Author: The Motley Fool

A juicy short report goes up against business fundamentals.

(00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their watchlists.

Plus, (16:47) Robert Brokamp interviews Eileen Freiburger, Managing Director of the Garrett Planning Network, about what you should expect from meeting with a financial advisor.

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

Companies mentioned: AX, NKLA, CLOV, DKS, ASO

Host: Ricky Mulvey

Guests: Jim Gillies, Robert Brokamp, Eileen Freiburger

Engineers: Dan Boyd, Austin Morgan

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

The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.  

(0:25) Bill Barker and Dylan Lewis discuss:

- Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings. 

- Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50.

- Why big is better for retailers this earnings season. 

(15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.

Companies discussed: WM, COST, SRCL, GOOG, GOOGL

Host: Dylan Lewis

Guests: Bill Barker, Tim Beyers, Tim White

Producer: Mary Long

Engineers: Dan Boyd, Dez Jones

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

Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?

Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money & Markets Really Work.” Mary Long caught up with Scanlon for a conversation about: 

- The challenges of measuring economic data.

- What’s driving inflation.

- How Domino’s turned around its business.

Host: Mary Long

Guest: Kyla Scanlon

Producer: Ricky Mulvey

Engineer: Dan Boyd

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

… and other legendary leaders.

David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:

• Using power to empower others.
• Lessons from market-beating executives.
• Why prioritizing people over results is a winning strategy.

Host: Ricky Mulvey

Guest: David Novak

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH

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

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop.

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

- Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display.

- Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon.

(19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop.

(35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group.

Stocks discussed: PYPL, SPG.

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker

Engineers: Dan Boyd

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

Sales slow for the software company. But is that the end of the growth story?

At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted.

Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings.

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

Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU

Host: Mary Long

Guests: Tim Beyers, Asit Sharma, Ricky Mulvey

Engineer: Tim Sparks

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

On May 29, there is one investing account that deserves a celebration.

First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.

Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price.

Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/

Companies discussed: CHWY, DKS, CAVA

Host: Ricky Mulvey

Guests: Bill Barker, Robert Brokamp, Roger Young

Engineers: Dan Boyd, Austin Morgan

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

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

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

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

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

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

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