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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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$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.
(00:21) Tim Beyers and Mary Long discuss:
- Market relief about the latest in Trump’s trade saga.
- A rose and a thorn from Nvidia’s latest report.
- Another trade-related announcement that affects the semiconductor supply chain.
Companies discussed: NVDA, CDNS, SNPS, SIEGY
Host: Mary Long
Guest: Tim Beyers
Engineer: Dan Boyd
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Forget tariffs, earnings season rolls on!
Jason Moser and Matt Argersinger discuss:
Companies Discussed: OKTA, MSFT, DKS, MTN
Host: Jason Moser
Guest: Matt Argersinger
Producer: Mary Long
Engineer: Rick Engdahl
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Life is good when you can make an $8 billion move in cash.
(00:21) Tim Beyers and Ricky Mulvey discuss:
- A record Memorial Day weekend for the box office.
- Salesforce’s announced acquisition of Informatica.
- Why investors may be underrating the growth of 5G.
Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work.
Companies discussed: CRM, INFA, DE, IOT
Build your Range Rover Sport at www.rangerover.com/us/sport
Host: Ricky Mulvey
Guests: Tim Beyers, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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If you want to own best-in-class companies, you need to own stocks with a high sticker price.
Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss:
- Palantir’s current valuation, and what investors should prepare for.
- The value of paying up for “top dogs” and holding on to them for long periods of time.
- Tesla’s surprising performance over the past year.
Companies discussed: PLTR, MELI, TSLA, SHOP, NFLX, AMZN, NVDA, AXON, ISRG
Host: Ricky Mulvey
Guest: David Gardner
Engineer: Rick Engdah
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.l
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Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.
(0:21): Jason Moser and Bill Mann discuss:
- What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io.
- MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love.
- Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return.
(19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up.
(33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo.
Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD,
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Bryan Fairbanks
Engineers: Dan Boyd
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Turnarounds take longer than investors like to imagine.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Nike’s return to Amazon.
- The fundamentals and risks of investing in turnaround stories.
- A fitness company with a potentially brighter future.
Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future.
Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc.
Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM
Host: Ricky Mulvey
Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel
Producer: Mary Long
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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In one direction, there’s digital. In the other, there’s a treasure hunt.
(00:21) David Meier and Mary Long discuss:
- Target’s off-the-mark results.
- Lessons from TJX Companies’ under-the-radar CEO.
- What caused David to do a double-take when listening to Palo Alto’s earnings call.
Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money.
Companies discussed: TGT, TJX, WMT, PANW
Host: Mary Long
Guests: David Meier, Andy Cross, Morgan Housel
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Elon Musk is committed to Tesla for at least five more years.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Investing in companies with a singular leader.
- Earnings results from Home Depot.
- A listener's suggestion to create a “laziness” stock basket.
Then, (17:04) Robert Brokamp answers listener questions about Roth IRAs and dividend investing.
Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT
Host: Ricky Mulvey
Guest: Jason Moser, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Downgrades sound scary, but the U.S. is still the best place for investors to put money to work.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors.
- Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S.
- Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy.
(16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right.
Companies discussed: WMT, COIN
Host: Dylan Lewis
Guests: Asit Sharma, David Henkes, Ricky Mulvey
Engineers: Dan Boyd
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The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology’s “ChatGPT moment.”
Motley Fool Senior Analyst, Asit Sharma ,joins Mary Long to discuss:
- The complex problems that quantum computers could solve.
- How healthcare and logistics companies benefit from ultra-fast processing.
- The small players and hyperscalers building the future of quantum.
Companies discussed: GOOG, GOOGL, MSFT, IBM, QBTS, AMZN, RGTI, CDNS, SNPS, IONQ
Motley Fool One members can access Asit’s full report, “Decoding Quantum” here: https://www.fool.com/premium/4627/coverage/2025/03/19/decoding-quantum-insights-for-investors
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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