Motley Fool Money - Fool School: Finding Value Drivers

Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value? 

Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation

Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT

Link to Fool Message Boards + Classroom Podcast Discussions

Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineers: Dan Boyd, Annie Pope

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Motley Fool Money - Firing on All Cylinders Indeed

We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing.

(00:19) Ron Gross and Matt Argersinger discuss:

  • Why interest rate and unemployment news helped stocksthis week.
  • Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders.
  • Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles. 

(18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors.

(34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics.

Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX

Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl

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The Best One Yet - 📷 “Would you pay $17 for Instagram?” — Insta’s ad-free subscription. Estée Lauder’s airport surprise. Six Flags’ fun-cquisition.

Meta just launched ad-free Instagram in Europe — But we think Zuck doesn’t want it to work because price ($17/mo) is a signal.

Estée Lauder’s beauty stock just plummeted to its lowest level in 6 years — Because it turns out nearly ⅓ of its sales come from airports.

And Six Flags just merged with Cedar Fair in an $8B theme park deal — But the real story isn’t the roller coasters, it’s the characters.


$FUN $SIX $EL $META


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Motley Fool Money - Is Toast toast?

PayPal’s new CEO debuted with some heat. 

(00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.”

Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast.

Stock Advisor discount link: www.fool.com/mfmdiscount

Companies discussed: PYPL, ABNB, TOST, ORCL

Hosts: Ricky Mulvey, Mary Long Guests: Jason Moser, Tim Beyers Engineers: Dan Boyd, Rick Engdahl

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The Best One Yet - 🔌 “Premature Electrification” — The EV Speed Bump. Return of the iPod. Realtors’ $1.8B problem.

Electric cars sales just hit a speed bump — Because Electric Cars are being treated like vaccines.

The iPod is back, baby: Urban Outfitters put 20-year-old iPods up for sale, and they sold out instantly — Because nostalgia follows a 20-year life cycle.

And The National Association of Realtors was just found guilty for fixing commissions at 6% — It’s an earthquake for the industry of 1.5M real estate agents.


$Z $URBN $TSLA $GM $F $AAPL


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Motley Fool Money - WeWork and Reworking Real Estate

Housing is expensive, rates are high, but the cut going to agents might be going down. 

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

- The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy. 

(16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices.

Companies discussed: RDFN, UBER, AAPL, SBUX

Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl 

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Money Girl - Self-Employed? How to Find Affordable Health Insurance

Laura interviews Tom Morrissey, Founder of Healthy Business Group (HBG), an innovative healthcare benefit solution for businesses and solopreneurs, about ways to save money on health insurance.

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.

Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.

Money Girl is a part of Quick and Dirty Tips.

Links: 

https://www.quickanddirtytips.com/

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https://www.facebook.com/MoneyGirlQDT

https://twitter.com/LauraAdams

https://lauradadams.com/

 

The Best One Yet - 🚦 “Elmo got a makeover” — Sesame Street’s new pivot. Target’s theft excuse. JetBlue’s vacation mistake.

Sesame Street is changing its format for the first time in 56 years — Big Bird, Elmo, and Oscar The Grouch pioneered the “magazine format” of TV (which even influenced our podcast)

Target has said all year long that it’s struggling because of 1 thing: Theft (aka “shrinkage”) — But we just got the data from a journalist’s investigation… and Target doesn’t want you to hear it.

And JetBlue stock is about to hit an all-time low — Because when all you do is chase trends, you eventually run out of gas.


$WBD $TGT $JBLU


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Motley Fool Money - We Like Cannibals*

*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism. 

(0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private.

Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories.

Companies discussed: AAPL, EBAY, SNBR, AER

Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/

Link to Motley Fool message boards: https://community.fool.com/

Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl

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