Author: The Motley Fool

Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear.

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

- Why Amazon ended the iRobot deal.

- Where iRobot could go next.

- If Sofi is building the next big bank.

(17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence.

Companies discussed: AMZN, IRBT, SOFI

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

Host: Deidre Woollard

Guests: Jason Moser, Eric Siegel

Producers: Ricky Mulvey, Mary Long

Engineers: Rick Engdahl, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Owning companies can help you build wealth. So can real estate.

Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss:

- Creating a vision for your investing plan.

- “The HGTV disease.”

- Risk mitigation strategies for real estate investors.

- A common way that real estate investors start out.

Host: Deidre Woollard

Guest: Dave Meyer

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Przylepa

Learn more about your ad choices. Visit megaphone.fm/adchoices

Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation. 

Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss:

• Whether “special dividends” are really special at all. 
• 2 “Dividend Knights” – and a Cincinnati grocer that may rejoin the same ranks.
• Why investing is not just about revenue growth.

Get your dividends report here: www.fool.com/2024dividends

A correction: Texas Roadhouse serves lunch on the weekends.

Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0

Tickers discussed: TXRH, KR, DDS, SCHD, VIG

Host: Ricky Mulvey

Guest: Anthony Schiavone, Matt Argersinger

Producer: Mary Long

Engineers: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.

(00:21) Bill Mann and Andy Cross discuss:

- Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.

- Alibaba’s co-founders buying up $200M shares, and the state of investing in China.

- Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.

(19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.

(29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.

Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO

Host: Dylan Lewis

Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison

Engineers: Tim Sparks, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) Asit Sharma and Deidre Woollard discuss:

- The promise of Tesla’s next-generation vehicles.

- If Tesla’s energy business is finally ready for prime time.

- How ServiceNow’s AI push is paying off.

(18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.

Companies discussed: TSLA, BYD, NOW, CNSWF

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

Host: Deidre Woollard

Guests: Asit Sharma, Mary Long, Tom King

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.

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

- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.

- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.

- Chipotle’s preparations for “peak burrito.”

(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline. 

Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG

Host: Dylan Lewis

Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz

Engineers:Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the biggest shows on cable is leaving for streaming.

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

 - Netflix’s $5 billion deal with the WWE.

 - Proctor & Gamble’s quarter and write down of Gillette.

 - Why Schwab’s deposit flight isn’t quite breaking the bank.

Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.

Companies discussed: NFLX, TKO, PG, SCHW

Hosts: Ricky Mulvey, Robert Brokamp

Guests: Bill Mann, Michael Finke

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s behind this latest rally?

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

- What could impact the recent rally?

- The potential future for Macy’s.

- Sports Illustrated and the value of legacy brands.

(19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next.

Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX

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

Host: Deidre Woollard

Guests: Jason Moser, Jamil Khan

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Kyle Carruthers

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more. 

Ricky Mulvey caught up with Catmull to discuss: 

• Being in the “business of exponential change” 
• AI’s potential upheaval of the animation industry
• How technology and story advance each other

Tickers discussed: DIS

Host: Ricky Mulvey

Guest: Ed Catmull

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:

- Biogen’s next shot at an Alzheimer’s treatment.

- Why companies can’t “muscle their way” into making new molecules.

- How NVIDIA could change drug development. 

- Moderna’s vaccine strategy

Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX

Host: Deidre Woollard

Guest: Karl Thiel

Producer: Ricky Mulvey

Engineer: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices