Author: The Motley Fool

Alibaba shuffles the deck as it heads towards spinning off its cloud division.

(00:21) Bill Mann and Deidre Woollard discuss: - Alibaba’s leadership changes. - The difference between spin-offs and IPOs for Alibaba shareholders. - If Amazon makes it too hard to unsubscribe from Prime.

(15:50)  Deidre Woollard and Ricky Mulvey cover what happens when a stock trades under $1.

Companies discussed: BABA, AMZN, WE, NKLA, VCSA, APRN

Host: Deidre Woollard Guests: Bill Mann, Ricky Mulvey Producer: Ricky Mulvey Engineer: Dan Boyd

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Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon. 

(00:12) Asit Sharma and Dylan Lewis discuss:

- Why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS).

- What’s behind Tesla’s 140% jump in shares so far in 2023

- Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program.

NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS”

(12:30) Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them.

 

Companies discussed: TSLA, F, GM, LOW, TGT, HD, CVS

Host: Dylan Lewis

Guests: Asit Sharma, David Johnston, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Tim Sparks

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DraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14) Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy now, pay later loans.

-The payment processor's capital allocation strategy. -The DraftKings bid to buy a rival operator. -Why sports betting companies have a customer stickiness problem.

Plus, (12:20) Alison Southwick and Robert Brokamp answer listener questions about 401(k)s, investing, and cash management.

Companies/tickers mentioned: PYPL, KKR, AFRM, DKNG, TQQQ

"Women Power Rule Breakers - A Sparks Conversation" event registration https://fool.zoom.us/webinar/register/WN_BbdTqNGmQXKbWOx_zlb7bw#/registration

Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp Engineers: Tim Sparks, Rick Engdahl

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You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. Michael Thomsen is the author of “Cage Kings: How an Unlikely Group of Moguls, Champions, and Hustlers Transformed the UFC into a $10 billion Industry”. Ricky Mulvey caught up with Thomsen to discuss: - The rise and transformation of the UFC - How president Dana White negotiates with fighters - What investors may want to know about the upcoming merger between WWE and the UFC Companies discussed: EDR, WWE Host: Ricky Mulvey Guest: Michael Thomsen Producer: Deidre Woollard Engineer: Rick Engdahl

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For the past century, cities have centered around work. What happens when that’s no longer the case? 

Deidre Woollard and Matt Argersinger discuss:

• What downtowns might look like when they become more than just “containers for work”
• How different REITs are approaching the new commercial real estate landscape
• The promise and problems of “15-minute cities”

Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA Host: Deidre Woollard Guest: Matt Argersinger Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks

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Some are saying it’s a bull market, we’re calling it a giddy one. 

(00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up.  - Why the market was hungry for shares of restaurant brand Cava.

(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.

 

(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.

Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR

Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd

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A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong?

(00:15) Bill Mann and Deidre Woollard discuss:

- The high value of getting a leg up on the competition in the semiconductor industry.

- If companies can do anything to keep secrets from leaking out.

- Why Alphabet’s adtech is attracting regulators’ attention.

(13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals and its role at the center of cystic fibrosis treatment.

Companies discussed: GOOG, GOOGL,KO, VRTX, SSNLFHost: Deidre Woollard

Guests: Bill Mann, Ricky Mulvey, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks

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Netflix’s is aiming to return to growth by cracking down on password sharing.

(00:12) Jim Mueller and Dylan Lewis discuss:

• The encouraging data behind Netflix’s password crackdown and ad-supported membership. 

• Why it still might be a bit early to bank on those growth levers for Netflix.

• How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv. 

(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage.

Companies discussed: NFLX, AAPL, AMZN, DIS, INTU

Host: Dylan Lewis

Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma

Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers

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Inflation is slowing down. Is this what a soft landing looks like?

(00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss: - Big macro takeaways from the latest inflation numbers. - How adidas is dealing with the fallout from discontinuing its Yeezy line. - If the apparel maker has balance sheet risk.

Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor.

 Companies discussed: ADDYY, NKE

Article discussed: https://www.bloomberg.com/news/features/2023-05-25/adidas-s-yeezy-mess-has-been-a-billion-dollar-nightmare-for-the-business

 

 Host: Ricky Mulvey  Guests: Asit Sharma, Robert Brokamp, Alison Southwick  Engineers: Dan Boyd, Rick Engdahl

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Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?

(00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail. - Carl Icahn’s history of activist investing. - Thoma Bravo’s success in buying companies and repackaging them for sale.

(14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today’s investing universe.

Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal Producer: Ricky Mulvey Engineer: Dan Boyd

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