Author: The Motley Fool

The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie?

(00:21) Tim Beyers and Deidre Woollard discuss: - If the strong numbers for new car sales will continue. - The power of Tesla’s brand in the EV space. - Why we shouldn’t get too excited about the prospect of flying cars yet.

(21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing.

Companies discussed:  GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR

Host: Deidre Woollard Guests: Tim Beyers, Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

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AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access. - What those moves say about AI, online intellectual property, and the next era of the internet. - Meta’s new Twitter challenger Threads.

(16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought.

Companies discussed: META, EOLS, GOLF, PM, DIS

Host: Dylan Lewis Guests: Asit Sharma, Rickey Mulvey, Nick Sciple Engineer: Dan Boyd

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Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence.   Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind!   Note, this episode is a re-air of a conversation originally recorded in July, 2022. 

Host: Dylan Lewis Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Before the mega-cap tech giants, there was General Electric. 

William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: 

- Jack Welch, and the religion of earnings consistency. - The mythology behind General Electric’s birth.  -General Electric’s “time of death”.  - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.” 

Host: Ricky Mulvey Guest: William D. Cohan  Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks

Companies discussed: GE, DIS, WBD, CMCSA 

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2023 is half over and the stock market has rebounded significantly from its 2022 lows.

(00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China.

(19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay.

(32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark.

Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA

Host: Ron Gross Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer Engineer: Dan Boyd 

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DoorDash has started offering hourly wages for its couriers.

(00:21) Bill Barker and Deidre Woollard discuss: - What prompted DoorDash’s recent updates. - Fees, tips, and other ways Airbnb and DoorDash pass on costs to consumers. - How demand for spicy food is just one positive sign for McCormick.

(16:15)  Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area.

Companies discussed:  ADBE, MKC, DASH, ABNB, UBER

Host: Deidre Woollard Guests: Bill Barker, Sanmeet Deo, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd

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Netflix isn’t the only company solving a sharing problem. (00:21) Bill Barker and Ricky Mulvey discuss: - Delta’s investor day and rosy profit guidance. - General Mills hitting a pricing power limit. - How Costco is solving its free rider problem. - AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story.

Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play.

Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE

Host: Ricky Mulvey Guests: Bill Barker, Jason Moser, Matt Frankel Engineer: Dan Boyd

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One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time.

(00:21) Jim Gillies and Ricky Mulvey discuss: - Walgreens Boot Alliance’s disappointing 3rd quarter. - The pharmacy chain’s turnaround story. - What to look for in investor presentations. - Why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity.

Plus, (11:54) Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers.

Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD

Links: Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/

Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0

Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Matt Argersinger Engineer: Dan Boyd

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Bookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom?

(00:21) Jason and Deidre Woollard discuss: - The strong demand for cruises and travel. - How Carnival’s plans to pay off its heavy debt load. - The prospects for Oddity Tech, a new DTC-brand IPO.

(14:55)  Ricky Mulvey and author Robert Glazer discuss why investors should look for businesses with a cultural advantage and how to spot one.

Companies discussed:  CCL, GS, ABNB, TSLA, AMZN, WP, BARK, BIRD

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Robert Glazer Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets.”

- How Amazon often beat Walmart’s low-price guarantee. - The incentives that slowed down Walmart’s e-commerce rollout.  - Why WalMart was hesitant about creating a loyalty program.  - Amazon and Walmart’s push into healthcare. 

Companies discussed: AMZN, WMT

Host: Mary Long Guest: Jason Del Rey Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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