Author: The Motley Fool

Every stock market valuation is a number from today multiplied by a story about tomorrow.

Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversation. They discuss:

- Why professional money managers often underperform the market.

- The relationship between success and luck for investors.

- Saving like a pessimist and investing like an optimist.

- What spreadsheets can’t tell you about spending.

- The benefit of losing money early in an investing journey.

Companies/Tickers Mentioned: TSLA

Host: Robert Brokamp

Guest: Morgan Housel

Producer: Ricky Mulvey

Engineer: Tim Sparks

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How do you determine what a company’s worth? You pull a lot of information from a lot of different places. 

Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss: 

• How incentives impact valuation
• The “new store growth story” at Costco
• Case studies from a sneaker company and a space company

Companies/Tickers Mentioned: WINA, COST, ONON, SPCE

Host: Ricky Mulvey

Guest: Jim Gillies

Producer: Mary Long

Engineer: Dez Jones

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We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap. 

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

- The impact of the global IT outage, where it will show up financially and how Crowdstrike responded.

- Why the market is down on Tesla’s profitability

- How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS. 

(19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.

(31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.

Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG.

Host: Dylan Lewis

Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen

Engineer: Dan Boyd

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Open seating is coming to an end on Southwest flights.

(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.

Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.

Companies discussed: CMG, LUV, LULU, AMD, NVDA

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Host: Ricky Mulvey

Guests: Sanmeet Deo, Asit Sharma

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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…and it’s not getting from Wiz.

(00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.

Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.

Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Matt Frankel

Engineers: Dan Boyd, Tim Sparks

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Housing supply is slowly rising. So are prices.

(00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify.

Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors.

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

Companies discussed: UPS, SPOT

Host: Ricky Mulvey

Guests: David Meier, Alison Southwick, Brian Feroldi

Producer: Mary Long

Engineers: Dan Boyd, Desiree Jones

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CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward?  

(00:21) Tim Beyers and Dylan Lewis discuss:

- The details of the global IT outage over the weekend and CrowdStrike’s response.

- CrowdStrike’s unique root access and whether vendors will continue to be allowed such deep access to customer Windows systems. 

- Whether CrowdStrike is worth buying on the sell-off, or if management has something to prove first. 

(17:16) President and COO of Kinsale Capital Brian Haney talks Bill Mann through how retail investors can judge financial companies and why insurers have such a tough time in states like Florida. 

Companies discussed: CRWD, MSFT, KNSL

Our conversation with Brian Haney was from FoolFest 2024 – members can catch the full interview and everything from our FoolFest digital pass at foolfest.fool.com. 

Host: Dylan Lewis

Guests: Tim Beyers, Bill Mann, Brian Haney

Producer: Ricky Mulvey

Engineer: Tim Sparks

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What would you do if you had $10 million in cryptocurrency?

Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about:

- How Eliason’s journey in crypto affected how he thinks about risk.

- Why speculative crypto games were rigged against retail traders.

- How fast money corrupts those grabbing for it.

Host: Scott Kassing

Guest: Nathaniel Eliason

Producer: Ricky Mulvey

Engineers: Tim Sparks, Kyle Carruthers

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Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss: 

- How a deluge of economic information has changed investing. 

- What’s happening beneath the surface of broad market indexes.

- The Magnificent Seven and the best performers in the S&P 500. 

Companies mentioned: SCHW, GE, NVDA

Host: Bill Mann

Guest: Liz Ann Sonders

Producer: Ricky Mulvey

Engineers: Desiree Jones, Kyle Carruthers

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After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. 

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

- The Russell 2000s unusual spike, and why it’s a mix of good news and bad news.

- The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall.

- Earnings updates from Netflix, Domino’s, and Five Below. 

(19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.

(33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet.

Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman

Engineers: Steve Broido

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