Author: The Motley Fool

Chewy’s growth depends on how much we love our furry friends.

(00:21) Bill Barker and Deidre Woollard discuss:

- The power of Chewy’s auto-ship service.

- If Chewy’s growth is too dependent on macro trends.

- What factors could lead to a Dollar General turnaround.

(21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.

Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT

Claim your dividend report here: www.fool.com/dividends

Host: Deidre Woollard

Guests: Kevin Sayer, Mary Long, Bill Barker

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd

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The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.

(00:21) Bill Mann and Dylan Lewis discuss:

- McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day.

- The sauce Bill wishes would get more love at McD’s.

- Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo.

(12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.

Companies discussed: TGT, BYND, SHOO

Host: Dylan Lewis

Guests: Bill Mann, Pinky Cole, Deidre Woollard

Engineers: Dan Boyd

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Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice.

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

- Uber joining the S&P 500 and the company’s focus on profitability and owning its market.

- How Wells Fargo seemed to announce future layoffs in a strange way.

- Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024.

(18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024.

Companies discussed: UBER, LYFT, WFC, SPOT

Host: Dylan Lewis

Guests: Tim Beyers, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.

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

- The possibility of the Alaska Airlines and Hawaiian Airlines deal going through.

- If airlines lose specialness as they grow.

- The race to bring GLP-1 drugs to market.

(18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next.

Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY

Claim your dividend stocks here: www.fool.com/dividends

Host: Deidre Woollard

Guests: Jason Moser, John Merris

Producer: Mary Long

Engineers: Dan Boyd, Desiree Jones

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Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss:

The state of the “War on Cash”

Embedded finance

And two “toll booths” that aren’t going away anytime soon

Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH

Host: Jason Moser, Matt Frankel

Producer: Mary Long

Engineer: Dan Boyd

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The rules of business are changing. And those rules are being written by some … unlikely characters.

Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:

• The power of “geekiness”
• How Satya Nadella turned Microsoft around
• And why Amazon *wants* to see billion-dollar failures.

Tickers discussed: AMZN, MSFT, AAPL, GOOG, META

Host: Mary Long

Guest: Andrew McAfee

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?

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

- The market’s incredible November and why we may not be out of the woods yet on rate hikes.

- Why Apple and Goldman Sachs are breaking up their credit card partnership.

- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.

(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.

You can catch Adobe’s holiday shopping tracking here.

(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.

Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Vivek Pandya

Engineers: Dan Boyd

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When disruption strikes, what a company does next is crucial.

(00:21) Bill Barker and Deidre Woollard discuss:

- If we are already in a Santa Claus rally.

- The challenges facing big automakers.

- If cybersecurity’s challenges will fade.

(20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.

Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Host: Deidre Woollard

Guests: Bill Barker, Mary Long, David Meier

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.

(00:21) David Meier and Dylan Lewis discuss:

- Some of their favorite Mungerisms on investing and life.

- Berkshire’s incredible performance in his time with the company.

- The best thing you can do to celebrate his life today – read a book.

Companies discussed: BRK.A, BRK.B, AAPL

Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)

Host: Dylan Lewis

Guests: David Meier

Engineers: Dan Boyd

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With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought.

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

- Early Cyber Monday results and why consumer spend isn’t slowing down quite yet.

- News that Chinese fast fashion company Shein will likely be coming public in 2024.

- How Weight Watchers is adjusting its strategy to incorporate weight loss drugs.

(15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.

Companies discussed: WW, NVDA, MSFT, APPL

Host: Dylan Lewis

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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