Author: The Motley Fool

(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race.

(21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators.

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Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN

Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Alphabet shed $100 billion in market value as it ceded some ground in the cloud competition. 

(00:21) Ricky Mulvey and Nick Sciple discuss: - Microsoft’s quarter and focus on Copilot. - If Bing can become more of a competitor to Google search. - Alphabet’s investments in self-driving technology. - The anti-trust suit hanging over Alphabet.

Plus, (14:58) Deidre Woollard interviews Vincent Stanley, Patagonia’s Director of Philosophy, about companies that are doing work to help the planet.

Companies discussed: MSFT, GOOG, GOOGL, WMT, UL, DANOY, SSU

Hosts: Ricky Mulvey, Deidre Woollard Guests: Nick Sciple, Vincent Stanley Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl

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Being a CEO is probably a pretty sweet gig. So why are so many leaving their posts? 

(00:21) Ricky Mulvey and Bill Barker discuss: - General Motors quarter and the latest in its dispute with United Auto Workers. - A slowdown in electric vehicle production. - Coca Cola’s business and stock performance. - Why a record number of CEOs have left their seats this year.

Plus, (13:53) Robert Brokamp and Alison Southwick discuss the pillars of retirement planning.

Companies discussed: GM, TSLA, KO

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Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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We took Motley Fool Money on the road to our ONE member event in NYC, and we’ve got a special episode of analyst insights and listener questions.  

(00:21) Asit Sharma and Andy Cross discuss:

- The Nasdaq building in NYC, and how the company and exchange have fared in 2023. - Some sneak peeks at the sessions for our member event - One Fool stock that isn’t getting enough attention, and another that has surprised the investing team. 

(14:08) We take questions from our ONE members in NYC – Andy and Asit weigh in on PayPal, how high rates impact investing decisions, and some companies that have done succession well recently.

Companies discussed: NDAQ, ASML, META, PYPL, COST

Host: Dylan Lewis Guests: Asit Sharma, Andy Cross Engineers: Rick Engdahl, Dan Boyd 

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When you have about $150 billion in cash on hand, you’re never out of position for making a decision. Shane Parrish is the founder of Farnam Street, the host of “The Knowledge Project” podcast, and the author of “Clear Thinking: Turning Ordinary Moments Into Extraordinary Results.” Mary Long caught up with Parrish to discuss: - Decision making lessons from Warren Buffett, Charlie Munger, and Daniel Kahneman. - How to create rules to become a more disciplined investor. - Tips for writing an investment thesis. Tickers discussed: BRK.A, BRK.B Host: Mary Long

Guest: Shane Parrish

Producer: Ricky Mulvey Engineer: Tim Sparks

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Motley Fool CEO and co-founder Tom Gardner answers member questions in an excerpt from Stock Advisor Roundtable, our premium podcast offering. Tom talks about:

• His top starter stock picks and how Fool recommendations are made
• 5 CEO’s he’d trust to run The Motley Fool
• And what he’s learned from past investing wins (and misses)

Stock Advisor members can listen to the full conversation here. 

Tickers discussed: AXON, SPY, ABNB, TTD, TSLA, AMZN, DFH, TMDX, LUV, TREX, SHOP, ANET, CRM

Host: Brian Stoffel Guest: Tom Gardner Producer: Mac Greer, Mary Long Engineer: Rick Engdahl

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Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier? 

(00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right. 

(19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers. 

(32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot.

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Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa 

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Can Elon Musk build a $30,000 EV that everyone wants to drive?

(00:15) Tim Beyers and Deidre Woollard discuss: - Tesla’s compressing margins. - Robots with brains and Tesla’s take on the AI universe. - How Netflix is becoming a global television network.

(22:28) Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Realtors.

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Companies discussed: TSLA, NFLX, RDFN, RMAX, HOUS

Host: Deidre Woollard Guests: Tim Beyers, Greg Robertson Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks

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The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.  

 

(00:16) Jason Moser and Dylan Lewis discuss:

 

- The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax.

- Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme.

- How Roblox’s return to office plans are a sign of the times for the pandemic darling. 

 

(14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year.

 

Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG

 

Host: Dylan Lewis

Guests: Jason Moser, Ricky Mulvey, Nick Sciple

Engineers: Tim Sparks

 

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Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history. 

(00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yielding 9%. Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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