Motley Fool Money - Gen Z & Millennials Are Driving AmEx Higher
If American Express had a problem with an aging demographic, it looks like that problem is being addressed.
(0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday
(11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT.
Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL
Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Best One Yet - 👍 “Facebook should buy BuzzFeed” — BuzzFeed’s robo-writers. AmEx’s lounge love. GDP’s soft landing.
Motley Fool Money - Howard Marks on China, Risk, and Interest Rates
If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk
To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change  Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Motley Fool Money - Lessons from Buffett’s Investing Framework
Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Motley Fool Money - Lessons from Buffett’s Investing Framework
Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Motley Fool Money - GDP, Tesla, FinTech, and “Burrito Season”
As much as we love stocks, sometimes the Big Macro really does drive the market.Â
(0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again)Â - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson
(19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid.Â
(30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza.Â
Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.
Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ
Host: Chris Hill Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Best One Yet - 🧂 “Shots vs Sips” — Patron’s tequila moment. Universal’s adult theme park. Bank of America’s ugliest number.
Motley Fool Money - Netflix, Comcast, Southwest Airlines
If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.
(0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock
(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.Â
Companies discussed: LUV, CMCSA, NFLX, WBD
Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
