Author: The Motley Fool

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.

(00:21) Ricky Mulvey and Jim Gillies discuss:  - Charter Communications’ problem with the streaming economy.  - DoorDash’s battle with restaurants over pricing.  -  Why investors may want to look at Canadian banks.

Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.

 Companies discussed: CHRT, DIS, DASH

 Host: Ricky Mulvey  Guests: Jim Gillies, Deidre Woollard, Robert Brokamp  Engineers: Dan Boyd, Rick Engdahl 

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NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?  

 

(00:41) Ricky Mulvey and Dylan Lewis discuss:

 

- Why stadium sponsors generally don’t outperform their peers or the market.

- When major sponsorships do and don’t make sense as part of a marketing budget. 

- Monster Energy’s brilliance in focusing on extreme sports. 

 

Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL

 

Host: Dylan Lewis

Guests: Ricky Mulvey

Engineers: Tim Sparks

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Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it.

- Why homebuilders are in a good position right now.

- If renting will become permanent for more Americans and which companies might benefit.  Host: Deidre Woollard

Guest: Matt Argersinger

Producer: Ricky Mulvey

Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB

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The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. 

(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.  

(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers.  - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan

(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara. 

Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT

Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl

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It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.

(00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth.

(21:12)  Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.

Companies discussed: CRM, CRWD, MSFT, ZS, TDUP

Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of. 

(00:12) Bill Mann and Dylan Lewis discuss:

- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company. 

(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.

Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd

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Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:  - Macy’s and Nordstrom charging 32% APRs for retail cards.  - Historical context on rising delinquencies.  - Best Buy’s quarter, and sales slowdown.   Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.

Companies discussed: BBY, M, JWN, DFS

Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl

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Instacart is profitable and it’s growing, Is that enough to spark investor interest?

(00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market.

(17:31)  Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.

Companies discussed: LYV, DASH, UBER

Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd

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Real estate is always a tough business to be in, but especially right now. 

Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes. 

Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way. 

Deidre Woollard sat down with Glenn to discuss:

- The challenges of the current real estate market. - How Redfin plans to take share in the luxury space.  - What value  two recent acquisitions have added to the business.

Companies discussed: RDFN

Host: Deidre Woollard Guest: Glenn Kelman Engineer: Rick Engdahl

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Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. 

Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is  “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss:

- Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem.  - Lisa Su’s “David and Goliath” story at Advanced Micro Devices

Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR

Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl

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