Motley Fool Money The Great Cacao Shortage
Oct 25, 2024
This discussion unveils the impending chocolate shortage just in time for Halloween. Discover how rising cocoa prices are affecting candy availability and why companies like Hershey are feeling the crunch. The hosts dive into Tesla's stock resurgence, airline industry challenges, and the impact of recent food safety issues on fast food chains. Get insights on navigating commodity investments and learn about companies like Compass Minerals and Remitly that are on their radar. Nostalgic candy anecdotes add a fun twist to the serious financial analysis!
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Episode notes
Market Movers
- Tesla's return to growth and positive returns for 2024 are discussed.
- Southwest and American Airlines navigate an oversupplied air travel market, and Disney plans Bob Iger's succession.
Tesla's Growth
- Tesla's strong earnings report signals a return to growth.
- Cost optimizations and energy generation/storage performance drove margin expansion.
Cybertruck Skepticism
- Jason Moser has ridden in a Cybertruck but remains skeptical of its market potential.
- He acknowledges Tesla's dedicated fanbase, suggesting future demand.