Author: The Motley Fool

We try to separate the falling knives from the buying opportunities.

(00:21) Jim Gillies and Dylan Lewis discuss:

- NYCB’s credit downgrade, material weaknesses, and current struggles.

- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.

- Why Jim likes the prospects for beat-up fintech company PROG holdings.

(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.

Companies discussed: NYCB, SFIX, PROG

Host: Dylan Lewis

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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The European Commission is the latest to take aim at Apple’s app store.

(xx:xx) Jason Moser and Deidre Woollard discuss:

- Why Spotify and Apple are engaging in a new music streaming battle.

- If Spirit Airlines will seek another buyer.

- Why the latest go-private offer may be good news for Macy’s shareholders.

(18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.

Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard

Guests: Jason Moser, Ricky Mulvey, Lou Whiteman

Producer: Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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When a stock goes parabolic, there’s more to the story than business performance.

Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:

- Super Micro’s real business.

- The original bull thesis for the data center service company.

- Super Micro’s relationship with Nvidia.

- What’s behind the stock’s recent performance.

Stocks discussed: SMCI, NVDA, DELL, HPQ

Host: Mary Long

Guests: Tim Beyers, Kirsten Guerra

Producer: Ricky Mulvey

Engineer: Tim Sparks

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With small caps, come great thrills. What about great rewards? 

Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:

• If the disappearance of “the small-cap premium” is a win for investors.  
• How to navigate environments with limited feedback.
• The value (or lack thereof) of book value. 

Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B

Host: Ricky Mulvey

Guest: Bill Mann

Producer: Mary Long

Engineers: Rick Engdahl

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The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.

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

- Elon Musk’s lawsuit against OpenAI and Sam Altman

-.Apple putting an end to Project Titan and its automotive ambitions.

- Earnings updates from Axon and Okta, and a new dividend from Salesforce.

(19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.

(33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay.

Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel

Engineers: Dan Boyd

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For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.

(00:21) David Meier and Deidre Woollard discuss:

- The power of a great CFO.

- What a change in leadership means for Snowflake.

- Why growing revenue isn’t just about new customers.

(17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.

Companies discussed: CRM, OKTA, SNOW, C

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard

Guests: David Meier, Gary Stevenson

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Desiree Jones

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When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.

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

- Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.

- Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.

- Coupang’s continued rise as the major player in e-commerce in South Korea.

(17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.

Companies discussed: AAPL, BYND, CPNG

Host: Dylan Lewis

Guests: Asit Sharma, Deidre Woollard, Carrie Sun

Producer: Mary Long

Engineers: Chace Pryzlepa, Dan Boyd

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Zoom has a new growth story. Are investors buying it?

(00:21) Ricky Mulvey and Bill Barker discuss:

- Zoom’s quarter, and if the company has a moat.

- AutoZone’s international growth.

- Wendy’s plan to test surge pricing.

- If cereal is a part of a complete and nutritious dinner.

Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.

Got a question for the show? Email us at podcasts@fool.com.

Companies discussed: ZM, AZO, WEN, KLG, SCHW

Host: Ricky Mulvey

Guests: Bill Barker, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Warren Buffett’s annual letter points to a steady path ahead.

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

- Why Berkshire Hathaway doesn’t pay a dividend.

- If utility businesses are in trouble.

- What a mountain of cash means for the insurance business.

(17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.

Companies discussed: BRK.A, BRK.B, DPZ, LULU

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard

Guests: Jason Moser, Ken Costa

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Przylepa

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What happens when a group of hedge fund managers share the last time they cried? 

Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about:

- The habits of Supercommunicators.

- How Boeing and Netflix navigated communications crises.

- An under-the-radar figure running the technical side of Microsoft.

Host: Mary Long

Guest: Charles Duhigg

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd

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