Author: The Motley Fool

Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:

• If Airbnb can take a greater share of the hospitality market.
• Why sports and the Sphere are a winning combination for Las Vegas.
• How large-group travel provides a safety net for Ryman Hospitality.

Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard

Guest: Matt Argersinger

Producer: Dylan Lewis

Engineer: Rick Engdahl

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Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.

(00:21) Ron Gross and Jason Moser discuss:

- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.

- Target’s rebound and how it might get back to growth.

- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.

(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.

(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.

Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH

Host: Dylan Lewis

Guests: Ron Gross, Jason Moser, Nell Minow

Engineers: Dan Boyd

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Big pockets have weighed in at New York Community Bank, can they turn the ship around?

(00:21) Bill Barker and Deidre Woollard discuss:

- Why New York City Bank needed a deep-pocketed rescue.

- Abercrombie & Fitch’s incredible rise.

- American Eagle’s tough bet on logistics.

(18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.

Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN

Host: Deidre Woollard

Guests: Mary Long, Matt Frankel, Bill Barker

Producer: Dylan Lewis

Engineers: Rick Engdahl, Dan Boyd

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Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL. 

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

- Target finally finding its footing, and how the company is turning to loyalty programs for more growth.

- Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down.

- Bitcoin’s spot-ETF fueled rise to all-time highs.

(16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel.

Companies discussed: TGT, CRWD, BTC, JOBY, ACHR

Host: Dylan Lewis

Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo

Engineers: Rick Engdahl, Dan Boyd

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We try to separate the falling knives from the buying opportunities.

(00:21) Jim Gillies and Dylan Lewis discuss:

- NYCB’s credit downgrade, material weaknesses, and current struggles.

- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.

- Why Jim likes the prospects for beat-up fintech company PROG holdings.

(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.

Companies discussed: NYCB, SFIX, PROG

Host: Dylan Lewis

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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The European Commission is the latest to take aim at Apple’s app store.

(xx:xx) Jason Moser and Deidre Woollard discuss:

- Why Spotify and Apple are engaging in a new music streaming battle.

- If Spirit Airlines will seek another buyer.

- Why the latest go-private offer may be good news for Macy’s shareholders.

(18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.

Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER

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

Host: Deidre Woollard

Guests: Jason Moser, Ricky Mulvey, Lou Whiteman

Producer: Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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When a stock goes parabolic, there’s more to the story than business performance.

Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:

- Super Micro’s real business.

- The original bull thesis for the data center service company.

- Super Micro’s relationship with Nvidia.

- What’s behind the stock’s recent performance.

Stocks discussed: SMCI, NVDA, DELL, HPQ

Host: Mary Long

Guests: Tim Beyers, Kirsten Guerra

Producer: Ricky Mulvey

Engineer: Tim Sparks

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With small caps, come great thrills. What about great rewards? 

Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:

• If the disappearance of “the small-cap premium” is a win for investors.  
• How to navigate environments with limited feedback.
• The value (or lack thereof) of book value. 

Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B

Host: Ricky Mulvey

Guest: Bill Mann

Producer: Mary Long

Engineers: Rick Engdahl

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The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.

(00:21) Jason Moser and Matt Argersinger discuss:

- Elon Musk’s lawsuit against OpenAI and Sam Altman

-.Apple putting an end to Project Titan and its automotive ambitions.

- Earnings updates from Axon and Okta, and a new dividend from Salesforce.

(19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.

(33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay.

Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel

Engineers: Dan Boyd

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For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.

(00:21) David Meier and Deidre Woollard discuss:

- The power of a great CFO.

- What a change in leadership means for Snowflake.

- Why growing revenue isn’t just about new customers.

(17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.

Companies discussed: CRM, OKTA, SNOW, C

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Host: Deidre Woollard

Guests: David Meier, Gary Stevenson

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Desiree Jones

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