Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affecting results.
Companies discussed: ZM, LOW, DKS
Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd
I discuss different types of accounts and the sequence you should use to add money. Also, if you are in retirement, where should you take out money first?
Part 2 of my car buying adventure.
Super shitty funds with poor results and really high costs.
The threats are getting bigger but so are the businesses trying to prevent them.
David Meier and Deidre Woollard discuss: - Metrics to watch in business-to-business tech companies. - Why Palo Alto Networks reported on a Friday night. - The growth trends for cybersecurity as a whole.
Companies discussed: ZM, PANW, ZS, CRWD
Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple.
The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investors hoped their money would help unlock Ghana’s inheritance and billions of dollars worth of gold. Many were sold 10-to-1, even 100-to-1 returns on this promise. Yepoka Yeebo is the author of “Anansi’s Gold: The Man Who Looted the West, Outfoxed Washington, and Swindled the World.” Ricky Mulvey caught up with Yeebo to discuss: - How a scammer builds credibility. - The investor biases can lead someone to be defrauded. - How the money in the trust fund scam’s scheme actually disappeared. Host: Ricky Mulvey Guest: Yepoka Yeebo Producer: Deidre Woollard Engineer: Tim Sparks
Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880.
Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying cool. They discuss:
- The major players and macro landscape for HVAC companies. - Carrier’s transformation. - Growth expectations for heating and cooling companies. - One industry that is incredibly difficult to disrupt.
Companies discussed: CARR, WSO, TT, LLI, FERG
Host: Ricky Mulvey Guests: Deidre Woolard, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl
A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items.
(00:21) Ron Gross and Emily Flippen discuss: - Why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target. - The story behind Adyen’s 40% post-earnings drop. - The latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China.
(19:11) VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment.
(33:24) Ron and Emily break down two stocks on their radar: Astec and NICE.
It’s our last pod until Tuesday, September 5th as we take our annual vacation… but we whipped up 3 fantastic stories for ya: There are 17K ice cream parlors in the US, but 1 cone company dominates the market — Joy Cones proves that in some markets, boring is better.
Skechers just signed England’s #1 soccer player to a lifetime deal to wear Skechers cleats — But its goal isn’t to be #1, it’s to be #3.
And Tipping has reached a tipping point and we found the culprit: Toast — Toast’s payments tablets have turned “Tip Creep” into “Tip Fatigue” and now a “Tip Turnaround.”
Subscribe to the TBOY Newsletter at tboypod.com/newsletter.
File a claim for the Facebook privacy settlement here: https://facebookuserprivacysettlement.com/#submit-claim
$SKX $NKE $ADDYY $TOST $UL
Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com
Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod
And now watch us on Youtube
Learn more about your ad choices. Visit podcastchoices.com/adchoices
More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery.
Bill Barker and Deidre Woollard discuss: - Whether Walmart is learning from grocers or grocers are learning from Walmart. - If an Aldi acquisition spells the end of the beloved Winn-Dixie brand. - Why Amazon has struggled with getting grocery right.
Companies discussed: WMT, TGT, KR, ACI, AMZN
Host: Deidre Woollard Guest: Bill Barker Producer: Ricky Mulvey Engineer: Dan Boyd
Brazilian steakhouse Fogo de Chao just sold for $1B – We found out how it makes twice as much money per restaurant as The Olive Garden.
TJ Maxx stock just hit an all-time high and is now worth $100B — Because TJ’s hand-me-down strategy is paying off.
And back in 2008, legendary investor Michael Burry (from “The Big Short”) made a billion-dollar bet against the housing market, and he was right — He just made another, even bigger, Big Short.
$DRI $TJX $TGT $SPY
Subscribe to our newsletter: tboypod.com/newsletter
Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com
Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod
And now watch us on Youtube
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.
(00:21) Jason Moser and Dylan Lewis discuss:
- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. - How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. - Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment.
Companies discussed: TGT, TJX, CAVA, WMT
Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd
