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Matt Frankel, Tyler Crowe, and Jon Quast discuss:
- Unity Software's strong progress toward a turnaround
- Cancelled flights expected at 40 airports
- Stocks on our radar
Companies discussed: U, PINS, RCL, WM, AGM
Host: Matt Frankel
Guests: Tyler Crowe, Jon Quast
Producer: Anand Chokkavelu
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Will Elon quit Tesla tomorrow?... He may if shareholders don’t approve his $1 Trillion bonus (“Better Have My Money”)
Hold: Gucci. Sell: Isabel Marant. Buy: Loewe…. Fashion Trading is the new “Life Dividend” flex.
We just had the “Capitalism Election”... it came down to the Unholy Trinity of Unaffordability.
Plus, Tom Brady just cloned his dog… and a $10B extinction startup was behind it.
Got a question for David Risher, CEO of Lyft? Leave us a voicemail here: https://tboypod.com/shoutouts/form/shoutouts
$REAL $TSLA $SPY
NEWSLETTER:
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OUR 2ND SHOW:
Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/
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About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers & acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman.
Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:
- Kimberly-Clark’s deal to acquire Kenvue
- The numerous portfolio shakeups in consumer brands
- Jerome Powell’s comments on AI bubbles
- What AI businesses are thriving vs those spinning their wheels
Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG
Host: Tyler Crowe
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
972. Laura reviews why delaying your retirement benefit could make your nest egg last longer.
Find a transcript here.
Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.
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One stock defies politics: Axon… They found unity (reducing deaths) in a divisive topic (policing).
Coca-Cola’s holiday commercial is here, and it’s AI-generated… headlines show hate, but data shows love.
The publicly traded stock is Beta… they do electric airplanes, but the real business is Charge Cubes.
Plus, the cool new business is waiting (literally)... waiting on line for you (aka “Line Dudes”)
Got a question for David Risher, CEO of Lyft? Leave us a voicemail here: https://tboypod.com/shoutouts/form/shoutouts
$KO $MDLZ $AXON
NEWSLETTER:
https://tboypod.com/newsletter
OUR 2ND SHOW:
Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/
NEW LISTENERS
Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6
GET ON THE POD:
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SOCIALS:
Instagram: https://www.instagram.com/tboypod
TikTok: https://www.tiktok.com/@tboypod
YouTube: https://www.youtube.com/@tboypod
Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/
Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/
Anything else: https://tboypod.com/
About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Jeff Santoro to dig into what these “reformed Rule Breakers” are getting right - and where the risks still lurk.
They discuss third quarter earnings reports for:
- Shopify and how its business stacks up against Amazon and agentic shopping in the battle for online commerce.
- Spotify’s margin makeover, and how the business has created scale in an industry many were skeptical of
- Uber’s transformation from “broken IPO” to cash-flow machine, and how its pricing algorithm has unlocked margin potential
Companies discussed: SHOP, SPOT, UBER, GRAB
Host: Emily Flippen, Jason Hall, Jeff Santoro
Producer: Anand Chokkavelu
Engineer: Dan Boyd, Natasha Hall
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Palantir doesn’t want college experience… so it’s hiring 18-year-olds for full-time jobs.
Did you notice Doritos at Whole Foods?... Because the organic grocer has been “Amazonified.”
AI has a PR problem: Everyone hates it… except every company is focusing on it.
Plus, Nvidia’s CEO Jensen Huang crushed beers at dinner… and Korean chicken stocks jumped.
Got a question for the CEO of Lyft? Leave us a voicemail here: https://tboypod.com/shoutouts
$PLTR $AMZN $NVDA
NEWSLETTER:
https://tboypod.com/newsletter
OUR 2ND SHOW:
Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/
NEW LISTENERS
Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6
GET ON THE POD:
Submit a shoutout or fact: https://tboypod.com/shoutouts
SOCIALS:
Instagram: https://www.instagram.com/tboypod
TikTok: https://www.tiktok.com/@tboypod
YouTube: https://www.youtube.com/@tboypod
Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/
Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/
Anything else: https://tboypod.com/
About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead?
Rick Munarriz, Sanmeet Deo, and Tim Beyers:
- Discuss macro takeaways from last week’s Big Tech earnings.
- Dig into the details for the unusual news in each report.
- Make a few reckless predictions of what’s to come from Big Tech.
Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Companies discussed: AAPL, AMZN, GOOGL, META, MSFT
Host: Tim Beyers
Guests: Rick Munarriz, Sanmeet Deo
Producer: Anand Chokkavelu
Engineer: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Netflix’s #1 show is full of conspicuous Dunkin logos… Enshittification or ingenious?
Earnings season is 60% over, it’s the best in 4 years… But twenty somethings aren’t celebrating.
Neo’s home robot is for sale for $20k… but you’re helping it as much as it’s helping you.
Doordash data confirms you’re trying to lock down a guy/girl… because toothbrush.
$AAPL $CROX $NFLX
NEWSLETTER:
https://tboypod.com/newsletter
OUR 2ND SHOW:
Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/
NEW LISTENERS
Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6
GET ON THE POD:
Submit a shoutout or fact: https://tboypod.com/shoutouts
SOCIALS:
Instagram: https://www.instagram.com/tboypod
TikTok: https://www.tiktok.com/@tboypod
YouTube: https://www.youtube.com/@tboypod
Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/
Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/
Anything else: https://tboypod.com/
About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Should investors take stock in preferred stock? Motley Fool analysts Matt Argersinger and Anthony Schiavone talk with Infrastructure Capital Advisors CEO Jay Hatfield about preferred stocks and why income investors should look beyond index funds.
Host: Matt Argersinger, Anthony Schiavone
Producer: Bart Shannon, Mac Greer
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode
Learn more about your ad choices. Visit megaphone.fm/adchoices