Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy.
(0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the banking industry - One bank that fits the description of something Warren Buffett might be interested in - Meta Platforms announcing another round of layoffs
(14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now.
Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again.
(0:21) Jason Moser discusses: - Signature Bank failing and shares of First Republic Bank falling 60%. - Why "bailout" is probably not the right word to describe what's happening - How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business
(11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker.
One sign of a true expert is they often say “I don’t know”.
Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rules. Chris Hill talked with Lewis last year for an episode we published on May 20, 2022. Due to time constraints we had to leave some parts of the conversation out of that episode, so we're bringing them to you now! Hill and Lewis discuss: - Unintended consequences of Moneyball - Why single men fare worse in the stock market - How Iceland responded to the Great Recession - How to spot true experts
"Boys Will Be Boys" paper: https://faculty.haas.berkeley.edu/odean/papers/gender/BoysWillBeBoys.pdf
Host: Chris Hill Guest: Michael Lewis Producer: Ricky Mulvey Engineer: Dan Boyd
In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done.
C. Thi Nguyen is a philosophy professor at University of Utah and author of the book Games: Agency As Art. Motley Fool co-founder David Gardner caught up with Nguyen to discuss: - The bright and dark sides of gamification - How Twitter changed the way we communicate - Good, bad, and evil games
In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession.
(0:21) Jason Moser and Matt Argersinger discuss: - February's jobs report (and potential ripple effects) - The stunning collapse of Silicon Valley Bank - Vail Resorts staffing up to meet demand - How the "Lipstick Effect" is benefitting Ulta Beauty - The latest from Docusign, and Dick's Sporting Goods
(19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards.
(35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co.
(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary offering
(15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly.
Companies discussed: SIVB, AER, XEL
Host: Chris Hill Guests: Jim Gillies, Marshall Zelinger Producer: Ricky Mulvey Engineer: Dan Boyd
Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away.
(0:21) Asit Sharma discusses: - Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note - Taking the "basket approach" to cybersecurity stocks - Funko Pop's surprising solution to having too much inventory
(12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022.
Companies discussed: CRWD, FNKO
Host: Chris Hill Guests: Asit Sharma, Mary Long, Gargi Chaudhuri Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE. (0:21) Bill Mann discusses: - The market's reaction to Chairman Powell's testimony in front of the U.S. Senate Banking Committee - Shares of Dick's Sporting Goods popping 11% on same-store sales growth that more than doubled expectations - How inventory management is a key in Dick's Sporting Goods recent success
(12:33) Alison Southwick and Robert Brokamp talk with Megan Brinsfield about the FIRE (Financially Independent, Retire Early) movement.
Companies discussed: DKS, HD, LOW, TGT, WMT
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, as affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services.
Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed an investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is no guarantee of any outcome. Past performance does not guarantee future results.
It's always a good idea to know why you're about to invest in a business.
(0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of understanding how a business makes money - Reasons to sell a stock
(10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink".
Companies discussed: ABND GS, HLT
Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Liz Hoffman Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton, Rick Engdahl
It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic partners in one afternoon. James B. Stewart and Rachel Abrams are the co-authors of “Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy.” They joined Catie Peiper to discuss: - How billionaires try to bend reality - If Paramount chair Shari Redstone can innovate in a new media landscape - Problems with CEO succession at media companies Companies discussed: PARA, DIS Host: Catie Peiper Guests: James B. Stewart, Rachel Stewart Producer: Ricky Mulvey Engineer: Tim Sparks
