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
You probably know something that a Wall Street analyst doesn’t, and that gives you an edge. Mary Long and Ricky Mulvey revisit Peter Lynch’s investing classic “One Up on Wall Street: How to Use What You Already Know to Make Money in the Market.” They discuss: - How to research a company beyond earnings statements - One common misunderstanding about Lynch’s style of investing - Where regular investors can find an edge over institutional money Companies discussed: FDX, NVDA, MCD Have a book recommendation for the book club? Let us know at podcasts@fool.com Host: Mary Long Guest: Ricky Mulvey Engineer: Tim Sparks
Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Why more rate hikes are on the way. - How housing’s impact on inflation probably won’t slow down any time soon. - Why Activision and Adobe shareholders might not want their company’s proposed acquisitions to go through.
(19:11) Deidre Woollard spoke with Atif Qadir, the founder of proptech company Commonplace, about how issues at regional banks affect real estate, and whether empty office space can really be turned into apartments.
(31:16) Emily and Matt break down two ideas on their radar: Spotify and Schwab US Dividend Equity ETF.
Alibaba shuffles the deck as it heads towards spinning off its cloud division.
(00:21) Bill Mann and Deidre Woollard discuss: - Alibaba’s leadership changes. - The difference between spin-offs and IPOs for Alibaba shareholders. - If Amazon makes it too hard to unsubscribe from Prime.
(15:50) Deidre Woollard and Ricky Mulvey cover what happens when a stock trades under $1.
Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon.
(00:12) Asit Sharma and Dylan Lewis discuss:
- Why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS).
- What’s behind Tesla’s 140% jump in shares so far in 2023
- Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program.
NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS”
(12:30) Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them.
DraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14) Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy now, pay later loans.
-The payment processor's capital allocation strategy. -The DraftKings bid to buy a rival operator. -Why sports betting companies have a customer stickiness problem.
Plus, (12:20) Alison Southwick and Robert Brokamp answer listener questions about 401(k)s, investing, and cash management.
You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. Michael Thomsen is the author of “Cage Kings: How an Unlikely Group of Moguls, Champions, and Hustlers Transformed the UFC into a $10 billion Industry”. Ricky Mulvey caught up with Thomsen to discuss: - The rise and transformation of the UFC - How president Dana White negotiates with fighters - What investors may want to know about the upcoming merger between WWE and the UFC Companies discussed: EDR, WWE Host: Ricky Mulvey Guest: Michael Thomsen Producer: Deidre Woollard Engineer: Rick Engdahl
For the past century, cities have centered around work. What happens when that’s no longer the case?
Deidre Woollard and Matt Argersinger discuss:
What downtowns might look like when they become more than just “containers for work”
How different REITs are approaching the new commercial real estate landscape
The promise and problems of “15-minute cities”
Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA Host: Deidre Woollard Guest: Matt Argersinger Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks
Some are saying it’s a bull market, we’re calling it a giddy one.
(00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up. - Why the market was hungry for shares of restaurant brand Cava.
(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.
(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.
