Author: The Motley Fool

Another positive sign for the travel industry as Delta raises guidance.

(00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could come from. - What factors could slow the travel boom. - The curious allure of the many flavors of Doritos.

(15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro.

Companies discussed:  DAL, PEP

Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline. 

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

- Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed. - The “concessions” Microsoft is making to make the deal happen.  - How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition.

(14:09)  Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie.

Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS

Host: Dylan Lewis Guests: Bill Mann, Mary Long, Catie Peiper Engineers: Dan Boyd, Rick Engdahl

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Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company?

(00:21) Ricky Mulvey and Jason Moser discuss: - The services that Amazon wants shoppers to notice. - If Prime Day is an economic bellwether. - Bank of America’s fine from the Consumer Financial Protection Bureau.

Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style.

Companies discussed: AMZN, BAC

Pullback stocks report: https://www.fool.com/pullback

Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Wade Pfau Engineers: Dan Boyd, Rick Engdahl

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The New York Times leaves its sports desk behind as it puts its might behind The Athletic.

(00:21) Jim Mueller and Deidre Woollard discuss: - Why the New York Times announced it is shutting down its sports department. - The future of sports coverage and sports entertainment. - The Barbie movie and the potential value of Mattel’s intellectual property.

(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.

Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT

Host: Deidre Woollard Guests: Jim Mueller, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd

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You might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child.

Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about:

- How a focused mission shapes Winmark’s business - Creating long-lasting relationships with franchisees - The resale company’s capital allocation strategy and growth expectations - What some investors misunderstand about Winmark

Company discussed: WINA

Host: Jim Gillies Guest: Brett Heffes Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss: 

- Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech

Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON

Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl

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Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us. 

(00:21) Jason Moser and Matt Argersinger discuss: - Whiplash in employment data, and the certainty of rate hikes for the rest of the year. - Meta’s new app Threads and what it means for Twitter. - Some surprises from the first half of 2023 and stories to watch for the rest of the year. 

(19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts.

(32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf.

Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG

Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Smith Engineer: Dan Boyd

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The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie?

(00:21) Tim Beyers and Deidre Woollard discuss: - If the strong numbers for new car sales will continue. - The power of Tesla’s brand in the EV space. - Why we shouldn’t get too excited about the prospect of flying cars yet.

(21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing.

Companies discussed:  GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR

Host: Deidre Woollard Guests: Tim Beyers, Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

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AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience.

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

- Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access. - What those moves say about AI, online intellectual property, and the next era of the internet. - Meta’s new Twitter challenger Threads.

(16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought.

Companies discussed: META, EOLS, GOLF, PM, DIS

Host: Dylan Lewis Guests: Asit Sharma, Rickey Mulvey, Nick Sciple Engineer: Dan Boyd

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Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence.   Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind!   Note, this episode is a re-air of a conversation originally recorded in July, 2022. 

Host: Dylan Lewis Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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