Author: The Motley Fool

The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- How the DOJ is charging Google cemented itself as the search leader with exclusive deals with Apple. - Just how lucrative those deals were for Apple. - The similarities with this case and the government’s anti-trust case against Microsoft in the 1990s. 

(14:46) Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock Clear and the race to the front of the line.

Companies discussed: AAPL, GOOG, GOOGL, YOU

Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Sanmeet Deo Engineers: Dan Boyd 

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Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss:

• Unity Technologies CEO, John Riccitello, stepping down from his seat.
• How Unity handled pricing changes with its developers.
• Trian Partners increasing its stake in Disney.
• Questions about Disney’s turnaround story.

Plus, (15:45) Alison Southwick and Robert Brokamp discuss the growing trend of unretirement.

Companies discussed: U, DIS

Hosts: Ricky Mulvey, Alison Southwick Guests: Jason Moser, Robert Brokamp Engineer: Rick Engdahl

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Mobile shopping is expected to rule e-commerce this holiday season.

(00:13) Asit Sharma and Deidre Woollard discuss:

• If consumer spending will remain strong over the holiday season.
• The impact of the rise of mobile shopping.
• Whether or not retailers can trust the supply chain.

(13:27) Founders and investors sit on opposite sides of the table and they don’t always agree. Venture capitalist Jerry Neumann and serial founder Liz Zalman look at both sides in their book Founder vs. Investor.

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Companies discussed:ADBE, AMZN, SHOP, UPS, WMT, UBER, DDOG, OKTA

Host: Deidre Woollard Guests: Asit Sharma, Jerry Neumann, Liz Zalman Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick? 

Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The importance of the letter X How to craft a “cocktail of a fanatical risk taker”  And Musk’s latest endeavor into “real world artificial intelligence” 

Tickers discussed: TSLA, GOOG, GOOGL

Host: Ricky Mulvey Guest: Walter Isaacson Producer: Mary Long Engineer: Dan Boyd

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BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge. 

(00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta’s plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar’s. - China’s BYD heating up the race in EVs.

(19:11) Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. .

(33:00) Bill and Ron break down two stocks on their radar: Chevron and Burford Capital.

Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR

Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson Engineers: Dan Boyd 

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Beer continues to shine but will future generations be less likely to drink alcohol at all?

(00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and spirits can rebound for Constellation Brands. - The future of cannabis and Tilray’s tough path to profitability.

(17:17)  Deidre Woollard interviews Joel Marcus, CEO of Alexandria Real Estate Equities about the future of this life sciences real estate investment trust.

Companies discussed: ARE, STZ, TLRY

Host: Deidre Woollard Guests: Bill Barker, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

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

- How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg.  - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs.  

(15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potential, and its new food court offerings. 

(27:05) The Motley Fool Money team goes out into the field to taste test Costco’s new roast beef sandwich, mango smoothie, and strawberry ice cream. 

If you're looking for investing ideas, we’re offering Motley Fool Money listeners a discount on our flagship service, Stock Advisor. To learn more head to fool.com/mfmdiscount

Companies discussed: K, KLG, ARMK, VSTS, COST

Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Ricky Mulvey, Sierra Baldwin, Mary Long Engineers: Dan Boyd 

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The shiniest thing in Las Vegas is also a publicly traded company. 

(00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefiting from a shift toward experiences. - The business behind the dramatic new venue, Sphere.

Plus, (9:41) Robert Brokamp interviews Roger Young, CFP and Thought Leadership Director at T. Rowe Price about the company’s research on retirement spending.

Companies mentioned: LYV, ABNB, MSGS, SPHR, TROW

Hosts:Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Roger Young Engineers: Dan Boyd, Rick Engdahl

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If you want to know the reasons behind someone’s actions, it’s important to find out the incentives.

(00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious about IPOs. - The impossibility of creating a super app.

(13:50)  Ricky Mulvey interviews Marc Robinson, the principal consultant at MSR Strategy and an expert in game theory to understand the rules of the game in this United Autoworkers strike.

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Companies discussed: F, GM, STLA, PYPL

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Marc Robinson Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit? 

Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss:

• How to find your centerpoint – in airshows and investing
• What it’s like to sit on a multi-million-dollar sell option
• And the importance of being “glad to be here”

Host: Ricky Mulvey Guest: John Foley Producer: Mary Long Engineers: Rick Engdahl

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