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Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors.
(00:14) Jason Moser and Ricky Mulvey discuss:
- How more than a hundred million dollars can go missing.
- The impact of weight-loss drugs on junk food manufacturers.
- Some advice for investors looking for artificial intelligence “picks and shovels” plays.
Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events.
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Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html
Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime
Companies discussed: M, CAG, TPL, NFLX
Host: Ricky Mulvey
Guests: Jason Moser, Lucas Shaw
Producer: Mary Long
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Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low?
Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss:
- The questions about how fast fashion became ultra-fast fashion.
- Why Shein’s leaders may be staying quiet.
- How an export and tax loophole is driving business for Shein and Temu, and why that could change.
Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/
Companies discussed: PDD, AMZN OTC: HNNMY,
Host: Mary Long
Guest: Timothy McLaughlin
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:
- Advice to investors looking at a highly speculative industry.
- The cash and regulatory questions for these companies.
- Key differences between the cannabis market and psychedelic stocks.
- The challenges of doing a double-blind test on psychedelic compounds.
Companies discussed: CMPS, CYBN, ATAI
Host: Mary Long
Guest: Keith Speights
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Desireé Jones
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The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.
(00:55) Jason Moser and Emily Flippen discuss:
- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”
- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one.
- Snowflake’s strong report and what its new deal with Anthropic means .
(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.
(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.
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Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Dan Durn
Engineers: Rick Engdahl
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Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo.
(00:14) Bill Barker and Ricky Mulvey discuss:
- Nvidia’s quarter and data center growth.
- Why Comcast is spinning off its cable assets.
- Microstrategy’s unusual bond offering.
Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties.
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Companies discussed: NVDA, CMCSA, MSTR, EGP
Host: Ricky Mulvey
Guests: Bill Barker
Producer: Mary Long
Engineer: Rick Engdahl
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The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task?
(00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus:
- The state of the consumer heading into the holiday shopping season.
- What it takes to build out a true omnichannel operation.
- How management teams land on forward guidance.
Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal.
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Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX
Host: Mary Long
Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey
Engineers: Rick Engdahl
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But the retailer’s valuation is giving investors more questions.
(00:14) Nick Sciple and Ricky Mulvey discuss:
- Highlights from Walmart’s quarter.
- What shoppers want from mac and cheese.
- Why nicotine pouches may be “the biggest consumer product story this decade.”
Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”
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Companies discussed: WMT, COST, PMI, MO, TPB
Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Christine Benz
Producer: Mary Long
Engineer: Rick Engdahl
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Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.
(00:15) Seth Jayson and Dylan Lewis discuss:
- Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter.
- Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry.
- Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.
(14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.
Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH
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Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Asit Sharma
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Campaign contributions are just table stakes for companies trying to make legislation in their favor.
Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:
- How Airbnb mobilized voters in San Francisco.
- The battle to regulate artificial intelligence.
- How the crypto industry is building political power.
Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster
Companies discussed: MSFT, ABNB, COIN
Host: Mary Long
Guest: Charles Duhigg
Producer: Ricky Mulvey
Engineers: Tim Sparks, Austin Morgan
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Price matters. But how do you build a case for what the right price is?
Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss:
- How to put P/E ratios in context – and how to look beyond that metric.
- Levers Walmart could pull to double its earnings.
- Growth stories for Netflix that go beyond subscriber count.
Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX
Host: Ricky Mulvey
Guest: Patrick Badolato
Producer: Mary Long
Engineer: Rick Engdahl
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