Episódios

  • Gimme! Gimme! Gimme! (A Half-Point Rate Cut)

    Gimme! Gimme! Gimme! (A Half-Point Rate Cut)
    Sep 19 2024
    Markets, you got what you wanted. (00:21) Bill Mann and Ricky Mulvey discuss: - The rate cut from the Federal Reserve, and what the central bank is responding to. - New rules from the SEC that aim to make markets more efficient. - Tupperware Brands filing for bankruptcy. Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series. Visit our sponsor: www.landroverusa.com Companies discussed: TUP, AAPL, DFH, NVR, DHI Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Anthony Schiavone Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 minutos
  • Celebs, CRMS, and Avocado Robots

    Celebs, CRMS, and Avocado Robots
    Sep 18 2024
    Salesforce throws a party, while Chipotle streamlines guacamole prep. (00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss: - The enviable guest list at Dreamforce - Salesforce’s positioning in the AI arms race - The future of casual dining Then, (XX:XX) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company. Check out the Range Rover Sport at www.landroverusa.com Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY Host: Mary Long Guests: Asit Sharma, Travis Hoium, Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 minutos
  • Signs Intel’s Foundry is Heating Up

    Signs Intel’s Foundry is Heating Up
    Sep 17 2024
    Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help. (00:21) Tim Beyers and Dylan Lewis discuss: - Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure. - The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy. - Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat. (18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind. Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/ Companies discussed: INTC, TSMC, AMZN, MSFT Host: Dylan Lewis Guests: Tim Beyers, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 minutos
  • The Next AI Investment Story: Power

    The Next AI Investment Story: Power
    Sep 16 2024
    One query on ChatGPT takes 10x the amount of electricity as a Google search. (00:21) Ricky Mulvey and Asit Sharma discuss: - How big tech is dealing with the electricity demands of AI systems. - Companies that could benefit from more energy usage. - If Under Armour can turn around. Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch. Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events Visit our sponsor: Go to www.monarchmoney.com/fool for an extended 30-day free trial Host: Ricky Mulvey Guests: Asit Sharma, Brendan Hughes Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 minutos
  • Stocks for the Road

    Stocks for the Road
    Sep 15 2024
    If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart. Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss: - An industry where investors can ignore sales growth. - What shifting consumer tastes mean for convenience stores. - One company “taking over a mountain no one else wants”. Companies mentioned: TSE: ATD, OTCMKTS: SVNDY, CASY, TKO, WMT, MUSA Host: Mary Long Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 minutos
  • Amazon Can’t Be Contained

    Amazon Can’t Be Contained
    Sep 14 2024
    40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure. Amazon is a goliath. Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about: - Amazon’s early days and how it withstood years of sustained losses. - How Amazon makes Wall Street look genteel. - The lengths that the company went to get information from competitors. Companies discussed: AMZN, TGT, EBAY Host: Mary Long Guest: Dana Mattioli Producer: Ricky Mulvey Engineers: Dez Jones, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 minutos
  • Rich Signals from Berkshire

    Rich Signals from Berkshire
    Sep 13 2024
    Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants. (00:21) Jason Moser and Matt Argersinger discuss: - The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity. - Brian Niccol’s vision for returning to Starbucks’ roots as a third place. - Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through. (19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025. (33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries. Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG. Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Barbera Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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    40 minutos
  • Easy Money Returns

    Easy Money Returns
    Sep 12 2024
    The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. (00:21) David Meier and Ricky Mulvey discuss: - OpenAI’s $50 billion valuation jump in one week. - A space SPAC that’s more than 10xed since April, 2024. - One of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock. Then, (16:27) Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today. Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE Visit www.factormeals.com/foolpod50 to get 50% off your first box plus 20% off your next month. Host: Ricky Mulvey Guests: David Meier, Asit Sharma Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 minutos