors will encounter, and how to avoid some of them.

Companies mentioned: HOOD, SOFI, SCHW

Host: Robert Brokamp

Guest: Matt Frankel

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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