Author: The Motley Fool

It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.

(00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth.

(21:12)  Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.

Companies discussed: CRM, CRWD, MSFT, ZS, TDUP

Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of. 

(00:12) Bill Mann and Dylan Lewis discuss:

- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company. 

(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.

Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd

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Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:  - Macy’s and Nordstrom charging 32% APRs for retail cards.  - Historical context on rising delinquencies.  - Best Buy’s quarter, and sales slowdown.   Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.

Companies discussed: BBY, M, JWN, DFS

Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl

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Instacart is profitable and it’s growing, Is that enough to spark investor interest?

(00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market.

(17:31)  Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.

Companies discussed: LYV, DASH, UBER

Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd

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Real estate is always a tough business to be in, but especially right now. 

Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes. 

Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way. 

Deidre Woollard sat down with Glenn to discuss:

- The challenges of the current real estate market. - How Redfin plans to take share in the luxury space.  - What value  two recent acquisitions have added to the business.

Companies discussed: RDFN

Host: Deidre Woollard Guest: Glenn Kelman Engineer: Rick Engdahl

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Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. 

Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is  “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss:

- Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem.  - Lisa Su’s “David and Goliath” story at Advanced Micro Devices

Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR

Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl

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Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. 

(00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday.  - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. 

(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.

(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.

Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY

Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers

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Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.

(00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time.

Companies discussed: NVDA, AMD, INTC, SNOW

Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd

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Abercrombie is back in vogue, but be careful chasing this cyclical business. 

(00:21) Jason Moser and Dylan Lewis discuss:

- The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions.  - At all-time lows, is Peloton more interesting? - How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment. 

Companies discussed: PTON, ANF

Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd 

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Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft. 

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

- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings.  - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affecting results. 

Companies discussed: ZM, LOW, DKS

Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd 

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