Author: The Motley Fool

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

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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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You’ve probably interacted with large language models. The next version might be large vision models.

Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about:

- How businesses, like Lockheed Martin and Lowes, are already using spatial computing.

- The current challenges developing apps for the Vision Pro

- Virtual air rights, digital fashion, and questions about the future of spatial computing.

Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL

Host: Deidre Woollard

Guest: Cathy Hackl

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Earnings season rolls on plus some acquisitions made the news this week:

(00:21) Emily Flippen and Andy Cross discuss:

- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre

- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio

(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”

(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot

Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS

Host: Ron Gross

Guests: Emily Flippen, Andy Cross, Kurt Wagner

Engineers: Dan Boyd

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What does Nvidia’s blockbuster quarter signify for the future?

(00:21) Tim Beyers and Deidre Woollard discuss:

- What is fueling Nvidia’s growth?

- How far the demand for GPUs can stretch.

- What concerns Tim about Nvidia’s capital allocation.

Companies discussed: NVDA

Host: Deidre Woollard

Guest: Tim Beyers

Producers: Ricky Mulvey

Engineer: Dan Boyd

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