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Weekday episodes offer a long-term perspective on business news with The Motley Fool’s investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
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First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions.
(00:21) Jim Gillies discusses: - First Republic Bank shares plummeting after terrible quarterly results and a surprisingly brief conference call - Medpace Holdings crushing their 1st-quarter report and (once again) winning the guidance game - Pepsi's stock hitting an all-time high after snacks fueled Q1 results
(16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk about the "new normal" of hybrid work.
Companies discussed: FRC, MEDP, PEP
Check out the newest episode of our premium podcast, Stock Advisor Roundtable! https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1
Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points. Companies discussed: CMCSA, DIS, JNJ, TSLA Host: Chris Hill Guests: Jason Moser, Nick Sciple, Doomberg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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If a country can’t get natural gas to power its needs, where does it turn next?
Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss: - Tradeoffs made during Europe’s energy crisis - A durable shift for coal demand - Countries shutting down (and investing in) nuclear energy - An energy storyline that “many analysts are underestimating”
Company mentioned: PXD
Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl
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“A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch
Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: - Boring, but effective ways to invest - ETFs that can build a portfolio - 1 key metric for investors to watch - The businesses of potato processing, car auctions, and paint manufacturing
Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON
Host: Sierra Baldwin Guest: Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl
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As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. (33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN Host: Chris Hill Guests: Andy Cross, Jason Moser, Bill Mann Engineer: Dan Boyd
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Buzzfeed was in a rough spot even before the ad market softened.
(00:21) Dylan Lewis discusses: - The shuttering of Buzzfeed News, the award-winning journalism part of Buzzfeed's business - What the ripple effects are for all investors (not just Buzzfeed shareholders) - Why he's looking forward to hearing from Meta Platforms' management this earnings season
(10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors.
Companies discussed: BZFD, META, BABA
Host: Chris Hill Guests: Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd
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What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Now that all of the Big Banks have reported earnings, what stands out?
(00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance boost - Nvidia's unsurprising pricing power
(11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options.
Companies discussed: BAC, JNJ, PG, NVDA
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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What do you wish you knew when you were just starting out investing?
(00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahead
(16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers.
Got a question about stocks? Want to tell us about a stock you bought recently? Email podcasts@fool.com
Companies discussed: RBLX, ZBRA
Host: Chris Hill Guests: Jason Moser, Asit Sharma, Bill Burns Producer: Ricky Mulvey Engineer: Dan Boyd
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Money is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss: - The source of most financial conflicts in couples - Renting vs. Buying - Building the skill of spending money
Host: Alex Friedman Guest: Ramit Sethi Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
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