Author: The Motley Fool

Disney’s quarter included sports, games, and a healthy dose of cutting costs.

(00:21) Rick Munarriz and Deidre Woollard discuss:

- Disney’s ability to cut costs.

- How Disney plans to extend its IP into gaming.

- ESPN’s power moves.

(17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers.

Companies discussed: DIS, FLWS, NFLX, FUBO

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Host: Deidre Woollard

Guests: Rick Munarriz, Kirsten Guerra

Producers: Ricky Mulvey, Mary Long

Engineers: Desiree Jones, Dan Boyd

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Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs? 

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

- Uber at all-time highs and its ride-hailing dominance.

- Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.

- Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business.

(17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors.

Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Asit Sharma

Engineers: Dan Boyd

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Investors don’t want to wait for interest rate cuts.

(00:21) Ricky Mulvey and Asit Sharma discuss:

- Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction.

- The commercial real estate risk for the central bank.

- Spotify’s strategy shift in podcasting.

- The audio company’s operating loss and big free cash flow number.

Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin.

Tickers discussed: SPOT, NFLX, HODL

Host: Ricky Mulvey

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd, Rick Engdahl

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Is chicken the new beef? McDonald’s is innovating to please global palates.

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

- The changing behavior of global eaters.

- How McDonald’s uses data to drive menu changes.

- Snap’s proclamation that social media is dead.

(16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes.

Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP

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Host: Deidre Woollard

Guests: Patrick Badolato, Jason Moser, Ricky Mulvey

Producers: Ricky Mulvey, Mary Long

Engineers: Tim Sparks, Dan Boyd

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Want to follow the great investors? Then good luck beating the market.

Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about:

- Corporate lifecycles, and why investors should understand them.

- The problem with trying to follow great investors.

- The fall of research analysts, and the rise of passive investing.

- An investing lesson from Charlie Munger.

Companies mentioned: TSLA, META, BIRK, DIS, NOK

Host: Bill Mann

Guest: Aswath Damodaran

Producer: Ricky Mulvey

Engineers: Dan Boyd, Desireé Jones

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Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work. 

Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.” Deidre Woollard caught up with Scheyder for a conversation about:

• Tradeoffs in mining, and why the U.S. is falling behind in the race for precious minerals.
• Tensions of the clean energy transition.
• The “wacky journey” of a junior mining company. 

Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM

Host: Deidre Woollard

Guest: Ernest Scheyder

Producer: Ricky Mulvey, Mary Long

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A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.

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

- Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon.

- Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.

(19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..

(35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.

Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

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Prospects for a rapid string of rate cuts may be fading. That’s actually good news.

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

- How fewer interest rate cuts may impact businesses.

- Peloton’s path forward.

- Ways streaks are valuable to businesses.

(16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits.

Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT

Claim your Epic Bundle discount here: www.fool.com/epic198

Host: Deidre Woollard

Guests: Bill Barker, Matt Frankel, Mary Long

Producers: Ricky Mulvey, Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up.

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

- Where AI developments are showing up in Microsoft’s financials.

- The concerns over Alphabet’s ad segment, even as it posts a return to growth.

- How the market is grading big tech companies this earnings season.

(14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots.

Companies discussed: MSFT, GOOG, GOOGL, TSLA

Host: Dylan Lewis

Guests: Asit Sharma, Chris Camillo, Sanmeet Deo

Engineers: Dan Boyd

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Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it?

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

- What to watch as big tech companies report.

- Concentration in the Magnificent Seven.

- Questions about Flutter Entertainment’s share count and debt load.

- The switching incentives in sports betting.

Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement.

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Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089

Companies discussed: AAPL, MSFT, FLUT

Hosts: Ricky Mulvey, Robert Brokamp

Guests: Jim Gillies, Michael Finke

Engineers: Dan Boyd, Rick Engdahl

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