Author: The Motley Fool

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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When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.

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

- Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.

- Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.

- Coupang’s continued rise as the major player in e-commerce in South Korea.

(17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.

Companies discussed: AAPL, BYND, CPNG

Host: Dylan Lewis

Guests: Asit Sharma, Deidre Woollard, Carrie Sun

Producer: Mary Long

Engineers: Chace Pryzlepa, Dan Boyd

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Zoom has a new growth story. Are investors buying it?

(00:21) Ricky Mulvey and Bill Barker discuss:

- Zoom’s quarter, and if the company has a moat.

- AutoZone’s international growth.

- Wendy’s plan to test surge pricing.

- If cereal is a part of a complete and nutritious dinner.

Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.

Got a question for the show? Email us at podcasts@fool.com.

Companies discussed: ZM, AZO, WEN, KLG, SCHW

Host: Ricky Mulvey

Guests: Bill Barker, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Warren Buffett’s annual letter points to a steady path ahead.

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

- Why Berkshire Hathaway doesn’t pay a dividend.

- If utility businesses are in trouble.

- What a mountain of cash means for the insurance business.

(17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.

Companies discussed: BRK.A, BRK.B, DPZ, LULU

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Host: Deidre Woollard

Guests: Jason Moser, Ken Costa

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Przylepa

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What happens when a group of hedge fund managers share the last time they cried? 

Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about:

- The habits of Supercommunicators.

- How Boeing and Netflix navigated communications crises.

- An under-the-radar figure running the technical side of Microsoft.

Host: Mary Long

Guest: Charles Duhigg

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd

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You’ve probably interacted with large language models. The next version might be large vision models.

Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about:

- How businesses, like Lockheed Martin and Lowes, are already using spatial computing.

- The current challenges developing apps for the Vision Pro

- Virtual air rights, digital fashion, and questions about the future of spatial computing.

Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL

Host: Deidre Woollard

Guest: Cathy Hackl

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Earnings season rolls on plus some acquisitions made the news this week:

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

- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre

- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio

(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”

(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot

Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS

Host: Ron Gross

Guests: Emily Flippen, Andy Cross, Kurt Wagner

Engineers: Dan Boyd

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What does Nvidia’s blockbuster quarter signify for the future?

(00:21) Tim Beyers and Deidre Woollard discuss:

- What is fueling Nvidia’s growth?

- How far the demand for GPUs can stretch.

- What concerns Tim about Nvidia’s capital allocation.

Companies discussed: NVDA

Host: Deidre Woollard

Guest: Tim Beyers

Producers: Ricky Mulvey

Engineer: Dan Boyd

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Investors want PayPal to become the next Meta, but it’s not easy to transform a business.

(00:13) David Meier and Deidre Woollard discuss:

- The reason behind Palo Alto Network’s lowered outlook.

- Where the next big cybersecurity threats could come from.

- Fubo’s attempt to sport a sports streaming superpower.

(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.

Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD

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Host: Deidre Woollard

Guests: Matt Frankel, Ricky Mulvey, David Meier

Producer: Ricky Mulvey, Mary Long

Engineers: Rick Engdahl, Tim Sparks

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Capital One wants Discover for a $35 billion dollar all stock deal.

(00:21) Ricky Mulvey and Jim Gillies discuss:

 - How a merged Capital One and Discover would compare to the big banks.

 - The investor reaction to the proposed merger.

 - Home Depot’s earnings.

 - The end of an activist story at a company that makes garden rakes.

Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.

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Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann

Producer: Mary Long

Engineers: Dan Boyd, Jim Gillies

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