Category: 3-PersonalFinanceDaily

Berkshire’s cash hoard is approaching “Dr. Evil” levels.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.

- Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.

- Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts.

(16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.

Companies discussed: BRK.A, BRK.B, AAPL, MNMD

Host: Dylan Lewis

Guests: Tim Beyers, Rob Barrow, Ricky Mulvey

Producer: RIcky Mulvey

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Energy drink Alani Nu sold to Celsius for $1.8B… so we explain how to pick an acquisition price.

Alibaba is the Amazon of China & its stock has doubled… because AI is its new religion.

We just found the ROI on the IRS… For every $1 we put into the IRS, we get $12 back.

Plus, Birkenstock just argued to a judge that its sandals should legally be art…

$CELH $BABA $BIRK

Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… the Patagonia Fleece 🐑. Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.

“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.

—-----------------------------------------------------

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 

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Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

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

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.

Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:

- How social engineering effects your life.

- Why real diversity can prevent leaders from doing stupid things.

- The demand to return to more in-person experiences.

Host: Dylan Lewis

Guest: Malcolm Gladwell

Producer:Ricky Mulvey

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.

(00:21) Asit Sharma and Jason Moser discuss:

- Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer.

- How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs

- The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.

(19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.

Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/

(31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb

Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The general outline of the Polaris Plan has been slightly changed.  This episode discusses those adjustments and why they were made.

Also discussed - DeepSeek

Laura answers a listener's question about maximizing tax deductions for multiple sources of income and side gigs.

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/

https://www.quickanddirtytips.com/money-girl-newsletter

https://www.facebook.com/MoneyGirlQDT

https://twitter.com/LauraAdams

https://lauradadams.com/

James Bond’s creative control was just acquired by Amazon… so we need to talk about “Infinite Scarcity.”

Microsoft just defied physics… it’s a quantum creation that’s not a solid, liquid, or gas.

OpenTable has overtaken Resy for America’s coolest restaurants… all thanks to 1 move.

Plus, Google searches for “Is it safe to fly” are up 20x… so we ran the numbers.

$AXP $GOOG $MSFT $AMZN

Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… the Patagonia Fleece 🐑

Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.

“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.

—-----------------------------------------------------

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 

FOR MORE NICK & JACK: 

Newsletter: https://tboypod.com/newsletter 

Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ 

Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ 

SOCIALS:

Instagram: https://www.instagram.com/tboypod 

TikTok: https://www.tiktok.com/@tboypod

YouTube: https://www.youtube.com/@tboypod 

Anything else: https://tboypod.com/ 

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

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

… and why the stock is “nowhere near fully valued.”

(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.

Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.

Companies discussed: TOST, MSFT, RBLX, META, SNAP

Host: Mary Long

Guests: Tim Beyers, Kirsten Guerra

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Tonight’s NHL game is USA vs Canada… it’s a geopolitical battle, so tix hit Super Bowl prices.

The fastest-growing retail concept is “Med Spas”... Botox, lip-filler, & butt-plumpers are surging.

Meta is building the largest undersea cable in history… because the future of AI is underwater.

Plus, scientists have identified the happiest and most productive time of day… 7am.

$META

Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of the ⛰️ Patagonia Fleece. Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.

“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.

—-----------------------------------------------------

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 

FOR MORE NICK & JACK: 

Newsletter: https://tboypod.com/newsletter 

Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ 

Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ 

SOCIALS:

Instagram: https://www.instagram.com/tboypod 

TikTok: https://www.tiktok.com/@tboypod

YouTube: https://www.youtube.com/@tboypod 

Anything else: https://tboypod.com/ 

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

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

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.

(00:21) David Meier and Ricky Mulvey discuss:

- Why Microsoft and Meta rely on Arista Networks.

- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.

- The downfall of dating app Bumble.

Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.

Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB

Host: Ricky Mulvey

Guests: David Meier, Anthony Schiavone

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices