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
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