Motley Fool Money - Activists: Higher All-Time Highs, Please

Sometimes, great isn’t good enough.


(00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.


Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company.


Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB


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


Host: Mary Long

Guests: Jason Moser, Yasser el-Shimy

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Pryzlepa

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Motley Fool Money - Finding “Home Run” Investments

Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach? 


Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about:

  • The benefits of building an “anti-portfolio”
  • Why it pays to get outside of your own four walls
  • Lessons from a piggy bank auction


Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley.


Companies discussed: CRM, AAPL, IBM


Host: Ricky Mulvey

Guest: Alex Dang, llya Strebulaev

Producer: Mary Long

Engineers: Tim Sparks, Heather Horton

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Motley Fool Money - The Movies’ Market Correction

In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?


Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss:

  • The relationship between streamers, studios, and theaters.
  • How losing China as a distributor changes the dynamics of business – and creativity.
  • Where moviemaking goes from here.


Companies discussed: DIS


Host: Ricky Mulvey

Guest: Catie Peiper

Producers: Mary Long

Engineers: Tim Sparks, Chace Przylepa

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Motley Fool Money - Nvidia, Target & The Mailbag

AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech.


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

- Nvidia’s blowout quarter and upcoming stock split.

- Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan. 

- Earnings updates from retailers Target, Autozone, and Lowe’s.


(19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz.


(32:27) Jason and Bill break down two stocks on their radar, Sonos and Boston Beer, and a few recipes on their radar too.


Stocks discussed: NVDA, AFRM, JPM, TGT, AZO, LOW


Host: Dylan Lewis

Guests: Jason Moser, Bill Mann

Engineers: Dan Boyd

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Motley Fool Money - Nvidia Rolls On

The tech giant continues to crush analysts’ lofty expectations.

(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.

Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.

Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL

Host:Ricky Mulvey

Guests: Asit Sharma, Mary Long, Matt Frankel

Engineers: Tim Sparks, Desiree Jones

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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Motley Fool Money - Tight Budgets Come for Target

Just how resilient is resilient?


(00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.


Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.


Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN


Host: Mary Long

Guests: Jason Moser, Matt Frankel

Producer: Ricky Mulvey

Engineers: Dan Boyd, Dez Jones

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Motley Fool Money - What’s on Jamie Dimon’s Mind?

A lot, actually.


(00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy.


Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college.


Check out the Range Rover Sport at www.landroverusa.com


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


Companies discussed: JPM, CAVA, SG, TXRH


Host: Ricky Mulvey

Guests: Bill Mann, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

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Motley Fool Money - A New Name in Weight-Loss Drugs

Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option.


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


- Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly.

- A sneaky company that’s another winner in the weight-loss market.

- Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward.


(14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.


Companies discussed: HIMS, NVO, MCK, LLY, Wix


Host: Dylan Lewis

Guests: Asit Sharma, Ricky Mulvey, Mary Long

Producer: Ricky Mulvey

Engineers: Dan Boyd


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Motley Fool Money - Better Investment: Stocks or Real Estate?

So, you want to grow your wealth. What’s the best way to do it?


In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.


Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence. Chris Hutchins from All the Hacks moderates the conversation. 


Host: Chris Hutchins

Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench

Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long

Engineers: Exodus Media, Steve Broido

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Motley Fool Money - Don’t Sleep on the Dow Jones

The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.


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

- The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries.

- Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode. 

- The latest addition to Warren Buffett’s portfolio: Chubb.


(19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.


(35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..


Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW


Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, John Mackey

Engineers: Dan Boyd


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

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