Author: The Motley Fool

The streamer now has Christmas football games.

First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.

Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.

Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB

Host: Ricky Mulvey

Guests: Nick Sciple, Mary Long, Lou Whiteman

Engineers: Dan Boyd, Steve Broido

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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Step aside, Siri. A new generation of AI voice assistants has arrived.

First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.

Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea.

Stock Advisor discount for podcast listeners: www.fool.com/asit

Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Jason Hall

Engineers: Dan Boyd, Heather Horton

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One tweet is all it takes to add a few billion dollars in market cap.

First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.

Then, (19:05) Alison Southwick and Robert Brokamp discuss how investors can evaluate exchange traded funds.

Companies/Tickers discussed: GME, AMC, HD, SPY, VOO, IJR, VB, SPY, GRMAX

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

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Desiree Jones

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Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?

(00:21) Jason Moser and Dylan Lewis discuss:

- Permira private equity’s plans to take website-builder Squarespace private at $6.9B.

- The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.

(14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.

Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX

Monarch Money free trial offer: www.monarchmoney.com/fool

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, Ricky Mulvey,

Producer: Ricky Mulvey

Engineers: Dan Boyd

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“Ideas are cheap; the people are what matter.”

Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people.

Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss:

• How to spot strong leaders.
• The downside of overconfidence.
• How company culture affects stock returns.

Companies discussed: SPOT

Host: Ricky Mulvey

Guest: Martin Gonzalez

Producer: Mary Long

Engineer: Dez Jones

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Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:

- The training and educational use cases for spatial computing. 

- How Apple and Meta products stack up against each other.

- Meta’s virtual reality strategy. 

- The strong value proposition for VR training in healthcare.

Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..

(00:21) Ron Gross and Andy Cross discuss:

- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.

- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.

- How drinkmaker Celsius continues to find the energy for growth.

(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.

(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.

Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST

Host: Dylan Lewis

Guests: Andy Cross, Ron Gross, David Gardner, Mary Long

Engineers: Dan Boyd

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Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.

(00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.

Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.

Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. 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 https://public.com/disclosures/high-yield-account

Host: Ricky Mulvey

Guests: Kirsten Guerra, Nick Sciple

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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Uber’s earnings may seem a little hand-wavy, but there's more to the story.

At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.

Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.

Tickers discussed: UBER, SICP, JOBY, TOST

Host: Mary Long

Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey

Engineer: Tim Sparks

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For anyone besides Netflix?

First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.

Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.

Tickers discussed: DIS, AXON, NFLX, GLD

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

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Alison Southwick

Engineers: Dan Boyd, Desiree Jones

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