The Best One Yet - 🍕 “Frozen > Fresh” — Pizza’s biggest winner. JPMorgan’s Epstein settlement. NYC’s traffic tax.

Pizza delivery surged during the pandemic, but it’s now gone cold… because of Frozen Pizza. 

JPMorgan is paying a $290M settlement because it allegedly saw something with convicted sex offender Jeffrey Epstien, but didn’t say something. 

And NYC is moving forward with America’s 1st “congestion pricing” traffic tax (New Jersey hates it). 

$DPZ $PZZA $JPM

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Follow The Best One Yet on ⁠Instagram⁠, ⁠Twitter⁠, and ⁠Tiktok⁠: @tboypod

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_______________________________

0:00 - Intro

1:08 - Professional quitters

3:34 - Frozen Pizza Sales

7:54 - JP Morgan/Epstein Lawsuit

13:15 - NYC Congestion Pricing

18:08 - Takeaways

18:59 - Best Fact Yet

20:35 - Shoutouts

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Motley Fool Money - Icahn Gets His Way

Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?

(00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail. - Carl Icahn’s history of activist investing. - Thoma Bravo’s success in buying companies and repackaging them for sale.

(14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today’s investing universe.

Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal Producer: Ricky Mulvey Engineer: Dan Boyd

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The Best One Yet - 👮🤐 “123456” — Netflix’s password crackdown win. Stocks’ 1-year highs. AM Radio’s Tesla problem.

The Netflix Password-Mooching Crackdown just began… and we just got the numbers on whether it’s working.

Out of nowhere, stocks just hit their highest level in a year — We’re officially in a Bull Market (and it’s thanks to 8 specific stocks).

And AM Radio was killed by Tesla and electric cars, but Ford is bringing it back — Because of the zombies in “The Last Of Us.”

$SPY $NFLX $TSLA

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

____________________________________________

0:00 - Intro

1:05 - Bonus Interview

3:36 - Bull Market 2023

7:47 - Netflix Password Crackdown

14:23 - AM for every vehicle act

17:58 - Takeaways

18:34 - Best Fact Yet

20:00 - Shoutouts

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Are Banking Relationships Sticky?

When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then?

Motley Fool Senior Analyst Bill Mann caught up with Chip Mahan, CEO of Live Oak Bank. They discuss:

- The breakdown of communication between regulators and Silicon Valley Bank - How Live Oak Bank is differentiating itself from larger institutions - Why traditional banks may face margin issues in the “not too distant future” 

Companies discussed: LOB, JPM

Host: Bill Mann Guest: Chip Mahan Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Motley Fool Money - “No One Will Ever Need a PC in Their Homes.”

A new technology won’t go far unless it solves a migraine-level problem. 

Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss:

- How investors can think about adoption lifecycles and tech investments - Where generative AI lands on the hype cycle - One key sign that a new product has “crossed the chasm” for widespread adoption - ChatGPT’s “nice to haves”

Companies discussed: IT, AAPL, MDB, HUBS

Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: Rick Engdahl

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Motley Fool Money - Spatial Computing and Safety Deposit Boxes in the Sky

Will mixed reality win out over virtual reality? And is crypto a security? 

(00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit against Coinbase and Binance, and what it means for crypto.

(19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row.

(33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard Engineer: Dan Boyd

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The Best One Yet - 🏠🚗 “Uber vs Airbnb” — The Sharing Showdown. Photoshop’s artificial reality. Lionel Messi’s soccer equity.

Uber just launched an “airbnb for cars” feature in the app — because Uber may be the biggest threat to Airbnb (and vice versa). 

Adobe’s photoshop is letting AI create images out of thin air — because artificial intelligence can lead to an artificial reality.

And Lionel Messi just turned down a reported $1B to play in Saudi Arabia — He’s playing in Miami instead, because upside beats stability. 

$UBER $ABNB $ADBE

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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

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Game over for GameStop’s CEO

GameStop’s CEO is out and Spotify is shaking up its podcast strategy.

(00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - If GameStop can move beyond meme status and find new growth. - Spotify’s layoff’s and what it signals about its strategic shift.

(11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next. Companies discussed: MSFT, GME, SPOT, SNOW

Host: Deidre Woollard Guests: Bill Barker, Asit Sharma, Bob Muglia Producer: Ricky Mulvey Engineer: Rick Engdahl

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The Best One Yet - 🟠 “The Sky is Orange” — NYC’s wildfire insurance. Beauty’s perfume parity. CNN’s reality TV.

New York City is experiencing smoky air due to fires, and that’s got us thinking about 1 industry: Insurance.

Because wildfires in California have made it uninsurable.

Cologne and perfume sales are up 60% from before the pandemic, and the surge is coming from men (#Dudefumes). 

And CNN’s CEO is out after a really awkward interview, a bad article, and a gym workout.

$BBWI $COTY $WBD $ALL

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

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Mixed Signals From Real Estate and Regional Banks

The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money. 

(00:15) Bill Mann and Dylan Lewis discuss:

  • How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
  • The follow-on effects that could hit regional banks.
  • Why insiders at regional banks are buying up shares despite the pessimism. 

(13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around. 

Companies discussed: LOB, CHWY, GME, BBBY, BABA

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Melissa Lee Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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