Author: The Motley Fool

Motley Fool CEO and co-founder Tom Gardner answers member questions in an excerpt from Stock Advisor Roundtable, our premium podcast offering. Tom talks about:

• His top starter stock picks and how Fool recommendations are made
• 5 CEO’s he’d trust to run The Motley Fool
• And what he’s learned from past investing wins (and misses)

Stock Advisor members can listen to the full conversation here. 

Tickers discussed: AXON, SPY, ABNB, TTD, TSLA, AMZN, DFH, TMDX, LUV, TREX, SHOP, ANET, CRM

Host: Brian Stoffel Guest: Tom Gardner Producer: Mac Greer, Mary Long Engineer: Rick Engdahl

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Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier? 

(00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right. 

(19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers. 

(32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot.

To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscount

Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa 

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Can Elon Musk build a $30,000 EV that everyone wants to drive?

(00:15) Tim Beyers and Deidre Woollard discuss: - Tesla’s compressing margins. - Robots with brains and Tesla’s take on the AI universe. - How Netflix is becoming a global television network.

(22:28) Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Realtors.

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Companies discussed: TSLA, NFLX, RDFN, RMAX, HOUS

Host: Deidre Woollard Guests: Tim Beyers, Greg Robertson Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks

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The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.  

 

(00:16) Jason Moser and Dylan Lewis discuss:

 

- The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax.

- Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme.

- How Roblox’s return to office plans are a sign of the times for the pandemic darling. 

 

(14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year.

 

Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG

 

Host: Dylan Lewis

Guests: Jason Moser, Ricky Mulvey, Nick Sciple

Engineers: Tim Sparks

 

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Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history. 

(00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yielding 9%. Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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Citigroup’s Jane Fraser is looking to reinvent one of the Big Four banks. Can she do it?

(00:21)Matt Frankel and Deidre Woollard discuss: - The challenges facing Citgroup. - Why big banks have to get serious about high-yield accounts. - Charles Schwab’s opportunity to build an integrated platform.

(19:49) Mark Dixon, CEO of IWG, talks to Deidre Woollard about the changing role of the office in business life.

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Companies discussed: C, IWG, SOFI, WFC, BAC, JPM, ALLY

Host: Deidre Woollard Guests: Matt Frankel, Mark Dixon Producer: Ricky Mulvey Engineers: Annie Pope, Dan Boyd

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The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action.

Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard caught up with Miller to discuss:

- How slow reaction times from the Fed impact the economy. - The home equity buffer. - Opportunities in innovative investing. - The AI boom in private markets and start-ups.

Company discussed: NVDA

Host: Deidre Woollard Guest: Ben Miller Producer: Ricky Mulvey Engineer: Rick Engdahl 

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The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going on around the world. They discuss:

- Why the US dollar is a “bit of a wrecking ball.” - Semiconductor supply chains. - Apple’s political risks. - China’s real estate market.

Companies discussed: AAPL, TSM, ASML, FANUY

BiggerPockets credits:

Host: Dave Meyer Producers: Kailyn Bennett, Hager Eldaas Engineer: Exodus Media

Motley Fool credits:

Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd

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The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer. 

(00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for big banks and the latest insights from Jamie Dimon. - Pepsi’s earnings showing signs that growth might be propped up by price hikes. - Atlassian’s $1B acquisition of Loom, the market reaction to the Birkenstock IPO, and Spotify’s latest audio push. 

(19:11) Bloomberg’s Zeke Faux talks about the trial of FTX’s Sam Bankman Fried with Motley Fool Money’s Deidre Woollard.

(32:57) Jason and Emily break down two stocks on their radar: Outset Medical and Twilio.

Stocks discussed: JPM, WFC, PEP, TEAM, BIRK, SPOT, OM, TWLO

Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux Engineers: Dan Boyd 

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It’s hard to bet against the enduring appeal of everyone’s favorite dinner.

(00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importance of loyalty programs and the worry of loyalty fatigue. - If Walgreens’s new CEO will keep steering the company toward healthcare.

(17:21) Deidre Woollard interviews Professor Michael Robbins on his new book Quantitative Asset Management and the future of AI in investing.

Claim your five dividend recommendations here: www.fool.com/dividends.

Companies discussed: DPZ, WBA, WMT, AMZN, UBER

Host: Deidre Woollard Guests: Bill Barker, Michael Robbins Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope

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