Author: The Motley Fool

Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.  

 

(00:13) Tim Beyers and Dylan Lewis discuss:

 

- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided

- The slow roll of AI and how investors need to be patient with new tech efforts. 

- Why Alphabet may have more good days ahead of it when the advertising market rebounds. 

- The legacy of Alphabet CFO Ruth Porat

 

(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.

 

Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

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When interest rates rise, investors are supposed to move to safer assets.

(00:14) Jim Gillies and Ricky Mulvey discuss: 

 - Medpace shares hitting an all time high.  - If investors should prepare for a market correction during a "dopamine fiesta".  - The bull case for air bags and seatbelts.

Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k).

Companies discussed: MEDP, ALV

Pullback report: www.fool.com/pullback 

Host: Ricky Mulvey Guests: Jim Gilles, Robert Brokamp Engineers: Tim Sparks, Heather Horton 

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A good weekend at the box office doesn’t mean movie theaters are out of the woods yet

(00:15) Jason Moser and Deidre Woollard discuss:

- Why partnerships may be the future for ESPN.

- How a decision on AMC’s preferred stock complicates its future.

- The importance of loyal pizza lovers for Dominos.

(17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning.

Companies discussed: DIS,  DPZ, AMC, APE, XPOF

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Before Bob Iger was the Disney CEO, he was the Disney CEO.

For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of a Lifetime.” They discuss:

• The machinations that happen to make acquisitions and win over board rooms

• Key differences between Bob Iger and Steve Jobs

• Why businesses do well when they prioritize creativity 

Companies discussed: DIS, AAPL, NFLX

If you’ve read “The Ride of a Lifetime,” share your takeaways and quibbles with the team at podcasts@fool.com or on Twitter @motleyfoolmoney. 

Guests: Deidre Woollard, Mary Long, Ricky Mulvey

Engineer: Rick Engdahl, Tim Sparks

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Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you. 

Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss:

- How Mattel is becoming an IP company. - Why “The Last of Us” broke the curse of bad video game adaptations. - If big budget movies really need characters that audiences already know.

Companies mentioned: MAT, HAS, DIS 

Host: Mary Long Guest: Alex Barasch Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

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International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported.

(00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing away with its lowest paid offering. - What investors should make of the Johnson & Johnson/Kenvue splitoff.  - Why concerns over Tesla’s tightening margins might be overblown - Trends in travel and consumer spending based on results from United, American, Discover, and American Express.

(19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead.

(32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries.

Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP

Host: Dylan Lewis Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott Producer: Ricky Mulvey Engineers: Rick Engdahl

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The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?

(00:12) Tim Beyers and Deidre Woollard discuss:

• The challenges with standing up semiconductor factories in the U.S.
• The different types of chips Taiwan Semiconductor produces and what companies use them.
• The restrictions that impact ASML.

(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche.

Companies discussed:  ASML, TSM, NVDA, AAPL, ENPH, SEDG

Host: Deidre Woollard Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted. 

(00:21) Bill Mann and Dylan Lewis discuss:

- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. - How debt restructuring sent shares of Carvana up 30%.  - Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.

(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.

Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM

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

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When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient.

(00:21) Ricky Mulvey and Asit Sharma discuss: - Schwab’s cash sorting problem. - Takeaways from bank earnings. - A deadline for the Microsoft/Activision deal whooshing by.

(11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k).

Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI

Pullback report: www.fool.com/pullback

Got a question for the show? Email us at podcasts at fool dot com.

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

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Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning.

(00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compared to more traditional models. - Why Ford announced a price drop on the F-150 Lightning. - How Eli Lilly could win big in the weight-loss wars.

(18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy.

Companies discussed:  F, TSLA, GM, LLY,  NVO, SOFI, NNI

Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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