Author: The Motley Fool

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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Black Friday showed consumers are still ready to buy.

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

- Black Friday’s strong results.

- The rise of mobile shopping.

- If anyone can challenge Amazon’s reign as the holiday leader.

(17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.

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

Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY

Host: Deidre Woollard

Guests: Jason Moser, Alex Friedman, Ariel Adams

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.

(00:21) Bill Mann and Jason Moser discuss:

- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.

- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.

- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.

(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.

(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.

Catch a picture of the new Domino’s delivery oven bike here.

Stocks discussed: CDNS, CRSP, IOT, DPZ

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler

Engineers: Dan Boyd, Rick Engdahl

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Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence. 

(00:20) Asit Sharma and Dylan Lewis discuss:

• Nvidia’s epic quarter and the market’s ho-hum response. 
• The OpenAI drama, corporate governance, and 
• How they’re making their turkeys this Thanksgiving. 

Companies discussed: NVDA, MSFT

Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445.

Host: Dylan Lewis

Guests: Asit Sharma

Engineers: Rick Engdahl

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Zoom’s slow revenue increase may show how the company is changing.

(00:12) Asit Sharma and Deidre Woollard discuss:

- Why Zoom is more than a videoconferencing company.

- What happens when a company’s growth slows.

- How big-ticket item sales are impacting Lowe’s and Best Buy.

(14:52)  Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools.

Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY

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

Host: Deidre Woollard

Guests: Asit Sharma, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Tim Sparks, Rick Engdahl

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With the dust still not settled, what could be next for Microsoft and OpenAI?

(00:13) Bill Barker and Deidre Woollard discuss:

- Winners and losers in the OpenAI schism.

- If anything will slow the pace of AI.

- What former Cruise CEO Kyle Vogt might do next.

(17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate.

Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL

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

Host: Deidre Woollard

Guests: Bill Barker, Ryan Severino

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks, Austin Morgan

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Did Elon Musk break Twitter? Or did Twitter break Elon Musk?

Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss:

• Twitter’s impact on Musk’s legacy,
• The philosophies that drive Einstein-esque founders,
• And the startup working to “de-extinct” the Woolly Mammoth.

 

Tickers discussed: TSLA, META, GME, AMC

Host: Ricky Mulvey

Guest: Ben Mezrich

Producer: Mary Long

Engineer: Annie Pope, Rick Engdahl

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Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence? 

Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss:

• The semiconductor supply chain
• Intel’s turnaround and new focus on foundries 
• How TSMC balances secrecy, transparency, and trust when it comes to intellectual property

Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML

Host: Ricky Mulvey

Guest: Chris Miller

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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