Motley Fool Money - What Buffett Is Selling and Saying

When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.  


(00:13) Jim Gillies and Dylan Lewis discuss:


- Berkshire’s past and future succession-- planning.

- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy. 

- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.


Companies discussed: BRK.A, BRK.B, AAPL 


Monarch Money free trial offer: www.monarchmoney.com/fool


Host: Dylan Lewis

Guests: Jim Gillies

Producer: Ricky Mulvey

Engineers: Tim Sparks

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The Best One Yet - 🧋 “Bubble Tea Bubble” — Boba’s breaking point. Apple’s Vision Pro secret. Norway’s phone-ban experiment.

Bubble Tea stocks are IPO’ing minting boba tea billionaires — But bubble tea is actually the perfect case study on a financial bubble… The Bubble Tea Bubble.

Apple just announced its worst earnings report we’ve ever seen — And we think we discovered its secret numbers on the Apple Vision Pro.

Norway banned smartphones in schools and we just got the experiment’s results — Turns out iPhones should be in lockers, not pockets.

Plus, one airport in Japan has a perfect record with bags — They’ve never lost a single suitcase in 36 years… and we’ll tell you how.


$AAPL $SBUX $SPY


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Motley Fool Money - More AI = More Cyberthreats

The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.


“This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.


They also discuss how these breaches work, and what you can do to protect yourself and your family.


Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows 


To become a Motley Fool member, head to www.fool.com/signup


Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN


Host: Tim Beyers

Guest: Tim White

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Motley Fool Money - Customer is Key This Earnings Season

Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.


(00:21) Ron Gross and Jason Moser discuss:

- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.

- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.

- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.


(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.


Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING


Host: Dylan Lewis

Guests: Jason Moser, Ron Gross

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Best One Yet - 💦 “Treadmill Night Club” — Barry’s Bootcamp goes for $1B. Harry Potter’s new full-cast audiobooks. T-Mobile’s Ryan Reynolds surge to #1.

Audible is reproducing all Harry Potter books into audiobooks (again), but this time with a full ensemble voice cast (hollywood style) — Because the buckets of media have spilled into each other.

Barry’s Bootcamp is trying to sell itself for at least $700M — Because nothing drives cash flow like a cult.

And T-Mobile has gone from the joke #3 wireless company to the clear #1 — So we whipped up a case study on how they beat Verizon and AT&T.

Plust, happy Cinco de Berkshire Gala Derby Weekend to all who celebrate (which is everyone).


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$PLNT $AMZN $TMUS


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Motley Fool Money - Peloton Needs A Wizard

We’re talking big moves and Big Oil as earnings season continues.


At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.


At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.


Companies discussed: PTON, SHEL, XOM, COP


Host: Deidre Woollard

Guests: Jason Hall, Tom Chivers

Producer: Ricky Mulvey, Chace Przylepa

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Best One Yet - 💩 “Poo saved the world” — Vaulted’s sewer innovation. Airbnb’s “Icon” houses. Weed’s federal reclassification.

Vaulted Deep is removing carbon by burying waste deep underground, and it’s stealing a trick from fracking — Yup, underground Poop could help us fight climate change. 

Airbnb just unveiled a new class of listings: “Icons”: You can stay at the X-Men Mansion or the house from Up — And Airbnb got the idea from Lego.

And some Cannabis stocks doubled Tuesday on word the US government is changing how it classifies marijuana — So we’re taking the moment to compare cannabis legalization to sports betting.

Plus Starbucks just unveiled its newest coffee bet: Can Late night Lattes.


$WEED $CGC $AMZN $SBUX


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Motley Fool Money - Starbucks Faces a Tall Order

Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders. 


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


- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching?

- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.


(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s



Companies discussed: SBUX, AMZN, MCD


Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, David Henkes

Producer: Mary Long

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Money Girl - 6 Rules for Contributing to an IRA and a 401(k)

Laura reviews six rules you should know to take advantage of multiple retirement accounts and avoid pitfalls.

Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.

Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.

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Money Girl is a part of Quick and Dirty Tips.

Links: 

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