Author: The Motley Fool

Welcome to the stock market in 2024.

When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month.

(00:21) Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company.

Then, William Cohan from Puck (16:13) joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media.

Companies discussed: CHWY, AMZN, PARA

Check out Puck’s newsletters: https://puck.news/newsletters/

Host: Ricky Mulvey

Guests: Tim Beyers, William Cohan

Producer: Dylan Lewis

Engineers: Dan Boyd, Tim Sparks

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again.

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

- Rivian and Volkswagen’s partnership and why capital and scale are the name of the game in electric vehicles.

- FedEx’s year focusing on costs paying off, and what their outlook says about the general macro picture.

(15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium.

Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC

Host: Dylan Lewis

Guests: Asit Sharma, Adam Ante, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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The coffee giant is making a play into a fast growing market.

(00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line.

Then, (16:18) Robert Brokamp shares how he’s preparing for retirement, and what he’s learned from leading The Motley Fool’s “Rule Your Retirement” newsletter for two decades.

Companies mentioned: AAPL, AXON, SBUX, CCL

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp

Engineers: Dan Boyd, Austin Morgan

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.

(00:21) Bill Barker and Dylan Lewis discuss:

- How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market.

- RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS.

- Target and Shopify linking up for a win-win partnership.

(13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.

Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW

Host: Dylan Lewis

Guests: Tim Beyers, Tim Beyers, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Dan Boyd

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Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.

Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts. 

Share stories of your own investing journey with us at podcasts@fool.com. 

Host: Mary Long

Guest: Ron Gross

Engineer: Dez Jones, Annie Pope

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In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?

RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:

- The rate of improvement for AI models

- How non-Mag 7 companies are using AI

- And one company that’s spending smartly on the new technology. 

Take a look at the Gartner Hype Cycle. 

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL

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Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is.

(:21) Ron Gross and Bill Mann discuss:

- How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies.

- An luxury-fashion IPO that wasn’t in Italy.

- AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .

(19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.

(35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.

Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL

Host: Dylan Lewis

Guests: Bill Mann, Ron Gross, Fawn Weaver

Engineers: Dan Boyd, Austin Morgan

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Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic.

(00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners.

Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea.

Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG

Host: Ricky Mulvey

Guests: Bill Mann, Mary Long, Alicia Alfiere

Engineer: Dan Boyd

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited)

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Sometimes, a billion bucks just isn’t enough to kickstart the engine.

(00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet.

Then, at (17:22), Ailson and Bro tackle the listener mailbag, answering questions about retirement distributions, target date funds, and commodities.

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

Got a question for Alison and Bro? Email it to podcasts@fool.com

Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD

Host: Mary Long

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Producer: Ricky Mulvey

Engineer: Dan Boyd

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Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice. 

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

- Why Starboard Value is putting Autodesk’s management team and board on notice.

- Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech.

- Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm.

Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise.

Companies discussed: ADSK, AVGO, NVDA, TSLA.

Catch Jensen Huang’s Caltech commencement speech here:

https://www.youtube.com/watch?v=-qXDdToZHzE&t=3138s

Go to www.monarchmoney.com/fool for an extended 30-day free trial.

Host: Dylan Lewis

Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle

Producer: Mary Long

Engineers: Dan Boyd, Dez Jones

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