Author: The Motley Fool

The rules of business are changing. And those rules are being written by some … unlikely characters.

Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:

• The power of “geekiness”
• How Satya Nadella turned Microsoft around
• And why Amazon *wants* to see billion-dollar failures.

Tickers discussed: AMZN, MSFT, AAPL, GOOG, META

Host: Mary Long

Guest: Andrew McAfee

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?

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

- The market’s incredible November and why we may not be out of the woods yet on rate hikes.

- Why Apple and Goldman Sachs are breaking up their credit card partnership.

- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.

(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.

You can catch Adobe’s holiday shopping tracking here.

(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.

Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Vivek Pandya

Engineers: Dan Boyd

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When disruption strikes, what a company does next is crucial.

(00:21) Bill Barker and Deidre Woollard discuss:

- If we are already in a Santa Claus rally.

- The challenges facing big automakers.

- If cybersecurity’s challenges will fade.

(20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.

Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Host: Deidre Woollard

Guests: Bill Barker, Mary Long, David Meier

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.

(00:21) David Meier and Dylan Lewis discuss:

- Some of their favorite Mungerisms on investing and life.

- Berkshire’s incredible performance in his time with the company.

- The best thing you can do to celebrate his life today – read a book.

Companies discussed: BRK.A, BRK.B, AAPL

Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)

Host: Dylan Lewis

Guests: David Meier

Engineers: Dan Boyd

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With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought.

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

- Early Cyber Monday results and why consumer spend isn’t slowing down quite yet.

- News that Chinese fast fashion company Shein will likely be coming public in 2024.

- How Weight Watchers is adjusting its strategy to incorporate weight loss drugs.

(15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.

Companies discussed: WW, NVDA, MSFT, APPL

Host: Dylan Lewis

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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Black Friday showed consumers are still ready to buy.

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

- Black Friday’s strong results.

- The rise of mobile shopping.

- If anyone can challenge Amazon’s reign as the holiday leader.

(17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY

Host: Deidre Woollard

Guests: Jason Moser, Alex Friedman, Ariel Adams

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.

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

- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.

- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.

- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.

(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.

(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.

Catch a picture of the new Domino’s delivery oven bike here.

Stocks discussed: CDNS, CRSP, IOT, DPZ

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler

Engineers: Dan Boyd, Rick Engdahl

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Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence. 

(00:20) Asit Sharma and Dylan Lewis discuss:

• Nvidia’s epic quarter and the market’s ho-hum response. 
• The OpenAI drama, corporate governance, and 
• How they’re making their turkeys this Thanksgiving. 

Companies discussed: NVDA, MSFT

Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445.

Host: Dylan Lewis

Guests: Asit Sharma

Engineers: Rick Engdahl

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Zoom’s slow revenue increase may show how the company is changing.

(00:12) Asit Sharma and Deidre Woollard discuss:

- Why Zoom is more than a videoconferencing company.

- What happens when a company’s growth slows.

- How big-ticket item sales are impacting Lowe’s and Best Buy.

(14:52)  Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools.

Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY

Claim your dividend report here:  www.fool.com/dividends

Host: Deidre Woollard

Guests: Asit Sharma, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Tim Sparks, Rick Engdahl

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With the dust still not settled, what could be next for Microsoft and OpenAI?

(00:13) Bill Barker and Deidre Woollard discuss:

- Winners and losers in the OpenAI schism.

- If anything will slow the pace of AI.

- What former Cruise CEO Kyle Vogt might do next.

(17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate.

Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Host: Deidre Woollard

Guests: Bill Barker, Ryan Severino

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks, Austin Morgan

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